Cambridge Investment Research Advisors
APUE icon

Cambridge Investment Research Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

Cambridge Investment Research 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
Q1 		$1.6M Buy
39,906
+50
+0.1% +$2.09K ﹤0.01% 1775
2025
Q4 		$1.66M Buy
39,856
+3,331
+9% +$138K ﹤0.01% 1697
2025
Q3 		$1.49M Buy
36,525
+2,221
+6% +$86.9K ﹤0.01% 1741
2025
Q2 		$1.29M Buy
34,304
+10,942
+47% +$380K ﹤0.01% 1746
2025
Q1 		$794K Buy
23,362
+11,696
+100% +$419K ﹤0.01% 2044
2024
Q4 		$417K Buy
11,666
+2,632
+29% +$95.3K ﹤0.01% 2578
2024
Q3 		$318K Buy
9,034
+1,119
+14% +$38K ﹤0.01% 2786
2024
Q2 		$264K Sell
7,915
-456
-5% -$14.6K ﹤0.01% 2807
2024
Q1 		$270K Sell
8,371
-25
-0.3% -$762 ﹤0.01% 2786
2023
Q4 		$244K Buy
+8,396
New +$228K ﹤0.01% 2757

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM