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Spire Wealth Management’s Franklin Disruptive Commerce ETF BUYZ Stock Holding History

Spire Wealth Management’s Portfolio BUYZ Stock Details BUYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-75
Closed -$2K – 2671
2022
Q1 		$2K Sell
75
-1,295
-95% -$41.4K ﹤0.01% 2377
2021
Q4 		$56K Buy
1,370
+580
+73% +$27.5K ﹤0.01% 1661
2021
Q3 		$39K Sell
790
-650
-45% -$34.1K ﹤0.01% 1573
2021
Q2 		$78K Sell
1,440
-880
-38% -$44.3K ﹤0.01% 1298
2021
Q1 		$114K Buy
+2,320
New +$126K ﹤0.01% 1347

Other funds holding BUYZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Spire Wealth Management's BUYZ Position: Q2 2022 in Review

Spire Wealth Management sold out of Franklin Disruptive Commerce ETF (BUYZ) in Q2 2022, closing a stake of 75 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in BUYZ in Q1 2021 and held it in 5 quarters. The position peaked at $114K in Q1 2021. 10 funds tracked by Wall St. Rank hold BUYZ as of Q2 2022.

  • Spire Wealth Management reported no remaining Franklin Disruptive Commerce ETF position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 75 Franklin Disruptive Commerce ETF shares in Q2 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in Franklin Disruptive Commerce ETF in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Franklin Disruptive Commerce ETF position peaked at $114K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Franklin Disruptive Commerce ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.