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Atria Wealth Solutions’s ActivePassive US Equity ETF APUE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.92M Sell
77,537
-917,670
-92% -$31.9M 0.07% 326
2025
Q1 		$33.8M Buy
995,207
+19,224
+2% +$688K 0.41% 41
2024
Q4 		$34.9M Sell
975,983
-140,080
-13% -$5.07M 0.38% 48
2024
Q3 		$39.3M Sell
1,116,063
-65,328
-6% -$2.22M 0.43% 37
2024
Q2 		$39.4M Buy
1,181,391
+16,992
+1% +$545K 0.44% 34
2024
Q1 		$37.6M Buy
1,164,399
+53,394
+5% +$1.63M 0.42% 36
2023
Q4 		$32.4M Sell
1,111,005
-310,381
-22% -$8.44M 0.41% 41
2023
Q3 		$37.1M Buy
1,421,386
+146,796
+12% +$3.97M 0.52% 25
2023
Q2 		$34.4M Buy
+1,274,590
New +$32.7M 0.47% 30

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
LPL Financial
LPL Financial San Diego, California $376B 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return