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SPXZ

Howe & Rusling’s Morgan Creek Exos SPAC Originated ETF SPXZ Stock Holding History

Howe & Rusling’s Portfolio SPXZ Stock Details SPXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-150
Closed -$3K – 1090
2021
Q3 		$3K Sell
150
-115
-43% -$2.1K ﹤0.01% 822
2021
Q2 		$6K Hold
265
– – ﹤0.01% 594
2021
Q1 		$6K Buy
+265
New +$6.42K ﹤0.01% 596

Other funds holding SPXZ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Howe & Rusling's SPXZ Position: Q4 2021 in Review

Howe & Rusling sold out of Morgan Creek Exos SPAC Originated ETF (SPXZ) in Q4 2021, closing a stake of 150 shares — an estimated $3K sold.

Howe & Rusling first reported a position in SPXZ in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 8 funds tracked by Wall St. Rank hold SPXZ as of Q4 2021.

  • Howe & Rusling reported no remaining Morgan Creek Exos SPAC Originated ETF position as of Q4 2021 after selling out during the quarter.
  • Howe & Rusling sold 150 Morgan Creek Exos SPAC Originated ETF shares in Q4 2021, an estimated $3K.
  • Howe & Rusling first reported a position in Morgan Creek Exos SPAC Originated ETF in Q1 2021 and held it in 3 quarters.
  • Howe & Rusling's Morgan Creek Exos SPAC Originated ETF position peaked at $6K in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Morgan Creek Exos SPAC Originated ETF as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.