Financial Engines Advisors’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Financial Engines Advisors’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	$2.07M	Sell	44,362 -956	-2%	-$44.2K	﹤0.01%	242
2026 Q1	$2.08M	Sell	45,318 -10,190	-18%	-$474K	﹤0.01%	225
2025 Q4	$2.57M	Sell	55,508 -8,145	-13%	-$374K	﹤0.01%	209
2025 Q3	$2.9M	Sell	63,653 -4,840	-7%	-$216K	0.01%	193
2025 Q2	$3.07M	Sell	68,493 -9,479	-12%	-$422K	0.01%	176
2025 Q1	$3.55M	Sell	77,972 -15,912	-17%	-$733K	0.01%	157
2024 Q4	$4.33M	Buy	93,884 +29,701	+46%	+$1.38M	0.01%	147
2024 Q3	$3.01M	Sell	64,183 -31,863	-33%	-$1.48M	0.01%	154
2024 Q2	$4.43M	Sell	96,046 -342	-0.4%	-$15.8K	0.01%	126
2024 Q1	$4.49M	Buy	+96,388	New	+$4.5M	0.01%	117

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

Financial Engines Advisors's AVMU Position: Q2 2026 in Review

Financial Engines Advisors reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 2.1% in Q2 2026, selling an estimated $44.2K and leaving 44,362 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Financial Engines Advisors first reported a position in AVMU in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.49M in Q1 2024. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

Financial Engines Advisors held 44,362 shares of Avantis Core Municipal Fixed Income ETF worth $2.07M as of Q2 2026.
Financial Engines Advisors sold 956 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $44.2K.
Avantis Core Municipal Fixed Income ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #242 holding.
Financial Engines Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
Financial Engines Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $4.49M in Q1 2024.
39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.