GoalVest Advisory’s Spear Alpha ETF SPRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$23M Buy
558,991
+310,345
+125% +$14.4M 3.98% 3
2026
Q2
$14.4M Buy
248,646
+96,693
+64% +$4.71M 2.67% 7
2026
Q1
$5.41M Buy
+151,953
New +$6.02M 1.06% 14

Other funds holding SPRX

GoalVest Advisory's SPRX Position: Q3 2026 in Review

GoalVest Advisory increased its Spear Alpha ETF (SPRX) stake by 125% in Q3 2026, buying an estimated $14.4M and bringing the position to 558,991 shares worth $23M. The position accounts for 3.98% of the portfolio, ranked #3.

GoalVest Advisory first reported a position in SPRX in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SPRX as of Q3 2026.

  • GoalVest Advisory held 558,991 shares of Spear Alpha ETF worth $23M as of Q3 2026.
  • GoalVest Advisory bought 310,345 Spear Alpha ETF shares in Q3 2026, an estimated $14.4M.
  • Spear Alpha ETF made up 3.98% of GoalVest Advisory's portfolio in Q3 2026, its #3 holding.
  • GoalVest Advisory first reported a position in Spear Alpha ETF in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.