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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
New +$12.3M 0.63% 27
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 Portfolio Solutions
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
CAM
Capital Asset Management Denver, Colorado $44.4M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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 12 quarters since. 21 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 12 quarters since.
  • 21 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.