Plancorp LLC’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Plancorp LLC’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	$6.69M	Hold	144,818	–	–	0.16%	61
2026 Q1	$6.68M	Hold	144,818	–	–	0.19%	50
2025 Q4	$6.7M	Hold	144,818	–	–	0.2%	48
2025 Q3	$6.6M	Hold	144,818	–	–	0.21%	50
2025 Q2	$6.48M	Buy	144,818 +600	+0.4%	+$26.7K	0.22%	46
2025 Q1	$6.56M	Hold	144,218	–	–	0.26%	43
2024 Q4	$6.65M	Hold	144,218	–	–	0.27%	35
2024 Q3	$6.77M	Hold	144,218	–	–	0.28%	34
2024 Q2	$6.65M	Hold	144,218	–	–	0.29%	33
2024 Q1	$6.72M	Hold	144,218	–	–	0.29%	34
2023 Q4	$6.76M	Hold	144,218	–	–	0.32%	32
2023 Q3	$6.4M	Hold	144,218	–	–	0.34%	31
2023 Q2	$6.65M	Hold	144,218	–	–	0.36%	30
2023 Q1	$6.72M	Hold	144,218	–	–	0.38%	30
2022 Q4	$6.6M	Hold	144,218	–	–	0.39%	31
2022 Q3	$6.35M	Hold	144,218	–	–	0.42%	26
2022 Q2	$6.58M	Hold	144,218	–	–	0.41%	25
2022 Q1	$6.76M	Hold	144,218	–	–	0.44%	24
2021 Q4	$7.21M	Buy	144,218 +6,100	+4%	+$304K	0.46%	23
2021 Q3	$6.88M	Hold	138,118	–	–	0.48%	22
2021 Q2	$6.94M	Buy	+138,118	New	+$6.91M	0.54%	20

Other funds holding AVMU

BHWM

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Plancorp LLC's AVMU Position: Q2 2026 in Review

Plancorp LLC held its Avantis Core Municipal Fixed Income ETF (AVMU) position steady in Q2 2026 at 144,818 shares worth $6.69M. The position accounts for 0.16% of the portfolio, ranked #61.

Plancorp LLC first reported a position in AVMU in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.21M in Q4 2021. 8 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

Plancorp LLC held 144,818 shares of Avantis Core Municipal Fixed Income ETF worth $6.69M as of Q2 2026.
Plancorp LLC left its Avantis Core Municipal Fixed Income ETF share count unchanged in Q2 2026.
Avantis Core Municipal Fixed Income ETF made up 0.16% of Plancorp LLC's portfolio in Q2 2026, its #61 holding.
Plancorp LLC first reported a position in Avantis Core Municipal Fixed Income ETF in Q2 2021 and has held it in 21 quarters since.
Plancorp LLC's Avantis Core Municipal Fixed Income ETF position peaked at $7.21M in Q4 2021.
8 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.