Envestnet Asset Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Envestnet Asset 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	$41.8M	Buy	897,426 +51,342	+6%	+$2.38M	0.01%	961
2026 Q1	$38.7M	Buy	846,084 +41,586	+5%	+$1.93M	0.01%	927
2025 Q4	$37.2M	Buy	804,498 +33,689	+4%	+$1.55M	0.01%	880
2025 Q3	$35.2M	Buy	770,809 +4,864	+0.6%	+$217K	0.01%	935
2025 Q2	$34.3M	Buy	765,945 +80,227	+12%	+$3.57M	0.01%	933
2025 Q1	$31.2M	Sell	685,718 -16,539	-2%	-$762K	0.01%	925
2024 Q4	$32.4M	Sell	702,257 -43,631	-6%	-$2.03M	0.01%	911
2024 Q3	$35M	Buy	745,888 +44,887	+6%	+$2.09M	0.01%	888
2024 Q2	$32.3M	Buy	701,001 +55,937	+9%	+$2.58M	0.01%	869
2024 Q1	$30M	Buy	645,064 +46,844	+8%	+$2.19M	0.01%	891
2023 Q4	$28M	Buy	598,220 +53,006	+10%	+$2.4M	0.01%	860
2023 Q3	$24.2M	Buy	545,214 +67,493	+14%	+$3.09M	0.01%	875
2023 Q2	$22M	Buy	477,721 +54,514	+13%	+$2.52M	0.01%	881
2023 Q1	$19.7M	Buy	423,207 +72,408	+21%	+$3.35M	0.01%	896
2022 Q4	$16M	Buy	350,799 +79,912	+30%	+$3.6M	0.01%	967
2022 Q3	$11.9M	Buy	270,887 +61,443	+29%	+$2.82M	0.01%	1052
2022 Q2	$9.56M	Buy	209,444 +42,114	+25%	+$1.92M	0.01%	1160
2022 Q1	$7.85M	Buy	167,330 +31,289	+23%	+$1.52M	﹤0.01%	1352
2021 Q4	$6.8M	Buy	136,041 +31,646	+30%	+$1.58M	﹤0.01%	1419
2021 Q3	$5.2M	Buy	104,395 +26,615	+34%	+$1.34M	﹤0.01%	1522
2021 Q2	$3.91M	Buy	77,780 +36,434	+88%	+$1.82M	﹤0.01%	1663
2021 Q1	$2.05M	Buy	+41,346	New	+$2.06M	﹤0.01%	1921

Other funds holding AVMU

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

Align Financial Hermantown, Minnesota $202M AUM

AWM

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

LKBC

L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Envestnet Asset Management's AVMU Position: Q2 2026 in Review

Envestnet Asset Management increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 6.1% in Q2 2026, buying an estimated $2.38M and bringing the position to 897,426 shares worth $41.8M. The position accounts for 0.01% of the portfolio, ranked #961.

Envestnet Asset Management first reported a position in AVMU in Q1 2021 and has held it in 22 quarters since. 20 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

Envestnet Asset Management held 897,426 shares of Avantis Core Municipal Fixed Income ETF worth $41.8M as of Q2 2026.
Envestnet Asset Management bought 51,342 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $2.38M.
Avantis Core Municipal Fixed Income ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #961 holding.
Envestnet Asset Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2021 and has held it in 22 quarters since.
20 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.