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APUE icon

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

&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
2026
Q2 		$20.6M Sell
440,357
-8,309
-2% -$370K 0.08% 216
2026
Q1 		$18M Buy
448,666
+48,103
+12% +$2.01M 0.09% 210
2025
Q4 		$16.7M Buy
400,563
+172,468
+76% +$7.14M 0.09% 209
2025
Q3 		$9.35M Buy
228,095
+38,384
+20% +$1.5M 0.06% 279
2025
Q2 		$7.13M Sell
189,711
-2,844
-1% -$98.8K 0.05% 299
2025
Q1 		$6.55M Buy
192,555
+60,659
+46% +$2.17M 0.07% 247
2024
Q4 		$4.77M Buy
131,896
+66,352
+101% +$2.4M 0.06% 286
2024
Q3 		$2.31M Buy
65,544
+59,415
+969% +$2.02M 0.04% 340
2024
Q2 		$204K Buy
+6,129
New +$197K 0.01% 846

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

&Partners's APUE Position: Q2 2026 in Review

&Partners reduced its ActivePassive US Equity ETF (APUE) stake by 1.9% in Q2 2026, selling an estimated $370K and leaving 440,357 shares worth $20.6M. The position accounts for 0.08% of the portfolio, ranked #216.

&Partners first reported a position in APUE in Q2 2024 and has held it in 9 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • &Partners held 440,357 shares of ActivePassive US Equity ETF worth $20.6M as of Q2 2026.
  • &Partners sold 8,309 ActivePassive US Equity ETF shares in Q2 2026, an estimated $370K.
  • ActivePassive US Equity ETF made up 0.08% of &Partners's portfolio in Q2 2026, its #216 holding.
  • &Partners first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.