Pioneer Family Office’s ActivePassive US Equity ETF APUE Stock Holding History

Pioneer Family Office’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	$187K	Hold	4,045	–	–	0.1%	35
2026 Q1	$162K	Hold	4,045	–	–	0.1%	37
2025 Q4	$169K	Buy	+4,045	New	+$167K	0.11%	39

Other funds holding APUE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Pioneer Family Office's APUE Position: Q2 2026 in Review

Pioneer Family Office held its ActivePassive US Equity ETF (APUE) position steady in Q2 2026 at 4,045 shares worth $187K. The position accounts for 0.1% of the portfolio, ranked #35.

Pioneer Family Office first reported a position in APUE in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Pioneer Family Office held 4,045 shares of ActivePassive US Equity ETF worth $187K as of Q2 2026.
Pioneer Family Office left its ActivePassive US Equity ETF share count unchanged in Q2 2026.
ActivePassive US Equity ETF made up 0.1% of Pioneer Family Office's portfolio in Q2 2026, its #35 holding.
Pioneer Family Office first reported a position in ActivePassive US Equity ETF in Q4 2025 and has held it in 3 quarters since.
62 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Pioneer Family Office's 13F filing for Q2 2026, filed 28 Jul 2026.