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Lion Street Advisors’s ActivePassive International Equity ETF APIE Stock Holding History

Lion Street Advisors’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
2025
Q3 		– Sell
-30,701
Closed -$1.02M – 228
2025
Q2 		$1.02M Buy
30,701
+6,709
+28% +$209K 0.31% 72
2025
Q1 		$721K Sell
23,992
-875
-4% -$26.2K 0.23% 98
2024
Q4 		$697K Buy
24,867
+11,721
+89% +$345K 0.22% 98
2024
Q3 		$404K Buy
13,146
+723
+6% +$21.1K 0.14% 160
2024
Q2 		$354K Buy
+12,423
New +$352K 0.13% 172

Other funds holding APIE

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Lion Street Advisors's APIE Position: Q3 2025 in Review

Lion Street Advisors sold out of ActivePassive International Equity ETF (APIE) in Q3 2025, closing a stake of 30,701 shares — an estimated $1.02M sold.

Lion Street Advisors first reported a position in APIE in Q2 2024 and held it in 5 quarters. The position peaked at $1.02M in Q2 2025. 39 funds tracked by Wall St. Rank hold APIE as of Q3 2025.

  • Lion Street Advisors reported no remaining ActivePassive International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 30,701 ActivePassive International Equity ETF shares in Q3 2025, an estimated $1.02M.
  • Lion Street Advisors first reported a position in ActivePassive International Equity ETF in Q2 2024 and held it in 5 quarters.
  • Lion Street Advisors's ActivePassive International Equity ETF position peaked at $1.02M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.