Spinnaker Investment Group’s ActivePassive US Equity ETF APUE Stock Holding History

Spinnaker Investment Group’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	$224K	Sell	4,760 -105	-2%	-$4.92K	0.04%	158
2026 Q2	$225K	Buy	+4,865	New	+$217K	0.04%	163
2026 Q1	–	Sell	-5,952	Closed	-$248K	–	150
2025 Q4	$248K	Sell	5,952 -44	-0.7%	-$1.82K	0.05%	143
2025 Q3	$245K	Buy	+5,996	New	+$235K	0.05%	135

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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Spinnaker Investment Group's APUE Position: Q3 2026 in Review

Spinnaker Investment Group reduced its ActivePassive US Equity ETF (APUE) stake by 2.2% in Q3 2026, selling an estimated $4.92K and leaving 4,760 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #158.

Spinnaker Investment Group first reported a position in APUE in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q4 2025. 7 funds tracked by Wall St. Rank hold APUE as of Q3 2026.

Spinnaker Investment Group held 4,760 shares of ActivePassive US Equity ETF worth $224K as of Q3 2026.
Spinnaker Investment Group sold 105 ActivePassive US Equity ETF shares in Q3 2026, an estimated $4.92K.
ActivePassive US Equity ETF made up 0.04% of Spinnaker Investment Group's portfolio in Q3 2026, its #158 holding.
Spinnaker Investment Group first reported a position in ActivePassive US Equity ETF in Q3 2025 and has held it in 4 quarters since.
Spinnaker Investment Group's ActivePassive US Equity ETF position peaked at $248K in Q4 2025.
7 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.