JFS Wealth Advisors’s SPX Corp SPXC Stock Holding History

JFS Wealth Advisors’s Portfolio SPXC Stock Details SPXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7K	Hold	52	–	–	﹤0.01%	908
2026 Q1	$10.4K	Buy	52 +3	+6%	+$645	﹤0.01%	937
2025 Q4	$9.8K	Buy	49 +11	+29%	+$2.25K	﹤0.01%	986
2025 Q3	$7.1K	Hold	38	–	–	﹤0.01%	998
2025 Q2	$6.37K	Hold	38	–	–	﹤0.01%	1001
2025 Q1	$4.89K	Hold	38	–	–	﹤0.01%	1135
2024 Q4	$5.53K	Hold	38	–	–	﹤0.01%	1094
2024 Q3	$6.06K	Buy	38 +1	+3%	+$151	﹤0.01%	1050
2024 Q2	$5.26K	Hold	37	–	–	﹤0.01%	1050
2024 Q1	$4.56K	Hold	37	–	–	﹤0.01%	1137
2023 Q4	$3.74K	Buy	37 +1	+3%	+$87	﹤0.01%	1167
2023 Q3	$2.93K	Hold	36	–	–	﹤0.01%	1219
2023 Q2	$3.06K	Sell	36 -2	-5%	-$149	﹤0.01%	1221
2023 Q1	$2.68K	Sell	38 -1	-3%	-$71	﹤0.01%	1249
2022 Q4	$2.56K	Buy	39 +2	+5%	+$131	﹤0.01%	1273
2022 Q3	$2K	Buy	37 +13	+54%	+$744	﹤0.01%	1395
2022 Q2	$1K	Buy	24 +2	+9%	+$97	﹤0.01%	1642
2022 Q1	$1K	Buy	22 +12	+120%	+$621	﹤0.01%	1733
2021 Q4	$1K	Buy	+10	New	+$606	﹤0.01%	1562

Other funds holding SPXC

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return