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

Strategic Financial Concepts’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
2025 Q3	–	Sell	-34,569	Closed	-$1.55M	–	273
2025 Q2	$1.55M	Sell	34,569 -18,470	-35%	-$823K	0.22%	58
2025 Q1	$2.41M	Hold	53,039	–	–	0.45%	58
2024 Q4	$2.45M	Buy	53,039 +24,927	+89%	+$1.16M	0.47%	56
2024 Q3	$1.32M	Sell	28,112 -1,295,755	-98%	-$60.3M	0.42%	51
2024 Q2	$1.01M	Buy	1,323,867 +1,274,458	+2,579%	+$58.8M	0.59%	49
2024 Q1	$2.3M	Buy	49,409 +28,112	+132%	+$1.31M	0.55%	51
2023 Q4	$998K	Sell	21,297 -28,112	-57%	-$1.27M	0.59%	48
2023 Q3	$2.19M	Buy	49,409 +5,835	+13%	+$267K	0.74%	38
2023 Q2	$2.01M	Buy	43,574 +1,924	+5%	+$88.9K	0.74%	35
2023 Q1	$1.94M	Buy	+41,650	New	+$1.93M	0.78%	35

Other funds holding AVMU

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Strategic Financial Concepts's AVMU Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q3 2025, closing a stake of 34,569 shares — an estimated $1.55M sold.

Strategic Financial Concepts first reported a position in AVMU in Q1 2023 and held it in 10 quarters. The position peaked at $2.45M in Q4 2024. 34 funds tracked by Wall St. Rank hold AVMU as of Q3 2025.

Strategic Financial Concepts reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 34,569 Avantis Core Municipal Fixed Income ETF shares in Q3 2025, an estimated $1.55M.
Strategic Financial Concepts first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2023 and held it in 10 quarters.
Strategic Financial Concepts's Avantis Core Municipal Fixed Income ETF position peaked at $2.45M in Q4 2024.
34 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.