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Caldwell Sutter Capital’s ActivePassive US Equity ETF APUE Stock Holding History

Caldwell Sutter Capital’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
2025
Q2 		– Sell
-3,523
Closed -$120K – 859
2025
Q1 		$120K Hold
3,523
– – 0.06% 255
2024
Q4 		$126K Hold
3,523
– – 0.06% 252
2024
Q3 		$124K Hold
3,523
– – 0.06% 254
2024
Q2 		$117K Buy
+3,523
New +$113K 0.06% 254

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Caldwell Sutter Capital sold out of ActivePassive US Equity ETF (APUE) in Q2 2025, closing a stake of 3,523 shares — an estimated $120K sold.

Caldwell Sutter Capital first reported a position in APUE in Q2 2024 and held it in 4 quarters. The position peaked at $126K in Q4 2024. 46 funds tracked by Wall St. Rank hold APUE as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining ActivePassive US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 3,523 ActivePassive US Equity ETF shares in Q2 2025, an estimated $120K.
  • Caldwell Sutter Capital first reported a position in ActivePassive US Equity ETF in Q2 2024 and held it in 4 quarters.
  • Caldwell Sutter Capital's ActivePassive US Equity ETF position peaked at $126K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2025.

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