&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 Q2	$4.64M	Buy	185,158 +19,512	+12%	+$487K	0.02%	627
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 $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

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

&Partners's APMU Position: Q2 2026 in Review

&Partners increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 12% in Q2 2026, buying an estimated $487K and bringing the position to 185,158 shares worth $4.64M. The position accounts for 0.02% of the portfolio, ranked #627.

&Partners first reported a position in APMU in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold APMU as of Q2 2026.

&Partners held 185,158 shares of ActivePassive Intermediate Municipal Bond ETF worth $4.64M as of Q2 2026.
&Partners bought 19,512 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $487K.
ActivePassive Intermediate Municipal Bond ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #627 holding.
&Partners first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
24 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.