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

Allworth 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 Q1	$9.57K	Buy	+209	New	+$9.72K	﹤0.01%	3541

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

VWA

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

Allworth Financial's AVMU Position: Q1 2026 in Review

Allworth Financial opened a new position in Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2026: 209 shares worth $9.57K. The stake represents ﹤0.01% of the portfolio and ranks #3541 among its holdings.

40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

Allworth Financial held 209 shares of Avantis Core Municipal Fixed Income ETF worth $9.57K as of Q1 2026.
Avantis Core Municipal Fixed Income ETF was a new Allworth Financial position in Q1 2026.
Avantis Core Municipal Fixed Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3541 holding.
40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.