Diversify Wealth Management’s SPS Commerce SPSC Stock Holding History

Diversify Wealth Management’s Portfolio SPSC Stock Details SPSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$694K	Buy	12,585 +4,309	+52%	+$310K	0.01%	712
2025 Q4	$761K	Buy	8,276 +247	+3%	+$22.9K	0.04%	367
2025 Q3	$663K	Buy	8,029 +218	+3%	+$25.9K	0.04%	339
2025 Q2	$847K	Buy	7,811 +1,310	+20%	+$182K	0.05%	297
2025 Q1	$923K	Buy	6,501 +1,601	+33%	+$252K	0.07%	253
2024 Q4	$878K	Buy	4,900 +1,345	+38%	+$252K	0.07%	239
2024 Q3	$675K	Buy	3,555 +285	+9%	+$56K	0.07%	251
2024 Q2	$625K	Buy	+3,270	New	+$598K	0.08%	228

Other funds holding SPSC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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

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