Cetera Investment Advisers
APUE icon

Cetera Investment Advisers’s ActivePassive US Equity ETF APUE Stock Holding History

Cetera Investment Advisers’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 		$22.4M Buy
485,560
+146,590
+43% +$6.53M 0.02% 695
2026
Q1 		$13.6M Buy
338,970
+45,539
+16% +$1.9M 0.01% 891
2025
Q4 		$12.2M Buy
293,431
+57,174
+24% +$2.37M 0.01% 912
2025
Q3 		$9.63M Buy
236,257
+18,854
+9% +$738K 0.01% 1010
2025
Q2 		$8.18M Buy
217,403
+30,543
+16% +$1.06M 0.01% 927
2025
Q1 		$6.35M Buy
+186,860
New +$6.69M 0.01% 977

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
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
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Cetera Investment Advisers's APUE Position: Q2 2026 in Review

Cetera Investment Advisers increased its ActivePassive US Equity ETF (APUE) stake by 43% in Q2 2026, buying an estimated $6.53M and bringing the position to 485,560 shares worth $22.4M. The position accounts for 0.02% of the portfolio, ranked #695.

Cetera Investment Advisers first reported a position in APUE in Q1 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Cetera Investment Advisers held 485,560 shares of ActivePassive US Equity ETF worth $22.4M as of Q2 2026.
  • Cetera Investment Advisers bought 146,590 ActivePassive US Equity ETF shares in Q2 2026, an estimated $6.53M.
  • ActivePassive US Equity ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #695 holding.
  • Cetera Investment Advisers first reported a position in ActivePassive US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.