LWMI
SPAX

Legacy Wealth Management (Idaho)’s Robinson Alternative Yield Pre-merger SPAC ETF SPAX Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SPAX Stock Details SPAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$2.02K – 822
2024
Q3 		$2.02K Buy
+100
New +$2.04K ﹤0.01% 481

Other funds holding SPAX

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SPAX Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of Robinson Alternative Yield Pre-merger SPAC ETF (SPAX) in Q4 2024, closing a stake of 100 shares — an estimated $2.02K sold.

Legacy Wealth Management (Idaho) first reported a position in SPAX in Q3 2024 and held it in 1 quarter. The position peaked at $2.02K in Q3 2024. 8 funds tracked by Wall St. Rank hold SPAX as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining Robinson Alternative Yield Pre-merger SPAC ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 100 Robinson Alternative Yield Pre-merger SPAC ETF shares in Q4 2024, an estimated $2.02K.
  • Legacy Wealth Management (Idaho) first reported a position in Robinson Alternative Yield Pre-merger SPAC ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Robinson Alternative Yield Pre-merger SPAC ETF position peaked at $2.02K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Robinson Alternative Yield Pre-merger SPAC ETF as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.