OMC
APUE icon

Old Mission Capital’s ActivePassive US Equity ETF APUE Stock Holding History

Old Mission Capital’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
2025
Q1 		– Sell
-10,921
Closed -$391K – 924
2024
Q4 		$391K Buy
+10,921
New +$395K 0.01% 681

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Old Mission Capital's APUE Position: Q1 2025 in Review

Old Mission Capital sold out of ActivePassive US Equity ETF (APUE) in Q1 2025, closing a stake of 10,921 shares — an estimated $391K sold.

Old Mission Capital first reported a position in APUE in Q4 2024 and held it in 1 quarter. The position peaked at $391K in Q4 2024. 40 funds tracked by Wall St. Rank hold APUE as of Q1 2025.

  • Old Mission Capital reported no remaining ActivePassive US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Old Mission Capital sold 10,921 ActivePassive US Equity ETF shares in Q1 2025, an estimated $391K.
  • Old Mission Capital first reported a position in ActivePassive US Equity ETF in Q4 2024 and held it in 1 quarter.
  • Old Mission Capital's ActivePassive US Equity ETF position peaked at $391K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.