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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
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

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

Diversify Wealth Management's APCB Position: Q2 2026 in Review

Diversify Wealth Management increased its ActivePassive Core Bond ETF (APCB) stake by 89% in Q2 2026, buying an estimated $182K and bringing the position to 13,125 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #971.

Diversify Wealth Management first reported a position in APCB in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

  • Diversify Wealth Management held 13,125 shares of ActivePassive Core Bond ETF worth $381K as of Q2 2026.
  • Diversify Wealth Management bought 6,194 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $182K.
  • ActivePassive Core Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #971 holding.
  • Diversify Wealth Management first reported a position in ActivePassive Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.