Advisory Resource Group’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Advisory Resource Group’s Portfolio AVMU Stock Details AVMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-51,164	Closed	-$2.33M	–	168
2025 Q1	$2.33M	Buy	51,164 +2,694	+6%	+$124K	0.47%	56
2024 Q4	$2.24M	Buy	48,470 +1,240	+3%	+$57.6K	0.47%	54
2024 Q3	$2.22M	Buy	47,230 +29	+0.1%	+$1.35K	0.47%	52
2024 Q2	$2.18M	Buy	47,201 +6,851	+17%	+$316K	0.49%	49
2024 Q1	$1.88M	Sell	40,350 -270	-0.7%	-$12.6K	0.43%	54
2023 Q4	$1.9M	Buy	40,620 +746	+2%	+$33.7K	0.47%	51
2023 Q3	$1.77M	Buy	+39,874	New	+$1.82M	0.48%	52

Other funds holding AVMU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Advisory Resource Group's AVMU Position: Q2 2025 in Review

Advisory Resource Group sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2025, closing a stake of 51,164 shares — an estimated $2.33M sold.

Advisory Resource Group first reported a position in AVMU in Q3 2023 and held it in 7 quarters. The position peaked at $2.33M in Q1 2025. 34 funds tracked by Wall St. Rank hold AVMU as of Q2 2025.

Advisory Resource Group reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Advisory Resource Group sold 51,164 Avantis Core Municipal Fixed Income ETF shares in Q2 2025, an estimated $2.33M.
Advisory Resource Group first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2023 and held it in 7 quarters.
Advisory Resource Group's Avantis Core Municipal Fixed Income ETF position peaked at $2.33M in Q1 2025.
34 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2025.

Based on Advisory Resource Group's 13F filing for Q2 2025, filed 8 Aug 2025.