Spire Wealth Management’s PowerFleet Inc AIOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34K	Buy	+350	New	+$1.23K	﹤0.01%	2088
2026 Q1	–	Sell	-3,400	Closed	-$18.1K	–	2428
2025 Q4	$18.1K	Sell	3,400 -10,060	-75%	-$51.5K	﹤0.01%	1518
2025 Q3	$70.5K	Buy	13,460 +710	+6%	+$3.28K	﹤0.01%	1120
2025 Q2	$55K	Buy	12,750 +3,620	+40%	+$17.9K	﹤0.01%	1163
2025 Q1	$50.1K	Buy	9,130 +830	+10%	+$5.32K	﹤0.01%	1281
2024 Q4	$55.3K	Buy	8,300 +3,190	+62%	+$19.1K	﹤0.01%	1246
2024 Q3	$25.6K	Buy	+5,110	New	+$24.3K	﹤0.01%	1364

Other funds holding AIOT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

KAM

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Spire Wealth Management's AIOT Position: Q2 2026 in Review

Spire Wealth Management opened a new position in PowerFleet Inc (AIOT) in Q2 2026: 350 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #2088 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in AIOT as recently as Q4 2025.

Spire Wealth Management first reported a position in AIOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $70.5K in Q3 2025. 10 funds tracked by Wall St. Rank hold AIOT as of Q2 2026.

Spire Wealth Management held 350 shares of PowerFleet Inc worth $1.34K as of Q2 2026.
PowerFleet Inc was a new Spire Wealth Management position in Q2 2026.
PowerFleet Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2088 holding.
Spire Wealth Management first reported a position in PowerFleet Inc in Q3 2024 and has held it in 7 quarters since.
Spire Wealth Management's PowerFleet Inc position peaked at $70.5K in Q3 2025.
10 funds tracked by Wall St. Rank held PowerFleet Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.