Atticus Wealth Management’s ProShares S&P 500 ex-Technology ETF SPXT Stock Holding History

Atticus Wealth Management’s Portfolio SPXT Stock Details SPXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-606	Closed	-$47K	–	646
2022 Q1	$47K	Sell	606 -307	-34%	-$23.4K	0.02%	256
2021 Q4	$73K	Hold	913	–	–	0.03%	190
2021 Q3	$68K	Buy	913 +1	+0.1%	+$76	0.03%	203
2021 Q2	$68K	Buy	+912	New	+$66.4K	0.03%	202

Other funds holding SPXT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atticus Wealth Management's SPXT Position: Q2 2022 in Review

Atticus Wealth Management sold out of ProShares S&P 500 ex-Technology ETF (SPXT) in Q2 2022, closing a stake of 606 shares — an estimated $47K sold.

Atticus Wealth Management first reported a position in SPXT in Q2 2021 and held it in 4 quarters. The position peaked at $73K in Q4 2021. 5 funds tracked by Wall St. Rank hold SPXT as of Q2 2022.

Atticus Wealth Management reported no remaining ProShares S&P 500 ex-Technology ETF position as of Q2 2022 after selling out during the quarter.
Atticus Wealth Management sold 606 ProShares S&P 500 ex-Technology ETF shares in Q2 2022, an estimated $47K.
Atticus Wealth Management first reported a position in ProShares S&P 500 ex-Technology ETF in Q2 2021 and held it in 4 quarters.
Atticus Wealth Management's ProShares S&P 500 ex-Technology ETF position peaked at $73K in Q4 2021.
5 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q2 2022.

Based on Atticus Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.