Envestnet Portfolio Solutions’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Envestnet Portfolio Solutions’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	$80.4M	Buy	3,210,089 +120,221	+4%	+$3M	0.39%	51
2026 Q1	$76.9M	Sell	3,089,868 -183,671	-6%	-$4.63M	0.43%	47
2025 Q4	$82.1M	Buy	3,273,539 +150,939	+5%	+$3.79M	0.29%	60
2025 Q3	$78.5M	Buy	3,122,600 +236,296	+8%	+$5.9M	0.29%	60
2025 Q2	$71.6M	Sell	2,886,304 -222,197	-7%	-$5.45M	0.26%	59
2025 Q1	$76.8M	Sell	3,108,501 -747,205	-19%	-$18.5M	0.29%	57
2024 Q4	$95.1M	Buy	3,855,706 +128,952	+3%	+$3.2M	0.31%	50
2024 Q3	$93.6M	Buy	3,726,754 +138,111	+4%	+$3.44M	0.3%	49
2024 Q2	$88.3M	Buy	3,588,643 +1,088,675	+44%	+$26.8M	0.31%	50
2024 Q1	$62.1M	Buy	2,499,968 +453,877	+22%	+$11.3M	0.23%	59
2023 Q4	$51.2M	Buy	2,046,091 +837,662	+69%	+$20.4M	0.21%	65
2023 Q3	$28.9M	Buy	+1,208,429	New	+$29.5M	0.14%	86

Other funds holding APMU

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

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

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

Envestnet Portfolio Solutions's APMU Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 3.9% in Q2 2026, buying an estimated $3M and bringing the position to 3,210,089 shares worth $80.4M. The position accounts for 0.39% of the portfolio, ranked #51.

Envestnet Portfolio Solutions first reported a position in APMU in Q3 2023 and has held it in 12 quarters since. The position peaked at $95.1M in Q4 2024. 8 funds tracked by Wall St. Rank hold APMU as of Q2 2026.

Envestnet Portfolio Solutions held 3,210,089 shares of ActivePassive Intermediate Municipal Bond ETF worth $80.4M as of Q2 2026.
Envestnet Portfolio Solutions bought 120,221 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $3M.
ActivePassive Intermediate Municipal Bond ETF made up 0.39% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #51 holding.
Envestnet Portfolio Solutions first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's ActivePassive Intermediate Municipal Bond ETF position peaked at $95.1M in Q4 2024.
8 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.