SWA
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SOA Wealth Advisors’s Spear Alpha ETF SPRX Stock Holding History

SOA Wealth 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
2024
Q4 		– Sell
-274
Closed -$6.23K – 903
2024
Q3 		$6.23K Hold
274
– – ﹤0.01% 586
2024
Q2 		$6.46K Hold
274
– – ﹤0.01% 582
2024
Q1 		$6.42K Buy
+274
New +$6.44K ﹤0.01% 590

Other funds holding SPRX

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

SOA Wealth Advisors's SPRX Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Spear Alpha ETF (SPRX) in Q4 2024, closing a stake of 274 shares — an estimated $6.23K sold.

SOA Wealth Advisors first reported a position in SPRX in Q1 2024 and held it in 3 quarters. The position peaked at $6.46K in Q2 2024. 12 funds tracked by Wall St. Rank hold SPRX as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Spear Alpha ETF position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 274 Spear Alpha ETF shares in Q4 2024, an estimated $6.23K.
  • SOA Wealth Advisors first reported a position in Spear Alpha ETF in Q1 2024 and held it in 3 quarters.
  • SOA Wealth Advisors's Spear Alpha ETF position peaked at $6.46K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.