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 Q3	–	Sell	-53,579	Closed	-$2.5M	–	999
2026 Q2	$2.5M	Buy	+53,579	New	+$2.48M	0.04%	356
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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Axxcess Wealth Management's AVMU Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q3 2026, closing a stake of 53,579 shares — an estimated $2.5M sold.

Axxcess Wealth Management first reported a position in AVMU in Q4 2025 and held it in 2 quarters. The position peaked at $2.5M in Q2 2026. 4 funds tracked by Wall St. Rank hold AVMU as of Q3 2026.

Axxcess Wealth Management reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 53,579 Avantis Core Municipal Fixed Income ETF shares in Q3 2026, an estimated $2.5M.
Axxcess Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2025 and held it in 2 quarters.
Axxcess Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $2.5M in Q2 2026.
4 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.