SWM
FFC

Spire Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Spire Wealth Management’s Portfolio FFC Stock Details FFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Sell
17,696
-2,486
-12% -$39.7K 0.01% 680
2026
Q1 		$313K Sell
20,182
-94
-0.5% -$1.54K 0.01% 661
2025
Q4 		$335K Buy
20,276
+395
+2% +$6.58K 0.01% 646
2025
Q3 		$336K Sell
19,881
-511
-3% -$8.4K 0.01% 638
2025
Q2 		$332K Buy
20,392
+359
+2% +$5.58K 0.01% 610
2025
Q1 		$319K Buy
20,033
+496
+3% +$7.92K 0.01% 699
2024
Q4 		$303K Buy
19,537
+326
+2% +$5.2K 0.01% 701
2024
Q3 		$315K Buy
19,211
+75
+0.4% +$1.16K 0.01% 630
2024
Q2 		$283K Sell
19,136
-2,022
-10% -$29.2K 0.01% 630
2024
Q1 		$314K Buy
21,158
+211
+1% +$3.04K 0.01% 650
2023
Q4 		$297K Buy
20,947
+445
+2% +$5.86K 0.01% 653
2023
Q3 		$266K Buy
20,502
+332
+2% +$4.48K 0.01% 623
2023
Q2 		$277K Buy
20,170
+342
+2% +$4.69K 0.01% 628
2023
Q1 		$274K Buy
19,828
+312
+2% +$4.96K 0.01% 633
2022
Q4 		$293K Buy
19,516
+212
+1% +$3.22K 0.02% 465
2022
Q3 		$287K Sell
19,304
-962
-5% -$16.4K 0.02% 452
2022
Q2 		$340K Buy
20,266
+330
+2% +$5.98K 0.01% 588
2022
Q1 		$392K Sell
19,936
-7,802
-28% -$155K 0.01% 644
2021
Q4 		$602K Sell
27,738
-16,701
-38% -$369K 0.01% 629
2021
Q3 		$990K Sell
44,439
-5,679
-11% -$130K 0.03% 419
2021
Q2 		$1.14M Sell
50,118
-3,492
-7% -$79.8K 0.03% 394
2021
Q1 		$1.26M Buy
+53,610
New +$1.21M 0.03% 382

Other funds holding FFC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return