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Capital Investment Advisory Services’s ActivePassive US Equity ETF APUE Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-2,230
Closed -$90.9K – 1172
2025
Q3 		$90.9K Sell
2,230
-107
-5% -$4.19K 0.01% 691
2025
Q2 		$87.9K Hold
2,337
– – 0.01% 672
2025
Q1 		$79.4K Buy
+2,337
New +$83.7K 0.01% 648

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LPL Financial
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Capital Investment Advisory Services's APUE Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of ActivePassive US Equity ETF (APUE) in Q4 2025, closing a stake of 2,230 shares — an estimated $90.9K sold.

Capital Investment Advisory Services first reported a position in APUE in Q1 2025 and held it in 3 quarters. The position peaked at $90.9K in Q3 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q4 2025.

  • Capital Investment Advisory Services reported no remaining ActivePassive US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2,230 ActivePassive US Equity ETF shares in Q4 2025, an estimated $90.9K.
  • Capital Investment Advisory Services first reported a position in ActivePassive US Equity ETF in Q1 2025 and held it in 3 quarters.
  • Capital Investment Advisory Services's ActivePassive US Equity ETF position peaked at $90.9K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.