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Concourse Financial Group Securities’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-9,798
Closed -$242K – 120
2024
Q4 		$242K Buy
9,798
+2,847
+41% +$70.7K 0.01% 668
2024
Q3 		$175K Buy
6,951
+928
+15% +$23.1K 0.01% 760
2024
Q2 		$148K Buy
6,023
+2,109
+54% +$51.9K 0.01% 802
2024
Q1 		$97.2K Buy
3,914
+89
+2% +$2.22K 0.01% 924
2023
Q4 		$95.8K Buy
3,825
+1,214
+46% +$29.5K 0.01% 909
2023
Q3 		$62.4K Buy
+2,611
New +$63.8K ﹤0.01% 993

Other funds holding APMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Concourse Financial Group Securities's APMU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of ActivePassive Intermediate Municipal Bond ETF (APMU) in Q1 2025, closing a stake of 9,798 shares — an estimated $242K sold.

Concourse Financial Group Securities first reported a position in APMU in Q3 2023 and held it in 6 quarters. The position peaked at $242K in Q4 2024. 20 funds tracked by Wall St. Rank hold APMU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining ActivePassive Intermediate Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,798 ActivePassive Intermediate Municipal Bond ETF shares in Q1 2025, an estimated $242K.
  • Concourse Financial Group Securities first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q3 2023 and held it in 6 quarters.
  • Concourse Financial Group Securities's ActivePassive Intermediate Municipal Bond ETF position peaked at $242K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.