AWM
AVMU icon

Axxcess Wealth Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Axxcess Wealth Management’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 		– Sell
-53,554
Closed -$2.48M – 419
2025
Q4 		$2.48M Buy
+53,554
New +$2.46M 0.04% 337

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
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 $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
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
AF
Align Financial Hermantown, Minnesota $176M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Axxcess Wealth Management's AVMU Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2026, closing a stake of 53,554 shares — an estimated $2.48M sold.

Axxcess Wealth Management first reported a position in AVMU in Q4 2025 and held it in 1 quarter. The position peaked at $2.48M in Q4 2025. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 53,554 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $2.48M.
  • Axxcess Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $2.48M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.