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Magnolia Private Wealth’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Magnolia Private Wealth’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
-11,525
Closed -$524K – 104
2025
Q1 		$524K Hold
11,525
– – 0.43% 52
2024
Q4 		$532K Buy
+11,525
New +$535K 0.46% 53

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

Magnolia Private Wealth's AVMU Position: Q2 2025 in Review

Magnolia Private Wealth sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2025, closing a stake of 11,525 shares — an estimated $524K sold.

Magnolia Private Wealth first reported a position in AVMU in Q4 2024 and held it in 2 quarters. The position peaked at $532K in Q4 2024. 34 funds tracked by Wall St. Rank hold AVMU as of Q2 2025.

  • Magnolia Private Wealth reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 11,525 Avantis Core Municipal Fixed Income ETF shares in Q2 2025, an estimated $524K.
  • Magnolia Private Wealth first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Magnolia Private Wealth's Avantis Core Municipal Fixed Income ETF position peaked at $532K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2025.

Based on Magnolia Private Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.