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BFC Planning, Inc.’s ActivePassive Core Bond ETF APCB Stock Holding History

BFC Planning, Inc.’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 		$1.02M Buy
34,497
+15,657
+83% +$460K 0.04% 396
2026
Q1 		$555K Buy
18,840
+5,189
+38% +$154K 0.02% 532
2025
Q4 		$405K Buy
13,651
+5,200
+62% +$155K 0.02% 619
2025
Q3 		$252K Buy
8,451
+22
+0.3% +$651 0.02% 587
2025
Q2 		$250K Buy
8,429
+4,820
+134% +$141K 0.02% 548
2025
Q1 		$107K Buy
3,609
+463
+15% +$13.5K 0.01% 838
2024
Q4 		$91.1K Buy
+3,146
New +$93.1K 0.01% 908

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Envestnet Portfolio Solutions
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Securities
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
&Partners
&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
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

BFC Planning, Inc.'s APCB Position: Q2 2026 in Review

BFC Planning, Inc. increased its ActivePassive Core Bond ETF (APCB) stake by 83% in Q2 2026, buying an estimated $460K and bringing the position to 34,497 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #396.

BFC Planning, Inc. first reported a position in APCB in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

  • BFC Planning, Inc. held 34,497 shares of ActivePassive Core Bond ETF worth $1.02M as of Q2 2026.
  • BFC Planning, Inc. bought 15,657 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $460K.
  • ActivePassive Core Bond ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #396 holding.
  • BFC Planning, Inc. first reported a position in ActivePassive Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.