Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KAS
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
$18.1B AUM
15%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
AWS
Atria Wealth Solutions
New York
$4.42B AUM
16.4%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
BRWA
B. Riley Wealth Advisors
Boca Raton, Florida
$1.83B AUM
37.01%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
P
&Partners
Nashville, Tennessee
$20.2B AUM
19.79%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close