Envestnet Asset Management
APUE icon

Envestnet Asset Management’s ActivePassive US Equity ETF APUE Stock Holding History

Envestnet Asset 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 		$1.02B Buy
25,376,362
+2,809,729
+12% +$117M 0.27% 66
2025
Q4 		$940M Buy
22,566,633
+1,988,547
+10% +$82.3M 0.28% 67
2025
Q3 		$839M Buy
20,578,086
+1,497,960
+8% +$58.6M 0.24% 71
2025
Q2 		$717M Buy
19,080,126
+1,111,493
+6% +$38.6M 0.21% 89
2025
Q1 		$611M Buy
17,968,633
+1,155,405
+7% +$41.4M 0.2% 87
2024
Q4 		$601M Buy
16,813,228
+5,816,259
+53% +$211M 0.19% 92
2024
Q3 		$388M Buy
10,996,969
+386,752
+4% +$13.1M 0.13% 145
2024
Q2 		$354M Buy
10,610,217
+7,837,241
+283% +$251M 0.12% 151
2024
Q1 		$89.5M Buy
2,772,976
+1,346,553
+94% +$41.1M 0.03% 467
2023
Q4 		$41.5M Buy
1,426,423
+746,920
+110% +$20.3M 0.02% 685
2023
Q3 		$17.7M Sell
679,503
-5,581,686
-89% -$151M 0.01% 1038
2023
Q2 		$169M Buy
+6,261,189
New +$161M 0.07% 234

Other funds holding APUE

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management's APUE Position: Q1 2026 in Review

Envestnet Asset Management increased its ActivePassive US Equity ETF (APUE) stake by 12% in Q1 2026, buying an estimated $117M and bringing the position to 25,376,362 shares worth $1.02B. The position accounts for 0.27% of the portfolio, ranked #66.

Envestnet Asset Management first reported a position in APUE in Q2 2023 and has held it in 12 quarters since. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • Envestnet Asset Management held 25,376,362 shares of ActivePassive US Equity ETF worth $1.02B as of Q1 2026.
  • Envestnet Asset Management bought 2,809,729 ActivePassive US Equity ETF shares in Q1 2026, an estimated $117M.
  • ActivePassive US Equity ETF made up 0.27% of Envestnet Asset Management's portfolio in Q1 2026, its #66 holding.
  • Envestnet Asset Management first reported a position in ActivePassive US Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.