NWWA
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New Wave Wealth Advisors’s ProShares S&P 500 ex-Technology ETF SPXT Stock Holding History

New Wave Wealth Advisors’s Portfolio SPXT Stock Details SPXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,358
Closed -$245K – 221
2025
Q4 		$245K Buy
+2,358
New +$240K 0.09% 160

Other funds holding SPXT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return

New Wave Wealth Advisors's SPXT Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of ProShares S&P 500 ex-Technology ETF (SPXT) in Q1 2026, closing a stake of 2,358 shares — an estimated $245K sold.

New Wave Wealth Advisors first reported a position in SPXT in Q4 2025 and held it in 1 quarter. The position peaked at $245K in Q4 2025. 27 funds tracked by Wall St. Rank hold SPXT as of Q1 2026.

  • New Wave Wealth Advisors reported no remaining ProShares S&P 500 ex-Technology ETF position as of Q1 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 2,358 ProShares S&P 500 ex-Technology ETF shares in Q1 2026, an estimated $245K.
  • New Wave Wealth Advisors first reported a position in ProShares S&P 500 ex-Technology ETF in Q4 2025 and held it in 1 quarter.
  • New Wave Wealth Advisors's ProShares S&P 500 ex-Technology ETF position peaked at $245K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.