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MAI Capital Management’s ActivePassive US Equity ETF APUE Stock Holding History

MAI Capital Management’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
Q2 		– Sell
-2,221
Closed -$89K – 2239
2026
Q1 		$89K Buy
+2,221
New +$92.7K ﹤0.01% 1904

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MAI Capital Management's APUE Position: Q2 2026 in Review

MAI Capital Management sold out of ActivePassive US Equity ETF (APUE) in Q2 2026, closing a stake of 2,221 shares — an estimated $89K sold.

MAI Capital Management first reported a position in APUE in Q1 2026 and held it in 1 quarter. The position peaked at $89K in Q1 2026. 60 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • MAI Capital Management reported no remaining ActivePassive US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,221 ActivePassive US Equity ETF shares in Q2 2026, an estimated $89K.
  • MAI Capital Management first reported a position in ActivePassive US Equity ETF in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's ActivePassive US Equity ETF position peaked at $89K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.