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BFC Planning, Inc.’s Spear Alpha ETF SPRX Stock Holding History

BFC Planning, Inc.’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 		$21.3K Hold
368
– – ﹤0.01% 1982
2026
Q1 		$13.1K Sell
368
-3
-0.8% -$119 ﹤0.01% 1911
2025
Q4 		$14.3K Buy
371
+116
+45% +$4.62K ﹤0.01% 1900
2025
Q3 		$9.8K Buy
255
+252
+8,400% +$8.56K ﹤0.01% 1933
2025
Q2 		$89 Hold
3
– – ﹤0.01% 2629
2025
Q1 		$59 Hold
3
– – ﹤0.01% 2623
2024
Q4 		$81 Buy
+3
New +$76 ﹤0.01% 2547

Other funds holding SPRX

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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 $564M AUM 15.99% 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 $18.6B AUM 17.65% 1-Year Est. Return
National Wealth Management Group
National Wealth Management Group Cincinnati, Ohio $347M AUM 28.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BFC Planning, Inc.'s SPRX Position: Q2 2026 in Review

BFC Planning, Inc. held its Spear Alpha ETF (SPRX) position steady in Q2 2026 at 368 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

BFC Planning, Inc. first reported a position in SPRX in Q4 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold SPRX as of Q2 2026.

  • BFC Planning, Inc. held 368 shares of Spear Alpha ETF worth $21.3K as of Q2 2026.
  • BFC Planning, Inc. left its Spear Alpha ETF share count unchanged in Q2 2026.
  • Spear Alpha ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1982 holding.
  • BFC Planning, Inc. first reported a position in Spear Alpha ETF in Q4 2024 and has held it in 7 quarters since.
  • 44 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.