SW
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Simplicity Wealth’s Spear Alpha ETF SPRX Stock Holding History

Simplicity Wealth’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
-5,767
Closed -$205K – 1047
2026
Q1 		$205K Sell
5,767
-7,749
-57% -$307K 0.01% 718
2025
Q4 		$520K Buy
+13,516
New +$538K 0.03% 420

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
PIA
Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 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

Simplicity Wealth's SPRX Position: Q2 2026 in Review

Simplicity Wealth sold out of Spear Alpha ETF (SPRX) in Q2 2026, closing a stake of 5,767 shares — an estimated $205K sold.

Simplicity Wealth first reported a position in SPRX in Q4 2025 and held it in 2 quarters. The position peaked at $520K in Q4 2025. 43 funds tracked by Wall St. Rank hold SPRX as of Q2 2026.

  • Simplicity Wealth reported no remaining Spear Alpha ETF position as of Q2 2026 after selling out during the quarter.
  • Simplicity Wealth sold 5,767 Spear Alpha ETF shares in Q2 2026, an estimated $205K.
  • Simplicity Wealth first reported a position in Spear Alpha ETF in Q4 2025 and held it in 2 quarters.
  • Simplicity Wealth's Spear Alpha ETF position peaked at $520K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.