Principal Financial Group
APUE icon

Principal Financial Group’s ActivePassive US Equity ETF APUE Stock Holding History

Principal Financial Group’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 		$695K Sell
15,037
-1,064
-7% -$47.4K ﹤0.01% 1978
2026
Q1 		$645K Buy
16,101
+837
+5% +$34.9K ﹤0.01% 2004
2025
Q4 		$636K Buy
15,264
+155
+1% +$6.41K ﹤0.01% 2026
2025
Q3 		$619K Buy
15,109
+1,614
+12% +$63.2K ﹤0.01% 2013
2025
Q2 		$507K Buy
13,495
+3,320
+33% +$115K ﹤0.01% 1992
2025
Q1 		$346K Buy
+10,175
New +$364K ﹤0.01% 1976

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Principal Financial Group's APUE Position: Q2 2026 in Review

Principal Financial Group reduced its ActivePassive US Equity ETF (APUE) stake by 6.6% in Q2 2026, selling an estimated $47.4K and leaving 15,037 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Principal Financial Group first reported a position in APUE in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Principal Financial Group held 15,037 shares of ActivePassive US Equity ETF worth $695K as of Q2 2026.
  • Principal Financial Group sold 1,064 ActivePassive US Equity ETF shares in Q2 2026, an estimated $47.4K.
  • ActivePassive US Equity ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1978 holding.
  • Principal Financial Group first reported a position in ActivePassive US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.