B. Riley Wealth Advisors’s ActivePassive International Equity ETF APIE Stock Holding History

B. Riley Wealth Advisors’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
2026 Q2	$9.69M	Buy	252,940 +41,467	+20%	+$1.57M	0.52%	35
2026 Q1	$7.22M	Sell	211,473 -11,400	-5%	-$421K	0.46%	45
2025 Q4	$7.91M	Buy	222,873 +24,355	+12%	+$876K	0.37%	51
2025 Q3	$7.05M	Sell	198,518 -3,658	-2%	-$124K	0.33%	57
2025 Q2	$6.74M	Buy	+202,176	New	+$6.28M	0.32%	63
2024 Q4	$5.31M	Buy	189,483 +10,790	+6%	+$318K	0.17%	132
2024 Q3	$5.45M	Buy	178,693 +17,539	+11%	+$512K	0.15%	148
2024 Q2	$4.59M	Buy	161,154 +140,875	+695%	+$4M	0.12%	173
2024 Q1	$494K	Sell	20,279 -71,276	-78%	-$1.94M	0.01%	797
2023 Q4	$2.44M	Buy	91,555 +71,276	+351%	+$1.79M	0.07%	305
2023 Q3	$494K	Buy	20,279 +7,980	+65%	+$202K	0.01%	797
2023 Q2	$314K	Buy	+12,299	New	+$308K	0.01%	1099

Other funds holding APIE

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

B. Riley Wealth Advisors's APIE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its ActivePassive International Equity ETF (APIE) stake by 20% in Q2 2026, buying an estimated $1.57M and bringing the position to 252,940 shares worth $9.69M. The position accounts for 0.52% of the portfolio, ranked #35.

B. Riley Wealth Advisors first reported a position in APIE in Q2 2023 and has held it in 12 quarters since. 18 funds tracked by Wall St. Rank hold APIE as of Q2 2026.

B. Riley Wealth Advisors held 252,940 shares of ActivePassive International Equity ETF worth $9.69M as of Q2 2026.
B. Riley Wealth Advisors bought 41,467 ActivePassive International Equity ETF shares in Q2 2026, an estimated $1.57M.
ActivePassive International Equity ETF made up 0.52% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #35 holding.
B. Riley Wealth Advisors first reported a position in ActivePassive International Equity ETF in Q2 2023 and has held it in 12 quarters since.
18 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.