Morgan Stanley
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Morgan Stanley’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Morgan Stanley’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 		$70 Sell
1
-107
-99% -$4.95K ﹤0.01% 8012
2026
Q1 		$4.95K Hold
108
– – ﹤0.01% 7136
2025
Q4 		$4.99K Sell
108
-1
-0.9% -$46 ﹤0.01% 7067
2025
Q3 		$4.97K Sell
109
-20
-16% -$892 ﹤0.01% 7090
2025
Q2 		$5.78K Buy
129
+21
+19% +$935 ﹤0.01% 7003
2025
Q1 		$4.91K Sell
108
-1,230
-92% -$56.7K ﹤0.01% 6998
2024
Q4 		$61.7K Buy
1,338
+1,337
+133,700% +$62.1K ﹤0.01% 6223
2024
Q3 		$63 Buy
+1
New +$47 ﹤0.01% 7513

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

Morgan Stanley's AVMU Position: Q2 2026 in Review

Morgan Stanley reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 99% in Q2 2026, selling an estimated $4.95K and leaving 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #8012.

Morgan Stanley first reported a position in AVMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $61.7K in Q4 2024. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Morgan Stanley held 1 share of Avantis Core Municipal Fixed Income ETF worth $70 as of Q2 2026.
  • Morgan Stanley sold 107 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $4.95K.
  • Avantis Core Municipal Fixed Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8012 holding.
  • Morgan Stanley first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Morgan Stanley's Avantis Core Municipal Fixed Income ETF position peaked at $61.7K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.