Spire Wealth Management
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Spire Wealth Management’s South Bow Corp SOBO Stock Holding History

Spire Wealth Management’s Portfolio SOBO Stock Details SOBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.63K Hold
200
– – ﹤0.01% 1731
2026
Q2 		$7.05K Sell
200
-99
-33% -$3.48K ﹤0.01% 1745
2026
Q1 		$10K Sell
299
-141
-32% -$4.28K ﹤0.01% 1612
2025
Q4 		$12.1K Sell
440
-113
-20% -$3.07K ﹤0.01% 1648
2025
Q3 		$15.6K Buy
553
+339
+158% +$9.22K ﹤0.01% 1605
2025
Q2 		$5.54K Sell
214
-220
-51% -$5.6K ﹤0.01% 1911
2025
Q1 		$11.1K Buy
434
+220
+103% +$5.5K ﹤0.01% 1807
2024
Q4 		$5.04K Buy
+214
New +$5.24K ﹤0.01% 2041

Other funds holding SOBO

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Heathbridge Capital Management
Heathbridge Capital Management Toronto, Ontario, Canada $300M AUM 14.01% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Spire Wealth Management's SOBO Position: Q3 2026 in Review

Spire Wealth Management held its South Bow Corp (SOBO) position steady in Q3 2026 at 200 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Spire Wealth Management first reported a position in SOBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.6K in Q3 2025. 82 funds tracked by Wall St. Rank hold SOBO as of Q3 2026.

  • Spire Wealth Management held 200 shares of South Bow Corp worth $6.63K as of Q3 2026.
  • Spire Wealth Management left its South Bow Corp share count unchanged in Q3 2026.
  • South Bow Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1731 holding.
  • Spire Wealth Management first reported a position in South Bow Corp in Q4 2024 and has held it in 8 quarters since.
  • Spire Wealth Management's South Bow Corp position peaked at $15.6K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held South Bow Corp as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.