Spire Wealth Management’s ProShares Ultra Health Care RXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-50	Closed	-$2.55K	–	2251
2024 Q2	$2.55K	Buy	+50	New	+$2.48K	﹤0.01%	1966
2022 Q3	–	Sell	-60	Closed	-$3K	–	2533
2022 Q2	$3K	Buy	+60	New	+$2.76K	﹤0.01%	2292
2022 Q1	–	Sell	-1,228	Closed	-$69K	–	2821
2021 Q4	$69K	Hold	1,228	–	–	﹤0.01%	1573
2021 Q3	$58K	Hold	1,228	–	–	﹤0.01%	1408
2021 Q2	$57K	Hold	1,228	–	–	﹤0.01%	1428
2021 Q1	$49K	Buy	+1,228	New	+$48.5K	﹤0.01%	1735

Other funds holding RXL

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spire Wealth Management's RXL Position: Q3 2024 in Review

Spire Wealth Management sold out of ProShares Ultra Health Care (RXL) in Q3 2024, closing a stake of 50 shares — an estimated $2.55K sold.

Spire Wealth Management first reported a position in RXL in Q1 2021 and held it in 6 quarters. The position peaked at $69K in Q4 2021. 20 funds tracked by Wall St. Rank hold RXL as of Q3 2024.

Spire Wealth Management reported no remaining ProShares Ultra Health Care position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 50 ProShares Ultra Health Care shares in Q3 2024, an estimated $2.55K.
Spire Wealth Management first reported a position in ProShares Ultra Health Care in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's ProShares Ultra Health Care position peaked at $69K in Q4 2021.
20 funds tracked by Wall St. Rank held ProShares Ultra Health Care as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.