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

Greenup Street 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
2022 Q4	–	Sell	-6,386	Closed	-$281K	–	85
2022 Q3	$281K	Sell	6,386 -567	-8%	-$26K	0.13%	71
2022 Q2	$317K	Sell	6,953 -278	-4%	-$12.7K	0.15%	71
2022 Q1	$339K	Sell	7,231 -170	-2%	-$8.24K	0.19%	68
2021 Q4	$370K	Buy	+7,401	New	+$369K	0.22%	67

Other funds holding AVMU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Greenup Street Wealth Management's AVMU Position: Q4 2022 in Review

Greenup Street Wealth Management sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q4 2022, closing a stake of 6,386 shares — an estimated $281K sold.

Greenup Street Wealth Management first reported a position in AVMU in Q4 2021 and held it in 4 quarters. The position peaked at $370K in Q4 2021. 20 funds tracked by Wall St. Rank hold AVMU as of Q4 2022.

Greenup Street Wealth Management reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
Greenup Street Wealth Management sold 6,386 Avantis Core Municipal Fixed Income ETF shares in Q4 2022, an estimated $281K.
Greenup Street Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2021 and held it in 4 quarters.
Greenup Street Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $370K in Q4 2021.
20 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q4 2022.

Based on Greenup Street Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.