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 Q2	$449K	Hold	9,642	–	–	0.01%	990
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 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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Align Financial Hermantown, Minnesota $202M AUM

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Mutual Advisors's AVMU Position: Q2 2026 in Review

Mutual Advisors held its Avantis Core Municipal Fixed Income ETF (AVMU) position steady in Q2 2026 at 9,642 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #990.

Mutual Advisors first reported a position in AVMU in Q3 2022 and has held it in 16 quarters since. The position peaked at $480K in Q4 2023. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

Mutual Advisors held 9,642 shares of Avantis Core Municipal Fixed Income ETF worth $449K as of Q2 2026.
Mutual Advisors left its Avantis Core Municipal Fixed Income ETF share count unchanged in Q2 2026.
Avantis Core Municipal Fixed Income ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #990 holding.
Mutual Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
Mutual Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $480K in Q4 2023.
39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.