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

Beaird Harris 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	$7.7M	Buy	180,221 +10,076	+6%	+$453K	0.5%	33
2026 Q2	$7.93M	Sell	170,145 -14,042	-8%	-$650K	0.5%	30
2026 Q1	$8.44M	Sell	184,187 -2,145	-1%	-$100K	0.57%	30
2025 Q4	$8.62M	Sell	186,332 -25,503	-12%	-$1.17M	0.59%	28
2025 Q3	$9.7M	Sell	211,835 -28,715	-12%	-$1.28M	0.68%	27
2025 Q2	$10.8M	Sell	240,550 -13,440	-5%	-$599K	0.83%	23
2025 Q1	$11.6M	Sell	253,990 -2,377	-0.9%	-$109K	0.98%	21
2024 Q4	$11.8M	Sell	256,367 -6,219	-2%	-$289K	1.02%	21
2024 Q3	$12.3M	Sell	262,586 -11,402	-4%	-$530K	1.08%	20
2024 Q2	$12.6M	Buy	273,988 +14,290	+6%	+$660K	1.19%	21
2024 Q1	$12.1M	Sell	259,698 -1,242	-0.5%	-$57.9K	1.18%	20
2023 Q4	$12.2M	Buy	+260,940	New	+$11.8M	1.28%	20

Other funds holding AVMU

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 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

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Beaird Harris Wealth Management's AVMU Position: Q3 2026 in Review

Beaird Harris Wealth Management increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 5.9% in Q3 2026, buying an estimated $453K and bringing the position to 180,221 shares worth $7.7M. The position accounts for 0.5% of the portfolio, ranked #33.

Beaird Harris Wealth Management first reported a position in AVMU in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.6M in Q2 2024. 30 funds tracked by Wall St. Rank hold AVMU as of Q3 2026.

Beaird Harris Wealth Management held 180,221 shares of Avantis Core Municipal Fixed Income ETF worth $7.7M as of Q3 2026.
Beaird Harris Wealth Management bought 10,076 Avantis Core Municipal Fixed Income ETF shares in Q3 2026, an estimated $453K.
Avantis Core Municipal Fixed Income ETF made up 0.5% of Beaird Harris Wealth Management's portfolio in Q3 2026, its #33 holding.
Beaird Harris Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
Beaird Harris Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $12.6M in Q2 2024.
30 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.