B. Riley Wealth Advisors’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

B. Riley Wealth Advisors’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 Q2	$2.44M	Buy	97,585 +3,728	+4%	+$93K	0.13%	157
2026 Q1	$2.33M	Sell	93,857 -381	-0.4%	-$9.61K	0.15%	142
2025 Q4	$2.36M	Buy	94,238 +16,633	+21%	+$418K	0.11%	183
2025 Q3	$1.95M	Buy	77,605 +14,396	+23%	+$359K	0.09%	208
2025 Q2	$1.57M	Buy	+63,209	New	+$1.55M	0.07%	252
2024 Q4	$1.57M	Buy	63,880 +7,464	+13%	+$185K	0.05%	327
2024 Q3	$1.42M	Buy	56,416 +838	+2%	+$20.9K	0.04%	405
2024 Q2	$1.37M	Buy	+55,578	New	+$1.37M	0.03%	440
2024 Q1	–	Sell	-8,947	Closed	-$224K	–	1453
2023 Q4	$224K	Buy	+8,947	New	+$218K	0.01%	1202

Other funds holding APMU

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

B. Riley Wealth Advisors's APMU Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 4% in Q2 2026, buying an estimated $93K and bringing the position to 97,585 shares worth $2.44M. The position accounts for 0.13% of the portfolio, ranked #157.

B. Riley Wealth Advisors first reported a position in APMU in Q4 2023 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold APMU as of Q2 2026.

B. Riley Wealth Advisors held 97,585 shares of ActivePassive Intermediate Municipal Bond ETF worth $2.44M as of Q2 2026.
B. Riley Wealth Advisors bought 3,728 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $93K.
ActivePassive Intermediate Municipal Bond ETF made up 0.13% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #157 holding.
B. Riley Wealth Advisors first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q4 2023 and has held it in 9 quarters since.
7 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.