Signature Estate & Investment Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

Signature Estate & Investment Advisors’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	$303K	Buy	6,567 +352	+6%	+$15.7K	0.01%	544
2026 Q1	$249K	Buy	6,215 +98	+2%	+$4.09K	0.01%	574
2025 Q4	$255K	Buy	6,117 +430	+8%	+$17.8K	0.01%	537
2025 Q3	$232K	Buy	+5,687	New	+$223K	﹤0.01%	550

Other funds holding APUE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Signature Estate & Investment Advisors's APUE Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its ActivePassive US Equity ETF (APUE) stake by 5.7% in Q2 2026, buying an estimated $15.7K and bringing the position to 6,567 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #544.

Signature Estate & Investment Advisors first reported a position in APUE in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Signature Estate & Investment Advisors held 6,567 shares of ActivePassive US Equity ETF worth $303K as of Q2 2026.
Signature Estate & Investment Advisors bought 352 ActivePassive US Equity ETF shares in Q2 2026, an estimated $15.7K.
ActivePassive US Equity ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #544 holding.
Signature Estate & Investment Advisors first reported a position in ActivePassive US Equity ETF in Q3 2025 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.