Independent Financial Group’s ActivePassive US Equity ETF APUE Stock Holding History

Independent Financial Group’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	$327K	Sell	7,073 -743	-10%	-$33.1K	0.01%	1199
2026 Q1	$313K	Buy	7,816 +21	+0.3%	+$876	0.01%	1140
2025 Q4	$325K	Sell	7,795 -51	-0.7%	-$2.11K	0.01%	1107
2025 Q3	$320K	Buy	7,846 +27	+0.3%	+$1.06K	0.01%	1060
2025 Q2	$294K	Buy	7,819 +170	+2%	+$5.9K	0.01%	1038
2025 Q1	$260K	Sell	7,649 -95	-1%	-$3.4K	0.01%	994
2024 Q4	$277K	Sell	7,744 -839	-10%	-$30.4K	0.01%	930
2024 Q3	$302K	Buy	8,583 +87	+1%	+$2.95K	0.01%	878
2024 Q2	$283K	Buy	+8,496	New	+$273K	0.01%	862

Other funds holding APUE

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Independent Financial Group's APUE Position: Q2 2026 in Review

Independent Financial Group reduced its ActivePassive US Equity ETF (APUE) stake by 9.5% in Q2 2026, selling an estimated $33.1K and leaving 7,073 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1199.

Independent Financial Group first reported a position in APUE in Q2 2024 and has held it in 9 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Independent Financial Group held 7,073 shares of ActivePassive US Equity ETF worth $327K as of Q2 2026.
Independent Financial Group sold 743 ActivePassive US Equity ETF shares in Q2 2026, an estimated $33.1K.
ActivePassive US Equity ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1199 holding.
Independent Financial Group first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 9 quarters since.
61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.