CSC
APCB icon

Caldwell Sutter Capital’s ActivePassive Core Bond ETF APCB Stock Holding History

Caldwell Sutter Capital’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 		– Sell
-3,111
Closed -$91.9K – 857
2025
Q1 		$91.9K Hold
3,111
– – 0.04% 286
2024
Q4 		$90.2K Hold
3,111
– – 0.04% 284
2024
Q3 		$94.5K Hold
3,111
– – 0.04% 287
2024
Q2 		$91.1K Buy
+3,111
New +$90.6K 0.05% 280

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Caldwell Sutter Capital's APCB Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of ActivePassive Core Bond ETF (APCB) in Q2 2025, closing a stake of 3,111 shares — an estimated $91.9K sold.

Caldwell Sutter Capital first reported a position in APCB in Q2 2024 and held it in 4 quarters. The position peaked at $94.5K in Q3 2024. 38 funds tracked by Wall St. Rank hold APCB as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining ActivePassive Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 3,111 ActivePassive Core Bond ETF shares in Q2 2025, an estimated $91.9K.
  • Caldwell Sutter Capital first reported a position in ActivePassive Core Bond ETF in Q2 2024 and held it in 4 quarters.
  • Caldwell Sutter Capital's ActivePassive Core Bond ETF position peaked at $94.5K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.