IA
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IFP Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

IFP 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
Q2 		$27.2K Sell
589
-78
-12% -$3.48K ﹤0.01% 2771
2026
Q1 		$26.7K Hold
667
– – ﹤0.01% 2615
2025
Q4 		$27.8K Sell
667
-895
-57% -$37K ﹤0.01% 2534
2025
Q3 		$63.7K Sell
1,562
-292
-16% -$11.4K ﹤0.01% 1949
2025
Q2 		$69.7K Buy
1,854
+62
+3% +$2.15K ﹤0.01% 1859
2025
Q1 		$60.9K Sell
1,792
-15
-0.8% -$537 ﹤0.01% 1800
2024
Q4 		$64.6K Sell
1,807
-35
-2% -$1.27K ﹤0.01% 1694
2024
Q3 		$64.9K Sell
1,842
-22
-1% -$747 ﹤0.01% 1607
2024
Q2 		$62.1K Buy
+1,864
New +$59.8K ﹤0.01% 1575

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
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

IFP Advisors's APUE Position: Q2 2026 in Review

IFP Advisors reduced its ActivePassive US Equity ETF (APUE) stake by 12% in Q2 2026, selling an estimated $3.48K and leaving 589 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

IFP Advisors first reported a position in APUE in Q2 2024 and has held it in 9 quarters since. The position peaked at $69.7K in Q2 2025. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • IFP Advisors held 589 shares of ActivePassive US Equity ETF worth $27.2K as of Q2 2026.
  • IFP Advisors sold 78 ActivePassive US Equity ETF shares in Q2 2026, an estimated $3.48K.
  • ActivePassive US Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2771 holding.
  • IFP Advisors first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • IFP Advisors's ActivePassive US Equity ETF position peaked at $69.7K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.