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D.A. Davidson & Co’s ActivePassive Core Bond ETF APCB Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-11,905
Closed -$353K – 1537
2025
Q2 		$353K Buy
+11,905
New +$349K ﹤0.01% 1173

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

D.A. Davidson & Co's APCB Position: Q3 2025 in Review

D.A. Davidson & Co sold out of ActivePassive Core Bond ETF (APCB) in Q3 2025, closing a stake of 11,905 shares — an estimated $353K sold.

D.A. Davidson & Co first reported a position in APCB in Q2 2025 and held it in 1 quarter. The position peaked at $353K in Q2 2025. 31 funds tracked by Wall St. Rank hold APCB as of Q3 2025.

  • D.A. Davidson & Co reported no remaining ActivePassive Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 11,905 ActivePassive Core Bond ETF shares in Q3 2025, an estimated $353K.
  • D.A. Davidson & Co first reported a position in ActivePassive Core Bond ETF in Q2 2025 and held it in 1 quarter.
  • D.A. Davidson & Co's ActivePassive Core Bond ETF position peaked at $353K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2025.

Based on D.A. Davidson & Co's 13F filing for Q3 2025, filed 22 Oct 2025.