BFC Planning, Inc.’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

BFC Planning, Inc.’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	$105K	Buy	4,179 +62	+2%	+$1.55K	﹤0.01%	1219
2026 Q1	$102K	Buy	4,117 +205	+5%	+$5.17K	﹤0.01%	1095
2025 Q4	$98.2K	Buy	3,912 +5	+0.1%	+$126	﹤0.01%	1123
2025 Q3	$98.2K	Buy	3,907 +55	+1%	+$1.37K	0.01%	935
2025 Q2	$95.5K	Buy	3,852 +3,054	+383%	+$74.9K	0.01%	900
2025 Q1	$19.7K	Buy	798 +2	+0.3%	+$49	﹤0.01%	1468
2024 Q4	$19.6K	Buy	+796	New	+$19.8K	﹤0.01%	1462

Other funds holding APMU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BFC Planning, Inc.'s APMU Position: Q2 2026 in Review

BFC Planning, Inc. increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 1.5% in Q2 2026, buying an estimated $1.55K and bringing the position to 4,179 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

BFC Planning, Inc. first reported a position in APMU in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold APMU as of Q2 2026.

BFC Planning, Inc. held 4,179 shares of ActivePassive Intermediate Municipal Bond ETF worth $105K as of Q2 2026.
BFC Planning, Inc. bought 62 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $1.55K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1219 holding.
BFC Planning, Inc. first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
25 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.