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Kestra Investment Management’s ActivePassive US Equity ETF APUE Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-23,974
Closed -$815K – 470
2025
Q2 		$815K Hold
23,974
– – 0.01% 307
2025
Q1 		$815K Buy
+23,974
New +$859K 0.03% 197

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Investment Management's APUE Position: Q3 2025 in Review

Kestra Investment Management sold out of ActivePassive US Equity ETF (APUE) in Q3 2025, closing a stake of 23,974 shares — an estimated $815K sold.

Kestra Investment Management first reported a position in APUE in Q1 2025 and held it in 2 quarters. The position peaked at $815K in Q2 2025. 53 funds tracked by Wall St. Rank hold APUE as of Q3 2025.

  • Kestra Investment Management reported no remaining ActivePassive US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 23,974 ActivePassive US Equity ETF shares in Q3 2025, an estimated $815K.
  • Kestra Investment Management first reported a position in ActivePassive US Equity ETF in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's ActivePassive US Equity ETF position peaked at $815K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.