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Strategic Blueprint’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Strategic Blueprint’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
2024
Q4 		– Sell
-44,719
Closed -$2.1M – 664
2024
Q3 		$2.1M Sell
44,719
-1,716
-4% -$79.8K 0.13% 148
2024
Q2 		$2.14M Buy
46,435
+1,362
+3% +$62.9K 0.15% 135
2024
Q1 		$2.1M Buy
45,073
+1,420
+3% +$66.2K 0.15% 142
2023
Q4 		$2.05M Buy
43,653
+529
+1% +$23.9K 0.17% 134
2023
Q3 		$1.91M Buy
43,124
+804
+2% +$36.8K 0.18% 129
2023
Q2 		$1.95M Sell
42,320
-4,054
-9% -$187K 0.19% 118
2023
Q1 		$2.16M Buy
46,374
+739
+2% +$34.2K 0.22% 110
2022
Q4 		$2.09M Buy
45,635
+2,097
+5% +$94.5K 0.24% 106
2022
Q3 		$1.92M Buy
43,538
+4,410
+11% +$202K 0.23% 107
2022
Q2 		$1.79M Buy
39,128
+17,868
+84% +$817K 0.22% 117
2022
Q1 		$997K Buy
21,260
+16,857
+383% +$817K 0.12% 180
2021
Q4 		$220K Buy
+4,403
New +$220K 0.03% 448

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
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

Strategic Blueprint's AVMU Position: Q4 2024 in Review

Strategic Blueprint sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q4 2024, closing a stake of 44,719 shares — an estimated $2.1M sold.

Strategic Blueprint first reported a position in AVMU in Q4 2021 and held it in 12 quarters. The position peaked at $2.16M in Q1 2023. 43 funds tracked by Wall St. Rank hold AVMU as of Q4 2024.

  • Strategic Blueprint reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Blueprint sold 44,719 Avantis Core Municipal Fixed Income ETF shares in Q4 2024, an estimated $2.1M.
  • Strategic Blueprint first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2021 and held it in 12 quarters.
  • Strategic Blueprint's Avantis Core Municipal Fixed Income ETF position peaked at $2.16M in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.