IRC
APUE icon

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

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return