Allworth Financial’s ActivePassive Core Bond ETF APCB Stock Holding History

Allworth Financial’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	–	Sell	-3,081	Closed	-$90.7K	–	5164
2026 Q1	$90.7K	Hold	3,081	–	–	﹤0.01%	1895
2025 Q4	$91.4K	Hold	3,081	–	–	﹤0.01%	1808
2025 Q3	$91.9K	Sell	3,081 -389	-11%	-$11.5K	﹤0.01%	1733
2025 Q2	$103K	Sell	3,470 -3,443	-50%	-$101K	﹤0.01%	1537
2025 Q1	$203K	Sell	6,913 -6,119	-47%	-$179K	﹤0.01%	946
2024 Q4	$379K	Buy	+13,032	New	+$386K	﹤0.01%	758

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 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BRWA

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

Allworth Financial's APCB Position: Q2 2026 in Review

Allworth Financial sold out of ActivePassive Core Bond ETF (APCB) in Q2 2026, closing a stake of 3,081 shares — an estimated $90.7K sold.

Allworth Financial first reported a position in APCB in Q4 2024 and held it in 6 quarters. The position peaked at $379K in Q4 2024. 39 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

Allworth Financial reported no remaining ActivePassive Core Bond ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 3,081 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $90.7K.
Allworth Financial first reported a position in ActivePassive Core Bond ETF in Q4 2024 and held it in 6 quarters.
Allworth Financial's ActivePassive Core Bond ETF position peaked at $379K in Q4 2024.
39 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.