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APUE icon

ORG Partners’s ActivePassive US Equity ETF APUE Stock Holding History

ORG Partners’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
Q4 		$6K Hold
144
– – ﹤0.01% 1167
2025
Q3 		$5.87K Buy
144
+23
+19% +$900 ﹤0.01% 1095
2025
Q2 		$4.55K Buy
+121
New +$4.2K ﹤0.01% 1069

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
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
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
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

ORG Partners's APUE Position: Q4 2025 in Review

ORG Partners held its ActivePassive US Equity ETF (APUE) position steady in Q4 2025 at 144 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

ORG Partners first reported a position in APUE in Q2 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold APUE as of Q4 2025.

  • ORG Partners held 144 shares of ActivePassive US Equity ETF worth $6K as of Q4 2025.
  • ORG Partners left its ActivePassive US Equity ETF share count unchanged in Q4 2025.
  • ActivePassive US Equity ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1167 holding.
  • ORG Partners first reported a position in ActivePassive US Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.