Fidelity Investments
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Fidelity Investments’s ActivePassive US Equity ETF APUE Stock Holding History

Fidelity Investments’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
2025
Q4 		– Sell
-4,201
Closed -$171K – 5426
2025
Q3 		$171K Buy
+4,201
New +$164K ﹤0.01% 3424
2025
Q1 		– Sell
-1
Closed -$36 – 5294
2024
Q4 		$36 Buy
+1
New +$36 ﹤0.01% 5246

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Fidelity Investments's APUE Position: Q4 2025 in Review

Fidelity Investments sold out of ActivePassive US Equity ETF (APUE) in Q4 2025, closing a stake of 4,201 shares — an estimated $171K sold.

Fidelity Investments first reported a position in APUE in Q4 2024 and held it in 2 quarters. The position peaked at $171K in Q3 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q4 2025.

  • Fidelity Investments reported no remaining ActivePassive US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 4,201 ActivePassive US Equity ETF shares in Q4 2025, an estimated $171K.
  • Fidelity Investments first reported a position in ActivePassive US Equity ETF in Q4 2024 and held it in 2 quarters.
  • Fidelity Investments's ActivePassive US Equity ETF position peaked at $171K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.