Mutual Advisors’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Mutual Advisors’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	$442K	Hold	9,642	–	–	0.01%	942
2025 Q4	$446K	Hold	9,642	–	–	0.01%	931
2025 Q3	$445K	Hold	9,642	–	–	0.01%	905
2025 Q2	$424K	Hold	9,642	–	–	0.01%	856
2025 Q1	$429K	Sell	9,642 -600	-6%	-$27.6K	0.01%	778
2024 Q4	$470K	Hold	10,242	–	–	0.01%	720
2024 Q3	$473K	Hold	10,242	–	–	0.01%	728
2024 Q2	$475K	Hold	10,242	–	–	0.01%	723
2024 Q1	$477K	Hold	10,242	–	–	0.02%	706
2023 Q4	$480K	Hold	10,242	–	–	0.02%	668
2023 Q3	$455K	Hold	10,242	–	–	0.02%	642
2023 Q2	$473K	Hold	10,242	–	–	0.02%	650
2023 Q1	$477K	Hold	10,242	–	–	0.02%	640
2022 Q4	$468K	Hold	10,242	–	–	0.02%	609
2022 Q3	$451K	Buy	+10,242	New	+$469K	0.02%	587

Other funds holding AVMU

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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