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 Q3	$332K	Sell	7,063 -10	-0.1%	-$469	0.01%	1199
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

BRWA

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

FFA

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

SEIA

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

SIG

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

IRC

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

RWS

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

Independent Financial Group's APUE Position: Q3 2026 in Review

Independent Financial Group reduced its ActivePassive US Equity ETF (APUE) stake by 0.14% in Q3 2026, selling an estimated $469 and leaving 7,063 shares worth $332K. 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 10 quarters since. 7 funds tracked by Wall St. Rank hold APUE as of Q3 2026.

Independent Financial Group held 7,063 shares of ActivePassive US Equity ETF worth $332K as of Q3 2026.
Independent Financial Group sold 10 ActivePassive US Equity ETF shares in Q3 2026, an estimated $469.
ActivePassive US Equity ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1199 holding.
Independent Financial Group first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 10 quarters since.
7 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.