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

PCG Wealth 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
2023 Q3	–	Sell	-10,379	Closed	-$479K	–	105
2023 Q2	$479K	Buy	10,379 +1,371	+15%	+$63.4K	0.3%	65
2023 Q1	$420K	Sell	9,008 -684	-7%	-$31.7K	0.27%	69
2022 Q4	$443K	Buy	+9,692	New	+$437K	0.28%	70

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

SFC

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

PCG Wealth Advisors's AVMU Position: Q3 2023 in Review

PCG Wealth Advisors sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q3 2023, closing a stake of 10,379 shares — an estimated $479K sold.

PCG Wealth Advisors first reported a position in AVMU in Q4 2022 and held it in 3 quarters. The position peaked at $479K in Q2 2023. 23 funds tracked by Wall St. Rank hold AVMU as of Q3 2023.

PCG Wealth Advisors reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
PCG Wealth Advisors sold 10,379 Avantis Core Municipal Fixed Income ETF shares in Q3 2023, an estimated $479K.
PCG Wealth Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2022 and held it in 3 quarters.
PCG Wealth Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $479K in Q2 2023.
23 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2023.

Based on PCG Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.