Acima Private Wealth’s State Street SPDR S&P China ETF GXC Stock Holding History

Acima Private Wealth’s Portfolio GXC Stock Details GXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.6K	Sell	204 -3,111	-94%	-$291K	0.01%	153
2026 Q1	$309K	Hold	3,315	–	–	0.1%	103
2025 Q4	$321K	Sell	3,315 -751	-18%	-$75.8K	0.1%	101
2025 Q3	$427K	Hold	4,066	–	–	0.13%	82
2025 Q2	$356K	Hold	4,066	–	–	0.12%	92
2025 Q1	$350K	Sell	4,066 -225	-5%	-$18.5K	0.13%	91
2024 Q4	$326K	Sell	4,291 -1,148	-21%	-$91.8K	0.11%	103
2024 Q3	$447K	Hold	5,439	–	–	0.15%	80
2024 Q2	$372K	Sell	5,439 -7,497	-58%	-$528K	0.14%	87
2024 Q1	$851K	Buy	12,936 +1,882	+17%	+$121K	0.31%	60
2023 Q4	$753K	Buy	+11,054	New	+$771K	0.29%	63
2023 Q1	–	Sell	-10,867	Closed	-$852K	–	285
2022 Q4	$852K	Buy	+10,867	New	+$788K	0.44%	57
2022 Q1	–	Sell	-19,337	Closed	-$2M	–	239
2021 Q4	$2M	Buy	+19,337	New	+$2.12M	0.86%	35

Other funds holding GXC

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return