Financial Gravity Asset Management’s ActivePassive Core Bond ETF APCB Stock Holding History

Financial Gravity Asset 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
2025 Q1	$29.9K	Buy	+1,013	New	+$29.6K	0.01%	409

Other funds holding APCB

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Gravity Asset Management's APCB Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in ActivePassive Core Bond ETF (APCB) in Q1 2025: 1,013 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings.

35 funds tracked by Wall St. Rank hold APCB as of Q1 2025.

Financial Gravity Asset Management held 1,013 shares of ActivePassive Core Bond ETF worth $29.9K as of Q1 2025.
ActivePassive Core Bond ETF was a new Financial Gravity Asset Management position in Q1 2025.
ActivePassive Core Bond ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #409 holding.
35 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.