JFS Wealth Advisors’s SiriusXM SIRI Stock Holding History

JFS Wealth Advisors’s Portfolio SIRI Stock Details SIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.71K	Buy	227 +24	+12%	+$645	﹤0.01%	1167
2026 Q1	$4.68K	Buy	203 +55	+37%	+$1.18K	﹤0.01%	1219
2025 Q4	$2.95K	Buy	148 +1	+0.7%	+$21	﹤0.01%	1430
2025 Q3	$3.43K	Hold	147	–	–	﹤0.01%	1265
2025 Q2	$3.38K	Sell	147 -41	-22%	-$882	﹤0.01%	1222
2025 Q1	$4.24K	Sell	188 -102	-35%	-$2.4K	﹤0.01%	1179
2024 Q4	$6.61K	Buy	+290	New	+$7.4K	﹤0.01%	1007
2024 Q3	–	Sell	-189	Closed	-$5.36K	–	2017
2024 Q2	$5.36K	Sell	189 -234	-55%	-$6.99K	﹤0.01%	1039
2024 Q1	$16.4K	Buy	423 +80	+23%	+$3.8K	﹤0.01%	671
2023 Q4	$18.8K	Hold	343	–	–	﹤0.01%	600
2023 Q3	$15.5K	Buy	343 +11	+3%	+$511	﹤0.01%	605
2023 Q2	$15.1K	Buy	332 +35	+12%	+$1.32K	﹤0.01%	604
2023 Q1	$11.8K	Sell	297 -39	-12%	-$1.87K	﹤0.01%	660
2022 Q4	$19.6K	Buy	336 +2	+0.6%	+$123	﹤0.01%	539
2022 Q3	$19K	Buy	334 +13	+4%	+$817	﹤0.01%	585
2022 Q2	$20K	Buy	321 +4	+1%	+$248	﹤0.01%	589
2022 Q1	$21K	Buy	317 +24	+8%	+$1.51K	﹤0.01%	600
2021 Q4	$19K	Buy	293 +14	+5%	+$876	﹤0.01%	577
2021 Q3	$17K	Hold	279	–	–	﹤0.01%	572
2021 Q2	$18K	Hold	279	–	–	﹤0.01%	380
2021 Q1	$17K	Hold	279	–	–	﹤0.01%	359
2020 Q4	$18K	Hold	279	–	–	﹤0.01%	346
2020 Q3	$15K	Hold	279	–	–	﹤0.01%	353
2020 Q2	$16K	Hold	279	–	–	﹤0.01%	329
2020 Q1	$14K	Hold	279	–	–	﹤0.01%	310
2019 Q4	$20K	Hold	279	–	–	﹤0.01%	307
2019 Q3	$17K	Hold	279	–	–	﹤0.01%	320
2019 Q2	$16K	Hold	279	–	–	﹤0.01%	326
2019 Q1	$16K	Hold	279	–	–	﹤0.01%	317
2018 Q4	$16K	Hold	279	–	–	﹤0.01%	305
2018 Q3	$18K	Hold	279	–	–	﹤0.01%	335
2018 Q2	$19K	Hold	279	–	–	0.01%	319
2018 Q1	$17K	Hold	279	–	–	﹤0.01%	331
2017 Q4	$15K	Hold	279	–	–	﹤0.01%	353
2017 Q3	$15K	Hold	279	–	–	﹤0.01%	347
2017 Q2	$15K	Buy	279 +151	+118%	+$7.71K	﹤0.01%	323
2017 Q1	$6K	Hold	128	–	–	﹤0.01%	385
2016 Q4	$6K	Hold	128	–	–	﹤0.01%	385
2016 Q3	$5K	Hold	128	–	–	﹤0.01%	427
2016 Q2	$5K	Hold	128	–	–	﹤0.01%	435
2016 Q1	$5K	Hold	128	–	–	﹤0.01%	454
2015 Q4	$5K	Buy	+128	New	+$5.17K	﹤0.01%	453
2015 Q2	–	Sell	-50	Closed	-$2K	–	524
2015 Q1	$2K	Hold	50	–	–	﹤0.01%	466
2014 Q4	$2K	Hold	50	–	–	﹤0.01%	485
2014 Q3	$2K	Hold	50	–	–	﹤0.01%	438
2014 Q2	$2K	Buy	+50	New	+$1.63K	﹤0.01%	436

Other funds holding SIRI

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

R.H. Dinel Investment Counsel Los Angeles, California $130M AUM 5.64% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return