BFC Planning, Inc.’s ActivePassive International Equity ETF APIE Stock Holding History

BFC Planning, Inc.’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 Q3	$3.09M	Buy	80,267 +33,871	+73%	+$1.32M	0.12%	172
2026 Q2	$1.8M	Buy	46,396 +13,738	+42%	+$519K	0.07%	264
2026 Q1	$1.15M	Buy	32,658 +6,377	+24%	+$235K	0.05%	335
2025 Q4	$933K	Buy	26,281 +10,134	+63%	+$365K	0.04%	382
2025 Q3	$573K	Buy	16,147 +1,399	+9%	+$47.6K	0.04%	349
2025 Q2	$491K	Buy	14,748 +5,673	+63%	+$176K	0.04%	364
2025 Q1	$273K	Buy	9,075 +2,460	+37%	+$73.6K	0.02%	497
2024 Q4	$185K	Buy	6,615 +2,891	+78%	+$85.2K	0.02%	649
2024 Q3	$114K	Buy	+3,724	New	+$109K	0.01%	823

Other funds holding APIE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Resolute Wealth Advisor Findlay, Ohio $219M AUM

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFC Planning, Inc.'s APIE Position: Q3 2026 in Review

BFC Planning, Inc. increased its ActivePassive International Equity ETF (APIE) stake by 73% in Q3 2026, buying an estimated $1.32M and bringing the position to 80,267 shares worth $3.09M. The position accounts for 0.12% of the portfolio, ranked #172.

BFC Planning, Inc. first reported a position in APIE in Q3 2024 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold APIE as of Q3 2026.

BFC Planning, Inc. held 80,267 shares of ActivePassive International Equity ETF worth $3.09M as of Q3 2026.
BFC Planning, Inc. bought 33,871 ActivePassive International Equity ETF shares in Q3 2026, an estimated $1.32M.
ActivePassive International Equity ETF made up 0.12% of BFC Planning, Inc.'s portfolio in Q3 2026, its #172 holding.
BFC Planning, Inc. first reported a position in ActivePassive International Equity ETF in Q3 2024 and has held it in 9 quarters since.
42 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.