Allworth Financial’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Allworth Financial’s Portfolio APMU Stock Details APMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$280K	Sell	11,236 -1,842	-14%	-$46.5K	﹤0.01%	1219
2025 Q4	$328K	Sell	13,078 -3	-0%	-$75	﹤0.01%	1113
2025 Q3	$329K	Hold	13,081	–	–	﹤0.01%	1055
2025 Q2	$324K	Sell	13,081 -262	-2%	-$6.43K	﹤0.01%	990
2025 Q1	$326K	Buy	13,343 +4,346	+48%	+$108K	﹤0.01%	803
2024 Q4	$222K	Buy	+8,997	New	+$224K	﹤0.01%	914

Other funds holding APMU

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Allworth Financial's APMU Position: Q1 2026 in Review

Allworth Financial reduced its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 14% in Q1 2026, selling an estimated $46.5K and leaving 11,236 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Allworth Financial first reported a position in APMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q3 2025. 22 funds tracked by Wall St. Rank hold APMU as of Q1 2026.

Allworth Financial held 11,236 shares of ActivePassive Intermediate Municipal Bond ETF worth $280K as of Q1 2026.
Allworth Financial sold 1,842 ActivePassive Intermediate Municipal Bond ETF shares in Q1 2026, an estimated $46.5K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1219 holding.
Allworth Financial first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Allworth Financial's ActivePassive Intermediate Municipal Bond ETF position peaked at $329K in Q3 2025.
22 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.