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

Oceanside 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
2025 Q1	–	Sell	-7,801	Closed	-$360K	–	46
2024 Q4	$360K	Buy	7,801 +1,070	+16%	+$49.7K	0.27%	38
2024 Q3	$316K	Hold	6,731	–	–	0.24%	37
2024 Q2	$311K	Buy	6,731 +1,028	+18%	+$47.4K	0.25%	36
2024 Q1	$266K	Sell	5,703 -1,001	-15%	-$46.7K	0.22%	40
2023 Q4	$314K	Buy	+6,704	New	+$303K	0.28%	37

Other funds holding AVMU

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

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

BHWM

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SFC

Strategic Financial Concepts San Antonio, Texas $405M AUM 15.78% 1-Year Est. Return

Oceanside Advisors's AVMU Position: Q1 2025 in Review

Oceanside Advisors sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2025, closing a stake of 7,801 shares — an estimated $360K sold.

Oceanside Advisors first reported a position in AVMU in Q4 2023 and held it in 5 quarters. The position peaked at $360K in Q4 2024. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2025.

Oceanside Advisors reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Oceanside Advisors sold 7,801 Avantis Core Municipal Fixed Income ETF shares in Q1 2025, an estimated $360K.
Oceanside Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and held it in 5 quarters.
Oceanside Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $360K in Q4 2024.
40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2025.

Based on Oceanside Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.