MWM
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Modern Wealth Management’s ActivePassive International Equity ETF APIE Stock Holding History

Modern Wealth Management’s Portfolio APIE Stock Details APIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,623
Closed -$342K – 883
2025
Q4 		$342K Sell
9,623
-3,290
-25% -$118K 0.01% 643
2025
Q3 		$458K Buy
+12,913
New +$439K 0.01% 525

Other funds holding APIE

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
LPL Financial
LPL Financial San Diego, California $377B 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $94B AUM 20.14% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Modern Wealth Management's APIE Position: Q1 2026 in Review

Modern Wealth Management sold out of ActivePassive International Equity ETF (APIE) in Q1 2026, closing a stake of 9,623 shares — an estimated $342K sold.

Modern Wealth Management first reported a position in APIE in Q3 2025 and held it in 2 quarters. The position peaked at $458K in Q3 2025. 42 funds tracked by Wall St. Rank hold APIE as of Q1 2026.

  • Modern Wealth Management reported no remaining ActivePassive International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 9,623 ActivePassive International Equity ETF shares in Q1 2026, an estimated $342K.
  • Modern Wealth Management first reported a position in ActivePassive International Equity ETF in Q3 2025 and held it in 2 quarters.
  • Modern Wealth Management's ActivePassive International Equity ETF position peaked at $458K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.