Spire Wealth Management’s Corbett Road Tactical Opportunity ETF OPPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-839,303	Closed	-$19.1M	–	2488
2023 Q3	$19.1M	Buy	839,303 +61,871	+8%	+$1.44M	0.73%	25
2023 Q2	$18.2M	Buy	777,432 +18,834	+2%	+$430K	0.67%	27
2023 Q1	$17M	Sell	758,598 -475,681	-39%	-$10.4M	0.66%	27
2022 Q4	$26.7M	Sell	1,234,279 -228,139	-16%	-$4.98M	1.5%	11
2022 Q3	$30.5M	Buy	1,462,418 +750,038	+105%	+$16.6M	1.85%	9
2022 Q2	$15.1M	Sell	712,380 -330,462	-32%	-$7.49M	0.62%	31
2022 Q1	$26.5M	Buy	1,042,842 +188,071	+22%	+$4.78M	0.71%	26
2021 Q4	$24.5M	Buy	854,771 +64,756	+8%	+$1.82M	0.54%	35
2021 Q3	$21.1M	Buy	790,015 +116,293	+17%	+$3.11M	0.56%	37
2021 Q2	$17.2M	Buy	673,722 +418,691	+164%	+$10.6M	0.47%	49
2021 Q1	$6.54M	Buy	+255,031	New	+$6.17M	0.17%	134

Spire Wealth Management's OPPX Position: Q4 2023 in Review

Spire Wealth Management sold out of Corbett Road Tactical Opportunity ETF (OPPX) in Q4 2023, closing a stake of 839,303 shares — an estimated $19.1M sold.

Spire Wealth Management first reported a position in OPPX in Q1 2021 and held it in 11 quarters. The position peaked at $30.5M in Q3 2022. 0 funds tracked by Wall St. Rank hold OPPX as of Q4 2023.

Spire Wealth Management reported no remaining Corbett Road Tactical Opportunity ETF position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 839,303 Corbett Road Tactical Opportunity ETF shares in Q4 2023, an estimated $19.1M.
Spire Wealth Management first reported a position in Corbett Road Tactical Opportunity ETF in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Corbett Road Tactical Opportunity ETF position peaked at $30.5M in Q3 2022.
0 funds tracked by Wall St. Rank held Corbett Road Tactical Opportunity ETF as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.