Corient Private Wealth’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Corient Private Wealth’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
2025 Q2	–	Sell	-6,669	Closed	-$303K	–	2441
2025 Q1	$303K	Sell	6,669 -5,957	-47%	-$274K	﹤0.01%	1845
2024 Q4	$583K	Sell	12,626 -6,251	-33%	-$290K	﹤0.01%	1534
2024 Q3	$886K	Buy	18,877 +2,456	+15%	+$114K	﹤0.01%	1459
2024 Q2	$758K	Buy	+16,421	New	+$758K	﹤0.01%	1444
2024 Q1	–	Sell	-17,398	Closed	-$816K	–	2285
2023 Q4	$816K	Buy	+17,398	New	+$786K	﹤0.01%	1370
2023 Q3	–	Sell	-40,752	Closed	-$1.88M	–	2145
2023 Q2	$1.88M	Sell	40,752 -46	-0.1%	-$2.13K	﹤0.01%	922
2023 Q1	$1.9M	Buy	40,798 +1,796	+5%	+$83.2K	0.01%	863
2022 Q4	$1.78M	Buy	+39,002	New	+$1.76M	0.01%	739

Other funds holding AVMU

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Corient Private Wealth's AVMU Position: Q2 2025 in Review

Corient Private Wealth sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2025, closing a stake of 6,669 shares — an estimated $303K sold.

Corient Private Wealth first reported a position in AVMU in Q4 2022 and held it in 8 quarters. The position peaked at $1.9M in Q1 2023. 34 funds tracked by Wall St. Rank hold AVMU as of Q2 2025.

Corient Private Wealth reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Corient Private Wealth sold 6,669 Avantis Core Municipal Fixed Income ETF shares in Q2 2025, an estimated $303K.
Corient Private Wealth first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2022 and held it in 8 quarters.
Corient Private Wealth's Avantis Core Municipal Fixed Income ETF position peaked at $1.9M in Q1 2023.
34 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.