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Lion Street Advisors’s ActivePassive Core Bond ETF APCB Stock Holding History

Lion Street 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
2025
Q3 		– Sell
-67,239
Closed -$1.99M – 227
2025
Q2 		$1.99M Buy
67,239
+38,241
+132% +$1.12M 0.6% 30
2025
Q1 		$857K Sell
28,998
-597
-2% -$17.4K 0.27% 77
2024
Q4 		$858K Buy
29,595
+8,377
+39% +$248K 0.27% 78
2024
Q3 		$644K Sell
21,218
-222
-1% -$6.65K 0.22% 102
2024
Q2 		$628K Buy
+21,440
New +$624K 0.23% 96

Other funds holding APCB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lion Street Advisors's APCB Position: Q3 2025 in Review

Lion Street Advisors sold out of ActivePassive Core Bond ETF (APCB) in Q3 2025, closing a stake of 67,239 shares — an estimated $1.99M sold.

Lion Street Advisors first reported a position in APCB in Q2 2024 and held it in 5 quarters. The position peaked at $1.99M in Q2 2025. 31 funds tracked by Wall St. Rank hold APCB as of Q3 2025.

  • Lion Street Advisors reported no remaining ActivePassive Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 67,239 ActivePassive Core Bond ETF shares in Q3 2025, an estimated $1.99M.
  • Lion Street Advisors first reported a position in ActivePassive Core Bond ETF in Q2 2024 and held it in 5 quarters.
  • Lion Street Advisors's ActivePassive Core Bond ETF position peaked at $1.99M in Q2 2025.
  • 31 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.