Financial Services Advisory’s ActivePassive US Equity ETF APUE Stock Holding History

Financial Services Advisory’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 Q2	$791K	Buy	17,114 +4,539	+36%	+$202K	0.2%	46
2026 Q1	$504K	Buy	12,575 +2,052	+20%	+$85.6K	0.24%	44
2025 Q4	$438K	Buy	10,523 +4,620	+78%	+$191K	0.16%	50
2025 Q3	$241K	Buy	+5,903	New	+$231K	0.09%	59

Other funds holding APUE

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

BRWA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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 APUE Position: Q2 2026 in Review

Financial Services Advisory increased its ActivePassive US Equity ETF (APUE) stake by 36% in Q2 2026, buying an estimated $202K and bringing the position to 17,114 shares worth $791K. The position accounts for 0.2% of the portfolio, ranked #46.

Financial Services Advisory first reported a position in APUE in Q3 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Financial Services Advisory held 17,114 shares of ActivePassive US Equity ETF worth $791K as of Q2 2026.
Financial Services Advisory bought 4,539 ActivePassive US Equity ETF shares in Q2 2026, an estimated $202K.
ActivePassive US Equity ETF made up 0.2% of Financial Services Advisory's portfolio in Q2 2026, its #46 holding.
Financial Services Advisory first reported a position in ActivePassive US Equity ETF in Q3 2025 and has held it in 4 quarters since.
61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

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