WFA
LIFE

Wellspring Financial Advisors’s Ethos Technologies Inc LIFE Stock Holding History

Wellspring Financial Advisors’s Portfolio LIFE Stock Details LIFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,000
Closed -$112K – 315
2026
Q1 		$112K Buy
+10,000
New +$118K 0.01% 275

Other funds holding LIFE

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wellspring Financial Advisors's LIFE Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of Ethos Technologies Inc (LIFE) in Q2 2026, closing a stake of 10,000 shares — an estimated $112K sold.

Wellspring Financial Advisors first reported a position in LIFE in Q1 2026 and held it in 1 quarter. The position peaked at $112K in Q1 2026. 7 funds tracked by Wall St. Rank hold LIFE as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining Ethos Technologies Inc position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 10,000 Ethos Technologies Inc shares in Q2 2026, an estimated $112K.
  • Wellspring Financial Advisors first reported a position in Ethos Technologies Inc in Q1 2026 and held it in 1 quarter.
  • Wellspring Financial Advisors's Ethos Technologies Inc position peaked at $112K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Ethos Technologies Inc as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.