L.K. Benson & Company’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

L.K. Benson & Company’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	$1.13M	Buy	24,639 +541	+2%	+$25.2K	0.37%	40
2025 Q4	$1.11M	Buy	24,098 +185	+0.8%	+$8.5K	0.56%	42
2025 Q3	$1.09M	Sell	23,913 -760	-3%	-$33.9K	0.59%	40
2025 Q2	$1.1M	Sell	24,673 -6,542	-21%	-$291K	0.68%	35
2025 Q1	$1.42M	Buy	31,215 +105	+0.3%	+$4.84K	0.98%	26
2024 Q4	$1.44M	Buy	+31,110	New	+$1.45M	1.01%	23

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 $71.6B AUM 21.08% 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 $176M AUM

VWA

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

L.K. Benson & Company's AVMU Position: Q1 2026 in Review

L.K. Benson & Company increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 2.2% in Q1 2026, buying an estimated $25.2K and bringing the position to 24,639 shares worth $1.13M. The position accounts for 0.37% of the portfolio, ranked #40.

L.K. Benson & Company first reported a position in AVMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q4 2024. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

L.K. Benson & Company held 24,639 shares of Avantis Core Municipal Fixed Income ETF worth $1.13M as of Q1 2026.
L.K. Benson & Company bought 541 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $25.2K.
Avantis Core Municipal Fixed Income ETF made up 0.37% of L.K. Benson & Company's portfolio in Q1 2026, its #40 holding.
L.K. Benson & Company first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
L.K. Benson & Company's Avantis Core Municipal Fixed Income ETF position peaked at $1.44M in Q4 2024.
40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on L.K. Benson & Company's 13F filing for Q1 2026, filed 21 Apr 2026.