Spire Wealth Management Closed Holding Positions

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RNDV
First Tr Vi Us Equity Divid Se
Q2 2022 Filed on Jul 22, 2022
25,602
N/A
CUENW
Cuentas Inc Wt Exp 02/02/26
Q2 2022 Filed on Jul 22, 2022
326,629
N/A
PSFE
Paysafe LTD

Technology
Q2 2022 Filed on Jul 22, 2022
800
$1.91 - $3.55 $1.53K - $2.84K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
3,597
$14.72 - $16.93 $52.9K - $60.9K
ORGO
Organogenesis Holdings Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
24,117
$4.74 - $8.15 $114K - $197K
BMO
Bank Of Montreal

Financial Services
Q2 2022 Filed on Jul 22, 2022
538
$93.85 - $118.29 $50.5K - $63.6K
AFLG
First Tr Exchange Traded Fd Vi
Q2 2022 Filed on Jul 22, 2022
5,690
N/A
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 22, 2022
656
$20.18 - $23.39 $13.2K - $15.3K
SUN
Sunoco LP

Energy
Q2 2022 Filed on Jul 22, 2022
261
$35.61 - $44.35 $9.29K - $11.6K
CAMP
Cal Amp Corp.

Technology
Q2 2022 Filed on Jul 22, 2022
300
$4.17 - $7.4 $1.25K - $2.22K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
Q2 2022 Filed on Jul 22, 2022
1,215
$21.33 - $25.88 $25.9K - $31.4K
Quidel Corp
Q2 2022 Filed on Jul 22, 2022
80
N/A
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
1,460
$21.5 - $28.98 $31.4K - $42.3K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q2 2022 Filed on Jul 22, 2022
17,313
$31.24 - $39.02 $541K - $676K
IQDF
Flexshares International Quali

ETFs
Q2 2022 Filed on Jul 22, 2022
1,369
$20.21 - $24.35 $27.7K - $33.3K
BUYZ
Franklin Templeton ETF Tr Disr

ETFs
Q2 2022 Filed on Jul 22, 2022
75
$20.24 - $31.83 $1.52K - $2.39K
Level One Bancorp Inc
Q2 2022 Filed on Jul 22, 2022
1,300
N/A
HELX
Franklin Templeton ETF Tr Geno

ETFs
Q2 2022 Filed on Jul 22, 2022
75
N/A
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
1,536
$8.97 - $14.75 $13.8K - $22.7K
CHGG
Chegg, Inc

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
200
$16.46 - $37.03 $3.29K - $7.41K
Nuveen Enhanced Mun Value Fd
Q2 2022 Filed on Jul 22, 2022
8,571
N/A
EGAN
Egain Corp

Technology
Q2 2022 Filed on Jul 22, 2022
120
$8.45 - $11.98 $1.01K - $1.44K
USM
United States Cellular Corp

Communication Services
Q2 2022 Filed on Jul 22, 2022
4,680
$28.13 - $32.42 $132K - $152K
PLBY
Plby Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
11,000
$6.4 - $13.39 $70.4K - $147K
HTEC
Robo Global Healthcare

ETFs
Q2 2022 Filed on Jul 22, 2022
1,163
$26.7 - $37.53 $31.1K - $43.6K
BYOB
Tidal ETF Tr Sofi Be Your Own
Q2 2022 Filed on Jul 22, 2022
1,645
N/A
ATRC
Atri Cure, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
146
$35.1 - $66.01 $5.12K - $9.64K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q2 2022 Filed on Jul 22, 2022
509
$34.19 - $39.91 $17.4K - $20.3K
VONE
Vanguard Russell 1000 ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
496
$166.82 - $209.47 $82.7K - $104K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
400
$7.35 - $8.71 $2.94K - $3.48K
FYX
First Tr Small Cap Core Alphad

ETFs
Q2 2022 Filed on Jul 22, 2022
147
$74.54 - $92.21 $11K - $13.6K
Peoples United Financial Inc
Q2 2022 Filed on Jul 22, 2022
3,960
N/A
AFMC
First Tr Exchange Traded Fd Vi

ETFs
Q2 2022 Filed on Jul 22, 2022
1,325
$20.37 - $24.96 $27K - $33.1K
SDC
Smile Direct Club, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
6,900
$1.0 - $2.65 $6.9K - $18.3K
MCR
Mfs Charter Income Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,300
$6.15 - $7.52 $14.1K - $17.3K
Blackrock Munihlds Invstm Ql
Q2 2022 Filed on Jul 22, 2022
10,000
N/A
BILL
Bill.Com Holdings, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
657
$97.45 - $243.15 $64K - $160K
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2022 Filed on Jul 22, 2022
350
$16.35 - $26.92 $5.72K - $9.42K
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
Q2 2022 Filed on Jul 22, 2022
200
$20.37 - $45.52 $4.07K - $9.1K
DDM
Proshares Ultra Dow30

ETFs
Q2 2022 Filed on Jul 22, 2022
400
$53.53 - $74.57 $21.4K - $29.8K
Ortho Clinical Diagnostics H
Q2 2022 Filed on Jul 22, 2022
4,700
N/A
ONLN
Proshares Tr Online Retail ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
30
$30.41 - $48.5 $912 - $1.46K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q2 2022 Filed on Jul 22, 2022
400
$27.15 - $31.32 $10.9K - $12.5K
Mimecast LTD
Q2 2022 Filed on Jul 22, 2022
765
N/A
NOMD
Nomad Foods LTD

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
1,099
$17.65 - $23.36 $19.4K - $25.7K
BB
Blackberry LTD

Technology
Q2 2022 Filed on Jul 22, 2022
1,215
$4.89 - $7.11 $5.94K - $8.64K
KOSS
Koss Corp

Technology
Q2 2022 Filed on Jul 22, 2022
1,000
$5.27 - $8.53 $5.27K - $8.53K
BLUE
Bluebird Bio, Inc.

Healthcare
Q2 2022 Filed on Jul 22, 2022
320
$2.94 - $5.23 $941 - $1.67K
EPP
Ishares Inc

ETFs
Q2 2022 Filed on Jul 22, 2022
146
$40.54 - $50.24 $5.92K - $7.34K
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