Public ownership evidence

ActivePassive Intermediate Municipal Bond ETF (APMU) Ownership Disclosures

Read APMU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

ActivePassive Intermediate Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
63,985
Value (USD)
$1,580,428
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read APMU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read APMU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2963,985$1,580,428None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2012,517$311,554None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,444$236,592None
JANE STREET GROUP, LLC2026-06-302026-08-1549,518$1,240,396None
Financial Sense Advisors, Inc.2026-06-302026-08-1511,171$279,827None
&PARTNERS2026-06-302026-08-15185,158$4,638,777None
UBS Group AG2026-06-302026-08-1444$1,102None
RESOLUTE WEALTH ADVISOR, INC.2025-06-302026-08-1412,517$311,554None
MORGAN STANLEY2026-06-302026-08-141$25None
Cetera Investment Advisers2026-06-302026-08-13145,249$3,638,396None
Allworth Financial LP2026-06-302026-08-1211,236$281,456None
LPL Financial LLC2026-06-302026-08-08430,092$10,773,544None
PNC Financial Services Group, Inc.2026-06-302026-08-082,910$72,894None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08242,342$6,070,514None
Founders Financial Alliance, LLC2026-06-302026-08-0515,466$387,415None
PRINCIPAL FINANCIAL GROUP INC2026-06-302026-08-0545,560$1,141,251None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-05468,687$11,740,330None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-045,478,699$137,238,118None
ASSETMARK, INC2026-06-302026-07-31132$3,307None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3012,319$308,590None
Envestnet Portfolio Solutions, Inc.2026-06-302026-07-213,210,089$80,410,813None
PARK AVENUE SECURITIES LLC2026-06-302026-07-21207,484$5,197,000None
Farther Finance Advisors, LLC2026-06-302026-07-185,325$133,388None
Crews Bank & Trust2026-06-302026-07-17410$10,270None
Spire Wealth Management2026-06-302026-07-166,777$169,760None
B. Riley Wealth Advisors, Inc.2026-06-302026-07-1597,585$2,442,057None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗RESOLUTE WEALTH ADVISOR, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Financial Sense Advisors, Inc. ↗&PARTNERS ↗UBS Group AG ↗RESOLUTE WEALTH ADVISOR, INC. ↗MORGAN STANLEY ↗Cetera Investment Advisers ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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