Commonwealth Equity Services’s ActivePassive Core Bond ETF APCB Stock Holding History

Commonwealth Equity Services’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	$291K	Buy	10,349 +100	+1%	+$2.89K	﹤0.01%	3756
2026 Q2	$302K	Buy	10,249 +58	+0.6%	+$1.7K	﹤0.01%	3754
2026 Q1	$300K	Sell	10,191 -2,649	-21%	-$78.7K	﹤0.01%	3648
2025 Q4	$381K	Sell	12,840 -121,511	-90%	-$3.63M	﹤0.01%	3438
2025 Q3	$4.01M	Sell	134,351 -8,415	-6%	-$249K	0.01%	1508
2025 Q2	$4.23M	Sell	142,766 -17,013	-11%	-$498K	0.01%	1446
2025 Q1	$4.72M	Buy	159,779 +7,078	+5%	+$207K	0.01%	1308
2024 Q4	$4.42M	Buy	+152,701	New	+$4.52M	0.01%	1315

Other funds holding APCB

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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's APCB Position: Q3 2026 in Review

Commonwealth Equity Services increased its ActivePassive Core Bond ETF (APCB) stake by 0.98% in Q3 2026, buying an estimated $2.89K and bringing the position to 10,349 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #3756.

Commonwealth Equity Services first reported a position in APCB in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.72M in Q1 2025. 17 funds tracked by Wall St. Rank hold APCB as of Q3 2026.

Commonwealth Equity Services held 10,349 shares of ActivePassive Core Bond ETF worth $291K as of Q3 2026.
Commonwealth Equity Services bought 100 ActivePassive Core Bond ETF shares in Q3 2026, an estimated $2.89K.
ActivePassive Core Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3756 holding.
Commonwealth Equity Services first reported a position in ActivePassive Core Bond ETF in Q4 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's ActivePassive Core Bond ETF position peaked at $4.72M in Q1 2025.
17 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.