Mercer Global Advisors
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Mercer Global Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

Mercer Global 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
2024
Q3 		– Sell
-8,200
Closed -$273K – 1957
2024
Q2 		$273K Buy
+8,200
New +$263K ﹤0.01% 1625

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Mercer Global Advisors's APUE Position: Q3 2024 in Review

Mercer Global Advisors sold out of ActivePassive US Equity ETF (APUE) in Q3 2024, closing a stake of 8,200 shares — an estimated $273K sold.

Mercer Global Advisors first reported a position in APUE in Q2 2024 and held it in 1 quarter. The position peaked at $273K in Q2 2024. 34 funds tracked by Wall St. Rank hold APUE as of Q3 2024.

  • Mercer Global Advisors reported no remaining ActivePassive US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 8,200 ActivePassive US Equity ETF shares in Q3 2024, an estimated $273K.
  • Mercer Global Advisors first reported a position in ActivePassive US Equity ETF in Q2 2024 and held it in 1 quarter.
  • Mercer Global Advisors's ActivePassive US Equity ETF position peaked at $273K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.