KWM
AVMU icon

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

Kingsview 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
2025
Q2 		– Sell
-6,407
Closed -$291K – 1166
2025
Q1 		$291K Sell
6,407
-141
-2% -$6.49K 0.01% 905
2024
Q4 		$302K Buy
6,548
+1,581
+32% +$73.4K 0.01% 902
2024
Q3 		$233K Buy
4,967
+337
+7% +$15.7K ﹤0.01% 970
2024
Q2 		$214K Buy
+4,630
New +$214K 0.01% 968

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Kingsview Wealth Management's AVMU Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2025, closing a stake of 6,407 shares — an estimated $291K sold.

Kingsview Wealth Management first reported a position in AVMU in Q2 2024 and held it in 4 quarters. The position peaked at $302K in Q4 2024. 34 funds tracked by Wall St. Rank hold AVMU as of Q2 2025.

  • Kingsview Wealth Management reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,407 Avantis Core Municipal Fixed Income ETF shares in Q2 2025, an estimated $291K.
  • Kingsview Wealth Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q2 2024 and held it in 4 quarters.
  • Kingsview Wealth Management's Avantis Core Municipal Fixed Income ETF position peaked at $302K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.