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Align Financial’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Align Financial’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
2026
Q2 		$2.81M Buy
60,255
+260
+0.4% +$12K 1.39% 14
2026
Q1 		$2.75M Sell
59,995
-2,646,284
-98% -$123M 1.56% 14
2025
Q4 		$2.71M Buy
+2,706,279
New +$124M 1.57% 13

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Align Financial's AVMU Position: Q2 2026 in Review

Align Financial increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 0.43% in Q2 2026, buying an estimated $12K and bringing the position to 60,255 shares worth $2.81M. The position accounts for 1.39% of the portfolio, ranked #14.

Align Financial first reported a position in AVMU in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Align Financial held 60,255 shares of Avantis Core Municipal Fixed Income ETF worth $2.81M as of Q2 2026.
  • Align Financial bought 260 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $12K.
  • Avantis Core Municipal Fixed Income ETF made up 1.39% of Align Financial's portfolio in Q2 2026, its #14 holding.
  • Align Financial first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.