GPA
APUE icon

Guidance Point Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

Guidance Point Advisors’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
Q1 		– Sell
-4,811
Closed -$200K – 97
2025
Q4 		$200K Sell
4,811
-224
-4% -$9.27K 0.05% 94
2025
Q3 		$205K Buy
+5,035
New +$197K 0.05% 95

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Guidance Point Advisors's APUE Position: Q1 2026 in Review

Guidance Point Advisors sold out of ActivePassive US Equity ETF (APUE) in Q1 2026, closing a stake of 4,811 shares — an estimated $200K sold.

Guidance Point Advisors first reported a position in APUE in Q3 2025 and held it in 2 quarters. The position peaked at $205K in Q3 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • Guidance Point Advisors reported no remaining ActivePassive US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Guidance Point Advisors sold 4,811 ActivePassive US Equity ETF shares in Q1 2026, an estimated $200K.
  • Guidance Point Advisors first reported a position in ActivePassive US Equity ETF in Q3 2025 and held it in 2 quarters.
  • Guidance Point Advisors's ActivePassive US Equity ETF position peaked at $205K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.