FSA
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Financial Services Advisory’s ActivePassive International Equity ETF APIE Stock Holding History

Financial Services Advisory’s Portfolio APIE Stock Details APIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
8,482
+2,588
+44% +$97.8K 0.08% 59
2026
Q1 		$208K Buy
+5,894
New +$218K 0.1% 56

Other funds holding APIE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Financial Services Advisory's APIE Position: Q2 2026 in Review

Financial Services Advisory increased its ActivePassive International Equity ETF (APIE) stake by 44% in Q2 2026, buying an estimated $97.8K and bringing the position to 8,482 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #59.

Financial Services Advisory first reported a position in APIE in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold APIE as of Q2 2026.

  • Financial Services Advisory held 8,482 shares of ActivePassive International Equity ETF worth $329K as of Q2 2026.
  • Financial Services Advisory bought 2,588 ActivePassive International Equity ETF shares in Q2 2026, an estimated $97.8K.
  • ActivePassive International Equity ETF made up 0.08% of Financial Services Advisory's portfolio in Q2 2026, its #59 holding.
  • Financial Services Advisory first reported a position in ActivePassive International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.