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

Simplicity Wealth’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 		$294K Buy
+6,879
New +$309K 0.01% 869

Other funds holding AVMU

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Align Financial
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return
L.K. Benson & Company
L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return
Yardley Wealth Management
Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Simplicity Wealth's AVMU Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Avantis Core Municipal Fixed Income ETF (AVMU) in Q3 2026: 6,879 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #869 among its holdings.

8 funds tracked by Wall St. Rank hold AVMU as of Q3 2026.

  • Simplicity Wealth held 6,879 shares of Avantis Core Municipal Fixed Income ETF worth $294K as of Q3 2026.
  • Avantis Core Municipal Fixed Income ETF was a new Simplicity Wealth position in Q3 2026.
  • Avantis Core Municipal Fixed Income ETF made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #869 holding.
  • 8 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.