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Pinion Investment Advisors’s Spear Alpha ETF SPRX Stock Holding History

Pinion 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
Q2 		$6.25M Buy
107,873
+41,213
+62% +$2.01M 1.19% 19
2026
Q1 		$2.37M Buy
+66,660
New +$2.64M 0.55% 37

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
GPW
Gentry Private Wealth Wichita, Kansas $194M AUM 24.17% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Pinion Investment Advisors's SPRX Position: Q2 2026 in Review

Pinion Investment Advisors increased its Spear Alpha ETF (SPRX) stake by 62% in Q2 2026, buying an estimated $2.01M and bringing the position to 107,873 shares worth $6.25M. The position accounts for 1.19% of the portfolio, ranked #19.

Pinion Investment Advisors first reported a position in SPRX in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold SPRX as of Q2 2026.

  • Pinion Investment Advisors held 107,873 shares of Spear Alpha ETF worth $6.25M as of Q2 2026.
  • Pinion Investment Advisors bought 41,213 Spear Alpha ETF shares in Q2 2026, an estimated $2.01M.
  • Spear Alpha ETF made up 1.19% of Pinion Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Pinion Investment Advisors first reported a position in Spear Alpha ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.