JFS Wealth Advisors’s Spear Alpha ETF SPRX Stock Holding History

JFS Wealth Advisors’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	$50.6K	Hold	872	–	–	﹤0.01%	548
2026 Q1	$31K	Hold	872	–	–	﹤0.01%	629
2025 Q4	$33.6K	Hold	872	–	–	﹤0.01%	619
2025 Q3	$33.6K	Hold	872	–	–	﹤0.01%	584
2025 Q2	$25.8K	Buy	+872	New	+$21K	﹤0.01%	608

Other funds holding SPRX

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return

Gentry Private Wealth Wichita, Kansas $194M AUM 24.17% 1-Year Est. Return

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $347M AUM 28.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

JFS Wealth Advisors's SPRX Position: Q2 2026 in Review

JFS Wealth Advisors held its Spear Alpha ETF (SPRX) position steady in Q2 2026 at 872 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

JFS Wealth Advisors first reported a position in SPRX in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold SPRX as of Q2 2026.

JFS Wealth Advisors held 872 shares of Spear Alpha ETF worth $50.6K as of Q2 2026.
JFS Wealth Advisors left its Spear Alpha ETF share count unchanged in Q2 2026.
Spear Alpha ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #548 holding.
JFS Wealth Advisors first reported a position in Spear Alpha ETF in Q2 2025 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.