SWM
BYOB

Spire Wealth Management’s Tidal ETF Trust SoFi Be Your Own Boss ETF BYOB Stock Holding History

Spire Wealth Management’s Portfolio BYOB Stock Details BYOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,645
Closed -$36K – 2867
2022
Q1 		$36K Buy
1,645
+45
+3% +$1.04K ﹤0.01% 1579
2021
Q4 		$46K Buy
+1,600
New +$53.9K ﹤0.01% 1782

Other funds holding BYOB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

Spire Wealth Management sold out of Tidal ETF Trust SoFi Be Your Own Boss ETF (BYOB) in Q2 2022, closing a stake of 1,645 shares — an estimated $36K sold.

Spire Wealth Management first reported a position in BYOB in Q4 2021 and held it in 2 quarters. The position peaked at $46K in Q4 2021. 9 funds tracked by Wall St. Rank hold BYOB as of Q2 2022.

  • Spire Wealth Management reported no remaining Tidal ETF Trust SoFi Be Your Own Boss ETF position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,645 Tidal ETF Trust SoFi Be Your Own Boss ETF shares in Q2 2022, an estimated $36K.
  • Spire Wealth Management first reported a position in Tidal ETF Trust SoFi Be Your Own Boss ETF in Q4 2021 and held it in 2 quarters.
  • Spire Wealth Management's Tidal ETF Trust SoFi Be Your Own Boss ETF position peaked at $46K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Tidal ETF Trust SoFi Be Your Own Boss ETF as of Q2 2022.

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