Commonwealth Equity Services
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Commonwealth Equity Services’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Commonwealth Equity Services’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
Q1 		$3.72M Buy
81,258
+142
+0.2% +$6.61K 0.01% 1550
2025
Q4 		$3.75M Sell
81,116
-3,289
-4% -$151K 0.01% 1521
2025
Q3 		$3.85M Sell
84,405
-4,202
-5% -$187K 0.01% 1529
2025
Q2 		$3.97M Buy
88,607
+3,446
+4% +$153K 0.01% 1481
2025
Q1 		$3.87M Buy
85,161
+2,870
+3% +$132K 0.01% 1441
2024
Q4 		$3.8M Buy
82,291
+5,495
+7% +$255K 0.01% 1422
2024
Q3 		$3.6M Buy
76,796
+1,559
+2% +$72.5K 0.01% 1452
2024
Q2 		$3.47M Sell
75,237
-4,741
-6% -$219K 0.01% 1418
2024
Q1 		$3.73M Buy
79,978
+3,795
+5% +$177K 0.01% 1360
2023
Q4 		$3.57M Buy
76,183
+1,936
+3% +$87.5K 0.01% 1315
2023
Q3 		$3.3M Buy
74,247
+2,118
+3% +$96.8K 0.01% 1270
2023
Q2 		$3.33M Sell
72,129
-1,165
-2% -$53.8K 0.01% 1291
2023
Q1 		$3.41K Buy
73,294
+33,106
+82% +$1.53M 0.01% 1218
2022
Q4 		$1.84M Buy
40,188
+6,208
+18% +$280K ﹤0.01% 1554
2022
Q3 		$1.5M Buy
+33,980
New +$1.56M ﹤0.01% 1619

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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 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's AVMU Position: Q1 2026 in Review

Commonwealth Equity Services increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 0.18% in Q1 2026, buying an estimated $6.61K and bringing the position to 81,258 shares worth $3.72M. The position accounts for 0.01% of the portfolio, ranked #1550.

Commonwealth Equity Services first reported a position in AVMU in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.97M in Q2 2025. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Commonwealth Equity Services held 81,258 shares of Avantis Core Municipal Fixed Income ETF worth $3.72M as of Q1 2026.
  • Commonwealth Equity Services bought 142 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $6.61K.
  • Avantis Core Municipal Fixed Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1550 holding.
  • Commonwealth Equity Services first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2022 and has held it in 15 quarters since.
  • Commonwealth Equity Services's Avantis Core Municipal Fixed Income ETF position peaked at $3.97M in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.