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Lion Street Advisors’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Lion Street Advisors’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
Q3 		– Sell
-8,984
Closed -$223K – 229
2025
Q2 		$223K Sell
8,984
-571
-6% -$14K 0.07% 250
2025
Q1 		$236K Sell
9,555
-1,751
-15% -$43.3K 0.08% 234
2024
Q4 		$279K Buy
11,306
+826
+8% +$20.5K 0.09% 211
2024
Q3 		$263K Buy
10,480
+555
+6% +$13.8K 0.09% 217
2024
Q2 		$244K Buy
+9,925
New +$244K 0.09% 225

Other funds holding APMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $110B AUM 26.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Lion Street Advisors's APMU Position: Q3 2025 in Review

Lion Street Advisors sold out of ActivePassive Intermediate Municipal Bond ETF (APMU) in Q3 2025, closing a stake of 8,984 shares — an estimated $223K sold.

Lion Street Advisors first reported a position in APMU in Q2 2024 and held it in 5 quarters. The position peaked at $279K in Q4 2024. 22 funds tracked by Wall St. Rank hold APMU as of Q3 2025.

  • Lion Street Advisors reported no remaining ActivePassive Intermediate Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 8,984 ActivePassive Intermediate Municipal Bond ETF shares in Q3 2025, an estimated $223K.
  • Lion Street Advisors first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q2 2024 and held it in 5 quarters.
  • Lion Street Advisors's ActivePassive Intermediate Municipal Bond ETF position peaked at $279K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.