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B. Riley Wealth Advisors’s ActivePassive Core Bond ETF APCB Stock Holding History

B. Riley Wealth Advisors’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 		$5.88M Buy
199,369
+45,183
+29% +$1.33M 0.32% 79
2026
Q1 		$4.53M Sell
154,186
-8,066
-5% -$240K 0.29% 82
2025
Q4 		$4.81M Buy
162,252
+14,450
+10% +$432K 0.22% 96
2025
Q3 		$4.41M Buy
147,802
+16,091
+12% +$476K 0.2% 101
2025
Q2 		$3.9M Buy
131,711
+21,320
+19% +$625K 0.18% 120
2025
Q1 		$3.26M Buy
110,391
+3,234
+3% +$94.5K 0.1% 214
2024
Q4 		$3.11M Buy
107,157
+3,019
+3% +$89.3K 0.1% 200
2024
Q3 		$3.15M Sell
104,138
-17,107
-14% -$513K 0.09% 222
2024
Q2 		$3.55M Buy
121,245
+109,618
+943% +$3.19M 0.09% 213
2024
Q1 		$331K Sell
11,627
-65,676
-85% -$1.94M 0.01% 1002
2023
Q4 		$2.31M Buy
77,303
+65,676
+565% +$1.89M 0.06% 326
2023
Q3 		$331K Buy
+11,627
New +$338K 0.01% 1002

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
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
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

B. Riley Wealth Advisors's APCB Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its ActivePassive Core Bond ETF (APCB) stake by 29% in Q2 2026, buying an estimated $1.33M and bringing the position to 199,369 shares worth $5.88M. The position accounts for 0.32% of the portfolio, ranked #79.

B. Riley Wealth Advisors first reported a position in APCB in Q3 2023 and has held it in 12 quarters since. 39 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

  • B. Riley Wealth Advisors held 199,369 shares of ActivePassive Core Bond ETF worth $5.88M as of Q2 2026.
  • B. Riley Wealth Advisors bought 45,183 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $1.33M.
  • ActivePassive Core Bond ETF made up 0.32% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • B. Riley Wealth Advisors first reported a position in ActivePassive Core Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 39 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.