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

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

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