Spire Wealth Management’s Janus Henderson Net Zero Transition Resources ETF JZRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-150	Closed	-$3K	–	2695
2022 Q2	$3K	Buy	+150	New	+$3.89K	﹤0.01%	2314

Other funds holding JZRO

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

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

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

Spire Wealth Management's JZRO Position: Q3 2022 in Review

Spire Wealth Management sold out of Janus Henderson Net Zero Transition Resources ETF (JZRO) in Q3 2022, closing a stake of 150 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in JZRO in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 6 funds tracked by Wall St. Rank hold JZRO as of Q3 2022.

Spire Wealth Management reported no remaining Janus Henderson Net Zero Transition Resources ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 150 Janus Henderson Net Zero Transition Resources ETF shares in Q3 2022, an estimated $3K.
Spire Wealth Management first reported a position in Janus Henderson Net Zero Transition Resources ETF in Q2 2022 and held it in 1 quarter.
Spire Wealth Management's Janus Henderson Net Zero Transition Resources ETF position peaked at $3K in Q2 2022.
6 funds tracked by Wall St. Rank held Janus Henderson Net Zero Transition Resources ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.