Back to BUSEP

Aprio Wealth Management, LLC → BUSEP

Aprio Wealth Management, LLC BUSEP Position History

First Busey Corporation • Financial Services

Quarters held
4
Latest value
$389K
Q3 2026
Peak value
$394K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$318K
Q1 2026$337K
Q2 2026$394K
Q3 2026$389K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$389K13.3K——
Q2 2026$394K13.3K——
Q1 2026$337K13.3K——
Q4 2025$318K13.3K——

Other funds holding BUSEP

Other Aprio Wealth Management, LLC positions

COF-PN

CAPITAL GROUP GROWTH ETF

$84.4M
NEE-PS

DIMENSIONAL ETF TRUST

$77.2M
NEE-PS

DIMENSIONAL ETF TRUST

$77.2M
NEE-PS

DIMENSIONAL ETF TRUST

$74.7M
NEE-PS

DIMENSIONAL ETF TRUST

$68.4M
COF-PN

CAPITAL GROUP CORE BALANCED

$65.6M
COF-PN

CAPITAL GROUP CORE BALANCED

$64.1M
COF-PN

CAPITAL GROUP CORE BALANCED

$64M