Spire Wealth Management’s Phio Pharmaceuticals PHIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.05K	Sell	1,990 -10	-0.5%	-$11	﹤0.01%	2007
2026 Q1	$2.44K	Buy	+2,000	New	+$2.28K	﹤0.01%	2003
2021 Q2	–	Sell	-19	Closed	-$6K	–	2875
2021 Q1	$6K	Buy	+19	New	+$6.32K	﹤0.01%	2587

Other funds holding PHIO

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

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

Spire Wealth Management reduced its Phio Pharmaceuticals (PHIO) stake by 0.5% in Q2 2026, selling an estimated $11 and leaving 1,990 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Spire Wealth Management first reported a position in PHIO in Q1 2021 and has held it in 3 quarters since. The position peaked at $6K in Q1 2021. 3 funds tracked by Wall St. Rank hold PHIO as of Q2 2026.

Spire Wealth Management held 1,990 shares of Phio Pharmaceuticals worth $2.05K as of Q2 2026.
Spire Wealth Management sold 10 Phio Pharmaceuticals shares in Q2 2026, an estimated $11.
Phio Pharmaceuticals made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2007 holding.
Spire Wealth Management first reported a position in Phio Pharmaceuticals in Q1 2021 and has held it in 3 quarters since.
Spire Wealth Management's Phio Pharmaceuticals position peaked at $6K in Q1 2021.
3 funds tracked by Wall St. Rank held Phio Pharmaceuticals as of Q2 2026.

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