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 Q2	$237K	Buy	9,444 +605	+7%	+$15.1K	﹤0.01%	4292
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 $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

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings's APMU Position: Q2 2026 in Review

Osaic Holdings increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 6.8% in Q2 2026, buying an estimated $15.1K and bringing the position to 9,444 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

Osaic Holdings first reported a position in APMU in Q3 2023 and has held it in 11 quarters since. The position peaked at $729K in Q3 2024. 24 funds tracked by Wall St. Rank hold APMU as of Q2 2026.

Osaic Holdings held 9,444 shares of ActivePassive Intermediate Municipal Bond ETF worth $237K as of Q2 2026.
Osaic Holdings bought 605 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $15.1K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4292 holding.
Osaic Holdings first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
Osaic Holdings's ActivePassive Intermediate Municipal Bond ETF position peaked at $729K in Q3 2024.
24 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.