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
2026
Q2 		$15.1M Buy
+327,312
New +$14.6M 0.09% 173
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 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
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Park Avenue Securities's APUE Position: Q2 2026 in Review

Park Avenue Securities opened a new position in ActivePassive US Equity ETF (APUE) in Q2 2026: 327,312 shares worth $15.1M. The stake represents 0.09% of the portfolio and ranks #173 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in APUE as recently as Q3 2025.

Park Avenue Securities first reported a position in APUE in Q4 2024 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Park Avenue Securities held 327,312 shares of ActivePassive US Equity ETF worth $15.1M as of Q2 2026.
  • ActivePassive US Equity ETF was a new Park Avenue Securities position in Q2 2026.
  • ActivePassive US Equity ETF made up 0.09% of Park Avenue Securities's portfolio in Q2 2026, its #173 holding.
  • Park Avenue Securities first reported a position in ActivePassive US Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.