Allworth Financial
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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
Q2 		$9.74K Hold
209
– – ﹤0.01% 3728
2026
Q1 		$9.57K Buy
+209
New +$9.72K ﹤0.01% 3541

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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
Savant Capital
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
AF
Align Financial Hermantown, Minnesota $202M AUM
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Allworth Financial's AVMU Position: Q2 2026 in Review

Allworth Financial held its Avantis Core Municipal Fixed Income ETF (AVMU) position steady in Q2 2026 at 209 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3728.

Allworth Financial first reported a position in AVMU in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Allworth Financial held 209 shares of Avantis Core Municipal Fixed Income ETF worth $9.74K as of Q2 2026.
  • Allworth Financial left its Avantis Core Municipal Fixed Income ETF share count unchanged in Q2 2026.
  • Avantis Core Municipal Fixed Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3728 holding.
  • Allworth Financial first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.