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AE Wealth Management’s Spear Alpha ETF SPRX Stock Holding History

AE Wealth Management’s Portfolio SPRX Stock Details SPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.23K Sell
203
-2,507
-93% -$99.3K ﹤0.01% 2320
2025
Q4 		$104K Buy
+2,710
New +$108K ﹤0.01% 1685

Other funds holding SPRX

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $428M AUM 19.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GPW
Gentry Private Wealth Wichita, Kansas $166M AUM 16.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

AE Wealth Management's SPRX Position: Q1 2026 in Review

AE Wealth Management reduced its Spear Alpha ETF (SPRX) stake by 93% in Q1 2026, selling an estimated $99.3K and leaving 203 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

AE Wealth Management first reported a position in SPRX in Q4 2025 and has held it in 2 quarters since. The position peaked at $104K in Q4 2025. 42 funds tracked by Wall St. Rank hold SPRX as of Q1 2026.

  • AE Wealth Management held 203 shares of Spear Alpha ETF worth $7.23K as of Q1 2026.
  • AE Wealth Management sold 2,507 Spear Alpha ETF shares in Q1 2026, an estimated $99.3K.
  • Spear Alpha ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2320 holding.
  • AE Wealth Management first reported a position in Spear Alpha ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Spear Alpha ETF position peaked at $104K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.