Wells Fargo
APUE icon

Wells Fargo’s ActivePassive US Equity ETF APUE Stock Holding History

Wells Fargo’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
2024
Q4 		– Sell
-8,191
Closed -$289K – 7054
2024
Q3 		$289K Buy
+8,191
New +$278K ﹤0.01% 4340

Other funds holding APUE

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo's APUE Position: Q4 2024 in Review

Wells Fargo sold out of ActivePassive US Equity ETF (APUE) in Q4 2024, closing a stake of 8,191 shares — an estimated $289K sold.

Wells Fargo first reported a position in APUE in Q3 2024 and held it in 1 quarter. The position peaked at $289K in Q3 2024. 44 funds tracked by Wall St. Rank hold APUE as of Q4 2024.

  • Wells Fargo reported no remaining ActivePassive US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Wells Fargo sold 8,191 ActivePassive US Equity ETF shares in Q4 2024, an estimated $289K.
  • Wells Fargo first reported a position in ActivePassive US Equity ETF in Q3 2024 and held it in 1 quarter.
  • Wells Fargo's ActivePassive US Equity ETF position peaked at $289K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q4 2024.

Based on Wells Fargo's 13F filing for Q4 2024, filed 13 Feb 2025.