Osaic Holdings’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Osaic Holdings’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	$220K	Sell	8,839 -1,521	-15%	-$38.4K	﹤0.01%	4070
2025 Q4	$260K	Sell	10,360 -272	-3%	-$6.84K	﹤0.01%	3937
2025 Q3	$268K	Buy	10,632 +8,093	+319%	+$202K	﹤0.01%	3975
2025 Q2	$62.9K	Sell	2,539 -897	-26%	-$22K	﹤0.01%	4879
2025 Q1	$84.9K	Sell	3,436 -16,694	-83%	-$413K	﹤0.01%	4297
2024 Q4	$496K	Sell	20,130 -8,896	-31%	-$221K	﹤0.01%	2805
2024 Q3	$729K	Buy	29,026 +3,475	+14%	+$86.5K	﹤0.01%	2527
2024 Q2	$629K	Buy	25,551 +10,602	+71%	+$261K	﹤0.01%	2574
2024 Q1	$371K	Buy	+14,949	New	+$373K	﹤0.01%	3177
2023 Q4	–	Sell	-2,431	Closed	-$58.1K	–	7290
2023 Q3	$58.1K	Buy	+2,431	New	+$59.4K	﹤0.01%	4889

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings's APMU Position: Q1 2026 in Review

Osaic Holdings reduced its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 15% in Q1 2026, selling an estimated $38.4K and leaving 8,839 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #4070.

Osaic Holdings first reported a position in APMU in Q3 2023 and has held it in 10 quarters since. The position peaked at $729K in Q3 2024. 22 funds tracked by Wall St. Rank hold APMU as of Q1 2026.

Osaic Holdings held 8,839 shares of ActivePassive Intermediate Municipal Bond ETF worth $220K as of Q1 2026.
Osaic Holdings sold 1,521 ActivePassive Intermediate Municipal Bond ETF shares in Q1 2026, an estimated $38.4K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4070 holding.
Osaic Holdings first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q3 2023 and has held it in 10 quarters since.
Osaic Holdings's ActivePassive Intermediate Municipal Bond ETF position peaked at $729K in Q3 2024.
22 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.