Hill Investment Group Partners’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Hill Investment Group Partners’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	$385K	Sell	8,410 -40,115	-83%	-$1.87M	0.04%	40
2025 Q4	$2.24M	Buy	48,525 +39,553	+441%	+$1.82M	0.27%	22
2025 Q3	$409K	Buy	8,972 +562	+7%	+$25.1K	0.05%	40
2025 Q2	$376K	Hold	8,410	–	–	0.05%	39
2025 Q1	$383K	Sell	8,410 -280	-3%	-$12.9K	0.05%	36
2024 Q4	$401K	Buy	8,690 +280	+3%	+$13K	0.05%	56
2024 Q3	$387K	Hold	8,410	–	–	0.05%	49
2024 Q2	$390K	Hold	8,410	–	–	0.05%	49
2024 Q1	$392K	Hold	8,410	–	–	0.06%	46
2023 Q4	$394K	Buy	+8,410	New	+$380K	0.06%	46

Other funds holding AVMU

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Align Financial Hermantown, Minnesota $202M AUM

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Hill Investment Group Partners's AVMU Position: Q1 2026 in Review

Hill Investment Group Partners reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 83% in Q1 2026, selling an estimated $1.87M and leaving 8,410 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #40.

Hill Investment Group Partners first reported a position in AVMU in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.24M in Q4 2025. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

Hill Investment Group Partners held 8,410 shares of Avantis Core Municipal Fixed Income ETF worth $385K as of Q1 2026.
Hill Investment Group Partners sold 40,115 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $1.87M.
Avantis Core Municipal Fixed Income ETF made up 0.04% of Hill Investment Group Partners's portfolio in Q1 2026, its #40 holding.
Hill Investment Group Partners first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
Hill Investment Group Partners's Avantis Core Municipal Fixed Income ETF position peaked at $2.24M in Q4 2025.
40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.