GRP
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Global Retirement Partners’s ActivePassive US Equity ETF APUE Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-8,204
Closed -$335K – 4241
2025
Q3 		$335K Buy
+8,204
New +$321K 0.01% 933
2024
Q4 		$40.1K Buy
+1,121
New +$40.6K ﹤0.01% 1732

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LPL Financial
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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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Global Retirement Partners's APUE Position: Q4 2025 in Review

Global Retirement Partners sold out of ActivePassive US Equity ETF (APUE) in Q4 2025, closing a stake of 8,204 shares — an estimated $335K sold.

Global Retirement Partners first reported a position in APUE in Q4 2024 and held it in 2 quarters. The position peaked at $335K in Q3 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q4 2025.

  • Global Retirement Partners reported no remaining ActivePassive US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 8,204 ActivePassive US Equity ETF shares in Q4 2025, an estimated $335K.
  • Global Retirement Partners first reported a position in ActivePassive US Equity ETF in Q4 2024 and held it in 2 quarters.
  • Global Retirement Partners's ActivePassive US Equity ETF position peaked at $335K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.