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

Principal Securities’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 		$10.3M Buy
411,841
+20,857
+5% +$526K 0.15% 129
2025
Q4 		$9.81M Buy
390,984
+90,515
+30% +$2.27M 0.15% 126
2025
Q3 		$7.55M Buy
300,469
+70,633
+31% +$1.76M 0.12% 153
2025
Q2 		$5.7M Buy
229,836
+70,741
+44% +$1.74M 0.11% 184
2025
Q1 		$3.92M Hold
159,095
– – 0.09% 227
2024
Q4 		$3.92M Buy
159,095
+35,250
+28% +$876K 0.09% 225
2024
Q3 		$3.11M Buy
123,845
+86,441
+231% +$2.15M 0.08% 246
2024
Q2 		$921K Buy
37,404
+8,063
+27% +$199K 0.03% 497
2024
Q1 		$729K Buy
29,341
+22,635
+338% +$564K 0.02% 537
2023
Q4 		$168K Buy
+6,706
New +$163K 0.01% 991

Other funds holding APMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
P
&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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Principal Securities's APMU Position: Q1 2026 in Review

Principal Securities increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 5.3% in Q1 2026, buying an estimated $526K and bringing the position to 411,841 shares worth $10.3M. The position accounts for 0.15% of the portfolio, ranked #129.

Principal Securities first reported a position in APMU in Q4 2023 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold APMU as of Q1 2026.

  • Principal Securities held 411,841 shares of ActivePassive Intermediate Municipal Bond ETF worth $10.3M as of Q1 2026.
  • Principal Securities bought 20,857 ActivePassive Intermediate Municipal Bond ETF shares in Q1 2026, an estimated $526K.
  • ActivePassive Intermediate Municipal Bond ETF made up 0.15% of Principal Securities's portfolio in Q1 2026, its #129 holding.
  • Principal Securities first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 22 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.