Envestnet Asset Management
APMU icon

Envestnet Asset Management’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Envestnet Asset Management’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
Q1 		$125M Buy
5,013,814
+672,972
+16% +$17M 0.03% 461
2025
Q4 		$109M Buy
4,340,842
+388,195
+10% +$9.76M 0.03% 481
2025
Q3 		$99.4M Buy
3,952,647
+492,038
+14% +$12.3M 0.03% 508
2025
Q2 		$85.8M Buy
3,460,609
+237,096
+7% +$5.82M 0.03% 546
2025
Q1 		$79.6M Buy
3,223,513
+243,316
+8% +$6.02M 0.03% 538
2024
Q4 		$73.5M Buy
2,980,197
+1,147,939
+63% +$28.5M 0.02% 563
2024
Q3 		$46M Buy
1,832,258
+213,708
+13% +$5.32M 0.01% 760
2024
Q2 		$39.8M Buy
1,618,550
+1,261,121
+353% +$31.1M 0.01% 770
2024
Q1 		$8.88M Buy
357,429
+196,862
+123% +$4.91M ﹤0.01% 1607
2023
Q4 		$4.02M Buy
160,567
+141,556
+745% +$3.44M ﹤0.01% 2033
2023
Q3 		$454K Sell
19,011
-1,178,397
-98% -$28.8M ﹤0.01% 3306
2023
Q2 		$29.6M Buy
+1,197,408
New +$29.6M 0.01% 728

Other funds holding APMU

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's APMU Position: Q1 2026 in Review

Envestnet Asset Management increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 16% in Q1 2026, buying an estimated $17M and bringing the position to 5,013,814 shares worth $125M. The position accounts for 0.03% of the portfolio, ranked #461.

Envestnet Asset Management first reported a position in APMU in Q2 2023 and has held it in 12 quarters since. 22 funds tracked by Wall St. Rank hold APMU as of Q1 2026.

  • Envestnet Asset Management held 5,013,814 shares of ActivePassive Intermediate Municipal Bond ETF worth $125M as of Q1 2026.
  • Envestnet Asset Management bought 672,972 ActivePassive Intermediate Municipal Bond ETF shares in Q1 2026, an estimated $17M.
  • ActivePassive Intermediate Municipal Bond ETF made up 0.03% of Envestnet Asset Management's portfolio in Q1 2026, its #461 holding.
  • Envestnet Asset Management first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 22 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.