Action Point Financial Planning’s ActivePassive US Equity ETF APUE Stock Holding History

Action Point Financial Planning’s Portfolio APUE Stock Details APUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1K	Buy	+436	New	+$19.4K	﹤0.01%	1129

Other funds holding APUE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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 APUE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ActivePassive US Equity ETF (APUE) in Q2 2026: 436 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #1129 among its holdings.

62 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Action Point Financial Planning held 436 shares of ActivePassive US Equity ETF worth $20.1K as of Q2 2026.
ActivePassive US Equity ETF was a new Action Point Financial Planning position in Q2 2026.
ActivePassive US Equity ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1129 holding.
62 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

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