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

Grand 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
Q3 		– Sell
-3,540
Closed -$158K – 73
2025
Q2 		$158K Sell
3,540
-731
-17% -$32.6K 0.08% 44
2025
Q1 		$194K Buy
4,271
+3,337
+357% +$154K 0.11% 37
2024
Q4 		$43.1K Hold
934
– – 0.02% 47
2024
Q3 		$43.8K Hold
934
– – 0.02% 48
2024
Q2 		$43.1K Buy
+934
New +$43.1K 0.03% 48

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
Jane Street
Jane Street New York $777B AUM 61.18% 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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Grand Wealth Management's AVMU Position: Q3 2025 in Review

Grand Wealth Management sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q3 2025, closing a stake of 3,540 shares — an estimated $158K sold.

Grand Wealth Management first reported a position in AVMU in Q2 2024 and held it in 5 quarters. The position peaked at $194K in Q1 2025. 34 funds tracked by Wall St. Rank hold AVMU as of Q3 2025.

  • Grand Wealth Management reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Grand Wealth Management sold 3,540 Avantis Core Municipal Fixed Income ETF shares in Q3 2025, an estimated $158K.
  • Grand Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q2 2024 and held it in 5 quarters.
  • Grand Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $194K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2025.

Based on Grand Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.