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Old Mission Capital’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Old Mission Capital’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 		$571K Sell
12,466
-11,807
-49% -$549K 0.01% 670
2025
Q4 		$1.12M Buy
+24,273
New +$1.12M 0.03% 361
2025
Q1 		– Sell
-36,073
Closed -$1.66M – 929
2024
Q4 		$1.66M Buy
+36,073
New +$1.68M 0.03% 246

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
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 $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Old Mission Capital's AVMU Position: Q1 2026 in Review

Old Mission Capital reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 49% in Q1 2026, selling an estimated $549K and leaving 12,466 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #670.

Old Mission Capital first reported a position in AVMU in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2024. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Old Mission Capital held 12,466 shares of Avantis Core Municipal Fixed Income ETF worth $571K as of Q1 2026.
  • Old Mission Capital sold 11,807 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $549K.
  • Avantis Core Municipal Fixed Income ETF made up 0.01% of Old Mission Capital's portfolio in Q1 2026, its #670 holding.
  • Old Mission Capital first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Old Mission Capital's Avantis Core Municipal Fixed Income ETF position peaked at $1.66M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.