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APUE icon

NewEdge Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

NewEdge 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
2026
Q2 		$1.35M Hold
29,221
– – ﹤0.01% 1466
2026
Q1 		$1.17M Hold
29,221
– – ﹤0.01% 1403
2025
Q4 		$1.22M Buy
29,221
+27,525
+1,623% +$1.14M ﹤0.01% 1361
2025
Q3 		$69.2K Hold
1,696
– – ﹤0.01% 2727
2025
Q2 		$63.8K Hold
1,696
– – ﹤0.01% 2588
2025
Q1 		$57.6K Buy
+1,696
New +$60.7K ﹤0.01% 2504

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $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 $1.87B AUM 37.01% 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

NewEdge Advisors's APUE Position: Q2 2026 in Review

NewEdge Advisors held its ActivePassive US Equity ETF (APUE) position steady in Q2 2026 at 29,221 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

NewEdge Advisors first reported a position in APUE in Q1 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • NewEdge Advisors held 29,221 shares of ActivePassive US Equity ETF worth $1.35M as of Q2 2026.
  • NewEdge Advisors left its ActivePassive US Equity ETF share count unchanged in Q2 2026.
  • ActivePassive US Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1466 holding.
  • NewEdge Advisors first reported a position in ActivePassive US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.