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National Wealth Management Group’s Spear Alpha ETF SPRX Stock Holding History

National Wealth Management Group’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 		$3.1M Buy
53,393
+27,815
+109% +$1.35M 0.96% 28
2026
Q1 		$911K Buy
25,578
+5,027
+24% +$199K 0.34% 70
2025
Q4 		$791K Buy
20,551
+13,820
+205% +$550K 0.27% 85
2025
Q3 		$259K Buy
+6,731
New +$229K 0.1% 198

Other funds holding SPRX

GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

National Wealth Management Group's SPRX Position: Q2 2026 in Review

National Wealth Management Group increased its Spear Alpha ETF (SPRX) stake by 109% in Q2 2026, buying an estimated $1.35M and bringing the position to 53,393 shares worth $3.1M. The position accounts for 0.96% of the portfolio, ranked #28.

National Wealth Management Group first reported a position in SPRX in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold SPRX as of Q2 2026.

  • National Wealth Management Group held 53,393 shares of Spear Alpha ETF worth $3.1M as of Q2 2026.
  • National Wealth Management Group bought 27,815 Spear Alpha ETF shares in Q2 2026, an estimated $1.35M.
  • Spear Alpha ETF made up 0.96% of National Wealth Management Group's portfolio in Q2 2026, its #28 holding.
  • National Wealth Management Group first reported a position in Spear Alpha ETF in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.