GoalVest Advisory’s SpaceX SPCX Stock Holding History

GoalVest Advisory’s Portfolio SPCX Stock Details SPCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9K	Buy	+87	New	+$14.8K	﹤0.01%	330

Other funds holding SPCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GoalVest Advisory's SPCX Position: Q2 2026 in Review

GoalVest Advisory opened a new position in SpaceX (SPCX) in Q2 2026: 87 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings.

229 funds tracked by Wall St. Rank hold SPCX as of Q2 2026.

GoalVest Advisory held 87 shares of SpaceX worth $14.9K as of Q2 2026.
SpaceX was a new GoalVest Advisory position in Q2 2026.
SpaceX made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #330 holding.
229 funds tracked by Wall St. Rank held SpaceX as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.