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Modern Wealth Management’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Modern Wealth Management’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
Q4 		– Sell
-9,281
Closed -$233K – 845
2025
Q3 		$233K Buy
+9,281
New +$232K ﹤0.01% 727

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 $20.9B AUM 19.34% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
P
&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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Modern Wealth Management's APMU Position: Q4 2025 in Review

Modern Wealth Management sold out of ActivePassive Intermediate Municipal Bond ETF (APMU) in Q4 2025, closing a stake of 9,281 shares — an estimated $233K sold.

Modern Wealth Management first reported a position in APMU in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 21 funds tracked by Wall St. Rank hold APMU as of Q4 2025.

  • Modern Wealth Management reported no remaining ActivePassive Intermediate Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 9,281 ActivePassive Intermediate Municipal Bond ETF shares in Q4 2025, an estimated $233K.
  • Modern Wealth Management first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • Modern Wealth Management's ActivePassive Intermediate Municipal Bond ETF position peaked at $233K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.