IFP Advisors, Inc
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1641866
TAMPA, FL
Position in ALLW
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$118,833
-$72,387 QoQ
Shares Held
4,119
-40.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,833 | 4,119 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $191,220 | 6,956 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $186,572 | 6,692 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $197,454 | 7,574 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $125,523 | 4,989 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||