DADC
AVMU icon

D.A. Davidson & Co’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-6,724
Closed -$310K – 1413
2024
Q4 		$310K Buy
6,724
+479
+8% +$22.3K ﹤0.01% 1194
2024
Q3 		$293K Buy
+6,245
New +$291K ﹤0.01% 1192

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $405M AUM 15.78% 1-Year Est. Return

D.A. Davidson & Co's AVMU Position: Q1 2025 in Review

D.A. Davidson & Co sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2025, closing a stake of 6,724 shares — an estimated $310K sold.

D.A. Davidson & Co first reported a position in AVMU in Q3 2024 and held it in 2 quarters. The position peaked at $310K in Q4 2024. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2025.

  • D.A. Davidson & Co reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 6,724 Avantis Core Municipal Fixed Income ETF shares in Q1 2025, an estimated $310K.
  • D.A. Davidson & Co first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • D.A. Davidson & Co's Avantis Core Municipal Fixed Income ETF position peaked at $310K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.