Dogwood Wealth Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Dogwood Wealth Management’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	$93.3K	Sell	2,002 -967	-33%	-$44.8K	0.04%	115
2026 Q1	$136K	Sell	2,969 -307	-9%	-$14.3K	0.06%	103
2025 Q4	$151K	Sell	3,276 -41	-1%	-$1.88K	0.07%	94
2025 Q3	$151K	Sell	3,317 -488	-13%	-$21.8K	0.07%	96
2025 Q2	$169K	Sell	3,805 -128	-3%	-$5.7K	0.08%	93
2025 Q1	$179K	Sell	3,933 -149	-4%	-$6.86K	0.09%	89
2024 Q4	$188K	Sell	4,082 -7	-0.2%	-$325	0.1%	89
2024 Q3	$192K	Buy	4,089 +582	+17%	+$27.1K	0.11%	89
2024 Q2	$162K	Sell	3,507 -294	-8%	-$13.6K	0.1%	90
2024 Q1	$177K	Buy	3,801 +77	+2%	+$3.59K	0.12%	82
2023 Q4	$175K	Buy	+3,724	New	+$168K	0.14%	84

Other funds holding AVMU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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

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

Dogwood Wealth Management's AVMU Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 33% in Q2 2026, selling an estimated $44.8K and leaving 2,002 shares worth $93.3K. The position accounts for 0.04% of the portfolio, ranked #115.

Dogwood Wealth Management first reported a position in AVMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $192K in Q3 2024. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

Dogwood Wealth Management held 2,002 shares of Avantis Core Municipal Fixed Income ETF worth $93.3K as of Q2 2026.
Dogwood Wealth Management sold 967 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $44.8K.
Avantis Core Municipal Fixed Income ETF made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #115 holding.
Dogwood Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $192K in Q3 2024.
39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.