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

Capital Asset 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
Q1 		$597K Hold
14,896
– – 0.67% 44
2025
Q4 		$621K Buy
+14,896
New +$616K 0.69% 41

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 $20.9B AUM 19.34% 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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B 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

Capital Asset Management's APUE Position: Q1 2026 in Review

Capital Asset Management held its ActivePassive US Equity ETF (APUE) position steady in Q1 2026 at 14,896 shares worth $597K. The position accounts for 0.67% of the portfolio, ranked #44.

Capital Asset Management first reported a position in APUE in Q4 2025 and has held it in 2 quarters since. The position peaked at $621K in Q4 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • Capital Asset Management held 14,896 shares of ActivePassive US Equity ETF worth $597K as of Q1 2026.
  • Capital Asset Management left its ActivePassive US Equity ETF share count unchanged in Q1 2026.
  • ActivePassive US Equity ETF made up 0.67% of Capital Asset Management's portfolio in Q1 2026, its #44 holding.
  • Capital Asset Management first reported a position in ActivePassive US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Asset Management's ActivePassive US Equity ETF position peaked at $621K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on Capital Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.