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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
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 $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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Savant Capital's AVMU Position: Q1 2026 in Review

Savant Capital increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 1.4% in Q1 2026, buying an estimated $45.9K and bringing the position to 71,464 shares worth $3.27M. The position accounts for 0.02% of the portfolio, ranked #337.

Savant Capital first reported a position in AVMU in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Savant Capital held 71,464 shares of Avantis Core Municipal Fixed Income ETF worth $3.27M as of Q1 2026.
  • Savant Capital bought 987 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $45.9K.
  • Avantis Core Municipal Fixed Income ETF made up 0.02% of Savant Capital's portfolio in Q1 2026, its #337 holding.
  • Savant Capital first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.