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

Financial Gravity 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
2025 Q1	$41.6K	Buy	+1,223	New	+$43.8K	0.01%	341

Other funds holding APUE

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Financial Gravity Asset Management's APUE Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in ActivePassive US Equity ETF (APUE) in Q1 2025: 1,223 shares worth $41.6K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings.

40 funds tracked by Wall St. Rank hold APUE as of Q1 2025.

Financial Gravity Asset Management held 1,223 shares of ActivePassive US Equity ETF worth $41.6K as of Q1 2025.
ActivePassive US Equity ETF was a new Financial Gravity Asset Management position in Q1 2025.
ActivePassive US Equity ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #341 holding.
40 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.