Instrumental Wealth
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Instrumental Wealth’s SpaceX SPCX Stock Holding History

Instrumental Wealth’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
Q3 		$217K Buy
1,436
+77
+6% +$10.7K 0.11% 82
2026
Q2 		$232K Buy
+1,359
New +$231K 0.12% 80

Other funds holding SPCX

K5 Global Advisor
K5 Global Advisor Miami Beach, Florida $4.02B AUM
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Instrumental Wealth's SPCX Position: Q3 2026 in Review

Instrumental Wealth increased its SpaceX (SPCX) stake by 5.7% in Q3 2026, buying an estimated $10.7K and bringing the position to 1,436 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #82.

Instrumental Wealth first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $232K in Q2 2026. 665 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Instrumental Wealth held 1,436 shares of SpaceX worth $217K as of Q3 2026.
  • Instrumental Wealth bought 77 SpaceX shares in Q3 2026, an estimated $10.7K.
  • SpaceX made up 0.11% of Instrumental Wealth's portfolio in Q3 2026, its #82 holding.
  • Instrumental Wealth first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • Instrumental Wealth's SpaceX position peaked at $232K in Q2 2026.
  • 665 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.