Spire Wealth Management’s Innovative Solutions & Support IA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.6K	Buy	200 +100	+100%	+$1.94K	﹤0.01%	1885
2026 Q1	$2.05K	Hold	100	–	–	﹤0.01%	2042
2025 Q4	$1.89K	Hold	100	–	–	﹤0.01%	2110
2025 Q3	$1.25K	Buy	+100	New	+$1.4K	﹤0.01%	2234
2022 Q1	–	Sell	-2,800	Closed	-$18K	–	2699
2021 Q4	$18K	Buy	+2,800	New	+$18.9K	﹤0.01%	2156
2021 Q2	–	Sell	-2,800	Closed	-$17K	–	2774
2021 Q1	$17K	Buy	+2,800	New	+$17.9K	﹤0.01%	2214

Other funds holding IA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

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

Spire Wealth Management increased its Innovative Solutions & Support (IA) stake by 100% in Q2 2026, buying an estimated $1.94K and bringing the position to 200 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Spire Wealth Management first reported a position in IA in Q1 2021 and has held it in 6 quarters since. The position peaked at $18K in Q4 2021. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

Spire Wealth Management held 200 shares of Innovative Solutions & Support worth $3.6K as of Q2 2026.
Spire Wealth Management bought 100 Innovative Solutions & Support shares in Q2 2026, an estimated $1.94K.
Innovative Solutions & Support made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1885 holding.
Spire Wealth Management first reported a position in Innovative Solutions & Support in Q1 2021 and has held it in 6 quarters since.
Spire Wealth Management's Innovative Solutions & Support position peaked at $18K in Q4 2021.
119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

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