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 New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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.