Cambridge Investment Research Advisors
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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
Q2 		$1.76M Sell
38,034
-1,872
-5% -$83.4K ﹤0.01% 1791
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 $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors's APUE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its ActivePassive US Equity ETF (APUE) stake by 4.7% in Q2 2026, selling an estimated $83.4K and leaving 38,034 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Cambridge Investment Research Advisors first reported a position in APUE in Q4 2023 and has held it in 11 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Cambridge Investment Research Advisors held 38,034 shares of ActivePassive US Equity ETF worth $1.76M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,872 ActivePassive US Equity ETF shares in Q2 2026, an estimated $83.4K.
  • ActivePassive US Equity ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1791 holding.
  • Cambridge Investment Research Advisors first reported a position in ActivePassive US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.