Spire Wealth Management’s Advocate Rising Rate Hedge ETF RRH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-37	Closed	-$815	–	2559
2023 Q1	$815	Buy	+37	New	+$928	﹤0.01%	2412

Other funds holding RRH

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spire Wealth Management's RRH Position: Q2 2023 in Review

Spire Wealth Management sold out of Advocate Rising Rate Hedge ETF (RRH) in Q2 2023, closing a stake of 37 shares — an estimated $815 sold.

Spire Wealth Management first reported a position in RRH in Q1 2023 and held it in 1 quarter. The position peaked at $815 in Q1 2023. 3 funds tracked by Wall St. Rank hold RRH as of Q2 2023.

Spire Wealth Management reported no remaining Advocate Rising Rate Hedge ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 37 Advocate Rising Rate Hedge ETF shares in Q2 2023, an estimated $815.
Spire Wealth Management first reported a position in Advocate Rising Rate Hedge ETF in Q1 2023 and held it in 1 quarter.
Spire Wealth Management's Advocate Rising Rate Hedge ETF position peaked at $815 in Q1 2023.
3 funds tracked by Wall St. Rank held Advocate Rising Rate Hedge ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.