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
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

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Envestnet Portfolio Solutions
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PS
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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 $1.55B AUM 28.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM
SWM
Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return