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Trailhead Planners’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Trailhead Planners’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
Q2 		– Sell
-4,629
Closed -$212K – 59
2026
Q1 		$212K Hold
4,629
– – 0.2% 49
2025
Q4 		$214K Buy
+4,629
New +$213K 0.21% 49

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Trailhead Planners's AVMU Position: Q2 2026 in Review

Trailhead Planners sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2026, closing a stake of 4,629 shares — an estimated $212K sold.

Trailhead Planners first reported a position in AVMU in Q4 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Trailhead Planners reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Trailhead Planners sold 4,629 Avantis Core Municipal Fixed Income ETF shares in Q2 2026, an estimated $212K.
  • Trailhead Planners first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • Trailhead Planners's Avantis Core Municipal Fixed Income ETF position peaked at $214K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.