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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
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 $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Cetera Investment Advisers
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 APUE Position: Q1 2026 in Review

&Partners increased its ActivePassive US Equity ETF (APUE) stake by 12% in Q1 2026, buying an estimated $2.01M and bringing the position to 448,666 shares worth $18M. The position accounts for 0.09% of the portfolio, ranked #210.

&Partners first reported a position in APUE in Q2 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • &Partners held 448,666 shares of ActivePassive US Equity ETF worth $18M as of Q1 2026.
  • &Partners bought 48,103 ActivePassive US Equity ETF shares in Q1 2026, an estimated $2.01M.
  • ActivePassive US Equity ETF made up 0.09% of &Partners's portfolio in Q1 2026, its #210 holding.
  • &Partners first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

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