Diversify Wealth Management
APCB icon

Diversify Wealth Management’s ActivePassive Core Bond ETF APCB Stock Holding History

Diversify Wealth 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
Q3 		$378K Buy
13,306
+181
+1% +$5.23K 0.01% 1019
2026
Q2 		$381K Buy
13,125
+6,194
+89% +$182K 0.01% 971
2026
Q1 		$204K Buy
+6,931
New +$206K ﹤0.01% 1088

Other funds holding APCB

B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Pinnacle Bancorp
Pinnacle Bancorp Beatrice, Nebraska $375M AUM 15.66% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Retirement Wealth Solutions
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Diversify Wealth Management's APCB Position: Q3 2026 in Review

Diversify Wealth Management increased its ActivePassive Core Bond ETF (APCB) stake by 1.4% in Q3 2026, buying an estimated $5.23K and bringing the position to 13,306 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #1019.

Diversify Wealth Management first reported a position in APCB in Q1 2026 and has held it in 3 quarters since. The position peaked at $381K in Q2 2026. 9 funds tracked by Wall St. Rank hold APCB as of Q3 2026.

  • Diversify Wealth Management held 13,306 shares of ActivePassive Core Bond ETF worth $378K as of Q3 2026.
  • Diversify Wealth Management bought 181 ActivePassive Core Bond ETF shares in Q3 2026, an estimated $5.23K.
  • ActivePassive Core Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1019 holding.
  • Diversify Wealth Management first reported a position in ActivePassive Core Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Diversify Wealth Management's ActivePassive Core Bond ETF position peaked at $381K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.