UBS Group
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UBS Group’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

UBS Group’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 		$4.43K Buy
+95
New +$4.4K ﹤0.01% 9048
2025
Q4 		– Sell
-354
Closed -$16.1K – 10493
2025
Q3 		$16.1K Buy
+354
New +$15.8K ﹤0.01% 8291
2024
Q4 		– Sell
-156
Closed -$7.32K – 9911
2024
Q3 		$7.32K Buy
+156
New +$7.26K ﹤0.01% 7914
2024
Q2 		– Sell
-52
Closed -$2.42K – 9506
2024
Q1 		$2.42K Sell
52
-1,056
-95% -$49.3K ﹤0.01% 7905
2023
Q4 		$51.9K Buy
1,108
+1,081
+4,004% +$48.9K ﹤0.01% 6514
2023
Q3 		$1.2K Buy
+27
New +$1.23K ﹤0.01% 8051
2023
Q2 		– Sell
-133
Closed -$6.2K – 8900
2023
Q1 		$6.2K Sell
133
-3,225
-96% -$149K ﹤0.01% 7948
2022
Q4 		$154K Buy
3,358
+1,853
+123% +$83.5K ﹤0.01% 5711
2022
Q3 		$66K Buy
1,505
+1,478
+5,474% +$67.7K ﹤0.01% 6075
2022
Q2 		$1K Sell
27
-610
-96% -$27.9K ﹤0.01% 9816
2022
Q1 		$30K Buy
637
+546
+600% +$26.5K ﹤0.01% 6987
2021
Q4 		$5K Sell
91
-351
-79% -$17.5K ﹤0.01% 9371
2021
Q3 		$22K Buy
+442
New +$22.2K ﹤0.01% 7050

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

UBS Group's AVMU Position: Q2 2026 in Review

UBS Group opened a new position in Avantis Core Municipal Fixed Income ETF (AVMU) in Q2 2026: 95 shares worth $4.43K. The stake represents ﹤0.01% of the portfolio and ranks #9048 among its holdings. This is a return to the name: UBS Group previously reported a position in AVMU as recently as Q3 2025.

UBS Group first reported a position in AVMU in Q3 2021 and has held it in 13 quarters since. The position peaked at $154K in Q4 2022. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • UBS Group held 95 shares of Avantis Core Municipal Fixed Income ETF worth $4.43K as of Q2 2026.
  • Avantis Core Municipal Fixed Income ETF was a new UBS Group position in Q2 2026.
  • Avantis Core Municipal Fixed Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9048 holding.
  • UBS Group first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2021 and has held it in 13 quarters since.
  • UBS Group's Avantis Core Municipal Fixed Income ETF position peaked at $154K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.