CFA
SPXZ

Carroll Financial Associates’s Morgan Creek Exos SPAC Originated ETF SPXZ Stock Holding History

Carroll Financial Associates’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
-276
Closed -$5K – 2014
2021
Q2 		$5K Buy
+276
New +$5.55K ﹤0.01% 1457

Other funds holding SPXZ

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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 $235B AUM 32.99% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

Carroll Financial Associates's SPXZ Position: Q3 2021 in Review

Carroll Financial Associates sold out of Morgan Creek Exos SPAC Originated ETF (SPXZ) in Q3 2021, closing a stake of 276 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in SPXZ in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 10 funds tracked by Wall St. Rank hold SPXZ as of Q3 2021.

  • Carroll Financial Associates reported no remaining Morgan Creek Exos SPAC Originated ETF position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 276 Morgan Creek Exos SPAC Originated ETF shares in Q3 2021, an estimated $5K.
  • Carroll Financial Associates first reported a position in Morgan Creek Exos SPAC Originated ETF in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Morgan Creek Exos SPAC Originated ETF position peaked at $5K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Morgan Creek Exos SPAC Originated ETF as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.