LPL Financial’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

LPL Financial’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	$11.3M	Buy	452,184 +14,632	+3%	+$369K	﹤0.01%	1897
2025 Q4	$11M	Buy	437,552 +40,678	+10%	+$1.02M	﹤0.01%	1852
2025 Q3	$9.98M	Buy	396,874 +30,143	+8%	+$752K	﹤0.01%	1860
2025 Q2	$9.09M	Buy	366,731 +315,517	+616%	+$7.74M	﹤0.01%	1811
2025 Q1	$1.26M	Buy	51,214 +10,017	+24%	+$248K	﹤0.01%	3348
2024 Q4	$1.02M	Sell	41,197 -5,965	-13%	-$148K	﹤0.01%	3472
2024 Q3	$1.18M	Sell	47,162 -24,507	-34%	-$610K	﹤0.01%	3229
2024 Q2	$1.76M	Buy	+71,669	New	+$1.76M	﹤0.01%	2714

Other funds holding APMU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

&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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's APMU Position: Q1 2026 in Review

LPL Financial increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 3.3% in Q1 2026, buying an estimated $369K and bringing the position to 452,184 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

LPL Financial first reported a position in APMU in Q2 2024 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold APMU as of Q1 2026.

LPL Financial held 452,184 shares of ActivePassive Intermediate Municipal Bond ETF worth $11.3M as of Q1 2026.
LPL Financial bought 14,632 ActivePassive Intermediate Municipal Bond ETF shares in Q1 2026, an estimated $369K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1897 holding.
LPL Financial first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
22 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.