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 Q2	$11.7M	Buy	468,687 +56,846	+14%	+$1.42M	0.14%	137
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities's APMU Position: Q2 2026 in Review

Principal Securities increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 14% in Q2 2026, buying an estimated $1.42M and bringing the position to 468,687 shares worth $11.7M. The position accounts for 0.14% of the portfolio, ranked #137.

Principal Securities first reported a position in APMU in Q4 2023 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold APMU as of Q2 2026.

Principal Securities held 468,687 shares of ActivePassive Intermediate Municipal Bond ETF worth $11.7M as of Q2 2026.
Principal Securities bought 56,846 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $1.42M.
ActivePassive Intermediate Municipal Bond ETF made up 0.14% of Principal Securities's portfolio in Q2 2026, its #137 holding.
Principal Securities first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
24 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.