LPL Financial
APUE icon

LPL Financial’s ActivePassive US Equity ETF APUE Stock Holding History

LPL Financial’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
2026
Q1 		$78.5M Sell
1,959,350
-213,074
-10% -$8.89M 0.02% 701
2025
Q4 		$90.5M Sell
2,172,424
-205,667
-9% -$8.51M 0.02% 591
2025
Q3 		$97M Buy
2,378,091
+30,104
+1% +$1.18M 0.03% 535
2025
Q2 		$88.3M Buy
2,347,987
+1,559,776
+198% +$54.2M 0.03% 523
2025
Q1 		$26.8M Sell
788,211
-46,891
-6% -$1.68M 0.01% 983
2024
Q4 		$29.9M Sell
835,102
-21,725
-3% -$787K 0.01% 874
2024
Q3 		$30.2M Buy
856,827
+444,883
+108% +$15.1M 0.01% 835
2024
Q2 		$13.7M Buy
411,944
+392,657
+2,036% +$12.6M 0.01% 1166
2024
Q1 		$622K Buy
+19,287
New +$588K ﹤0.01% 3593

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LPL Financial's APUE Position: Q1 2026 in Review

LPL Financial reduced its ActivePassive US Equity ETF (APUE) stake by 9.8% in Q1 2026, selling an estimated $8.89M and leaving 1,959,350 shares worth $78.5M. The position accounts for 0.02% of the portfolio, ranked #701.

LPL Financial first reported a position in APUE in Q1 2024 and has held it in 9 quarters since. The position peaked at $97M in Q3 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • LPL Financial held 1,959,350 shares of ActivePassive US Equity ETF worth $78.5M as of Q1 2026.
  • LPL Financial sold 213,074 ActivePassive US Equity ETF shares in Q1 2026, an estimated $8.89M.
  • ActivePassive US Equity ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #701 holding.
  • LPL Financial first reported a position in ActivePassive US Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • LPL Financial's ActivePassive US Equity ETF position peaked at $97M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.