Envestnet Portfolio Solutions’s ActivePassive US Equity ETF APUE Stock Holding History

Envestnet Portfolio Solutions’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	$999M	Sell	24,916,499 -1,875,651	-7%	-$78.2M	5.53%	2
2025 Q4	$1.12B	Buy	26,792,150 +23,630	+0.1%	+$978K	3.92%	4
2025 Q3	$1.09B	Buy	26,768,520 +433,686	+2%	+$17M	4.03%	4
2025 Q2	$990M	Sell	26,334,834 -1,458,702	-5%	-$50.7M	3.64%	5
2025 Q1	$944M	Sell	27,793,536 -4,393,239	-14%	-$157M	3.61%	4
2024 Q4	$1.15B	Sell	32,186,775 -1,292,792	-4%	-$46.8M	3.76%	4
2024 Q3	$1.18B	Sell	33,479,567 -1,279,475	-4%	-$43.4M	3.83%	3
2024 Q2	$1.16B	Buy	34,759,042 +18,631,295	+116%	+$598M	4.04%	4
2024 Q1	$520M	Buy	16,127,747 +4,205,631	+35%	+$128M	1.96%	10
2023 Q4	$347M	Buy	11,922,116 +5,782,070	+94%	+$157M	1.44%	15
2023 Q3	$160M	Buy	+6,140,046	New	+$166M	0.76%	28

Other funds holding APUE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

&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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Portfolio Solutions's APUE Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its ActivePassive US Equity ETF (APUE) stake by 7% in Q1 2026, selling an estimated $78.2M and leaving 24,916,499 shares worth $999M. The position accounts for 5.53% of the portfolio, ranked #2.

Envestnet Portfolio Solutions first reported a position in APUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.18B in Q3 2024. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

Envestnet Portfolio Solutions held 24,916,499 shares of ActivePassive US Equity ETF worth $999M as of Q1 2026.
Envestnet Portfolio Solutions sold 1,875,651 ActivePassive US Equity ETF shares in Q1 2026, an estimated $78.2M.
ActivePassive US Equity ETF made up 5.53% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #2 holding.
Envestnet Portfolio Solutions first reported a position in ActivePassive US Equity ETF in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's ActivePassive US Equity ETF position peaked at $1.18B in Q3 2024.
54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.