BWA
SPIT

Beam Wealth Advisors’s F/m Emerald Special Situations ETF SPIT Stock Holding History

Beam Wealth Advisors’s Portfolio SPIT Stock Details SPIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$861K Buy
24,670
+9,500
+63% +$299K 0.19% 79
2026
Q1 		$403K Buy
+15,170
New +$419K 0.1% 98

Other funds holding SPIT

HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Beam Wealth Advisors's SPIT Position: Q2 2026 in Review

Beam Wealth Advisors increased its F/m Emerald Special Situations ETF (SPIT) stake by 63% in Q2 2026, buying an estimated $299K and bringing the position to 24,670 shares worth $861K. The position accounts for 0.19% of the portfolio, ranked #79.

Beam Wealth Advisors first reported a position in SPIT in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SPIT as of Q2 2026.

  • Beam Wealth Advisors held 24,670 shares of F/m Emerald Special Situations ETF worth $861K as of Q2 2026.
  • Beam Wealth Advisors bought 9,500 F/m Emerald Special Situations ETF shares in Q2 2026, an estimated $299K.
  • F/m Emerald Special Situations ETF made up 0.19% of Beam Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Beam Wealth Advisors first reported a position in F/m Emerald Special Situations ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held F/m Emerald Special Situations ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.