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Fortress Wealth Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Fortress Wealth 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
2025
Q1 		– Sell
-11,000
Closed -$507K – 73
2024
Q4 		$507K Buy
+11,000
New +$511K 0.25% 48

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $405M AUM 15.78% 1-Year Est. Return

Fortress Wealth Management's AVMU Position: Q1 2025 in Review

Fortress Wealth Management sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2025, closing a stake of 11,000 shares — an estimated $507K sold.

Fortress Wealth Management first reported a position in AVMU in Q4 2024 and held it in 1 quarter. The position peaked at $507K in Q4 2024. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2025.

  • Fortress Wealth Management reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Fortress Wealth Management sold 11,000 Avantis Core Municipal Fixed Income ETF shares in Q1 2025, an estimated $507K.
  • Fortress Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • Fortress Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $507K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2025.

Based on Fortress Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.