&Partners’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

&Partners’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	$4.12M	Buy	165,646 +62,921	+61%	+$1.59M	0.02%	591
2025 Q4	$2.58M	Buy	102,725 +1,580	+2%	+$39.7K	0.01%	739
2025 Q3	$2.54M	Buy	101,145 +11,762	+13%	+$293K	0.02%	656
2025 Q2	$2.22M	Buy	89,383 +15,086	+20%	+$370K	0.02%	624
2025 Q1	$1.84M	Buy	74,297 +39,452	+113%	+$976K	0.02%	570
2024 Q4	$860K	Buy	34,845 +8,384	+32%	+$208K	0.01%	837
2024 Q3	$664K	Buy	+26,461	New	+$659K	0.01%	735

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

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

&Partners's APMU Position: Q1 2026 in Review

&Partners increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 61% in Q1 2026, buying an estimated $1.59M and bringing the position to 165,646 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #591.

&Partners first reported a position in APMU in Q3 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold APMU as of Q1 2026.

&Partners held 165,646 shares of ActivePassive Intermediate Municipal Bond ETF worth $4.12M as of Q1 2026.
&Partners bought 62,921 ActivePassive Intermediate Municipal Bond ETF shares in Q1 2026, an estimated $1.59M.
ActivePassive Intermediate Municipal Bond ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #591 holding.
&Partners first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.