Cambridge Investment Research Advisors
SPXZ

Cambridge Investment Research Advisors’s Morgan Creek Exos SPAC Originated ETF SPXZ Stock Holding History

Cambridge Investment Research Advisors’s Portfolio SPXZ Stock Details SPXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-24,826
Closed -$519K – 3251
2021
Q2 		$519K Buy
24,826
+14,784
+147% +$297K ﹤0.01% 2027
2021
Q1 		$211K Buy
+10,042
New +$243K ﹤0.01% 2573

Other funds holding SPXZ

MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

Cambridge Investment Research Advisors's SPXZ Position: Q3 2021 in Review

Cambridge Investment Research Advisors sold out of Morgan Creek Exos SPAC Originated ETF (SPXZ) in Q3 2021, closing a stake of 24,826 shares — an estimated $519K sold.

Cambridge Investment Research Advisors first reported a position in SPXZ in Q1 2021 and held it in 2 quarters. The position peaked at $519K in Q2 2021. 10 funds tracked by Wall St. Rank hold SPXZ as of Q3 2021.

  • Cambridge Investment Research Advisors reported no remaining Morgan Creek Exos SPAC Originated ETF position as of Q3 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 24,826 Morgan Creek Exos SPAC Originated ETF shares in Q3 2021, an estimated $519K.
  • Cambridge Investment Research Advisors first reported a position in Morgan Creek Exos SPAC Originated ETF in Q1 2021 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Morgan Creek Exos SPAC Originated ETF position peaked at $519K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Morgan Creek Exos SPAC Originated ETF as of Q3 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.