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
Q2 		$1.22B Buy
26,302,868
+926,506
+4% +$41.3M 0.29% 65
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 $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
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Envestnet Asset Management's APUE Position: Q2 2026 in Review

Envestnet Asset Management increased its ActivePassive US Equity ETF (APUE) stake by 3.7% in Q2 2026, buying an estimated $41.3M and bringing the position to 26,302,868 shares worth $1.22B. The position accounts for 0.29% of the portfolio, ranked #65.

Envestnet Asset Management first reported a position in APUE in Q2 2023 and has held it in 13 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Envestnet Asset Management held 26,302,868 shares of ActivePassive US Equity ETF worth $1.22B as of Q2 2026.
  • Envestnet Asset Management bought 926,506 ActivePassive US Equity ETF shares in Q2 2026, an estimated $41.3M.
  • ActivePassive US Equity ETF made up 0.29% of Envestnet Asset Management's portfolio in Q2 2026, its #65 holding.
  • Envestnet Asset Management first reported a position in ActivePassive US Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.