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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
Q2 		– Sell
-1,296
Closed -$38.2K – 2229
2026
Q1 		$38.2K Buy
+1,296
New +$38.5K ﹤0.01% 2408

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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: Q2 2026 in Review

MAI Capital Management sold out of ActivePassive Core Bond ETF (APCB) in Q2 2026, closing a stake of 1,296 shares — an estimated $38.2K sold.

MAI Capital Management first reported a position in APCB in Q1 2026 and held it in 1 quarter. The position peaked at $38.2K in Q1 2026. 40 funds tracked by Wall St. Rank hold APCB as of Q2 2026.

  • MAI Capital Management reported no remaining ActivePassive Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,296 ActivePassive Core Bond ETF shares in Q2 2026, an estimated $38.2K.
  • MAI Capital Management first reported a position in ActivePassive Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's ActivePassive Core Bond ETF position peaked at $38.2K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held ActivePassive Core Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.