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 Q3	$10.1M	Buy	236,559 +101,671	+75%	+$4.57M	0.29%	53
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

Sax Wealth Advisors's AVMU Position: Q3 2026 in Review

Sax Wealth Advisors increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 75% in Q3 2026, buying an estimated $4.57M and bringing the position to 236,559 shares worth $10.1M. The position accounts for 0.29% of the portfolio, ranked #53.

Sax Wealth Advisors first reported a position in AVMU in Q2 2025 and has held it in 6 quarters since. 1 fund tracked by Wall St. Rank holds AVMU as of Q3 2026.

Sax Wealth Advisors held 236,559 shares of Avantis Core Municipal Fixed Income ETF worth $10.1M as of Q3 2026.
Sax Wealth Advisors bought 101,671 Avantis Core Municipal Fixed Income ETF shares in Q3 2026, an estimated $4.57M.
Avantis Core Municipal Fixed Income ETF made up 0.29% of Sax Wealth Advisors's portfolio in Q3 2026, its #53 holding.
Sax Wealth Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
1 fund tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.