Atria Wealth Solutions’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$692K	Sell	27,916 -246,942	-90%	-$6.06M	0.02%	784
2025 Q1	$6.79M	Buy	274,858 +24,082	+10%	+$596K	0.08%	258
2024 Q4	$6.18M	Buy	250,776 +56,841	+29%	+$1.41M	0.07%	298
2024 Q3	$4.87M	Buy	193,935 +13,675	+8%	+$341K	0.05%	358
2024 Q2	$4.44M	Buy	180,260 +29,240	+19%	+$720K	0.05%	368
2024 Q1	$3.75M	Buy	151,020 +19,206	+15%	+$479K	0.04%	422
2023 Q4	$3.3M	Sell	131,814 -154,296	-54%	-$3.75M	0.04%	432
2023 Q3	$6.84M	Sell	286,110 -4,702	-2%	-$115K	0.1%	218
2023 Q2	$7.18M	Buy	+290,812	New	+$7.18M	0.1%	205

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

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

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

BRWA

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Atria Wealth Solutions's APMU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 90% in Q2 2025, selling an estimated $6.06M and leaving 27,916 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #784.

Atria Wealth Solutions first reported a position in APMU in Q2 2023 and has held it in 9 quarters since. The position peaked at $7.18M in Q2 2023. 21 funds tracked by Wall St. Rank hold APMU as of Q2 2025.

Atria Wealth Solutions held 27,916 shares of ActivePassive Intermediate Municipal Bond ETF worth $692K as of Q2 2025.
Atria Wealth Solutions sold 246,942 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2025, an estimated $6.06M.
ActivePassive Intermediate Municipal Bond ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #784 holding.
Atria Wealth Solutions first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's ActivePassive Intermediate Municipal Bond ETF position peaked at $7.18M in Q2 2023.
21 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.