RFP
SPRX icon

Root Financial Partners’s Spear Alpha ETF SPRX Stock Holding History

Root Financial Partners’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 		$71 Hold
2
– – ﹤0.01% 3338
2025
Q4 		$77 Hold
2
– – ﹤0.01% 2350
2025
Q3 		$77 Buy
+2
New +$68 ﹤0.01% 2254

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 $18.1B AUM 24.63% 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 $38B AUM 39.14% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Root Financial Partners's SPRX Position: Q1 2026 in Review

Root Financial Partners held its Spear Alpha ETF (SPRX) position steady in Q1 2026 at 2 shares worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #3338.

Root Financial Partners first reported a position in SPRX in Q3 2025 and has held it in 3 quarters since. The position peaked at $77 in Q4 2025. 42 funds tracked by Wall St. Rank hold SPRX as of Q1 2026.

  • Root Financial Partners held 2 shares of Spear Alpha ETF worth $71 as of Q1 2026.
  • Root Financial Partners left its Spear Alpha ETF share count unchanged in Q1 2026.
  • Spear Alpha ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3338 holding.
  • Root Financial Partners first reported a position in Spear Alpha ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Spear Alpha ETF position peaked at $77 in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.