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Moneta Group Investment Advisors’s Spear Alpha ETF SPRX Stock Holding History

Moneta Group Investment 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
Q1 		$215K Sell
6,049
-89
-1% -$3.52K ﹤0.01% 749
2025
Q4 		$236K Hold
6,138
– – ﹤0.01% 710
2025
Q3 		$236K Buy
+6,138
New +$209K ﹤0.01% 699

Other funds holding SPRX

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $428M AUM 19.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GPW
Gentry Private Wealth Wichita, Kansas $166M AUM 16.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Moneta Group Investment Advisors's SPRX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Spear Alpha ETF (SPRX) stake by 1.4% in Q1 2026, selling an estimated $3.52K and leaving 6,049 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Moneta Group Investment Advisors first reported a position in SPRX in Q3 2025 and has held it in 3 quarters since. The position peaked at $236K in Q3 2025. 42 funds tracked by Wall St. Rank hold SPRX as of Q1 2026.

  • Moneta Group Investment Advisors held 6,049 shares of Spear Alpha ETF worth $215K as of Q1 2026.
  • Moneta Group Investment Advisors sold 89 Spear Alpha ETF shares in Q1 2026, an estimated $3.52K.
  • Spear Alpha ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #749 holding.
  • Moneta Group Investment Advisors first reported a position in Spear Alpha ETF in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Spear Alpha ETF position peaked at $236K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.