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

AE 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
2025
Q3 		– Sell
-1,968
Closed -$58.3K – 2284
2025
Q2 		$58.3K Buy
+1,968
New +$57.7K ﹤0.01% 1582

Other funds holding APCB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AE Wealth Management's APCB Position: Q3 2025 in Review

AE Wealth Management sold out of ActivePassive Core Bond ETF (APCB) in Q3 2025, closing a stake of 1,968 shares — an estimated $58.3K sold.

AE Wealth Management first reported a position in APCB in Q2 2025 and held it in 1 quarter. The position peaked at $58.3K in Q2 2025. 31 funds tracked by Wall St. Rank hold APCB as of Q3 2025.

  • AE Wealth Management reported no remaining ActivePassive Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,968 ActivePassive Core Bond ETF shares in Q3 2025, an estimated $58.3K.
  • AE Wealth Management first reported a position in ActivePassive Core Bond ETF in Q2 2025 and held it in 1 quarter.
  • AE Wealth Management's ActivePassive Core Bond ETF position peaked at $58.3K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.