Atria Wealth Solutions’s ActivePassive Core Bond ETF APCB Stock Holding History

Atria Wealth Solutions’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 Q2	$538K	Sell	18,137 -566,357	-97%	-$16.6M	0.01%	885
2025 Q1	$17.3M	Buy	584,494 +28,690	+5%	+$839K	0.21%	105
2024 Q4	$16.1M	Sell	555,804 -90,735	-14%	-$2.69M	0.18%	115
2024 Q3	$19.6M	Buy	646,539 +67,534	+12%	+$2.02M	0.21%	98
2024 Q2	$17M	Buy	579,005 +9,306	+2%	+$271K	0.19%	112
2024 Q1	$16.8M	Buy	569,699 +27,203	+5%	+$802K	0.19%	113
2023 Q4	$16.3M	Sell	542,496 -259,569	-32%	-$7.47M	0.2%	107
2023 Q3	$22.8M	Buy	802,065 +73,841	+10%	+$2.15M	0.32%	62
2023 Q2	$21.6M	Buy	+728,224	New	+$21.6M	0.29%	73

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BRWA

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

Atria Wealth Solutions's APCB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ActivePassive Core Bond ETF (APCB) stake by 97% in Q2 2025, selling an estimated $16.6M and leaving 18,137 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #885.

Atria Wealth Solutions first reported a position in APCB in Q2 2023 and has held it in 9 quarters since. The position peaked at $22.8M in Q3 2023. 38 funds tracked by Wall St. Rank hold APCB as of Q2 2025.

Atria Wealth Solutions held 18,137 shares of ActivePassive Core Bond ETF worth $538K as of Q2 2025.
Atria Wealth Solutions sold 566,357 ActivePassive Core Bond ETF shares in Q2 2025, an estimated $16.6M.
ActivePassive Core Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #885 holding.
Atria Wealth Solutions first reported a position in ActivePassive Core Bond ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's ActivePassive Core Bond ETF position peaked at $22.8M in Q3 2023.
38 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.