EverSource Wealth Advisors
SPRX icon

EverSource Wealth Advisors’s Spear Alpha ETF SPRX Stock Holding History

EverSource Wealth Advisors’s Portfolio SPRX Stock Details SPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8K Sell
324
-554
-63% -$27K ﹤0.01% 2477
2026
Q1 		$31.3K Sell
878
-924
-51% -$36.6K ﹤0.01% 2224
2025
Q4 		$69.4K Buy
+1,802
New +$71.7K ﹤0.01% 1513

Other funds holding SPRX

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GoalVest Advisory
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Pinion Investment Advisors
Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return
Gentry Private Wealth
Gentry Private Wealth Wichita, Kansas $194M AUM 24.17% 1-Year Est. Return
Wealth Watch Advisors
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
National Wealth Management Group
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

EverSource Wealth Advisors's SPRX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Spear Alpha ETF (SPRX) stake by 63% in Q2 2026, selling an estimated $27K and leaving 324 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

EverSource Wealth Advisors first reported a position in SPRX in Q4 2025 and has held it in 3 quarters since. The position peaked at $69.4K in Q4 2025. 43 funds tracked by Wall St. Rank hold SPRX as of Q2 2026.

  • EverSource Wealth Advisors held 324 shares of Spear Alpha ETF worth $18.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 554 Spear Alpha ETF shares in Q2 2026, an estimated $27K.
  • Spear Alpha ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2477 holding.
  • EverSource Wealth Advisors first reported a position in Spear Alpha ETF in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Spear Alpha ETF position peaked at $69.4K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.