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Modern Wealth Management’s ActivePassive US Equity ETF APUE Stock Holding History

Modern Wealth 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
Q1 		$455K Sell
11,264
-8,495
-43% -$354K 0.01% 601
2025
Q4 		$823K Sell
19,759
-6,688
-25% -$277K 0.02% 441
2025
Q3 		$1.08M Buy
+26,447
New +$1.03M 0.02% 379

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 $18.1B AUM 15% 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
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

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

Modern Wealth Management reduced its ActivePassive US Equity ETF (APUE) stake by 43% in Q1 2026, selling an estimated $354K and leaving 11,264 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #601.

Modern Wealth Management first reported a position in APUE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q3 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • Modern Wealth Management held 11,264 shares of ActivePassive US Equity ETF worth $455K as of Q1 2026.
  • Modern Wealth Management sold 8,495 ActivePassive US Equity ETF shares in Q1 2026, an estimated $354K.
  • ActivePassive US Equity ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #601 holding.
  • Modern Wealth Management first reported a position in ActivePassive US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Modern Wealth Management's ActivePassive US Equity ETF position peaked at $1.08M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

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