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Haven Private’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Haven Private’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
Q2 		– Sell
-15,450
Closed -$708K – 173
2026
Q1 		$708K Sell
15,450
-450
-3% -$20.9K 0.31% 73
2025
Q4 		$735K Hold
15,900
– – 0.32% 70
2025
Q3 		$725K Buy
+15,900
New +$709K 0.32% 69

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Haven Private's AVMU Position: Q2 2026 in Review

Haven Private sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2026, closing a stake of 15,450 shares — an estimated $708K sold.

Haven Private first reported a position in AVMU in Q3 2025 and held it in 3 quarters. The position peaked at $735K in Q4 2025. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Haven Private reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Haven Private sold 15,450 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $708K.
  • Haven Private first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2025 and held it in 3 quarters.
  • Haven Private's Avantis Core Municipal Fixed Income ETF position peaked at $735K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.