Creative Planning’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Creative Planning’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	–	Sell	-5,553	Closed	-$257K	–	4100
2025 Q4	$257K	Hold	5,553	–	–	﹤0.01%	3360
2025 Q3	$253K	Hold	5,553	–	–	﹤0.01%	3286
2025 Q2	$249K	Hold	5,553	–	–	﹤0.01%	3059
2025 Q1	$253K	Hold	5,553	–	–	﹤0.01%	2889
2024 Q4	$256K	Hold	5,553	–	–	﹤0.01%	2796
2024 Q3	$261K	Buy	5,553 +85	+2%	+$3.96K	﹤0.01%	2642
2024 Q2	$252K	Buy	+5,468	New	+$252K	﹤0.01%	2501

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Align Financial Hermantown, Minnesota $176M AUM

VWA

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

Creative Planning's AVMU Position: Q1 2026 in Review

Creative Planning sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2026, closing a stake of 5,553 shares — an estimated $257K sold.

Creative Planning first reported a position in AVMU in Q2 2024 and held it in 7 quarters. The position peaked at $261K in Q3 2024. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

Creative Planning reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 5,553 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $257K.
Creative Planning first reported a position in Avantis Core Municipal Fixed Income ETF in Q2 2024 and held it in 7 quarters.
Creative Planning's Avantis Core Municipal Fixed Income ETF position peaked at $261K in Q3 2024.
40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.