Spire Wealth Management’s ActivePassive Core Bond ETF APCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.27M	Buy	222,979 +18,958	+9%	+$547K	0.19%	112
2026 Q2	$6M	Buy	204,021 +29,683	+17%	+$873K	0.18%	118
2026 Q1	$5.13M	Sell	174,338 -19,471	-10%	-$578K	0.18%	123
2025 Q4	$5.75M	Buy	193,809 +11,974	+7%	+$358K	0.19%	107
2025 Q3	$5.43M	Sell	181,835 -38,903	-18%	-$1.15M	0.18%	108
2025 Q2	$6.54M	Buy	220,738 +68,598	+45%	+$2.01M	0.24%	86
2025 Q1	$4.49M	Buy	152,140 +4,793	+3%	+$140K	0.14%	138
2024 Q4	$4.27M	Buy	+147,347	New	+$4.36M	0.13%	143

Other funds holding APCB

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spire Wealth Management's APCB Position: Q3 2026 in Review

Spire Wealth Management increased its ActivePassive Core Bond ETF (APCB) stake by 9.3% in Q3 2026, buying an estimated $547K and bringing the position to 222,979 shares worth $6.27M. The position accounts for 0.19% of the portfolio, ranked #112.

Spire Wealth Management first reported a position in APCB in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.54M in Q2 2025. 17 funds tracked by Wall St. Rank hold APCB as of Q3 2026.

Spire Wealth Management held 222,979 shares of ActivePassive Core Bond ETF worth $6.27M as of Q3 2026.
Spire Wealth Management bought 18,958 ActivePassive Core Bond ETF shares in Q3 2026, an estimated $547K.
ActivePassive Core Bond ETF made up 0.19% of Spire Wealth Management's portfolio in Q3 2026, its #112 holding.
Spire Wealth Management first reported a position in ActivePassive Core Bond ETF in Q4 2024 and has held it in 8 quarters since.
Spire Wealth Management's ActivePassive Core Bond ETF position peaked at $6.54M in Q2 2025.
17 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.