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B. Riley Wealth Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$23.4M Buy
510,969
+80,729
+19% +$3.6M 1.26% 10
2026
Q1 		$16.7M Sell
430,240
-18,836
-4% -$786K 1.06% 14
2025
Q4 		$18.7M Buy
449,076
+43,562
+11% +$1.8M 0.86% 19
2025
Q3 		$16.5M Buy
405,514
+50,597
+14% +$1.98M 0.76% 22
2025
Q2 		$13.3M Buy
354,917
+18,803
+6% +$653K 0.63% 27
2025
Q1 		$11.4M Buy
336,114
+9,512
+3% +$341K 0.34% 59
2024
Q4 		$11.7M Buy
326,602
+7,226
+2% +$262K 0.38% 49
2024
Q3 		$11.2M Buy
319,376
+3,090
+1% +$105K 0.31% 66
2024
Q2 		$10.5M Buy
316,286
+274,555
+658% +$8.81M 0.27% 77
2024
Q1 		$1.09M Sell
41,731
-142,288
-77% -$4.34M 0.03% 498
2023
Q4 		$5.35M Buy
184,019
+142,288
+341% +$3.87M 0.14% 163
2023
Q3 		$1.09M Buy
41,731
+15,592
+60% +$422K 0.03% 498
2023
Q2 		$705K Buy
+26,139
New +$671K 0.02% 702

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

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

B. Riley Wealth Advisors increased its ActivePassive US Equity ETF (APUE) stake by 19% in Q2 2026, buying an estimated $3.6M and bringing the position to 510,969 shares worth $23.4M. The position accounts for 1.26% of the portfolio, ranked #10.

B. Riley Wealth Advisors first reported a position in APUE in Q2 2023 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • B. Riley Wealth Advisors held 510,969 shares of ActivePassive US Equity ETF worth $23.4M as of Q2 2026.
  • B. Riley Wealth Advisors bought 80,729 ActivePassive US Equity ETF shares in Q2 2026, an estimated $3.6M.
  • ActivePassive US Equity ETF made up 1.26% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • B. Riley Wealth Advisors first reported a position in ActivePassive US Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 60 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

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