Financial Partners Group (Kansas)’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Financial Partners Group (Kansas)’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 Q2	–	Sell	-174,638	Closed	-$7.94M	–	203
2025 Q1	$7.94M	Sell	174,638 -3,910	-2%	-$180K	1.23%	24
2024 Q4	$8.24M	Sell	178,548 -6,723	-4%	-$312K	1.2%	24
2024 Q3	$8.7M	Sell	185,271 -1,095	-0.6%	-$50.9K	1.29%	22
2024 Q2	$8.6M	Sell	186,366 -5,016	-3%	-$232K	1.36%	23
2024 Q1	$8.91M	Buy	191,382 +9,669	+5%	+$451K	1.42%	23
2023 Q4	$8.52M	Buy	+181,713	New	+$8.21M	1.53%	21

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

VWA

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

Financial Partners Group (Kansas)'s AVMU Position: Q2 2025 in Review

Financial Partners Group (Kansas) sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2025, closing a stake of 174,638 shares — an estimated $7.94M sold.

Financial Partners Group (Kansas) first reported a position in AVMU in Q4 2023 and held it in 6 quarters. The position peaked at $8.91M in Q1 2024. 34 funds tracked by Wall St. Rank hold AVMU as of Q2 2025.

Financial Partners Group (Kansas) reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Financial Partners Group (Kansas) sold 174,638 Avantis Core Municipal Fixed Income ETF shares in Q2 2025, an estimated $7.94M.
Financial Partners Group (Kansas) first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and held it in 6 quarters.
Financial Partners Group (Kansas)'s Avantis Core Municipal Fixed Income ETF position peaked at $8.91M in Q1 2024.
34 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2025, filed 15 Jul 2025.