Golden State Wealth Management’s ActivePassive Core Bond ETF APCB Stock Holding History

Golden State 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	$24.1K	Buy	+818	New	+$24.1K	﹤0.01%	914

Other funds holding APCB

Envestnet Portfolio Solutions

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

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

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Asset Management Denver, Colorado $44.4M AUM

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Golden State Wealth Management's APCB Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in ActivePassive Core Bond ETF (APCB) in Q2 2026: 818 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings.

10 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

Golden State Wealth Management held 818 shares of ActivePassive Core Bond ETF worth $24.1K as of Q2 2026.
ActivePassive Core Bond ETF was a new Golden State Wealth Management position in Q2 2026.
ActivePassive Core Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #914 holding.
10 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.