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Financial Plan Inc’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Financial Plan Inc’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 		$531K Buy
11,599
+1,071
+10% +$49.8K 0.06% 60
2025
Q4 		$487K Buy
+10,528
New +$484K 0.06% 59

Other funds holding AVMU

Envestnet Asset Management
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
PL
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Financial Plan Inc's AVMU Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 10% in Q1 2026, buying an estimated $49.8K and bringing the position to 11,599 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #60.

Financial Plan Inc first reported a position in AVMU in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Financial Plan Inc held 11,599 shares of Avantis Core Municipal Fixed Income ETF worth $531K as of Q1 2026.
  • Financial Plan Inc bought 1,071 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $49.8K.
  • Avantis Core Municipal Fixed Income ETF made up 0.06% of Financial Plan Inc's portfolio in Q1 2026, its #60 holding.
  • Financial Plan Inc first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.