Atria Wealth Solutions’s ActivePassive International Equity ETF APIE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.54M	Sell	46,280 -533,791	-92%	-$16.6M	0.03%	494
2025 Q1	$17.4M	Buy	580,071 +22,388	+4%	+$670K	0.21%	103
2024 Q4	$15.6M	Sell	557,683 -72,156	-11%	-$2.13M	0.17%	123
2024 Q3	$19.4M	Buy	629,839 +52,869	+9%	+$1.54M	0.21%	101
2024 Q2	$16.4M	Buy	576,970 +16,368	+3%	+$464K	0.18%	118
2024 Q1	$15.9M	Buy	560,602 +35,472	+7%	+$963K	0.18%	121
2023 Q4	$14.1M	Sell	525,130 -128,127	-20%	-$3.21M	0.18%	124
2023 Q3	$15.9M	Buy	653,257 +78,365	+14%	+$1.98M	0.22%	100
2023 Q2	$14.7M	Buy	+574,892	New	+$14.4M	0.2%	110

Other funds holding APIE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RWA

Resolute Wealth Advisor Findlay, Ohio $176M AUM

Atria Wealth Solutions's APIE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ActivePassive International Equity ETF (APIE) stake by 92% in Q2 2025, selling an estimated $16.6M and leaving 46,280 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #494.

Atria Wealth Solutions first reported a position in APIE in Q2 2023 and has held it in 9 quarters since. The position peaked at $19.4M in Q3 2024. 42 funds tracked by Wall St. Rank hold APIE as of Q2 2025.

Atria Wealth Solutions held 46,280 shares of ActivePassive International Equity ETF worth $1.54M as of Q2 2025.
Atria Wealth Solutions sold 533,791 ActivePassive International Equity ETF shares in Q2 2025, an estimated $16.6M.
ActivePassive International Equity ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #494 holding.
Atria Wealth Solutions first reported a position in ActivePassive International Equity ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's ActivePassive International Equity ETF position peaked at $19.4M in Q3 2024.
42 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.