Crews Bank & Trust’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Crews Bank & Trust’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	$623K	Hold	13,369	–	–	0.08%	134
2026 Q1	$612K	Sell	13,369 -29	-0.2%	-$1.35K	0.09%	126
2025 Q4	$620K	Sell	13,398 -1,729	-11%	-$79.4K	0.09%	123
2025 Q3	$690K	Buy	15,127 +5,780	+62%	+$258K	0.1%	115
2025 Q2	$418K	Sell	9,347 -3,250	-26%	-$145K	0.07%	159
2025 Q1	$573K	Hold	12,597	–	–	0.1%	124
2024 Q4	$581K	Buy	+12,597	New	+$585K	0.1%	118

Other funds holding AVMU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Crews Bank & Trust's AVMU Position: Q2 2026 in Review

Crews Bank & Trust held its Avantis Core Municipal Fixed Income ETF (AVMU) position steady in Q2 2026 at 13,369 shares worth $623K. The position accounts for 0.08% of the portfolio, ranked #134.

Crews Bank & Trust first reported a position in AVMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $690K in Q3 2025. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

Crews Bank & Trust held 13,369 shares of Avantis Core Municipal Fixed Income ETF worth $623K as of Q2 2026.
Crews Bank & Trust left its Avantis Core Municipal Fixed Income ETF share count unchanged in Q2 2026.
Avantis Core Municipal Fixed Income ETF made up 0.08% of Crews Bank & Trust's portfolio in Q2 2026, its #134 holding.
Crews Bank & Trust first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Avantis Core Municipal Fixed Income ETF position peaked at $690K in Q3 2025.
39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.