Activepassive Interm Muni BDAPMUETF
13F holders, Q1 2024 (March 31)9holders
$24.84avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Activepassive Interm Muni BD (APMU) in their 13F filings. The largest holders were Envestnet Portfolio Solutions, Inc. ($62.1M), Envestnet Asset Management Inc. ($8.9M) and Atria Wealth Solutions, Inc. ($3.8M).
- Company
- Activepassive Interm Muni BD
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q1 2024)
- CUSIP
- 89834G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 2 | $224K |
Ownership 9 holders
| Envestnet Portfolio Solutions, Inc. | 0.23% | Add +22.2% | 2,499,968 | $62.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +122.6% | 357,429 | $8.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +14.6% | 151,020 | $3.8M |
| Principal Securities, Inc. | 0.02% | Add +337.5% | 29,341 | $729K |
| Jane Street Group, LLC | 0.00% | New | 17,737 | $441K |
| Osaic Holdings, Inc. | 0.00% | New | 14,949 | $371K |
| Financial Sense Advisors, Inc. | 0.09% | New | 10,741 | $267K |
| Lincoln National Corp. | 0.00% | New | 8,310 | $206K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +2.3% | 3,914 | $97K |
"% of holder's portfolio" is APMU's weight in each manager's 13F, not the share of Activepassive Interm Muni BD the manager owns.