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

TCI 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
2022
Q1 		– Sell
-1,000
Closed -$50K – 2224
2021
Q4 		$50K Hold
1,000
– – 0.01% 418
2021
Q3 		$50K Hold
1,000
– – 0.01% 417
2021
Q2 		$50K Hold
1,000
– – 0.01% 388
2021
Q1 		$50K Buy
+1,000
New +$49.9K 0.02% 350

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's AVMU Position: Q1 2022 in Review

TCI Wealth Advisors sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2022, closing a stake of 1,000 shares — an estimated $50K sold.

TCI Wealth Advisors first reported a position in AVMU in Q1 2021 and held it in 4 quarters. The position peaked at $50K in Q4 2021. 10 funds tracked by Wall St. Rank hold AVMU as of Q1 2022.

  • TCI Wealth Advisors reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,000 Avantis Core Municipal Fixed Income ETF shares in Q1 2022, an estimated $50K.
  • TCI Wealth Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2021 and held it in 4 quarters.
  • TCI Wealth Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $50K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.