Spire Wealth Management’s Franklin Genomic Advancements ETF HELX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-75	Closed	-$3K	–	2741
2022 Q1	$3K	Sell	75 -1,623	-96%	-$61.8K	﹤0.01%	2330
2021 Q4	$82K	Buy	1,698 +800	+89%	+$39.9K	﹤0.01%	1494
2021 Q3	$47K	Sell	898 -800	-47%	-$43.3K	﹤0.01%	1498
2021 Q2	$88K	Sell	1,698 -1,000	-37%	-$44.7K	﹤0.01%	1225
2021 Q1	$116K	Buy	+2,698	New	+$126K	﹤0.01%	1336

Other funds holding HELX

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Spire Wealth Management sold out of Franklin Genomic Advancements ETF (HELX) in Q2 2022, closing a stake of 75 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in HELX in Q1 2021 and held it in 5 quarters. The position peaked at $116K in Q1 2021. 8 funds tracked by Wall St. Rank hold HELX as of Q2 2022.

Spire Wealth Management reported no remaining Franklin Genomic Advancements ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 75 Franklin Genomic Advancements ETF shares in Q2 2022, an estimated $3K.
Spire Wealth Management first reported a position in Franklin Genomic Advancements ETF in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Franklin Genomic Advancements ETF position peaked at $116K in Q1 2021.
8 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q2 2022.

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