Investors Research Corp’s ActivePassive US Equity ETF APUE Stock Holding History

Investors Research Corp’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	$20K	Sell	432 -432	-50%	-$19.2K	﹤0.01%	468
2026 Q1	$34.6K	Sell	864 -288	-25%	-$12K	0.01%	425
2025 Q4	$48K	Hold	1,152	–	–	0.01%	447
2025 Q3	$47K	Hold	1,152	–	–	0.01%	461
2025 Q2	$43.3K	Hold	1,152	–	–	0.01%	490
2025 Q1	$39.1K	Hold	1,152	–	–	0.01%	490
2024 Q4	$41.2K	Hold	1,152	–	–	0.01%	496
2024 Q3	$40.6K	Hold	1,152	–	–	0.01%	503
2024 Q2	$38.4K	Buy	+1,152	New	+$37K	0.01%	530

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

Investors Research Corp's APUE Position: Q2 2026 in Review

Investors Research Corp reduced its ActivePassive US Equity ETF (APUE) stake by 50% in Q2 2026, selling an estimated $19.2K and leaving 432 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Investors Research Corp first reported a position in APUE in Q2 2024 and has held it in 9 quarters since. The position peaked at $48K in Q4 2025. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Investors Research Corp held 432 shares of ActivePassive US Equity ETF worth $20K as of Q2 2026.
Investors Research Corp sold 432 ActivePassive US Equity ETF shares in Q2 2026, an estimated $19.2K.
ActivePassive US Equity ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #468 holding.
Investors Research Corp first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 9 quarters since.
Investors Research Corp's ActivePassive US Equity ETF position peaked at $48K in Q4 2025.
61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.