Kellett Wealth Advisors’s Azoria 500 Meritocracy ETF SPXM Stock Holding History

Kellett Wealth Advisors’s Portfolio SPXM Stock Details SPXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,000	Closed	-$235K	–	84
2025 Q3	$235K	Buy	+11,000	New	+$227K	0.14%	68

Kellett Wealth Advisors's SPXM Position: Q4 2025 in Review

Kellett Wealth Advisors sold out of Azoria 500 Meritocracy ETF (SPXM) in Q4 2025, closing a stake of 11,000 shares — an estimated $235K sold.

Kellett Wealth Advisors first reported a position in SPXM in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 0 funds tracked by Wall St. Rank hold SPXM as of Q4 2025.

Kellett Wealth Advisors reported no remaining Azoria 500 Meritocracy ETF position as of Q4 2025 after selling out during the quarter.
Kellett Wealth Advisors sold 11,000 Azoria 500 Meritocracy ETF shares in Q4 2025, an estimated $235K.
Kellett Wealth Advisors first reported a position in Azoria 500 Meritocracy ETF in Q3 2025 and held it in 1 quarter.
Kellett Wealth Advisors's Azoria 500 Meritocracy ETF position peaked at $235K in Q3 2025.
0 funds tracked by Wall St. Rank held Azoria 500 Meritocracy ETF as of Q4 2025.

Based on Kellett Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.