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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
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 $374B AUM 17.66% 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 $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Haven Private's AVMU Position: Q1 2026 in Review

Haven Private reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 2.8% in Q1 2026, selling an estimated $20.9K and leaving 15,450 shares worth $708K. The position accounts for 0.31% of the portfolio, ranked #73.

Haven Private first reported a position in AVMU in Q3 2025 and has held it in 3 quarters since. The position peaked at $735K in Q4 2025. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Haven Private held 15,450 shares of Avantis Core Municipal Fixed Income ETF worth $708K as of Q1 2026.
  • Haven Private sold 450 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $20.9K.
  • Avantis Core Municipal Fixed Income ETF made up 0.31% of Haven Private's portfolio in Q1 2026, its #73 holding.
  • Haven Private first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Haven Private's Avantis Core Municipal Fixed Income ETF position peaked at $735K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.