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

Western 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 		– Sell
-10,901
Closed -$437K – 1011
2026
Q1 		$437K Buy
+10,901
New +$455K 0.02% 677

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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

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

Western Wealth Management sold out of ActivePassive US Equity ETF (APUE) in Q2 2026, closing a stake of 10,901 shares — an estimated $437K sold.

Western Wealth Management first reported a position in APUE in Q1 2026 and held it in 1 quarter. The position peaked at $437K in Q1 2026. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • Western Wealth Management reported no remaining ActivePassive US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 10,901 ActivePassive US Equity ETF shares in Q2 2026, an estimated $437K.
  • Western Wealth Management first reported a position in ActivePassive US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Western Wealth Management's ActivePassive US Equity ETF position peaked at $437K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.