Spire Wealth Management’s XPEL XPEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.62K	Hold	194	–	–	﹤0.01%	1661
2026 Q1	$8.59K	Hold	194	–	–	﹤0.01%	1663
2025 Q4	$9.68K	Hold	194	–	–	﹤0.01%	1712
2025 Q3	$6.42K	Hold	194	–	–	﹤0.01%	1898
2025 Q2	$6.96K	Hold	194	–	–	﹤0.01%	1841
2025 Q1	$5.7K	Hold	194	–	–	﹤0.01%	2022
2024 Q4	$7.75K	Hold	194	–	–	﹤0.01%	1912
2024 Q3	$8.41K	Sell	194 -6	-3%	-$242	﹤0.01%	1683
2024 Q2	$7.11K	Buy	200 +64	+47%	+$2.76K	﹤0.01%	1738
2024 Q1	$7.35K	Buy	+136	New	+$7.12K	﹤0.01%	1809
2023 Q3	–	Sell	-6	Closed	-$505	–	2475
2023 Q2	$505	Buy	+6	New	+$443	﹤0.01%	2381

Other funds holding XPEL

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return