World Investment Advisors’s ActivePassive US Equity ETF APUE Stock Holding History

World Investment Advisors’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 Q1	$3.71M	Sell	92,599 -958	-1%	-$40K	0.06%	327
2025 Q4	$3.9M	Buy	93,557 +37,963	+68%	+$1.57M	0.06%	309
2025 Q3	$2.27M	Buy	55,594 +19	+0%	+$743	0.05%	374
2025 Q2	$2.09M	Sell	55,575 -4,926	-8%	-$171K	0.05%	369
2025 Q1	$2.06M	Sell	60,501 -349	-0.6%	-$12.5K	0.05%	348
2024 Q4	$2.18M	Sell	60,850 -874	-1%	-$31.6K	0.06%	313
2024 Q3	$2.18M	Sell	61,724 -562	-0.9%	-$19.1K	0.07%	285
2024 Q2	$2.08M	Buy	+62,286	New	+$2M	0.13%	163

Other funds holding APUE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RWA

Resolute Wealth Advisor Findlay, Ohio $176M AUM

World Investment Advisors's APUE Position: Q1 2026 in Review

World Investment Advisors reduced its ActivePassive US Equity ETF (APUE) stake by 1% in Q1 2026, selling an estimated $40K and leaving 92,599 shares worth $3.71M. The position accounts for 0.06% of the portfolio, ranked #327.

World Investment Advisors first reported a position in APUE in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.9M in Q4 2025. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

World Investment Advisors held 92,599 shares of ActivePassive US Equity ETF worth $3.71M as of Q1 2026.
World Investment Advisors sold 958 ActivePassive US Equity ETF shares in Q1 2026, an estimated $40K.
ActivePassive US Equity ETF made up 0.06% of World Investment Advisors's portfolio in Q1 2026, its #327 holding.
World Investment Advisors first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 8 quarters since.
World Investment Advisors's ActivePassive US Equity ETF position peaked at $3.9M in Q4 2025.
54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.