SWM
LUCK

Spire Wealth Management’s Lucky Strike Entertainment LUCK Stock Holding History

Spire Wealth Management’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,100
Closed -$9.32K – 2432
2025
Q4 		$9.32K Sell
1,100
-3,470
-76% -$30K ﹤0.01% 1728
2025
Q3 		$46.8K Hold
4,570
– – ﹤0.01% 1259
2025
Q2 		$41.7K Sell
4,570
-250
-5% -$2.26K ﹤0.01% 1269
2025
Q1 		$47K Buy
4,820
+1,210
+34% +$12.7K ﹤0.01% 1305
2024
Q4 		$36.1K Buy
3,610
+130
+4% +$1.49K ﹤0.01% 1417
2024
Q3 		$40.9K Hold
3,480
– – ﹤0.01% 1196
2024
Q2 		$50.4K Sell
3,480
-190
-5% -$2.39K ﹤0.01% 1118
2024
Q1 		$50.3K Hold
3,670
– – ﹤0.01% 1211
2023
Q4 		$44.9K Sell
3,670
-600
-14% -$6.59K ﹤0.01% 1239
2023
Q3 		$41.1K Sell
4,270
-38,765
-90% -$426K ﹤0.01% 1235
2023
Q2 		$501K Buy
43,035
+35,935
+506% +$479K 0.02% 486
2023
Q1 		$120K Buy
7,100
+2,850
+67% +$42.3K ﹤0.01% 903
2022
Q4 		$57K Buy
+4,250
New +$57.5K ﹤0.01% 942

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BPWM
BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's LUCK Position: Q1 2026 in Review

Spire Wealth Management sold out of Lucky Strike Entertainment (LUCK) in Q1 2026, closing a stake of 1,100 shares — an estimated $9.32K sold.

Spire Wealth Management first reported a position in LUCK in Q4 2022 and held it in 13 quarters. The position peaked at $501K in Q2 2023. 52 funds tracked by Wall St. Rank hold LUCK as of Q1 2026.

  • Spire Wealth Management reported no remaining Lucky Strike Entertainment position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,100 Lucky Strike Entertainment shares in Q1 2026, an estimated $9.32K.
  • Spire Wealth Management first reported a position in Lucky Strike Entertainment in Q4 2022 and held it in 13 quarters.
  • Spire Wealth Management's Lucky Strike Entertainment position peaked at $501K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held Lucky Strike Entertainment as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.