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Diversify Wealth Management’s ActivePassive International Equity ETF APIE Stock Holding History

Diversify Wealth Management’s Portfolio APIE Stock Details APIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$402K Buy
10,478
+3,887
+59% +$147K 0.01% 944
2026
Q1 		$243K Buy
6,591
+1,151
+21% +$42.5K ﹤0.01% 1034
2025
Q4 		$201K Buy
+5,440
New +$196K 0.01% 599

Other funds holding APIE

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Diversify Wealth Management's APIE Position: Q2 2026 in Review

Diversify Wealth Management increased its ActivePassive International Equity ETF (APIE) stake by 59% in Q2 2026, buying an estimated $147K and bringing the position to 10,478 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #944.

Diversify Wealth Management first reported a position in APIE in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold APIE as of Q2 2026.

  • Diversify Wealth Management held 10,478 shares of ActivePassive International Equity ETF worth $402K as of Q2 2026.
  • Diversify Wealth Management bought 3,887 ActivePassive International Equity ETF shares in Q2 2026, an estimated $147K.
  • ActivePassive International Equity ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #944 holding.
  • Diversify Wealth Management first reported a position in ActivePassive International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.