HighTower Advisors
APCB icon

HighTower Advisors’s ActivePassive Core Bond ETF APCB Stock Holding History

HighTower Advisors’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
Q1 		– Sell
-89,424
Closed -$2.67M – 3623
2023
Q4 		$2.67M Buy
89,424
+9,724
+12% +$280K ﹤0.01% 1280
2023
Q3 		$2.27M Buy
+79,700
New +$2.32M ﹤0.01% 1312

Other funds holding APCB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HighTower Advisors's APCB Position: Q1 2024 in Review

HighTower Advisors sold out of ActivePassive Core Bond ETF (APCB) in Q1 2024, closing a stake of 89,424 shares — an estimated $2.67M sold.

HighTower Advisors first reported a position in APCB in Q3 2023 and held it in 2 quarters. The position peaked at $2.67M in Q4 2023. 12 funds tracked by Wall St. Rank hold APCB as of Q1 2024.

  • HighTower Advisors reported no remaining ActivePassive Core Bond ETF position as of Q1 2024 after selling out during the quarter.
  • HighTower Advisors sold 89,424 ActivePassive Core Bond ETF shares in Q1 2024, an estimated $2.67M.
  • HighTower Advisors first reported a position in ActivePassive Core Bond ETF in Q3 2023 and held it in 2 quarters.
  • HighTower Advisors's ActivePassive Core Bond ETF position peaked at $2.67M in Q4 2023.
  • 12 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.