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

Financial Gravity Companies’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
2024 Q4	$29.4K	Buy	+1,013	New	+$30K	0.01%	380

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Financial Gravity Companies's APCB Position: Q4 2024 in Review

Financial Gravity Companies opened a new position in ActivePassive Core Bond ETF (APCB) in Q4 2024: 1,013 shares worth $29.4K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings.

34 funds tracked by Wall St. Rank hold APCB as of Q4 2024.

Financial Gravity Companies held 1,013 shares of ActivePassive Core Bond ETF worth $29.4K as of Q4 2024.
ActivePassive Core Bond ETF was a new Financial Gravity Companies position in Q4 2024.
ActivePassive Core Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #380 holding.
34 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.