Commonwealth Equity Services’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Commonwealth Equity Services’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	$309K	Sell	12,319 -1,431	-10%	-$35.7K	﹤0.01%	3740
2026 Q1	$342K	Sell	13,750 -318	-2%	-$8.02K	﹤0.01%	3552
2025 Q4	$353K	Sell	14,068 -592	-4%	-$14.9K	﹤0.01%	3510
2025 Q3	$369K	Buy	14,660 +432	+3%	+$10.8K	﹤0.01%	3446
2025 Q2	$353K	Buy	14,228 +517	+4%	+$12.7K	﹤0.01%	3447
2025 Q1	$339K	Buy	13,711 +635	+5%	+$15.7K	﹤0.01%	3389
2024 Q4	$322K	Buy	+13,076	New	+$325K	﹤0.01%	3347

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services's APMU Position: Q2 2026 in Review

Commonwealth Equity Services reduced its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 10% in Q2 2026, selling an estimated $35.7K and leaving 12,319 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

Commonwealth Equity Services first reported a position in APMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q3 2025. 8 funds tracked by Wall St. Rank hold APMU as of Q2 2026.

Commonwealth Equity Services held 12,319 shares of ActivePassive Intermediate Municipal Bond ETF worth $309K as of Q2 2026.
Commonwealth Equity Services sold 1,431 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $35.7K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3740 holding.
Commonwealth Equity Services first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's ActivePassive Intermediate Municipal Bond ETF position peaked at $369K in Q3 2025.
8 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.