Spire Wealth Management’s Telus TU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.89K	Hold	273	–	–	﹤0.01%	1935
2026 Q1	$3.5K	Hold	273	–	–	﹤0.01%	1919
2025 Q4	$3.6K	Hold	273	–	–	﹤0.01%	1982
2025 Q3	$4.3K	Hold	273	–	–	﹤0.01%	1994
2025 Q2	$4.38K	Hold	273	–	–	﹤0.01%	1987
2025 Q1	$3.92K	Buy	+273	New	+$4K	﹤0.01%	2125
2024 Q2	–	Sell	-500	Closed	-$8.01K	–	2387
2024 Q1	$8.01K	Hold	500	–	–	﹤0.01%	1776
2023 Q4	$9.16K	Hold	500	–	–	﹤0.01%	1781
2023 Q3	$8.17K	Hold	500	–	–	﹤0.01%	1789
2023 Q2	$9.73K	Hold	500	–	–	﹤0.01%	1825
2023 Q1	$9.93K	Hold	500	–	–	﹤0.01%	1847
2022 Q4	$10K	Hold	500	–	–	﹤0.01%	1627
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	1577
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	1896
2022 Q1	$13K	Sell	500 -674	-57%	-$16.7K	﹤0.01%	1959
2021 Q4	$28K	Buy	1,174 +674	+135%	+$15.4K	﹤0.01%	1998
2021 Q3	$11K	Hold	500	–	–	﹤0.01%	2079
2021 Q2	$11K	Sell	500 -594	-54%	-$12.9K	﹤0.01%	2090
2021 Q1	$22K	Buy	+1,094	New	+$22.7K	﹤0.01%	2114

Other funds holding TU

PensionDanmark Copenhagen O, Denmark $12B AUM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return