Kestra Advisory Services’s ActivePassive International Equity ETF APIE Stock Holding History

Kestra Advisory Services’s Portfolio APIE Stock Details APIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-14,034	Closed	-$495K	–	3265
2026 Q1	$495K	Buy	14,034 +5,269	+60%	+$195K	﹤0.01%	2234
2025 Q4	$311K	Buy	8,765 +2,725	+45%	+$98K	﹤0.01%	2511
2025 Q3	$214K	Sell	6,040 -95	-2%	-$3.23K	﹤0.01%	2700
2025 Q2	$204K	Buy	+6,135	New	+$191K	﹤0.01%	2643

Other funds holding APIE

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kestra Advisory Services's APIE Position: Q2 2026 in Review

Kestra Advisory Services sold out of ActivePassive International Equity ETF (APIE) in Q2 2026, closing a stake of 14,034 shares — an estimated $495K sold.

Kestra Advisory Services first reported a position in APIE in Q2 2025 and held it in 4 quarters. The position peaked at $495K in Q1 2026. 18 funds tracked by Wall St. Rank hold APIE as of Q2 2026.

Kestra Advisory Services reported no remaining ActivePassive International Equity ETF position as of Q2 2026 after selling out during the quarter.
Kestra Advisory Services sold 14,034 ActivePassive International Equity ETF shares in Q2 2026, an estimated $495K.
Kestra Advisory Services first reported a position in ActivePassive International Equity ETF in Q2 2025 and held it in 4 quarters.
Kestra Advisory Services's ActivePassive International Equity ETF position peaked at $495K in Q1 2026.
18 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.