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Landmark Wealth Management (New York)’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Landmark Wealth Management (New York)’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
Q2 		$806K Buy
17,293
+112
+0.7% +$5.18K 0.19% 84
2026
Q1 		$787K Buy
17,181
+108
+0.6% +$5.02K 0.21% 84
2025
Q4 		$789K Sell
17,073
-1,264
-7% -$58.1K 0.3% 48
2025
Q3 		$836K Sell
18,337
-1,432
-7% -$63.9K 0.33% 49
2025
Q2 		$885K Buy
19,769
+10,527
+114% +$469K 0.38% 47
2025
Q1 		$420K Buy
9,242
+618
+7% +$28.5K 0.19% 58
2024
Q4 		$398K Sell
8,624
-499
-5% -$23.2K 0.18% 56
2024
Q3 		$428K Sell
9,123
-425
-4% -$19.8K 0.19% 56
2024
Q2 		$441K Sell
9,548
-432
-4% -$19.9K 0.34% 34
2024
Q1 		$465K Sell
9,980
-937
-9% -$43.7K 0.22% 50
2023
Q4 		$512K Sell
10,917
-5,872
-35% -$265K 0.25% 47
2023
Q3 		$745K Buy
+16,789
New +$767K 0.42% 45
2023
Q2 		– Sell
-13,925
Closed -$649K – 45
2023
Q1 		$649K Buy
13,925
+1,211
+10% +$56.1K 0.36% 45
2022
Q4 		$581K Buy
12,714
+1,573
+14% +$70.9K 0.42% 42
2022
Q3 		$490K Buy
+11,141
New +$510K 0.37% 41

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Landmark Wealth Management (New York)'s AVMU Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 0.65% in Q2 2026, buying an estimated $5.18K and bringing the position to 17,293 shares worth $806K. The position accounts for 0.19% of the portfolio, ranked #84.

Landmark Wealth Management (New York) first reported a position in AVMU in Q3 2022 and has held it in 15 quarters since. The position peaked at $885K in Q2 2025. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Landmark Wealth Management (New York) held 17,293 shares of Avantis Core Municipal Fixed Income ETF worth $806K as of Q2 2026.
  • Landmark Wealth Management (New York) bought 112 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $5.18K.
  • Avantis Core Municipal Fixed Income ETF made up 0.19% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #84 holding.
  • Landmark Wealth Management (New York) first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2022 and has held it in 15 quarters since.
  • Landmark Wealth Management (New York)'s Avantis Core Municipal Fixed Income ETF position peaked at $885K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.