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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

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return