B. Riley Wealth Advisors
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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
Q3 		$2.51M Buy
104,657
+7,072
+7% +$174K 0.1% 187
2026
Q2 		$2.44M Buy
97,585
+3,728
+4% +$93K 0.13% 157
2026
Q1 		$2.33M Sell
93,857
-381
-0.4% -$9.6K 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 Sell
63,209
-776
-1% -$19K 0.07% 252
2025
Q1 		$1.58M Buy
63,985
+105
+0.2% +$2.6K 0.05% 373
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Founders Financial Alliance
Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

B. Riley Wealth Advisors's APMU Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 7.2% in Q3 2026, buying an estimated $174K and bringing the position to 104,657 shares worth $2.51M. The position accounts for 0.1% of the portfolio, ranked #187.

B. Riley Wealth Advisors first reported a position in APMU in Q4 2023 and has held it in 11 quarters since. 11 funds tracked by Wall St. Rank hold APMU as of Q3 2026.

  • B. Riley Wealth Advisors held 104,657 shares of ActivePassive Intermediate Municipal Bond ETF worth $2.51M as of Q3 2026.
  • B. Riley Wealth Advisors bought 7,072 ActivePassive Intermediate Municipal Bond ETF shares in Q3 2026, an estimated $174K.
  • ActivePassive Intermediate Municipal Bond ETF made up 0.1% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #187 holding.
  • B. Riley Wealth Advisors first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 11 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.