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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Capital Asset Management Denver, Colorado $44.4M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Spire Wealth Management's APCB Position: Q2 2026 in Review

Spire Wealth Management increased its ActivePassive Core Bond ETF (APCB) stake by 17% in Q2 2026, buying an estimated $873K and bringing the position to 204,021 shares worth $6M. The position accounts for 0.18% of the portfolio, ranked #118.

Spire Wealth Management first reported a position in APCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.54M in Q2 2025. 20 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

Spire Wealth Management held 204,021 shares of ActivePassive Core Bond ETF worth $6M as of Q2 2026.
Spire Wealth Management bought 29,683 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $873K.
ActivePassive Core Bond ETF made up 0.18% of Spire Wealth Management's portfolio in Q2 2026, its #118 holding.
Spire Wealth Management first reported a position in ActivePassive Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's ActivePassive Core Bond ETF position peaked at $6.54M in Q2 2025.
20 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.