Spire Wealth Management’s Assured Guaranty AGO Stock Holding History

Spire Wealth Management’s Portfolio AGO Stock Details AGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-64	Closed	-$5.21K	–	2229
2026 Q1	$5.21K	Buy	64 +58	+967%	+$4.95K	﹤0.01%	1830
2025 Q4	$539	Buy	+6	New	+$517	﹤0.01%	2286
2025 Q3	–	Sell	-72	Closed	-$6.31K	–	2359
2025 Q2	$6.31K	Buy	72 +18	+33%	+$1.53K	﹤0.01%	1876
2025 Q1	$4.79K	Hold	54	–	–	﹤0.01%	2069
2024 Q4	$4.88K	Buy	+54	New	+$4.73K	﹤0.01%	2046
2022 Q1	–	Sell	-29	Closed	-$1K	–	2511
2021 Q4	$1K	Buy	+29	New	+$1.49K	﹤0.01%	2843
2021 Q2	–	Sell	-29	Closed	-$1K	–	2571
2021 Q1	$1K	Buy	+29	New	+$1.16K	﹤0.01%	2915

Other funds holding AGO

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return