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Spire Wealth Management’s Fidus Investment FDUS Stock Holding History

Spire Wealth Management’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$10.2K – 2435
2025
Q1 		$10.2K Hold
500
– – ﹤0.01% 1826
2024
Q4 		$10.5K Hold
500
– – ﹤0.01% 1815
2024
Q3 		$9.8K Hold
500
– – ﹤0.01% 1643
2024
Q2 		$9.74K Sell
500
-1,851
-79% -$36.8K ﹤0.01% 1641
2024
Q1 		$46.4K Hold
2,351
– – ﹤0.01% 1242
2023
Q4 		$46.2K Buy
2,351
+613
+35% +$11.7K ﹤0.01% 1225
2023
Q3 		$33.4K Hold
1,738
– – ﹤0.01% 1322
2023
Q2 		$34.1K Buy
1,738
+114
+7% +$2.16K ﹤0.01% 1365
2023
Q1 		$31K Hold
1,624
– – ﹤0.01% 1419
2022
Q4 		$31K Buy
+1,624
New +$30.9K ﹤0.01% 1180

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Spire Wealth Management's FDUS Position: Q2 2025 in Review

Spire Wealth Management sold out of Fidus Investment (FDUS) in Q2 2025, closing a stake of 500 shares — an estimated $10.2K sold.

Spire Wealth Management first reported a position in FDUS in Q4 2022 and held it in 10 quarters. The position peaked at $46.4K in Q1 2024. 121 funds tracked by Wall St. Rank hold FDUS as of Q2 2025.

  • Spire Wealth Management reported no remaining Fidus Investment position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 500 Fidus Investment shares in Q2 2025, an estimated $10.2K.
  • Spire Wealth Management first reported a position in Fidus Investment in Q4 2022 and held it in 10 quarters.
  • Spire Wealth Management's Fidus Investment position peaked at $46.4K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.