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

Golden State Wealth Management’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	$59.4K	Buy	+1,286	New	+$57.3K	0.01%	686

Other funds holding APUE

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Golden State Wealth Management's APUE Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in ActivePassive US Equity ETF (APUE) in Q2 2026: 1,286 shares worth $59.4K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings.

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

Golden State Wealth Management held 1,286 shares of ActivePassive US Equity ETF worth $59.4K as of Q2 2026.
ActivePassive US Equity ETF was a new Golden State Wealth Management position in Q2 2026.
ActivePassive US Equity ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #686 holding.
19 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.