BFC Planning, Inc.’s ActivePassive US Equity ETF APUE Stock Holding History

BFC Planning, Inc.’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	$4.3M	Buy	93,002 +19,169	+26%	+$854K	0.17%	124
2026 Q1	$2.96M	Buy	73,833 +14,832	+25%	+$619K	0.13%	158
2025 Q4	$2.46M	Buy	59,001 +22,216	+60%	+$919K	0.11%	181
2025 Q3	$1.5M	Buy	36,785 +4,536	+14%	+$177K	0.11%	170
2025 Q2	$1.21M	Buy	32,249 +14,224	+79%	+$494K	0.1%	194
2025 Q1	$612K	Buy	18,025 +5,070	+39%	+$182K	0.05%	297
2024 Q4	$463K	Buy	+12,955	New	+$469K	0.04%	353

Other funds holding APUE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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

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

BFC Planning, Inc.'s APUE Position: Q2 2026 in Review

BFC Planning, Inc. increased its ActivePassive US Equity ETF (APUE) stake by 26% in Q2 2026, buying an estimated $854K and bringing the position to 93,002 shares worth $4.3M. The position accounts for 0.17% of the portfolio, ranked #124.

BFC Planning, Inc. first reported a position in APUE in Q4 2024 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

BFC Planning, Inc. held 93,002 shares of ActivePassive US Equity ETF worth $4.3M as of Q2 2026.
BFC Planning, Inc. bought 19,169 ActivePassive US Equity ETF shares in Q2 2026, an estimated $854K.
ActivePassive US Equity ETF made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #124 holding.
BFC Planning, Inc. first reported a position in ActivePassive US Equity ETF in Q4 2024 and has held it in 7 quarters since.
62 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.