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

Savant 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
Q2 		$3.22M Sell
69,215
-2,249
-3% -$104K 0.01% 503
2026
Q1 		$3.27M Buy
71,464
+987
+1% +$45.9K 0.02% 337
2025
Q4 		$3.26M Buy
70,477
+14,462
+26% +$664K 0.02% 315
2025
Q3 		$2.55M Buy
+56,015
New +$2.5M 0.02% 348

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Savant Capital's AVMU Position: Q2 2026 in Review

Savant Capital reduced its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 3.1% in Q2 2026, selling an estimated $104K and leaving 69,215 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #503.

Savant Capital first reported a position in AVMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.27M in Q1 2026. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Savant Capital held 69,215 shares of Avantis Core Municipal Fixed Income ETF worth $3.22M as of Q2 2026.
  • Savant Capital sold 2,249 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $104K.
  • Avantis Core Municipal Fixed Income ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #503 holding.
  • Savant Capital first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Savant Capital's Avantis Core Municipal Fixed Income ETF position peaked at $3.27M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.