Spire Wealth Management’s Pembina Pipeline PBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.9K	Buy	557 +3	+0.5%	+$127	﹤0.01%	1359
2025 Q4	$21.1K	Buy	554 +3	+0.5%	+$115	﹤0.01%	1467
2025 Q3	$22.3K	Buy	551 +3	+0.5%	+$113	﹤0.01%	1492
2025 Q2	$20.6K	Buy	548 +2	+0.4%	+$75	﹤0.01%	1509
2025 Q1	$21.9K	Buy	546 +3	+0.6%	+$113	﹤0.01%	1582
2024 Q4	$20.1K	Buy	543 +2	+0.4%	+$82	﹤0.01%	1622
2024 Q3	$22.3K	Buy	541 +3	+0.6%	+$117	﹤0.01%	1409
2024 Q2	$19.9K	Buy	538 +237	+79%	+$8.57K	﹤0.01%	1444
2024 Q1	$10.6K	Hold	301	–	–	﹤0.01%	1695
2023 Q4	$10.2K	Sell	301 -26	-8%	-$833	﹤0.01%	1756
2023 Q3	$9.83K	Hold	327	–	–	﹤0.01%	1734
2023 Q2	$10.3K	Sell	327 -230	-41%	-$7.34K	﹤0.01%	1809
2023 Q1	$18K	Buy	557 +256	+85%	+$8.64K	﹤0.01%	1666
2022 Q4	$10K	Hold	301	–	–	﹤0.01%	1616
2022 Q3	$9K	Sell	301 -42	-12%	-$1.5K	﹤0.01%	1603
2022 Q2	$12K	Hold	343	–	–	﹤0.01%	1859
2022 Q1	$13K	Hold	343	–	–	﹤0.01%	1956
2021 Q4	$10K	Hold	343	–	–	﹤0.01%	2389
2021 Q3	$11K	Hold	343	–	–	﹤0.01%	2070
2021 Q2	$11K	Hold	343	–	–	﹤0.01%	2083
2021 Q1	$10K	Buy	+343	New	+$9.53K	﹤0.01%	2415

Other funds holding PBA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return