AssetMark Inc
APUE icon

AssetMark Inc’s ActivePassive US Equity ETF APUE Stock Holding History

AssetMark Inc’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 		$819K Buy
17,723
+9,405
+113% +$419K ﹤0.01% 1129
2026
Q1 		$333K Buy
8,318
+7,280
+701% +$304K ﹤0.01% 1234
2025
Q4 		$43.3K Hold
1,038
– – ﹤0.01% 1766
2025
Q3 		$42.3K Sell
1,038
-460
-31% -$18K ﹤0.01% 1692
2025
Q2 		$56.3K Buy
1,498
+460
+44% +$16K ﹤0.01% 1524
2025
Q1 		$35.3K Hold
1,038
– – ﹤0.01% 1532
2024
Q4 		$37.1K Buy
+1,038
New +$37.6K ﹤0.01% 1501

Other funds holding APUE

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

AssetMark Inc's APUE Position: Q2 2026 in Review

AssetMark Inc increased its ActivePassive US Equity ETF (APUE) stake by 113% in Q2 2026, buying an estimated $419K and bringing the position to 17,723 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

AssetMark Inc first reported a position in APUE in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • AssetMark Inc held 17,723 shares of ActivePassive US Equity ETF worth $819K as of Q2 2026.
  • AssetMark Inc bought 9,405 ActivePassive US Equity ETF shares in Q2 2026, an estimated $419K.
  • ActivePassive US Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1129 holding.
  • AssetMark Inc first reported a position in ActivePassive US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 60 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.