RWA
APUE icon

Resolute Wealth Advisor’s ActivePassive US Equity ETF APUE Stock Holding History

Resolute Wealth Advisor’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 		$10.9M Buy
+271,164
New +$11.3M 6.19% 4
2025
Q2 		$10.9M Buy
+271,164
New +$9.42M 6.19% 4

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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 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 $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Resolute Wealth Advisor's APUE Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in ActivePassive US Equity ETF (APUE) in Q1 2026: 271,164 shares worth $10.9M. The stake represents 6.19% of the portfolio and ranks #4 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in APUE as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in APUE in Q2 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • Resolute Wealth Advisor held 271,164 shares of ActivePassive US Equity ETF worth $10.9M as of Q1 2026.
  • ActivePassive US Equity ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • ActivePassive US Equity ETF made up 6.19% of Resolute Wealth Advisor's portfolio in Q1 2026, its #4 holding.
  • Resolute Wealth Advisor first reported a position in ActivePassive US Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.