Spire Wealth Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Spire Wealth Management’s Portfolio HAUZ Stock Details HAUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-440	Closed	-$9.53K	–	2293
2024 Q1	$9.53K	Buy	+440	New	+$9.22K	﹤0.01%	1727
2023 Q2	–	Sell	-117	Closed	-$2.46K	–	2452
2023 Q1	$2.46K	Buy	117 +69	+144%	+$1.5K	﹤0.01%	2219
2022 Q4	$1K	Sell	48 -5	-9%	-$102	﹤0.01%	2193
2022 Q3	$1K	Sell	53 -170	-76%	-$3.76K	﹤0.01%	2083
2022 Q2	$5K	Sell	223 -439	-66%	-$10.7K	﹤0.01%	2131
2022 Q1	$18K	Buy	662 +215	+48%	+$5.75K	﹤0.01%	1849
2021 Q4	$13K	Buy	447 +37	+9%	+$1.04K	﹤0.01%	2276
2021 Q3	$11K	Sell	410 -1	-0.2%	-$29	﹤0.01%	2064
2021 Q2	$12K	Buy	411 +159	+63%	+$4.58K	﹤0.01%	2053
2021 Q1	$7K	Buy	+252	New	+$6.79K	﹤0.01%	2521

Other funds holding HAUZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

JCIA

Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Spire Wealth Management's HAUZ Position: Q2 2024 in Review

Spire Wealth Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q2 2024, closing a stake of 440 shares — an estimated $9.53K sold.

Spire Wealth Management first reported a position in HAUZ in Q1 2021 and held it in 10 quarters. The position peaked at $18K in Q1 2022. 68 funds tracked by Wall St. Rank hold HAUZ as of Q2 2024.

Spire Wealth Management reported no remaining Xtrackers International Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 440 Xtrackers International Real Estate ETF shares in Q2 2024, an estimated $9.53K.
Spire Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's Xtrackers International Real Estate ETF position peaked at $18K in Q1 2022.
68 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.