Harbor Investment Advisory’s ActivePassive US Equity ETF APUE Stock Holding History

Harbor Investment Advisory’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 Q3	–	Sell	-3,809	Closed	-$176K	–	1440
2026 Q2	$176K	Buy	+3,809	New	+$170K	0.01%	440

Other funds holding APUE

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Harbor Investment Advisory's APUE Position: Q3 2026 in Review

Harbor Investment Advisory sold out of ActivePassive US Equity ETF (APUE) in Q3 2026, closing a stake of 3,809 shares — an estimated $176K sold.

Harbor Investment Advisory first reported a position in APUE in Q2 2026 and held it in 1 quarter. The position peaked at $176K in Q2 2026. 7 funds tracked by Wall St. Rank hold APUE as of Q3 2026.

Harbor Investment Advisory reported no remaining ActivePassive US Equity ETF position as of Q3 2026 after selling out during the quarter.
Harbor Investment Advisory sold 3,809 ActivePassive US Equity ETF shares in Q3 2026, an estimated $176K.
Harbor Investment Advisory first reported a position in ActivePassive US Equity ETF in Q2 2026 and held it in 1 quarter.
Harbor Investment Advisory's ActivePassive US Equity ETF position peaked at $176K in Q2 2026.
7 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.