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Allworth Financial’s ActivePassive International Equity ETF APIE Stock Holding History

Allworth Financial’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
Q1 		$171K Sell
4,838
-311
-6% -$11.5K ﹤0.01% 1502
2025
Q4 		$183K Sell
5,149
-2,175
-30% -$78.2K ﹤0.01% 1387
2025
Q3 		$260K Sell
7,324
-2,373
-24% -$80.8K ﹤0.01% 1163
2025
Q2 		$323K Sell
9,697
-2,038
-17% -$63.3K ﹤0.01% 992
2025
Q1 		$355K Sell
11,735
-3,807
-24% -$114K ﹤0.01% 770
2024
Q4 		$453K Buy
+15,542
New +$458K ﹤0.01% 718

Other funds holding APIE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $94B AUM 20.14% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Allworth Financial's APIE Position: Q1 2026 in Review

Allworth Financial reduced its ActivePassive International Equity ETF (APIE) stake by 6% in Q1 2026, selling an estimated $11.5K and leaving 4,838 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Allworth Financial first reported a position in APIE in Q4 2024 and has held it in 6 quarters since. The position peaked at $453K in Q4 2024. 42 funds tracked by Wall St. Rank hold APIE as of Q1 2026.

  • Allworth Financial held 4,838 shares of ActivePassive International Equity ETF worth $171K as of Q1 2026.
  • Allworth Financial sold 311 ActivePassive International Equity ETF shares in Q1 2026, an estimated $11.5K.
  • ActivePassive International Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1502 holding.
  • Allworth Financial first reported a position in ActivePassive International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Allworth Financial's ActivePassive International Equity ETF position peaked at $453K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.