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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
New +$3.86M 0.18% 120
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 22.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAM
Capital Asset Management Denver, Colorado $44.4M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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 11 quarters since. 20 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 11 quarters since.
  • 20 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.