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Sigma Planning Corp’s ActivePassive US Equity ETF APUE Stock Holding History

Sigma Planning Corp’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 		$1.02M Buy
22,118
+625
+3% +$27.8K 0.03% 588
2026
Q1 		$861K Buy
21,493
+502
+2% +$20.9K 0.02% 629
2025
Q4 		$875K Buy
20,991
+1,835
+10% +$75.9K 0.02% 583
2025
Q3 		$781K Buy
19,156
+75
+0.4% +$2.94K 0.02% 618
2025
Q2 		$718K Buy
19,081
+2,460
+15% +$85.4K 0.02% 634
2025
Q1 		$565K Buy
16,621
+4,339
+35% +$155K 0.02% 682
2024
Q4 		$439K Buy
12,282
+893
+8% +$32.3K 0.01% 782
2024
Q3 		$401K Buy
11,389
+2,879
+34% +$97.8K 0.01% 824
2024
Q2 		$284K Buy
8,510
+2,032
+31% +$65.2K 0.01% 952
2024
Q1 		$209K Buy
+6,478
New +$198K 0.01% 1121

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

Sigma Planning Corp's APUE Position: Q2 2026 in Review

Sigma Planning Corp increased its ActivePassive US Equity ETF (APUE) stake by 2.9% in Q2 2026, buying an estimated $27.8K and bringing the position to 22,118 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #588.

Sigma Planning Corp first reported a position in APUE in Q1 2024 and has held it in 10 quarters since. 41 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Sigma Planning Corp held 22,118 shares of ActivePassive US Equity ETF worth $1.02M as of Q2 2026.
  • Sigma Planning Corp bought 625 ActivePassive US Equity ETF shares in Q2 2026, an estimated $27.8K.
  • ActivePassive US Equity ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #588 holding.
  • Sigma Planning Corp first reported a position in ActivePassive US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 41 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.