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GoalVest Advisory’s Spear Alpha ETF SPRX Stock Holding History

GoalVest Advisory’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 		$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

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

GoalVest Advisory's SPRX Position: Q2 2026 in Review

GoalVest Advisory increased its Spear Alpha ETF (SPRX) stake by 64% in Q2 2026, buying an estimated $4.71M and bringing the position to 248,646 shares worth $14.4M. The position accounts for 2.67% of the portfolio, ranked #7.

GoalVest Advisory first reported a position in SPRX in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold SPRX as of Q2 2026.

  • GoalVest Advisory held 248,646 shares of Spear Alpha ETF worth $14.4M as of Q2 2026.
  • GoalVest Advisory bought 96,693 Spear Alpha ETF shares in Q2 2026, an estimated $4.71M.
  • Spear Alpha ETF made up 2.67% of GoalVest Advisory's portfolio in Q2 2026, its #7 holding.
  • GoalVest Advisory first reported a position in Spear Alpha ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q2 2026.

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