Back to SRJN
Creative Planning SRJN Position History
Spire Inc. 6.375% Junior Subord • Utilities
Quarters held
8
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $59K |
| Q3 2025 | $847K |
| Q4 2025 | $914K |
| Q1 2026 | $1.4M |
| Q2 2026 | $54K |
| Q2 2026 | $1.6M |
| Q3 2026 | $52K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 27.2K | — | — |
| Q3 2026 | $52K | 686 | — | — |
| Q2 2026 | $1.6M | 20.2K | — | — |
| Q2 2026 | $54K | 686 | — | — |
| Q1 2026 | $1.4M | 15.5K | — | — |
| Q4 2025 | $914K | 11.1K | — | — |
| Q3 2025 | $847K | 10.4K | — | — |
| Q3 2025 | $59K | 727 | — | — |
Other funds holding SRJN
$492M
$485M
$473.7M
$449.6M
$286.1M
$276.9M
$276.4M
$271.8M