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

Financial Gravity Companies’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
2024 Q4	$44.2K	Buy	+1,236	New	+$44.7K	0.01%	308

Other funds holding APUE

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Financial Gravity Companies's APUE Position: Q4 2024 in Review

Financial Gravity Companies opened a new position in ActivePassive US Equity ETF (APUE) in Q4 2024: 1,236 shares worth $44.2K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

44 funds tracked by Wall St. Rank hold APUE as of Q4 2024.

Financial Gravity Companies held 1,236 shares of ActivePassive US Equity ETF worth $44.2K as of Q4 2024.
ActivePassive US Equity ETF was a new Financial Gravity Companies position in Q4 2024.
ActivePassive US Equity ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #308 holding.
44 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.