Spire Wealth Management’s ActivePassive US Equity ETF APUE Stock Holding History

Spire Wealth Management’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	$8.8M	Buy	190,401 +22,633	+13%	+$1.01M	0.27%	84
2026 Q1	$6.72M	Sell	167,768 -13,139	-7%	-$548K	0.23%	89
2025 Q4	$7.54M	Buy	180,907 +13,625	+8%	+$564K	0.25%	82
2025 Q3	$6.82M	Buy	167,282 +29,606	+22%	+$1.16M	0.23%	90
2025 Q2	$5.18M	Sell	137,676 -43,883	-24%	-$1.52M	0.19%	102
2025 Q1	$6.17M	Sell	181,559 -6,656	-4%	-$238K	0.2%	105
2024 Q4	$6.73M	Buy	+188,215	New	+$6.81M	0.21%	102

Other funds holding APUE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Spire Wealth Management's APUE Position: Q2 2026 in Review

Spire Wealth Management increased its ActivePassive US Equity ETF (APUE) stake by 13% in Q2 2026, buying an estimated $1.01M and bringing the position to 190,401 shares worth $8.8M. The position accounts for 0.27% of the portfolio, ranked #84.

Spire Wealth Management first reported a position in APUE in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Spire Wealth Management held 190,401 shares of ActivePassive US Equity ETF worth $8.8M as of Q2 2026.
Spire Wealth Management bought 22,633 ActivePassive US Equity ETF shares in Q2 2026, an estimated $1.01M.
ActivePassive US Equity ETF made up 0.27% of Spire Wealth Management's portfolio in Q2 2026, its #84 holding.
Spire Wealth Management first reported a position in ActivePassive US Equity ETF in Q4 2024 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.