Mariner
APUE icon

Mariner’s ActivePassive US Equity ETF APUE Stock Holding History

Mariner’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 		$1.26M Sell
31,413
-28,250
-47% -$1.18M ﹤0.01% 1811
2025
Q4 		$2.49M Sell
59,663
-15,001
-20% -$621K ﹤0.01% 1374
2025
Q3 		$3.04M Sell
74,664
-49,555
-40% -$1.94M ﹤0.01% 1178
2025
Q2 		$4.67M Sell
124,219
-18,249
-13% -$634K 0.01% 896
2025
Q1 		$4.84M Sell
142,468
-56,932
-29% -$2.04M 0.01% 829
2024
Q4 		$7.13M Buy
199,400
+187,033
+1,512% +$6.77M 0.01% 667
2024
Q3 		$436K Hold
12,367
– – ﹤0.01% 2248
2024
Q2 		$412K Buy
+12,367
New +$397K ﹤0.01% 2194

Other funds holding APUE

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
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
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 $1.83B 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