Bank of Montreal
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Bank of Montreal’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Bank of Montreal’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
-3,788
Closed -$178K – 3882
2023
Q4 		$178K Buy
+3,788
New +$171K ﹤0.01% 3175
2023
Q3 		– Sell
-6,187
Closed -$286K – 3802
2023
Q2 		$286K Sell
6,187
-20,063
-76% -$927K ﹤0.01% 2983
2023
Q1 		$1.22M Buy
+26,250
New +$1.22M ﹤0.01% 1930

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

Bank of Montreal's AVMU Position: Q1 2024 in Review

Bank of Montreal sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2024, closing a stake of 3,788 shares — an estimated $178K sold.

Bank of Montreal first reported a position in AVMU in Q1 2023 and held it in 3 quarters. The position peaked at $1.22M in Q1 2023. 33 funds tracked by Wall St. Rank hold AVMU as of Q1 2024.

  • Bank of Montreal reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,788 Avantis Core Municipal Fixed Income ETF shares in Q1 2024, an estimated $178K.
  • Bank of Montreal first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2023 and held it in 3 quarters.
  • Bank of Montreal's Avantis Core Municipal Fixed Income ETF position peaked at $1.22M in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.