B. Riley Wealth Advisors
APCB icon

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
Q3 		$7.18M Buy
255,619
+56,250
+28% +$1.62M 0.28% 74
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

Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

B. Riley Wealth Advisors's APCB Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its ActivePassive Core Bond ETF (APCB) stake by 28% in Q3 2026, buying an estimated $1.62M and bringing the position to 255,619 shares worth $7.18M. The position accounts for 0.28% of the portfolio, ranked #74.

B. Riley Wealth Advisors first reported a position in APCB in Q3 2023 and has held it in 13 quarters since. 17 funds tracked by Wall St. Rank hold APCB as of Q3 2026.

  • B. Riley Wealth Advisors held 255,619 shares of ActivePassive Core Bond ETF worth $7.18M as of Q3 2026.
  • B. Riley Wealth Advisors bought 56,250 ActivePassive Core Bond ETF shares in Q3 2026, an estimated $1.62M.
  • ActivePassive Core Bond ETF made up 0.28% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #74 holding.
  • B. Riley Wealth Advisors first reported a position in ActivePassive Core Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 17 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.