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 Q3	$831K	Sell	17,695 -28	-0.2%	-$1.31K	﹤0.01%	1132
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

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

AssetMark Inc's APUE Position: Q3 2026 in Review

AssetMark Inc reduced its ActivePassive US Equity ETF (APUE) stake by 0.16% in Q3 2026, selling an estimated $1.31K and leaving 17,695 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

AssetMark Inc first reported a position in APUE in Q4 2024 and has held it in 8 quarters since. 34 funds tracked by Wall St. Rank hold APUE as of Q3 2026.

AssetMark Inc held 17,695 shares of ActivePassive US Equity ETF worth $831K as of Q3 2026.
AssetMark Inc sold 28 ActivePassive US Equity ETF shares in Q3 2026, an estimated $1.31K.
ActivePassive US Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1132 holding.
AssetMark Inc first reported a position in ActivePassive US Equity ETF in Q4 2024 and has held it in 8 quarters since.
34 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.