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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
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 $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
P
&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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Diversify Wealth Management's APUE Position: Q1 2026 in Review

Diversify Wealth Management increased its ActivePassive US Equity ETF (APUE) stake by 41% in Q1 2026, buying an estimated $164K and bringing the position to 13,447 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #760.

Diversify Wealth Management first reported a position in APUE in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • Diversify Wealth Management held 13,447 shares of ActivePassive US Equity ETF worth $587K as of Q1 2026.
  • Diversify Wealth Management bought 3,937 ActivePassive US Equity ETF shares in Q1 2026, an estimated $164K.
  • ActivePassive US Equity ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #760 holding.
  • Diversify Wealth Management first reported a position in ActivePassive US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.