Kestra Advisory Services
APCB icon

Kestra Advisory Services’s ActivePassive Core Bond ETF APCB Stock Holding History

Kestra Advisory Services’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
Q3 		$357K Buy
+12,708
New +$367K ﹤0.01% 2807
2026
Q1 		– Sell
-5,367
Closed -$159K – 3171
2025
Q4 		$159K Buy
+5,367
New +$160K ﹤0.01% 3074

Other funds holding APCB

B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services's APCB Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in ActivePassive Core Bond ETF (APCB) in Q3 2026: 12,708 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #2807 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in APCB as recently as Q4 2025.

Kestra Advisory Services first reported a position in APCB in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold APCB as of Q3 2026.

  • Kestra Advisory Services held 12,708 shares of ActivePassive Core Bond ETF worth $357K as of Q3 2026.
  • ActivePassive Core Bond ETF was a new Kestra Advisory Services position in Q3 2026.
  • ActivePassive Core Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2807 holding.
  • Kestra Advisory Services first reported a position in ActivePassive Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.