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

OneDigital Investment 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
-5,499
Closed -$254K – 1403
2024
Q4 		$254K Buy
5,499
+61
+1% +$2.83K ﹤0.01% 1218
2024
Q3 		$255K Buy
+5,438
New +$253K ﹤0.01% 1242

Other funds holding AVMU

Envestnet Asset Management
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
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

OneDigital Investment Advisors's AVMU Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2025, closing a stake of 5,499 shares — an estimated $254K sold.

OneDigital Investment Advisors first reported a position in AVMU in Q3 2024 and held it in 2 quarters. The position peaked at $255K in Q3 2024. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,499 Avantis Core Municipal Fixed Income ETF shares in Q1 2025, an estimated $254K.
  • OneDigital Investment Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $255K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.