Courier Capital’s ActivePassive US Equity ETF APUE Stock Holding History

Courier Capital’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 Q3	–	Sell	-10,666	Closed	-$493K	–	145
2026 Q2	$493K	Hold	10,666	–	–	0.02%	289
2026 Q1	$427K	Hold	10,666	–	–	0.02%	294
2025 Q4	$444K	Hold	10,666	–	–	0.03%	281
2025 Q3	$435K	Hold	10,666	–	–	0.02%	293
2025 Q2	$401K	Buy	+10,666	New	+$370K	0.02%	302

Other funds holding APUE

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Courier Capital's APUE Position: Q3 2026 in Review

Courier Capital sold out of ActivePassive US Equity ETF (APUE) in Q3 2026, closing a stake of 10,666 shares — an estimated $493K sold.

Courier Capital first reported a position in APUE in Q2 2025 and held it in 5 quarters. The position peaked at $493K in Q2 2026. 7 funds tracked by Wall St. Rank hold APUE as of Q3 2026.

Courier Capital reported no remaining ActivePassive US Equity ETF position as of Q3 2026 after selling out during the quarter.
Courier Capital sold 10,666 ActivePassive US Equity ETF shares in Q3 2026, an estimated $493K.
Courier Capital first reported a position in ActivePassive US Equity ETF in Q2 2025 and held it in 5 quarters.
Courier Capital's ActivePassive US Equity ETF position peaked at $493K in Q2 2026.
7 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.