Spire Wealth Management’s Powell Industries POWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$905K	Buy	3,162 +1,368	+76%	+$371K	0.03%	409
2026 Q1	$324K	Sell	1,794 -240	-12%	-$39.2K	0.01%	650
2025 Q4	$216K	Sell	2,034 -255	-11%	-$28.6K	0.01%	774
2025 Q3	$233K	Buy	2,289 +1,983	+648%	+$168K	0.01%	742
2025 Q2	$21.5K	Sell	306 -732	-71%	-$44.2K	﹤0.01%	1496
2025 Q1	$58.9K	Sell	1,038 -12,891	-93%	-$899K	﹤0.01%	1225
2024 Q4	$1.03M	Buy	13,929 +7,134	+105%	+$638K	0.03%	389
2024 Q3	$503K	Buy	+6,795	New	+$370K	0.02%	516

Other funds holding POWL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM