MAI Capital Management’s ActivePassive Core Bond ETF APCB Stock Holding History

MAI Capital 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 Q1	$38.2K	Buy	+1,296	New	+$38.5K	﹤0.01%	2408

Other funds holding APCB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

SWM

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

BRWA

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

MAI Capital Management's APCB Position: Q1 2026 in Review

MAI Capital Management opened a new position in ActivePassive Core Bond ETF (APCB) in Q1 2026: 1,296 shares worth $38.2K. The stake represents ﹤0.01% of the portfolio and ranks #2408 among its holdings.

38 funds tracked by Wall St. Rank hold APCB as of Q1 2026.

MAI Capital Management held 1,296 shares of ActivePassive Core Bond ETF worth $38.2K as of Q1 2026.
ActivePassive Core Bond ETF was a new MAI Capital Management position in Q1 2026.
ActivePassive Core Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2408 holding.
38 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.