FFA
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Farther Finance Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

Farther Finance Advisors’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
Q3 		$5.23M Sell
111,375
-3,631
-3% -$170K 0.04% 415
2026
Q2 		$5.31M Sell
115,006
-6,482
-5% -$289K 0.04% 383
2026
Q1 		$4.9M Buy
+121,488
New +$5.07M 0.05% 354

Other funds holding APUE

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Farther Finance Advisors's APUE Position: Q3 2026 in Review

Farther Finance Advisors reduced its ActivePassive US Equity ETF (APUE) stake by 3.2% in Q3 2026, selling an estimated $170K and leaving 111,375 shares worth $5.23M. The position accounts for 0.04% of the portfolio, ranked #415.

Farther Finance Advisors first reported a position in APUE in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.31M in Q2 2026. 7 funds tracked by Wall St. Rank hold APUE as of Q3 2026.

  • Farther Finance Advisors held 111,375 shares of ActivePassive US Equity ETF worth $5.23M as of Q3 2026.
  • Farther Finance Advisors sold 3,631 ActivePassive US Equity ETF shares in Q3 2026, an estimated $170K.
  • ActivePassive US Equity ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #415 holding.
  • Farther Finance Advisors first reported a position in ActivePassive US Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • Farther Finance Advisors's ActivePassive US Equity ETF position peaked at $5.31M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.