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

UBS 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	$7.79K	Buy	313 +255	+440%	+$6.43K	﹤0.01%	8551
2025 Q4	$1.46K	Sell	58 -94	-62%	-$2.36K	﹤0.01%	9579
2025 Q3	$3.82K	Sell	152 -318	-68%	-$7.93K	﹤0.01%	9003
2025 Q2	$11.7K	Buy	+470	New	+$11.5K	﹤0.01%	8777
2024 Q4	–	Sell	-3,979	Closed	-$99.9K	–	9899
2024 Q3	$99.9K	Buy	+3,979	New	+$99.1K	﹤0.01%	6372
2024 Q1	–	Sell	-4	Closed	-$100	–	9256
2023 Q4	$100	Sell	4 -87	-96%	-$2.12K	﹤0.01%	8935
2023 Q3	$2.17K	Sell	91 -452	-83%	-$11K	﹤0.01%	7754
2023 Q2	$13.4K	Buy	+543	New	+$13.4K	﹤0.01%	7043

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group's APMU Position: Q1 2026 in Review

UBS Group increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 440% in Q1 2026, buying an estimated $6.43K and bringing the position to 313 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #8551.

UBS Group first reported a position in APMU in Q2 2023 and has held it in 8 quarters since. The position peaked at $99.9K in Q3 2024. 22 funds tracked by Wall St. Rank hold APMU as of Q1 2026.

UBS Group held 313 shares of ActivePassive Intermediate Municipal Bond ETF worth $7.79K as of Q1 2026.
UBS Group bought 255 ActivePassive Intermediate Municipal Bond ETF shares in Q1 2026, an estimated $6.43K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8551 holding.
UBS Group first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q2 2023 and has held it in 8 quarters since.
UBS Group's ActivePassive Intermediate Municipal Bond ETF position peaked at $99.9K in Q3 2024.
22 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.