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Apella Capital’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Apella Capital’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
2024
Q1 		– Sell
-7,651
Closed -$358K – 295
2023
Q4 		$358K Buy
+7,651
New +$346K 0.02% 219

Other funds holding AVMU

Envestnet Asset Management
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
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Apella Capital's AVMU Position: Q1 2024 in Review

Apella Capital sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2024, closing a stake of 7,651 shares — an estimated $358K sold.

Apella Capital first reported a position in AVMU in Q4 2023 and held it in 1 quarter. The position peaked at $358K in Q4 2023. 33 funds tracked by Wall St. Rank hold AVMU as of Q1 2024.

  • Apella Capital reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Apella Capital sold 7,651 Avantis Core Municipal Fixed Income ETF shares in Q1 2024, an estimated $358K.
  • Apella Capital first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and held it in 1 quarter.
  • Apella Capital's Avantis Core Municipal Fixed Income ETF position peaked at $358K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2024.

Based on Apella Capital's 13F filing for Q1 2024, filed 10 Apr 2024.