Spire Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8K	Hold	535	–	–	﹤0.01%	1598
2026 Q1	$9.52K	Hold	535	–	–	﹤0.01%	1631
2025 Q4	$10.1K	Hold	535	–	–	﹤0.01%	1693
2025 Q3	$9.88K	Hold	535	–	–	﹤0.01%	1754
2025 Q2	$8.29K	Hold	535	–	–	﹤0.01%	1780
2025 Q1	$8.69K	Hold	535	–	–	﹤0.01%	1877
2024 Q4	$8.59K	Hold	535	–	–	﹤0.01%	1882
2024 Q3	$9.96K	Hold	535	–	–	﹤0.01%	1635
2024 Q2	$9.34K	Hold	535	–	–	﹤0.01%	1656
2024 Q1	$9.02K	Hold	535	–	–	﹤0.01%	1744
2023 Q4	$9.18K	Hold	535	–	–	﹤0.01%	1779
2023 Q3	$8.32K	Hold	535	–	–	﹤0.01%	1780
2023 Q2	$9.12K	Hold	535	–	–	﹤0.01%	1843
2023 Q1	$9.44K	Sell	535 -100	-16%	-$1.82K	﹤0.01%	1868
2022 Q4	$11K	Hold	635	–	–	﹤0.01%	1575
2022 Q3	$11K	Sell	635 -100	-14%	-$1.91K	﹤0.01%	1536
2022 Q2	$14K	Buy	735 +200	+37%	+$3.96K	﹤0.01%	1796
2022 Q1	$11K	Hold	535	–	–	﹤0.01%	1996
2021 Q4	$13K	Hold	535	–	–	﹤0.01%	2277
2021 Q3	$14K	Hold	535	–	–	﹤0.01%	1984
2021 Q2	$14K	Hold	535	–	–	﹤0.01%	2005
2021 Q1	$13K	Buy	+535	New	+$13K	﹤0.01%	2327

Other funds holding HQH

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Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Kennebec Savings Bank Augusta, Maine $125M AUM 27.46% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return