Commonwealth Equity Services’s ActivePassive US Equity ETF APUE Stock Holding History

Commonwealth Equity 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
2026 Q1	$972K	Buy	24,246 +1,646	+7%	+$68.7K	﹤0.01%	2640
2025 Q4	$942K	Sell	22,600 -197,045	-90%	-$8.15M	﹤0.01%	2628
2025 Q3	$8.96M	Sell	219,645 -37,295	-15%	-$1.46M	0.01%	981
2025 Q2	$9.66M	Sell	256,940 -46,938	-15%	-$1.63M	0.01%	932
2025 Q1	$10.3M	Sell	303,878 -17,034	-5%	-$610K	0.01%	846
2024 Q4	$11.5M	Buy	320,912 +312,976	+3,944%	+$11.3M	0.02%	766
2024 Q3	$280K	Buy	+7,936	New	+$269K	﹤0.01%	3408
2024 Q2	–	Sell	-11,264	Closed	-$364K	–	4042
2024 Q1	$364K	Buy	+11,264	New	+$344K	﹤0.01%	3096

Other funds holding APUE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

&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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RWA

Resolute Wealth Advisor Findlay, Ohio $176M AUM

Commonwealth Equity Services's APUE Position: Q1 2026 in Review

Commonwealth Equity Services increased its ActivePassive US Equity ETF (APUE) stake by 7.3% in Q1 2026, buying an estimated $68.7K and bringing the position to 24,246 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

Commonwealth Equity Services first reported a position in APUE in Q1 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q4 2024. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

Commonwealth Equity Services held 24,246 shares of ActivePassive US Equity ETF worth $972K as of Q1 2026.
Commonwealth Equity Services bought 1,646 ActivePassive US Equity ETF shares in Q1 2026, an estimated $68.7K.
ActivePassive US Equity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2640 holding.
Commonwealth Equity Services first reported a position in ActivePassive US Equity ETF in Q1 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's ActivePassive US Equity ETF position peaked at $11.5M in Q4 2024.
54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.