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 Q2	$1.2M	Buy	25,935 +1,689	+7%	+$75.3K	﹤0.01%	2573
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 $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Commonwealth Equity Services's APUE Position: Q2 2026 in Review

Commonwealth Equity Services increased its ActivePassive US Equity ETF (APUE) stake by 7% in Q2 2026, buying an estimated $75.3K and bringing the position to 25,935 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Commonwealth Equity Services first reported a position in APUE in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.5M in Q4 2024. 60 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Commonwealth Equity Services held 25,935 shares of ActivePassive US Equity ETF worth $1.2M as of Q2 2026.
Commonwealth Equity Services bought 1,689 ActivePassive US Equity ETF shares in Q2 2026, an estimated $75.3K.
ActivePassive US Equity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2573 holding.
Commonwealth Equity Services first reported a position in ActivePassive US Equity ETF in Q1 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's ActivePassive US Equity ETF position peaked at $11.5M in Q4 2024.
60 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.