SWM
PSIX

Spire Wealth Management’s Power Solutions International PSIX Stock Holding History

Spire Wealth Management’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Buy
2,946
+700
+31% +$38.5K ﹤0.01% 938
2026
Q1 		$137K Sell
2,246
-760
-25% -$54.2K ﹤0.01% 894
2025
Q4 		$172K Sell
3,006
-1,319
-30% -$94.1K 0.01% 834
2025
Q3 		$425K Sell
4,325
-186
-4% -$16.5K 0.01% 573
2025
Q2 		$292K Sell
4,511
-1,473
-25% -$54.6K 0.01% 656
2025
Q1 		$151K Buy
5,984
+2,741
+85% +$94.5K ﹤0.01% 894
2024
Q4 		$96.5K Buy
+3,243
New +$94.5K ﹤0.01% 1043

Other funds holding PSIX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Spire Wealth Management increased its Power Solutions International (PSIX) stake by 31% in Q2 2026, buying an estimated $38.5K and bringing the position to 2,946 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Spire Wealth Management first reported a position in PSIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q3 2025. 7 funds tracked by Wall St. Rank hold PSIX as of Q2 2026.

  • Spire Wealth Management held 2,946 shares of Power Solutions International worth $115K as of Q2 2026.
  • Spire Wealth Management bought 700 Power Solutions International shares in Q2 2026, an estimated $38.5K.
  • Power Solutions International made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #938 holding.
  • Spire Wealth Management first reported a position in Power Solutions International in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Power Solutions International position peaked at $425K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Power Solutions International as of Q2 2026.

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