&Partners’s ActivePassive International Equity ETF APIE Stock Holding History

&Partners’s Portfolio APIE Stock Details APIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.06M	Buy	228,561 +13,207	+6%	+$488K	0.04%	390
2025 Q4	$7.67M	Buy	215,354 +92,084	+75%	+$3.31M	0.04%	371
2025 Q3	$4.42M	Buy	123,270 +5,972	+5%	+$203K	0.03%	464
2025 Q2	$3.91M	Sell	117,298 -22,825	-16%	-$709K	0.03%	435
2025 Q1	$4.26M	Buy	140,123 +55,680	+66%	+$1.67M	0.05%	330
2024 Q4	$2.38M	Buy	84,443 +42,880	+103%	+$1.26M	0.03%	440
2024 Q3	$1.28M	Buy	+41,563	New	+$1.21M	0.02%	475

Other funds holding APIE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RWA

Resolute Wealth Advisor Findlay, Ohio $176M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

&Partners's APIE Position: Q1 2026 in Review

&Partners increased its ActivePassive International Equity ETF (APIE) stake by 6.1% in Q1 2026, buying an estimated $488K and bringing the position to 228,561 shares worth $8.06M. The position accounts for 0.04% of the portfolio, ranked #390.

&Partners first reported a position in APIE in Q3 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold APIE as of Q1 2026.

&Partners held 228,561 shares of ActivePassive International Equity ETF worth $8.06M as of Q1 2026.
&Partners bought 13,207 ActivePassive International Equity ETF shares in Q1 2026, an estimated $488K.
ActivePassive International Equity ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #390 holding.
&Partners first reported a position in ActivePassive International Equity ETF in Q3 2024 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.