Founders Financial Alliance’s ActivePassive US Equity ETF APUE Stock Holding History

Founders Financial Alliance’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	$1.72M	Buy	+37,229	New	+$1.66M	0.23%	99

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

Founders Financial Alliance's APUE Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in ActivePassive US Equity ETF (APUE) in Q2 2026: 37,229 shares worth $1.72M. The stake represents 0.23% of the portfolio and ranks #99 among its holdings.

61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Founders Financial Alliance held 37,229 shares of ActivePassive US Equity ETF worth $1.72M as of Q2 2026.
ActivePassive US Equity ETF was a new Founders Financial Alliance position in Q2 2026.
ActivePassive US Equity ETF made up 0.23% of Founders Financial Alliance's portfolio in Q2 2026, its #99 holding.
61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.