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Addison Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

Addison Advisors’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
2024
Q3 		– Sell
-858
Closed -$28.6K – 838
2024
Q2 		$28.6K Buy
+858
New +$27.5K 0.01% 439

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Addison Advisors's APUE Position: Q3 2024 in Review

Addison Advisors sold out of ActivePassive US Equity ETF (APUE) in Q3 2024, closing a stake of 858 shares — an estimated $28.6K sold.

Addison Advisors first reported a position in APUE in Q2 2024 and held it in 1 quarter. The position peaked at $28.6K in Q2 2024. 32 funds tracked by Wall St. Rank hold APUE as of Q3 2024.

  • Addison Advisors reported no remaining ActivePassive US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Addison Advisors sold 858 ActivePassive US Equity ETF shares in Q3 2024, an estimated $28.6K.
  • Addison Advisors first reported a position in ActivePassive US Equity ETF in Q2 2024 and held it in 1 quarter.
  • Addison Advisors's ActivePassive US Equity ETF position peaked at $28.6K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2024.

Based on Addison Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.