CWM
SPAX

Centric Wealth Management’s Robinson Alternative Yield Pre-merger SPAC ETF SPAX Stock Holding History

Centric Wealth Management’s Portfolio SPAX Stock Details SPAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37,184
Closed -$754K – 188
2024
Q4 		$754K Buy
37,184
+2,497
+7% +$50.7K 0.2% 95
2024
Q3 		$704K Buy
34,687
+1,449
+4% +$29.5K 0.19% 97
2024
Q2 		$678K Buy
+33,238
New +$677K 0.2% 89

Other funds holding SPAX

SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centric Wealth Management's SPAX Position: Q1 2025 in Review

Centric Wealth Management sold out of Robinson Alternative Yield Pre-merger SPAC ETF (SPAX) in Q1 2025, closing a stake of 37,184 shares — an estimated $754K sold.

Centric Wealth Management first reported a position in SPAX in Q2 2024 and held it in 3 quarters. The position peaked at $754K in Q4 2024. 6 funds tracked by Wall St. Rank hold SPAX as of Q1 2025.

  • Centric Wealth Management reported no remaining Robinson Alternative Yield Pre-merger SPAC ETF position as of Q1 2025 after selling out during the quarter.
  • Centric Wealth Management sold 37,184 Robinson Alternative Yield Pre-merger SPAC ETF shares in Q1 2025, an estimated $754K.
  • Centric Wealth Management first reported a position in Robinson Alternative Yield Pre-merger SPAC ETF in Q2 2024 and held it in 3 quarters.
  • Centric Wealth Management's Robinson Alternative Yield Pre-merger SPAC ETF position peaked at $754K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Robinson Alternative Yield Pre-merger SPAC ETF as of Q1 2025.

Based on Centric Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.