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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
Q2 		$3.8M Sell
89,234
-3,365
-4% -$150K 0.06% 316
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
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

World Investment Advisors's APUE Position: Q2 2026 in Review

World Investment Advisors reduced its ActivePassive US Equity ETF (APUE) stake by 3.6% in Q2 2026, selling an estimated $150K and leaving 89,234 shares worth $3.8M. The position accounts for 0.06% of the portfolio, ranked #316.

World Investment Advisors first reported a position in APUE in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.9M in Q4 2025. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • World Investment Advisors held 89,234 shares of ActivePassive US Equity ETF worth $3.8M as of Q2 2026.
  • World Investment Advisors sold 3,365 ActivePassive US Equity ETF shares in Q2 2026, an estimated $150K.
  • ActivePassive US Equity ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #316 holding.
  • World Investment Advisors first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's ActivePassive US Equity ETF position peaked at $3.9M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.