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 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 $374B AUM 17.66% 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 $71.6B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Financial Engines Advisors's AVMU Position: Q1 2026 in Review

Financial Engines Advisors reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 18% in Q1 2026, selling an estimated $474K and leaving 45,318 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Financial Engines Advisors first reported a position in AVMU in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.49M in Q1 2024. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

Financial Engines Advisors held 45,318 shares of Avantis Core Municipal Fixed Income ETF worth $2.08M as of Q1 2026.
Financial Engines Advisors sold 10,190 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $474K.
Avantis Core Municipal Fixed Income ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #225 holding.
Financial Engines Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
Financial Engines Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $4.49M in Q1 2024.
40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.