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Caldwell Sutter Capital’s ActivePassive International Equity ETF APIE Stock Holding History

Caldwell Sutter Capital’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
2025
Q2 		– Sell
-1,841
Closed -$55.3K – 858
2025
Q1 		$55.3K Hold
1,841
– – 0.03% 343
2024
Q4 		$51.6K Hold
1,841
– – 0.02% 351
2024
Q3 		$56.6K Hold
1,841
– – 0.03% 340
2024
Q2 		$52.4K Buy
+1,841
New +$52.2K 0.03% 348

Other funds holding APIE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Caldwell Sutter Capital's APIE Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of ActivePassive International Equity ETF (APIE) in Q2 2025, closing a stake of 1,841 shares — an estimated $55.3K sold.

Caldwell Sutter Capital first reported a position in APIE in Q2 2024 and held it in 4 quarters. The position peaked at $56.6K in Q3 2024. 42 funds tracked by Wall St. Rank hold APIE as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining ActivePassive International Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 1,841 ActivePassive International Equity ETF shares in Q2 2025, an estimated $55.3K.
  • Caldwell Sutter Capital first reported a position in ActivePassive International Equity ETF in Q2 2024 and held it in 4 quarters.
  • Caldwell Sutter Capital's ActivePassive International Equity ETF position peaked at $56.6K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.