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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
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

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Spinnaker Investment Group's APUE Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in ActivePassive US Equity ETF (APUE) in Q2 2026: 4,865 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in APUE as recently as Q4 2025.

Spinnaker Investment Group first reported a position in APUE in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Spinnaker Investment Group held 4,865 shares of ActivePassive US Equity ETF worth $225K as of Q2 2026.
  • ActivePassive US Equity ETF was a new Spinnaker Investment Group position in Q2 2026.
  • ActivePassive US Equity ETF made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #163 holding.
  • Spinnaker Investment Group first reported a position in ActivePassive US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Spinnaker Investment Group's ActivePassive US Equity ETF position peaked at $248K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.