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Tortoise Investment Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Tortoise Investment Management’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
Q1 		$2.91M Buy
63,630
+26,045
+69% +$1.21M 0.24% 85
2025
Q4 		$1.74M Buy
37,585
+9,084
+32% +$417K 0.15% 99
2025
Q3 		$1.3M Buy
28,501
+23,066
+424% +$1.03M 0.12% 110
2025
Q2 		$243K Buy
5,435
+2,890
+114% +$129K 0.02% 200
2025
Q1 		$116K Sell
2,545
-1,500
-37% -$69.1K 0.01% 265
2024
Q4 		$187K Sell
4,045
-215
-5% -$9.99K 0.02% 231
2024
Q3 		$200K Hold
4,260
– – 0.02% 221
2024
Q2 		$197K Buy
4,260
+260
+7% +$12K 0.02% 209
2024
Q1 		$186K Hold
4,000
– – 0.02% 224
2023
Q4 		$188K Hold
4,000
– – 0.03% 208
2023
Q3 		$178K Sell
4,000
-165
-4% -$7.54K 0.03% 205
2023
Q2 		$192K Sell
4,165
-432
-9% -$20K 0.03% 200
2023
Q1 		$214K Sell
4,597
-1,425
-24% -$66K 0.03% 187
2022
Q4 		$275K Hold
6,022
– – 0.05% 167
2022
Q3 		$265K Sell
6,022
-3,500
-37% -$160K 0.05% 161
2022
Q2 		$435K Buy
9,522
+877
+10% +$40.1K 0.09% 127
2022
Q1 		$405K Buy
8,645
+3,495
+68% +$169K 0.08% 131
2021
Q4 		$257K Buy
5,150
+4,350
+544% +$217K 0.05% 144
2021
Q3 		$40K Buy
+800
New +$40.3K 0.01% 299

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
PL
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Tortoise Investment Management's AVMU Position: Q1 2026 in Review

Tortoise Investment Management increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 69% in Q1 2026, buying an estimated $1.21M and bringing the position to 63,630 shares worth $2.91M. The position accounts for 0.24% of the portfolio, ranked #85.

Tortoise Investment Management first reported a position in AVMU in Q3 2021 and has held it in 19 quarters since. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Tortoise Investment Management held 63,630 shares of Avantis Core Municipal Fixed Income ETF worth $2.91M as of Q1 2026.
  • Tortoise Investment Management bought 26,045 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $1.21M.
  • Avantis Core Municipal Fixed Income ETF made up 0.24% of Tortoise Investment Management's portfolio in Q1 2026, its #85 holding.
  • Tortoise Investment Management first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2021 and has held it in 19 quarters since.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.