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 Q2	$7.93M	Sell	170,145 -14,042	-8%	-$650K	0.5%	30
2026 Q1	$8.44M	Sell	184,187 -2,145	-1%	-$99.8K	0.57%	30
2025 Q4	$8.62M	Sell	186,332 -25,503	-12%	-$1.17M	0.59%	28
2025 Q3	$9.66M	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

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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Beaird Harris Wealth Management's AVMU Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 7.6% in Q2 2026, selling an estimated $650K and leaving 170,145 shares worth $7.93M. The position accounts for 0.5% of the portfolio, ranked #30.

Beaird Harris Wealth Management first reported a position in AVMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q2 2024. 8 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

Beaird Harris Wealth Management held 170,145 shares of Avantis Core Municipal Fixed Income ETF worth $7.93M as of Q2 2026.
Beaird Harris Wealth Management sold 14,042 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $650K.
Avantis Core Municipal Fixed Income ETF made up 0.5% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #30 holding.
Beaird Harris Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Beaird Harris Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $12.6M in Q2 2024.
8 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.