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Principal Securities’s ActivePassive US Equity ETF APUE Stock Holding History

Principal Securities’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 		$54.9M Buy
1,368,975
+67,089
+5% +$2.8M 0.8% 23
2025
Q4 		$54.2M Buy
1,301,886
+125,821
+11% +$5.21M 0.84% 22
2025
Q3 		$48M Buy
1,176,065
+249,368
+27% +$9.76M 0.79% 23
2025
Q2 		$34.8M Buy
926,697
+407,397
+78% +$14.1M 0.65% 28
2025
Q1 		$18.6M Hold
519,300
– – 0.42% 51
2024
Q4 		$18.6M Buy
519,300
+163,634
+46% +$5.92M 0.42% 50
2024
Q3 		$12.5M Buy
355,666
+179,897
+102% +$6.11M 0.3% 63
2024
Q2 		$5.86M Buy
175,769
+99,075
+129% +$3.18M 0.16% 114
2024
Q1 		$2.47M Buy
76,694
+58,860
+330% +$1.8M 0.08% 242
2023
Q4 		$519K Buy
+17,834
New +$485K 0.02% 583

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 $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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

Principal Securities's APUE Position: Q1 2026 in Review

Principal Securities increased its ActivePassive US Equity ETF (APUE) stake by 5.2% in Q1 2026, buying an estimated $2.8M and bringing the position to 1,368,975 shares worth $54.9M. The position accounts for 0.8% of the portfolio, ranked #23.

Principal Securities first reported a position in APUE in Q4 2023 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • Principal Securities held 1,368,975 shares of ActivePassive US Equity ETF worth $54.9M as of Q1 2026.
  • Principal Securities bought 67,089 ActivePassive US Equity ETF shares in Q1 2026, an estimated $2.8M.
  • ActivePassive US Equity ETF made up 0.8% of Principal Securities's portfolio in Q1 2026, its #23 holding.
  • Principal Securities first reported a position in ActivePassive US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.