KPP Advisory Services’s ActivePassive US Equity ETF APUE Stock Holding History

KPP Advisory Services’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
2024 Q3	–	Sell	-6,463	Closed	-$215K	–	261
2024 Q2	$215K	Buy	+6,463	New	+$207K	0.06%	225

Other funds holding APUE

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 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 $2.57B AUM 28.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

KPP Advisory Services's APUE Position: Q3 2024 in Review

KPP Advisory Services sold out of ActivePassive US Equity ETF (APUE) in Q3 2024, closing a stake of 6,463 shares — an estimated $215K sold.

KPP Advisory Services first reported a position in APUE in Q2 2024 and held it in 1 quarter. The position peaked at $215K in Q2 2024. 32 funds tracked by Wall St. Rank hold APUE as of Q3 2024.

KPP Advisory Services reported no remaining ActivePassive US Equity ETF position as of Q3 2024 after selling out during the quarter.
KPP Advisory Services sold 6,463 ActivePassive US Equity ETF shares in Q3 2024, an estimated $215K.
KPP Advisory Services first reported a position in ActivePassive US Equity ETF in Q2 2024 and held it in 1 quarter.
KPP Advisory Services's ActivePassive US Equity ETF position peaked at $215K in Q2 2024.
32 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2024.

Based on KPP Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.