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
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

AF
Align Financial Hermantown, Minnesota $176M AUM
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

UBS Group's AVMU Position: Q4 2025 in Review

UBS Group sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q4 2025, closing a stake of 354 shares — an estimated $16.1K sold.

UBS Group first reported a position in AVMU in Q3 2021 and held it in 12 quarters. The position peaked at $154K in Q4 2022. 39 funds tracked by Wall St. Rank hold AVMU as of Q4 2025.

  • UBS Group reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 354 Avantis Core Municipal Fixed Income ETF shares in Q4 2025, an estimated $16.1K.
  • UBS Group first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2021 and held it in 12 quarters.
  • 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 Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.