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	0.43%	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 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

RWA

Resolute Wealth Advisor Findlay, Ohio $176M AUM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Atria Wealth Solutions reduced its ActivePassive US Equity ETF (APUE) stake by 92% in Q2 2025, selling an estimated $31.9M and leaving 77,537 shares worth $2.92M. The position accounts for 0.07% of the portfolio, ranked #326.

Atria Wealth Solutions first reported a position in APUE in Q2 2023 and has held it in 9 quarters since. The position peaked at $39.4M in Q2 2024. 46 funds tracked by Wall St. Rank hold APUE as of Q2 2025.

Atria Wealth Solutions held 77,537 shares of ActivePassive US Equity ETF worth $2.92M as of Q2 2025.
Atria Wealth Solutions sold 917,670 ActivePassive US Equity ETF shares in Q2 2025, an estimated $31.9M.
ActivePassive US Equity ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #326 holding.
Atria Wealth Solutions first reported a position in ActivePassive US Equity ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's ActivePassive US Equity ETF position peaked at $39.4M in Q2 2024.
46 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2025.

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