B. Riley Wealth Advisors, Inc.
Position in APCB — ActivePassive Core Bond ETF
CIK 1464811
MEMPHIS, TN
Position in APCB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,540,777
-$269,994 QoQ
Shares Held
154,186
-5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APCB Over Time
Shares Held
Position Value (USD)
All Filings in APCB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,540,777 | 154,186 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,810,771 | 162,252 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,409,672 | 147,802 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,903,782 | 131,711 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,105,409 | 107,157 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,161,629 | 104,138 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,551,266 | 121,245 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $342,996 | 11,627 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,313,601 | 77,303 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $330,613 | 11,627 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||