LPL Financial
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LPL Financial’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

LPL Financial’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 		$3.18M Buy
69,375
+980
+1% +$45.6K ﹤0.01% 3059
2025
Q4 		$3.16M Sell
68,395
-1,636
-2% -$75.2K ﹤0.01% 2954
2025
Q3 		$3.19M Sell
70,031
-5,324
-7% -$238K ﹤0.01% 2887
2025
Q2 		$3.37M Sell
75,355
-11,161
-13% -$497K ﹤0.01% 2630
2025
Q1 		$3.94M Buy
86,516
+9,960
+13% +$459K ﹤0.01% 2357
2024
Q4 		$3.53M Buy
76,556
+26,227
+52% +$1.22M ﹤0.01% 2365
2024
Q3 		$2.36M Buy
50,329
+7,813
+18% +$363K ﹤0.01% 2569
2024
Q2 		$1.96M Buy
42,516
+2,129
+5% +$98.3K ﹤0.01% 2618
2024
Q1 		$1.88M Buy
40,387
+10,654
+36% +$497K ﹤0.01% 2583
2023
Q4 		$1.39M Buy
29,733
+2,088
+8% +$94.4K ﹤0.01% 2746
2023
Q3 		$1.23M Buy
27,645
+10,814
+64% +$494K ﹤0.01% 2726
2023
Q2 		$777K Buy
16,831
+38
+0.2% +$1.76K ﹤0.01% 3065
2023
Q1 		$782K Buy
16,793
+5,152
+44% +$239K ﹤0.01% 2953
2022
Q4 		$532K Buy
+11,641
New +$524K ﹤0.01% 3198

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial's AVMU Position: Q1 2026 in Review

LPL Financial increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 1.4% in Q1 2026, buying an estimated $45.6K and bringing the position to 69,375 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

LPL Financial first reported a position in AVMU in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.94M in Q1 2025. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • LPL Financial held 69,375 shares of Avantis Core Municipal Fixed Income ETF worth $3.18M as of Q1 2026.
  • LPL Financial bought 980 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $45.6K.
  • Avantis Core Municipal Fixed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3059 holding.
  • LPL Financial first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's Avantis Core Municipal Fixed Income ETF position peaked at $3.94M in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.