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Kestra Advisory Services’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Kestra Advisory Services’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 		$298K Buy
6,517
+889
+16% +$41.3K ﹤0.01% 2628
2025
Q4 		$260K Buy
+5,628
New +$259K ﹤0.01% 2658

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

Kestra Advisory Services's AVMU Position: Q1 2026 in Review

Kestra Advisory Services increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 16% in Q1 2026, buying an estimated $41.3K and bringing the position to 6,517 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Kestra Advisory Services first reported a position in AVMU in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Kestra Advisory Services held 6,517 shares of Avantis Core Municipal Fixed Income ETF worth $298K as of Q1 2026.
  • Kestra Advisory Services bought 889 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $41.3K.
  • Avantis Core Municipal Fixed Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2628 holding.
  • Kestra Advisory Services first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.