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Pinnacle Bancorp’s ActivePassive US Equity ETF APUE Stock Holding History

Pinnacle Bancorp’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 		$277K Buy
6,001
+1,633
+37% +$72.8K 0.07% 212
2026
Q1 		$175K Hold
4,368
– – 0.05% 250
2025
Q4 		$182K Hold
4,368
– – 0.05% 247
2025
Q3 		$178K Buy
4,368
+211
+5% +$8.26K 0.05% 249
2025
Q2 		$156K Hold
4,157
– – 0.05% 259
2025
Q1 		$141K Hold
4,157
– – 0.05% 262
2024
Q4 		$149K Buy
4,157
+2,510
+152% +$90.9K 0.05% 256
2024
Q3 		$58K Sell
1,647
-112
-6% -$3.8K 0.02% 389
2024
Q2 		$58.6K Buy
+1,759
New +$56.4K 0.02% 370

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Pinnacle Bancorp's APUE Position: Q2 2026 in Review

Pinnacle Bancorp increased its ActivePassive US Equity ETF (APUE) stake by 37% in Q2 2026, buying an estimated $72.8K and bringing the position to 6,001 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #212.

Pinnacle Bancorp 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.

  • Pinnacle Bancorp held 6,001 shares of ActivePassive US Equity ETF worth $277K as of Q2 2026.
  • Pinnacle Bancorp bought 1,633 ActivePassive US Equity ETF shares in Q2 2026, an estimated $72.8K.
  • ActivePassive US Equity ETF made up 0.07% of Pinnacle Bancorp's portfolio in Q2 2026, its #212 holding.
  • Pinnacle Bancorp 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 Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.