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 Q3	$20.3K	Hold	432	–	–	﹤0.01%	471
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 $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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

RWS

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

Investors Research Corp's APUE Position: Q3 2026 in Review

Investors Research Corp held its ActivePassive US Equity ETF (APUE) position steady in Q3 2026 at 432 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Investors Research Corp first reported a position in APUE in Q2 2024 and has held it in 10 quarters since. The position peaked at $48K in Q4 2025. 7 funds tracked by Wall St. Rank hold APUE as of Q3 2026.

Investors Research Corp held 432 shares of ActivePassive US Equity ETF worth $20.3K as of Q3 2026.
Investors Research Corp left its ActivePassive US Equity ETF share count unchanged in Q3 2026.
ActivePassive US Equity ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #471 holding.
Investors Research Corp first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 10 quarters since.
Investors Research Corp's ActivePassive US Equity ETF position peaked at $48K in Q4 2025.
7 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.