Annex Advisory Services
SPXC icon

Annex Advisory Services’s SPX Corp SPXC Stock Holding History

Annex Advisory Services’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-914
Closed -$224K – 393
2026
Q2 		$224K Buy
+914
New +$200K ﹤0.01% 334

Other funds holding SPXC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services's SPXC Position: Q3 2026 in Review

Annex Advisory Services sold out of SPX Corp (SPXC) in Q3 2026, closing a stake of 914 shares — an estimated $224K sold.

Annex Advisory Services first reported a position in SPXC in Q2 2026 and held it in 1 quarter. The position peaked at $224K in Q2 2026. 64 funds tracked by Wall St. Rank hold SPXC as of Q3 2026.

  • Annex Advisory Services reported no remaining SPX Corp position as of Q3 2026 after selling out during the quarter.
  • Annex Advisory Services sold 914 SPX Corp shares in Q3 2026, an estimated $224K.
  • Annex Advisory Services first reported a position in SPX Corp in Q2 2026 and held it in 1 quarter.
  • Annex Advisory Services's SPX Corp position peaked at $224K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held SPX Corp as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.