Raymond James Financial
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Raymond James Financial’s ActivePassive US Equity ETF APUE Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-1,935
Closed -$72.8K – 5051
2025
Q2 		$72.8K Buy
+1,935
New +$67.2K ﹤0.01% 5017

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's APUE Position: Q3 2025 in Review

Raymond James Financial sold out of ActivePassive US Equity ETF (APUE) in Q3 2025, closing a stake of 1,935 shares — an estimated $72.8K sold.

Raymond James Financial first reported a position in APUE in Q2 2025 and held it in 1 quarter. The position peaked at $72.8K in Q2 2025. 53 funds tracked by Wall St. Rank hold APUE as of Q3 2025.

  • Raymond James Financial reported no remaining ActivePassive US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,935 ActivePassive US Equity ETF shares in Q3 2025, an estimated $72.8K.
  • Raymond James Financial first reported a position in ActivePassive US Equity ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's ActivePassive US Equity ETF position peaked at $72.8K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.