LSA
APMU icon

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 $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
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
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
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return