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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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 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. 10 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.
  • 10 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.