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

Sax 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
2026
Q2 		$6.18M Buy
134,888
+23,000
+21% +$1.06M 0.25% 77
2026
Q1 		$5.17M Hold
111,888
– – 0.25% 69
2025
Q4 		$5.17M Buy
111,888
+4,884
+5% +$224K 0.24% 72
2025
Q3 		$4.88M Buy
107,004
+39,322
+58% +$1.75M 0.26% 61
2025
Q2 		$3.03M Buy
+67,682
New +$3.01M 0.18% 77

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Sax Wealth Advisors's AVMU Position: Q2 2026 in Review

Sax Wealth Advisors increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 21% in Q2 2026, buying an estimated $1.06M and bringing the position to 134,888 shares worth $6.18M. The position accounts for 0.25% of the portfolio, ranked #77.

Sax Wealth Advisors first reported a position in AVMU in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Sax Wealth Advisors held 134,888 shares of Avantis Core Municipal Fixed Income ETF worth $6.18M as of Q2 2026.
  • Sax Wealth Advisors bought 23,000 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $1.06M.
  • Avantis Core Municipal Fixed Income ETF made up 0.25% of Sax Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Sax Wealth Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.