Spire Wealth Management APMU — TRUST FOR PROFESSIONAL MANAG

Ownership history in Spire Wealth Management  ·  6 quarters on record

AI Ownership Summary

Spire Wealth Management reported TRUST FOR PROFESSIONAL MANAG (APMU) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows APMU at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in TRUST FOR PROFESSIONAL MANAG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APMU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APMU stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held APMU — position size vs. price
% of Fund (quarterly)    APMU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,379 -332 -4.9% 0.01% $159K 2026-04-22 $24.94
2025 Q4 ADDED — — — 6,711 +260 +4.0% 0.01% $168K 2026-01-14 $24.98
2025 Q3 ADDED — — — 6,451 +1,038 +19.2% 0.01% $162K 2025-10-23 $24.77
2025 Q2 REDUCED 40.5% +2.1% ❌ 5,413 -3,681 -40.5% 0.00% $134K 2025-08-04 $24.32
2025 Q1 REDUCED — — — 9,094 -311 -3.3% 0.01% $225K 2025-04-23 $23.61
2024 Q4 INITIATED — — — 9,405 — — 0.01% $232K 2025-01-24 $23.80

🏢 Other funds also holding APMU

As of 2026 Q1 — sorted by position size

Envestnet Portfolio Solutions, Inc. 0.43% RESOLUTE WEALTH ADVISOR, INC. 0.18% PRINCIPAL SECURITIES, INC. 0.15% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.15% Financial Sense Advisors, Inc. 3Y 7Y 0.06% PARK AVENUE SECURITIES LLC 3Y 7Y 0.04% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.03% &PARTNERS 3Y 7Y 0.02% MML INVESTORS SERVICES, LLC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.0%

FAQ About Spire Wealth Management and APMU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning APMU?

Spire Wealth Management reported APMU across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported APMU position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for APMU was 0.01% in 2024 Q4.

What is the latest reported APMU position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 6,379 shares, equal to 0.01% of portfolio, with an estimated market value of $159K.

What does the chart on this APMU ownership page compare?

The chart compares Spire Wealth Management's quarterly APMU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their APMU position?

Based on 13F filing dates vs. subsequent APMU price moves, Spire Wealth Management correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on APMU relative to SPY over the holding period was -9.5%.

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