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

Vivid 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
2025
Q4 		– Sell
-6,219
Closed -$254K – 65
2025
Q3 		$254K Buy
+6,219
New +$243K 0.1% 64

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LPL Financial
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PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Vivid Wealth Management's APUE Position: Q4 2025 in Review

Vivid Wealth Management sold out of ActivePassive US Equity ETF (APUE) in Q4 2025, closing a stake of 6,219 shares — an estimated $254K sold.

Vivid Wealth Management first reported a position in APUE in Q3 2025 and held it in 1 quarter. The position peaked at $254K in Q3 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q4 2025.

  • Vivid Wealth Management reported no remaining ActivePassive US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Vivid Wealth Management sold 6,219 ActivePassive US Equity ETF shares in Q4 2025, an estimated $254K.
  • Vivid Wealth Management first reported a position in ActivePassive US Equity ETF in Q3 2025 and held it in 1 quarter.
  • Vivid Wealth Management's ActivePassive US Equity ETF position peaked at $254K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q4 2025.

Based on Vivid Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.