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 Q2	$10.8M	Sell	430,092 -22,092	-5%	-$551K	﹤0.01%	2069
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 $424B AUM 22.96% 1-Year Est. Return

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial's APMU Position: Q2 2026 in Review

LPL Financial reduced its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 4.9% in Q2 2026, selling an estimated $551K and leaving 430,092 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

LPL Financial first reported a position in APMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.3M in Q1 2026. 24 funds tracked by Wall St. Rank hold APMU as of Q2 2026.

LPL Financial held 430,092 shares of ActivePassive Intermediate Municipal Bond ETF worth $10.8M as of Q2 2026.
LPL Financial sold 22,092 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $551K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2069 holding.
LPL Financial first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
LPL Financial's ActivePassive Intermediate Municipal Bond ETF position peaked at $11.3M in Q1 2026.
24 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.