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Capital Asset Management’s ActivePassive Core Bond ETF APCB Stock Holding History

Capital Asset Management’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 		$572K Buy
19,448
+4,768
+32% +$140K 1.29% 19
2026
Q1 		$432K Buy
14,680
+66
+0.5% +$1.96K 0.49% 52
2025
Q4 		$433K Buy
+14,614
New +$437K 0.48% 51

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

Capital Asset Management's APCB Position: Q2 2026 in Review

Capital Asset Management increased its ActivePassive Core Bond ETF (APCB) stake by 32% in Q2 2026, buying an estimated $140K and bringing the position to 19,448 shares worth $572K. The position accounts for 1.29% of the portfolio, ranked #19.

Capital Asset Management first reported a position in APCB in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

  • Capital Asset Management held 19,448 shares of ActivePassive Core Bond ETF worth $572K as of Q2 2026.
  • Capital Asset Management bought 4,768 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $140K.
  • ActivePassive Core Bond ETF made up 1.29% of Capital Asset Management's portfolio in Q2 2026, its #19 holding.
  • Capital Asset Management first reported a position in ActivePassive Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.