Brookstone Capital Management
APUE icon

Brookstone Capital Management’s ActivePassive US Equity ETF APUE Stock Holding History

Brookstone Capital Management’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
Q3 		$295K Buy
6,285
+95
+2% +$4.46K ﹤0.01% 1115
2026
Q2 		$286K Buy
+6,190
New +$276K ﹤0.01% 1121

Other funds holding APUE

B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Brookstone Capital Management's APUE Position: Q3 2026 in Review

Brookstone Capital Management increased its ActivePassive US Equity ETF (APUE) stake by 1.5% in Q3 2026, buying an estimated $4.46K and bringing the position to 6,285 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Brookstone Capital Management first reported a position in APUE in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold APUE as of Q3 2026.

  • Brookstone Capital Management held 6,285 shares of ActivePassive US Equity ETF worth $295K as of Q3 2026.
  • Brookstone Capital Management bought 95 ActivePassive US Equity ETF shares in Q3 2026, an estimated $4.46K.
  • ActivePassive US Equity ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1115 holding.
  • Brookstone Capital Management first reported a position in ActivePassive US Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.