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Golden State Equity Partners’s ActivePassive US Equity ETF APUE Stock Holding History

Golden State Equity 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
2026
Q2 		– Sell
-147
Closed -$5.89K – 422
2026
Q1 		$5.89K Buy
+147
New +$6.13K ﹤0.01% 1439

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PS
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MML Investors Services
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
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
Osaic Holdings
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

Golden State Equity Partners's APUE Position: Q2 2026 in Review

Golden State Equity Partners sold out of ActivePassive US Equity ETF (APUE) in Q2 2026, closing a stake of 147 shares — an estimated $5.89K sold.

Golden State Equity Partners first reported a position in APUE in Q1 2026 and held it in 1 quarter. The position peaked at $5.89K in Q1 2026. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Golden State Equity Partners reported no remaining ActivePassive US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 147 ActivePassive US Equity ETF shares in Q2 2026, an estimated $5.89K.
  • Golden State Equity Partners first reported a position in ActivePassive US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's ActivePassive US Equity ETF position peaked at $5.89K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.