ActivePassive U.S. Equity ETF
APUEFinancial·Exchange Traded Fund·USA·NYSE·Nov 12 • 3:59 PM ET
Price
APUE against its 20, 50 and 200-day averages2.9% under the 52-week high of 48.17 on 13 Aug 2026. 52-week low 38.77 on 30 Mar 2026. Last 15 sessions, 5.2% high to low
the line is the 50-bar volume average
Setup. RS line 95
CANSLIM 1 of 6 — fails: Performance: Year +50% — not on the tape: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Institutional Ownership: Over 50%; Average Volume: Over 200K
VCP 5 of 6 — not on the tape: Relative Volume: Under 1
Minervini 3 of 4 — fails: Performance: Year +50%
Zanger 2 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10% — not on the tape: Relative Volume: Over 1.5
Leaders 2 of 5 — fails: 50-Day Simple Moving Average: Price above SMA50; Performance: Year +50% — not on the tape: Average Volume: Over 500K
Breakout 1 of 4 — fails: 52-Week High/Low: New High; 50-Day Simple Moving Average: Price above SMA50 — not on the tape: Relative Volume: Over 2
Growth 0 of 4 — not on the tape: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 0 of 5 — not on the tape: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); P/E: Under 25; Current Ratio: Over 1
Value 0 of 4 — not on the tape: P/E: Under 15; P/B: Under 2; Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 1 of 4 — not on the tape: Dividend Yield: Over 2%; Payout Ratio: Low (<20%); P/E: Under 25
Small Cap 1 of 4 — fails: Performance: Year +50% — not on the tape: Float: Under 100M; Average Volume: Over 500K
Accumulation 2 of 4 — not on the tape: Institutional Ownership: Over 30%; Institutional Transactions: Over +10%
Relative Strength 1 of 3 — fails: Performance: Year +100% — not on the tape: Average Volume: Over 500K
Profile
APUEActivePassive U.S. Equity ETF seeks to provide long term capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that blends active and passive investment strategies to optimize costs, tracking and potential return over the fund's benchmark index, the CRSP U.S. Total Market Index. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies included in the benchmark index.
Quarterly earnings
actual against estimate
No quarterly earnings.
Annual earnings
No annual earnings.
Estimate revisions
Latest snapshot of each period and type.
No estimate revisions.
Estimate history
No estimate history.
Income statement, annual
No statement data.
Income statement, quarterly
The feed stopped.
No statement data.
Balance sheet, annual
No statement data.
Cash flow, annual
No statement data.
Balance sheet, quarterly
The feed stopped.
No statement data.
Cash flow, quarterly
The feed stopped.
No statement data.
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | - | 0.1M | - | 102.53K |
| 2026-10-15 | - | 0.0M | - | 99.22K |
| 2026-09-30 | - | 0.1M | - | 145.98K |
| 2026-09-15 | - | 0.0M | - | 144.38K |
| 2026-08-31 | - | 0.0M | - | 141.05K |
| 2026-08-14 | - | 0.0M | - | 132.56K |
| 2026-07-31 | - | 0.0M | - | 137.37K |
| 2026-07-15 | - | 0.0M | - | 141.75K |
| 2026-06-30 | - | 0.1M | - | 100.82K |
| 2026-06-15 | - | 0.0M | - | 106.37K |
| 2026-05-29 | - | 0.0M | - | 114.36K |
| 2026-05-15 | - | 0.0M | - | 116.38K |
| 2026-04-30 | - | 0.0M | - | 117.56K |
| 2026-04-15 | - | 0.0M | - | 129.36K |
| 2026-03-31 | - | 0.1M | - | 124.49K |
| 2026-03-13 | - | 0.0M | - | 120.61K |
| 2026-02-27 | - | 0.1M | - | 114.31K |
| 2026-02-13 | - | 0.1M | - | 116.02K |
| 2026-01-30 | - | 0.0M | - | 116.11K |
| 2026-01-15 | - | 0.0M | - | 110.82K |
Option chain
expiry 2026-11-13| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | ||||||||||
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 47.80% |
| Envestnet Portfolio Solutions, Inc. | 44.97% |
| LPL Financial LLC | 3.74% |
| PRINCIPAL SECURITIES, INC. | 2.72% |
| MML INVESTORS SERVICES, LLC | 1.68% |
| B. Riley Wealth Advisors, Inc. | 0.99% |
| Cetera Investment Advisers | 0.88% |
| &PARTNERS | 0.80% |
| PARK AVENUE SECURITIES LLC | 0.72% |
| RESOLUTE WEALTH ADVISOR, INC. | 0.41% |
Funds
| Fund | % owned |
|---|---|
| - | |
OakChart. APUE. Cached 15 minutes. Terms
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