BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s ActivePassive Intermediate Municipal Bond ETF APMU Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$15.3K	Buy	610 +89	+17%	+$2.22K	﹤0.01%	1375
2026 Q1	$13K	Buy	521 +2	+0.4%	+$50	﹤0.01%	1480
2025 Q4	$13K	Buy	519 +5	+1%	+$126	﹤0.01%	1485
2025 Q3	$12.9K	Buy	514 +3	+0.6%	+$75	﹤0.01%	1441
2025 Q2	$12.7K	Sell	511 -7	-1%	-$172	﹤0.01%	1408
2025 Q1	$12.8K	Buy	518 +2	+0.4%	+$49	﹤0.01%	1423
2024 Q4	$12.7K	Buy	+516	New	+$12.8K	﹤0.01%	1361

Other funds holding APMU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 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

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s APMU Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its ActivePassive Intermediate Municipal Bond ETF (APMU) stake by 17% in Q2 2026, buying an estimated $2.22K and bringing the position to 610 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in APMU in Q4 2024 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold APMU as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 610 shares of ActivePassive Intermediate Municipal Bond ETF worth $15.3K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 89 ActivePassive Intermediate Municipal Bond ETF shares in Q2 2026, an estimated $2.22K.
ActivePassive Intermediate Municipal Bond ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1375 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in ActivePassive Intermediate Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
26 funds tracked by Wall St. Rank held ActivePassive Intermediate Municipal Bond ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.