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Retirement Wealth Solutions’s ActivePassive US Equity ETF APUE Stock Holding History

Retirement Wealth Solutions’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
Q3 		$5.92K Buy
+126
New +$5.91K ﹤0.01% 355

Other funds holding APUE

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Retirement Wealth Solutions's APUE Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in ActivePassive US Equity ETF (APUE) in Q3 2026: 126 shares worth $5.92K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings.

7 funds tracked by Wall St. Rank hold APUE as of Q3 2026.

  • Retirement Wealth Solutions held 126 shares of ActivePassive US Equity ETF worth $5.92K as of Q3 2026.
  • ActivePassive US Equity ETF was a new Retirement Wealth Solutions position in Q3 2026.
  • ActivePassive US Equity ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #355 holding.
  • 7 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.