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Wellington Group’s ActivePassive US Equity ETF APUE Stock Holding History

Wellington 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 		– Sell
-1,675
Closed -$67.1K – 160
2026
Q1 		$67.1K Buy
1,675
+978
+140% +$40.8K 0.02% 240
2025
Q4 		$29K Buy
+697
New +$28.8K 0.01% 324

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

Wellington Group's APUE Position: Q2 2026 in Review

Wellington Group sold out of ActivePassive US Equity ETF (APUE) in Q2 2026, closing a stake of 1,675 shares — an estimated $67.1K sold.

Wellington Group first reported a position in APUE in Q4 2025 and held it in 2 quarters. The position peaked at $67.1K in Q1 2026. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Wellington Group reported no remaining ActivePassive US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 1,675 ActivePassive US Equity ETF shares in Q2 2026, an estimated $67.1K.
  • Wellington Group first reported a position in ActivePassive US Equity ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's ActivePassive US Equity ETF position peaked at $67.1K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.