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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Axxcess Wealth Management's AVMU Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2026: 53,579 shares worth $2.5M. The stake represents 0.04% of the portfolio and ranks #356 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AVMU as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AVMU in Q4 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Axxcess Wealth Management held 53,579 shares of Avantis Core Municipal Fixed Income ETF worth $2.5M as of Q2 2026.
  • Avantis Core Municipal Fixed Income ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Avantis Core Municipal Fixed Income ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Axxcess Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2025 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.