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Lion Street Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

Lion Street Advisors’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
-70,847
Closed -$2.66M – 230
2025
Q2 		$2.66M Buy
70,847
+23,584
+50% +$819K 0.81% 22
2025
Q1 		$1.61M Sell
47,263
-1,582
-3% -$56.7K 0.51% 38
2024
Q4 		$1.75M Buy
48,845
+21,376
+78% +$774K 0.56% 30
2024
Q3 		$968K Buy
27,469
+1,177
+4% +$40K 0.34% 66
2024
Q2 		$876K Buy
+26,292
New +$844K 0.32% 67

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lion Street Advisors sold out of ActivePassive US Equity ETF (APUE) in Q3 2025, closing a stake of 70,847 shares — an estimated $2.66M sold.

Lion Street Advisors first reported a position in APUE in Q2 2024 and held it in 5 quarters. The position peaked at $2.66M in Q2 2025. 53 funds tracked by Wall St. Rank hold APUE as of Q3 2025.

  • Lion Street Advisors reported no remaining ActivePassive US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 70,847 ActivePassive US Equity ETF shares in Q3 2025, an estimated $2.66M.
  • Lion Street Advisors first reported a position in ActivePassive US Equity ETF in Q2 2024 and held it in 5 quarters.
  • Lion Street Advisors's ActivePassive US Equity ETF position peaked at $2.66M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2025.

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