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Forum Financial Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Forum Financial 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
2024
Q2 		– Sell
-96,388
Closed -$4.49M – 723
2024
Q1 		$4.49M Buy
96,388
+26
+0% +$1.21K 0.08% 55
2023
Q4 		$4.52M Sell
96,362
-736
-0.8% -$33.3K 0.09% 50
2023
Q3 		$4.31M Sell
97,098
-6,549
-6% -$299K 0.1% 47
2023
Q2 		$4.78M Buy
103,647
+457
+0.4% +$21.1K 0.11% 41
2023
Q1 		$4.81M Buy
103,190
+2,852
+3% +$132K 0.14% 39
2022
Q4 		$4.59M Buy
+100,338
New +$4.52M 0.15% 37

Other funds holding AVMU

Envestnet Asset Management
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
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Forum Financial Management's AVMU Position: Q2 2024 in Review

Forum Financial Management sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2024, closing a stake of 96,388 shares — an estimated $4.49M sold.

Forum Financial Management first reported a position in AVMU in Q4 2022 and held it in 6 quarters. The position peaked at $4.81M in Q1 2023. 34 funds tracked by Wall St. Rank hold AVMU as of Q2 2024.

  • Forum Financial Management reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 96,388 Avantis Core Municipal Fixed Income ETF shares in Q2 2024, an estimated $4.49M.
  • Forum Financial Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2022 and held it in 6 quarters.
  • Forum Financial Management's Avantis Core Municipal Fixed Income ETF position peaked at $4.81M in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.