CAN
SPXZ

Cetera Advisor Networks’s Morgan Creek Exos SPAC Originated ETF SPXZ Stock Holding History

Cetera Advisor Networks’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
-11,000
Closed -$230K – 2077
2021
Q2 		$230K Buy
11,000
+1,200
+12% +$24.1K ﹤0.01% 1682
2021
Q1 		$206K Buy
+9,800
New +$237K ﹤0.01% 1362

Other funds holding SPXZ

MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 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 $235B AUM 32.99% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

Cetera Advisor Networks's SPXZ Position: Q3 2021 in Review

Cetera Advisor Networks sold out of Morgan Creek Exos SPAC Originated ETF (SPXZ) in Q3 2021, closing a stake of 11,000 shares — an estimated $230K sold.

Cetera Advisor Networks first reported a position in SPXZ in Q1 2021 and held it in 2 quarters. The position peaked at $230K in Q2 2021. 10 funds tracked by Wall St. Rank hold SPXZ as of Q3 2021.

  • Cetera Advisor Networks reported no remaining Morgan Creek Exos SPAC Originated ETF position as of Q3 2021 after selling out during the quarter.
  • Cetera Advisor Networks sold 11,000 Morgan Creek Exos SPAC Originated ETF shares in Q3 2021, an estimated $230K.
  • Cetera Advisor Networks first reported a position in Morgan Creek Exos SPAC Originated ETF in Q1 2021 and held it in 2 quarters.
  • Cetera Advisor Networks's Morgan Creek Exos SPAC Originated ETF position peaked at $230K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Morgan Creek Exos SPAC Originated ETF as of Q3 2021.

Based on Cetera Advisor Networks's 13F filing for Q3 2021, filed 16 Nov 2021.