Spire Wealth Management’s PureCycle Technologies PCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.5K	Hold	5,000	–	–	﹤0.01%	1232
2026 Q1	$25.9K	Buy	+5,000	New	+$41.6K	﹤0.01%	1345
2023 Q2	–	Sell	-350	Closed	-$2.45K	–	2498
2023 Q1	$2.45K	Hold	350	–	–	﹤0.01%	2220
2022 Q4	$2K	Hold	350	–	–	﹤0.01%	2083
2022 Q3	$3K	Sell	350 -30	-8%	-$256	﹤0.01%	1880
2022 Q2	$3K	Buy	380 +30	+9%	+$251	﹤0.01%	2286
2022 Q1	$3K	Hold	350	–	–	﹤0.01%	2340
2021 Q4	$3K	Buy	+350	New	+$4.22K	﹤0.01%	2709
2021 Q2	–	Sell	-2,200	Closed	-$61K	–	2870
2021 Q1	$61K	Buy	+2,200	New	+$64.5K	﹤0.01%	1625

Other funds holding PCT

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

III

Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

IFG

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

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

Spire Wealth Management held its PureCycle Technologies (PCT) position steady in Q2 2026 at 5,000 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Spire Wealth Management first reported a position in PCT in Q1 2021 and has held it in 9 quarters since. The position peaked at $61K in Q1 2021. 29 funds tracked by Wall St. Rank hold PCT as of Q2 2026.

Spire Wealth Management held 5,000 shares of PureCycle Technologies worth $40.5K as of Q2 2026.
Spire Wealth Management left its PureCycle Technologies share count unchanged in Q2 2026.
PureCycle Technologies made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1232 holding.
Spire Wealth Management first reported a position in PureCycle Technologies in Q1 2021 and has held it in 9 quarters since.
Spire Wealth Management's PureCycle Technologies position peaked at $61K in Q1 2021.
29 funds tracked by Wall St. Rank held PureCycle Technologies as of Q2 2026.

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