PAS
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Park Avenue Securities’s ActivePassive US Equity ETF APUE Stock Holding History

Park Avenue Securities’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 		– Sell
-162,000
Closed -$6.61M – 1508
2025
Q3 		$6.61M Buy
162,000
+47,951
+42% +$1.88M 0.05% 268
2025
Q2 		$4.29M Buy
114,049
+51,560
+83% +$1.79M 0.04% 306
2025
Q1 		$2.12M Buy
62,489
+40,654
+186% +$1.46M 0.03% 382
2024
Q4 		$781K Buy
+21,835
New +$790K 0.01% 875

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

Park Avenue Securities's APUE Position: Q4 2025 in Review

Park Avenue Securities sold out of ActivePassive US Equity ETF (APUE) in Q4 2025, closing a stake of 162,000 shares — an estimated $6.61M sold.

Park Avenue Securities first reported a position in APUE in Q4 2024 and held it in 4 quarters. The position peaked at $6.61M in Q3 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q4 2025.

  • Park Avenue Securities reported no remaining ActivePassive US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Park Avenue Securities sold 162,000 ActivePassive US Equity ETF shares in Q4 2025, an estimated $6.61M.
  • Park Avenue Securities first reported a position in ActivePassive US Equity ETF in Q4 2024 and held it in 4 quarters.
  • Park Avenue Securities's ActivePassive US Equity ETF position peaked at $6.61M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q4 2025.

Based on Park Avenue Securities's 13F filing for Q4 2025, filed 5 Jan 2026.