Wealthspire Advisors (New York)’s SOBR Safe SOBR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SOBR Stock Details SOBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13	Closed	-$46	–	2611
2025 Q3	$46	Buy	+13	New	+$47	﹤0.01%	3023
2024 Q4	–	Sell	-13	Closed	-$863	–	835
2024 Q3	$863	Hold	13	–	–	﹤0.01%	754
2024 Q2	$2.18K	Hold	13	–	–	﹤0.01%	663
2024 Q1	$6.08K	Hold	13	–	–	﹤0.01%	641
2023 Q4	$6.68K	Hold	13	–	–	﹤0.01%	644
2023 Q3	$16.3K	Hold	13	–	–	﹤0.01%	592
2023 Q2	$25.2K	Hold	13	–	–	﹤0.01%	556
2023 Q1	$32.9K	Buy	+13	New	+$25.7K	﹤0.01%	525

Other funds holding SOBR

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 20.06% 1-Year Est. Return

Wealthspire Advisors (New York)'s SOBR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SOBR Safe (SOBR) in Q4 2025, closing a stake of 13 shares — an estimated $46 sold.

Wealthspire Advisors (New York) first reported a position in SOBR in Q1 2023 and held it in 8 quarters. The position peaked at $32.9K in Q1 2023. 9 funds tracked by Wall St. Rank hold SOBR as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining SOBR Safe position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 13 SOBR Safe shares in Q4 2025, an estimated $46.
Wealthspire Advisors (New York) first reported a position in SOBR Safe in Q1 2023 and held it in 8 quarters.
Wealthspire Advisors (New York)'s SOBR Safe position peaked at $32.9K in Q1 2023.
9 funds tracked by Wall St. Rank held SOBR Safe as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.