Back to SRJN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SRJN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SRJN Position History
Spire Inc. 6.375% Junior Subord • Utilities
Quarters held
5
Latest value
$940K
Q3 2026
Peak value
$940K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $644K |
| Q4 2025 | $821K |
| Q1 2026 | $757K |
| Q2 2026 | $713K |
| Q3 2026 | $940K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $940K | 12.1K | — | — |
| Q2 2026 | $713K | 8.8K | — | — |
| Q1 2026 | $757K | 8.2K | — | — |
| Q4 2025 | $821K | 10.0K | — | — |
| Q3 2025 | $644K | 7.8K | — | — |
Other funds holding SRJN
$492M
$485M
$473.7M
$449.6M
$286.1M
$276.9M
$276.4M
$271.8M