True Wealth Design’s SiriusXM SIRI Stock Holding History

True Wealth Design’s Portfolio SIRI Stock Details SIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.5K	Buy	1,642 +321	+24%	+$8.63K	0.01%	499
2026 Q1	$30.5K	Buy	1,321 +706	+115%	+$15.2K	0.01%	553
2025 Q4	$12.3K	Sell	615 -1,248	-67%	-$26.8K	﹤0.01%	784
2025 Q3	$43.4K	Buy	1,863 +247	+15%	+$5.71K	0.01%	360
2025 Q2	$37.1K	Buy	1,616 +523	+48%	+$11.3K	0.01%	252
2025 Q1	$24.6K	Buy	1,093 +143	+15%	+$3.37K	0.01%	307
2024 Q4	$21.7K	Buy	950 +934	+5,838%	+$23.8K	0.01%	313
2024 Q3	$379	Buy	16 +7	+78%	+$217	﹤0.01%	1137
2024 Q2	$252	Sell	9 -4	-31%	-$119	﹤0.01%	729
2024 Q1	$517	Buy	13 +5	+63%	+$238	﹤0.01%	620
2023 Q4	$411	Buy	8 +6	+300%	+$288	﹤0.01%	525
2023 Q3	$95	Sell	2 -20,443	-100%	-$950K	﹤0.01%	717
2023 Q2	$926K	Buy	20,445 +3,107	+18%	+$117K	0.34%	32
2023 Q1	$688K	Buy	17,338 +5,612	+48%	+$269K	0.29%	98
2022 Q4	$685K	Buy	+11,726	New	+$721K	0.32%	91

Other funds holding SIRI

Wealth Enhancement Advisory Services

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

R.H. Dinel Investment Counsel Los Angeles, California $130M AUM 5.64% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return