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Spire Wealth Management’s Absolute Select Value ETF ABEQ Stock Holding History

Spire Wealth Management’s Portfolio ABEQ Stock Details ABEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,420
Closed -$67K – 2474
2022
Q4 		$67K Buy
+2,420
New +$65.8K ﹤0.01% 881

Other funds holding ABEQ

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's ABEQ Position: Q1 2023 in Review

Spire Wealth Management sold out of Absolute Select Value ETF (ABEQ) in Q1 2023, closing a stake of 2,420 shares — an estimated $67K sold.

Spire Wealth Management first reported a position in ABEQ in Q4 2022 and held it in 1 quarter. The position peaked at $67K in Q4 2022. 13 funds tracked by Wall St. Rank hold ABEQ as of Q1 2023.

  • Spire Wealth Management reported no remaining Absolute Select Value ETF position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 2,420 Absolute Select Value ETF shares in Q1 2023, an estimated $67K.
  • Spire Wealth Management first reported a position in Absolute Select Value ETF in Q4 2022 and held it in 1 quarter.
  • Spire Wealth Management's Absolute Select Value ETF position peaked at $67K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Absolute Select Value ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.