APFP
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Action Point Financial Planning’s ActivePassive International Equity ETF APIE Stock Holding History

Action Point Financial Planning’s Portfolio APIE Stock Details APIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.95K Buy
+205
New +$7.75K ﹤0.01% 1572

Other funds holding APIE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Action Point Financial Planning's APIE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ActivePassive International Equity ETF (APIE) in Q2 2026: 205 shares worth $7.95K. The stake represents ﹤0.01% of the portfolio and ranks #1572 among its holdings.

46 funds tracked by Wall St. Rank hold APIE as of Q2 2026.

  • Action Point Financial Planning held 205 shares of ActivePassive International Equity ETF worth $7.95K as of Q2 2026.
  • ActivePassive International Equity ETF was a new Action Point Financial Planning position in Q2 2026.
  • ActivePassive International Equity ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1572 holding.
  • 46 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.