FFO
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Fortitude Family Office’s ActivePassive US Equity ETF APUE Stock Holding History

Fortitude Family Office’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
Q3 		– Sell
-335
Closed -$12.6K – 1990
2025
Q2 		$12.6K Buy
+335
New +$11.6K ﹤0.01% 487
2025
Q1 		– Sell
-850
Closed -$30.4K – 1155
2024
Q4 		$30.4K Sell
850
-2,939
-78% -$106K 0.01% 360
2024
Q3 		$134K Buy
+3,789
New +$129K 0.05% 137

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fortitude Family Office's APUE Position: Q3 2025 in Review

Fortitude Family Office sold out of ActivePassive US Equity ETF (APUE) in Q3 2025, closing a stake of 335 shares — an estimated $12.6K sold.

Fortitude Family Office first reported a position in APUE in Q3 2024 and held it in 3 quarters. The position peaked at $134K in Q3 2024. 53 funds tracked by Wall St. Rank hold APUE as of Q3 2025.

  • Fortitude Family Office reported no remaining ActivePassive US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 335 ActivePassive US Equity ETF shares in Q3 2025, an estimated $12.6K.
  • Fortitude Family Office first reported a position in ActivePassive US Equity ETF in Q3 2024 and held it in 3 quarters.
  • Fortitude Family Office's ActivePassive US Equity ETF position peaked at $134K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.