Principal Financial Group’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

Principal Financial Group’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	$1.07M	Buy	42,994 +556	+1%	+$14K	﹤0.01%	1923
2025 Q4	$1.06M	Buy	42,438 +727	+2%	+$18.3K	﹤0.01%	1948
2025 Q3	$1.05M	Buy	41,711 +1,053	+3%	+$26.3K	﹤0.01%	1919
2025 Q2	$1.01M	Sell	40,658 -3,983	-9%	-$97.7K	﹤0.01%	1883
2025 Q1	$1.1M	Buy	44,641 +122	+0.3%	+$3.02K	﹤0.01%	1839
2024 Q4	$1.1M	Buy	44,519 +1,509	+4%	+$37.5K	﹤0.01%	1864
2024 Q3	$1.08M	Buy	+43,010	New	+$1.07M	﹤0.01%	1846

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Principal Financial Group's APMU Position: Q1 2026 in Review

Principal Financial Group increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 1.3% in Q1 2026, buying an estimated $14K and bringing the position to 42,994 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Principal Financial Group first reported a position in APMU in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2025. 22 funds tracked by Wall St. Rank hold APMU as of Q1 2026.

Principal Financial Group held 42,994 shares of ActivePassive Intermediate Municipal Bond ETF worth $1.07M as of Q1 2026.
Principal Financial Group bought 556 ActivePassive Intermediate Municipal Bond ETF shares in Q1 2026, an estimated $14K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1923 holding.
Principal Financial Group first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
Principal Financial Group's ActivePassive Intermediate Municipal Bond ETF position peaked at $1.1M in Q1 2025.
22 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.