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Diversify Wealth Management’s ActivePassive US Equity ETF APUE Stock Holding History

Diversify Wealth Management’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 		$924K Buy
20,243
+6,796
+51% +$303K 0.02% 657
2026
Q1 		$587K Buy
13,447
+3,937
+41% +$164K 0.01% 760
2025
Q4 		$404K Buy
+9,510
New +$393K 0.02% 484

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 $2.57B AUM 28.13% 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 APUE Position: Q2 2026 in Review

Diversify Wealth Management increased its ActivePassive US Equity ETF (APUE) stake by 51% in Q2 2026, buying an estimated $303K and bringing the position to 20,243 shares worth $924K. The position accounts for 0.02% of the portfolio, ranked #657.

Diversify Wealth Management first reported a position in APUE in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Diversify Wealth Management held 20,243 shares of ActivePassive US Equity ETF worth $924K as of Q2 2026.
  • Diversify Wealth Management bought 6,796 ActivePassive US Equity ETF shares in Q2 2026, an estimated $303K.
  • ActivePassive US Equity ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #657 holding.
  • Diversify Wealth Management first reported a position in ActivePassive US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

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