Envestnet Portfolio Solutions
APCB icon

Envestnet Portfolio Solutions’s ActivePassive Core Bond ETF APCB Stock Holding History

Envestnet Portfolio Solutions’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 		$455M Buy
15,469,678
+154,020
+1% +$4.53M 2.18% 9
2026
Q1 		$451M Sell
15,315,658
-989,595
-6% -$29.4M 2.5% 7
2025
Q4 		$483M Buy
16,305,253
+157,781
+1% +$4.72M 1.7% 16
2025
Q3 		$482M Buy
16,147,472
+835,784
+5% +$24.7M 1.78% 14
2025
Q2 		$454M Sell
15,311,688
-733,078
-5% -$21.5M 1.67% 15
2025
Q1 		$474M Sell
16,044,766
-1,933,291
-11% -$56.5M 1.81% 14
2024
Q4 		$521M Sell
17,978,057
-359,541
-2% -$10.6M 1.7% 13
2024
Q3 		$557M Buy
18,337,598
+169,781
+0.9% +$5.09M 1.81% 15
2024
Q2 		$532M Buy
18,167,817
+10,420,589
+135% +$303M 1.86% 12
2024
Q1 		$229M Buy
7,747,228
+1,840,840
+31% +$54.3M 0.86% 25
2023
Q4 		$177M Buy
5,906,388
+2,643,941
+81% +$76.1M 0.73% 29
2023
Q3 		$92.8M Buy
+3,262,447
New +$94.8M 0.44% 43

Other funds holding APCB

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
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Envestnet Portfolio Solutions's APCB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its ActivePassive Core Bond ETF (APCB) stake by 1% in Q2 2026, buying an estimated $4.53M and bringing the position to 15,469,678 shares worth $455M. The position accounts for 2.18% of the portfolio, ranked #9.

Envestnet Portfolio Solutions first reported a position in APCB in Q3 2023 and has held it in 12 quarters since. The position peaked at $557M in Q3 2024. 39 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

  • Envestnet Portfolio Solutions held 15,469,678 shares of ActivePassive Core Bond ETF worth $455M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 154,020 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $4.53M.
  • ActivePassive Core Bond ETF made up 2.18% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #9 holding.
  • Envestnet Portfolio Solutions first reported a position in ActivePassive Core Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's ActivePassive Core Bond ETF position peaked at $557M in Q3 2024.
  • 39 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.