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 Q2	–	Sell	-2	Closed	-$71	–	2790
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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return

Gentry Private Wealth Wichita, Kansas $194M AUM 24.17% 1-Year Est. Return

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Root Financial Partners's SPRX Position: Q2 2026 in Review

Root Financial Partners sold out of Spear Alpha ETF (SPRX) in Q2 2026, closing a stake of 2 shares — an estimated $71 sold.

Root Financial Partners first reported a position in SPRX in Q3 2025 and held it in 3 quarters. The position peaked at $77 in Q4 2025. 43 funds tracked by Wall St. Rank hold SPRX as of Q2 2026.

Root Financial Partners reported no remaining Spear Alpha ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 Spear Alpha ETF shares in Q2 2026, an estimated $71.
Root Financial Partners first reported a position in Spear Alpha ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Spear Alpha ETF position peaked at $77 in Q4 2025.
43 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.