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James T. Borello RIA’s Spear Alpha ETF SPRX Stock Holding History

James T. Borello RIA’s Portfolio SPRX Stock Details SPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-303
Closed -$10.8K – 1285
2026
Q1 		$10.8K Buy
+303
New +$12K ﹤0.01% 546

Other funds holding SPRX

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return
GPW
Gentry Private Wealth Wichita, Kansas $194M AUM 24.17% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

James T. Borello RIA's SPRX Position: Q2 2026 in Review

James T. Borello RIA sold out of Spear Alpha ETF (SPRX) in Q2 2026, closing a stake of 303 shares — an estimated $10.8K sold.

James T. Borello RIA first reported a position in SPRX in Q1 2026 and held it in 1 quarter. The position peaked at $10.8K in Q1 2026. 43 funds tracked by Wall St. Rank hold SPRX as of Q2 2026.

  • James T. Borello RIA reported no remaining Spear Alpha ETF position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 303 Spear Alpha ETF shares in Q2 2026, an estimated $10.8K.
  • James T. Borello RIA first reported a position in Spear Alpha ETF in Q1 2026 and held it in 1 quarter.
  • James T. Borello RIA's Spear Alpha ETF position peaked at $10.8K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.