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

Visionary 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
2026
Q3 		$2.25M Buy
52,779
+431
+0.8% +$19.4K 0.09% 200
2026
Q2 		$2.44M Buy
52,348
+583
+1% +$27K 0.1% 191
2026
Q1 		$2.37M Buy
51,765
+2,885
+6% +$134K 0.1% 182
2025
Q4 		$2.26M Buy
48,880
+1,143
+2% +$52.5K 0.1% 183
2025
Q3 		$2.18M Buy
47,737
+295
+0.6% +$13.2K 0.1% 188
2025
Q2 		$2.12M Buy
47,442
+16,676
+54% +$743K 0.11% 184
2025
Q1 		$1.4M Sell
30,766
-638
-2% -$29.4K 0.08% 214
2024
Q4 		$1.45M Buy
31,404
+12,870
+69% +$598K 0.08% 208
2024
Q3 		$870K Buy
18,534
+154
+0.8% +$7.16K 0.05% 272
2024
Q2 		$848K Buy
18,380
+1,259
+7% +$58.1K 0.06% 257
2024
Q1 		$797K Sell
17,121
-413
-2% -$19.3K 0.05% 259
2023
Q4 		$822K Buy
+17,534
New +$793K 0.06% 248

Other funds holding AVMU

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
Align Financial
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return
L.K. Benson & Company
L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return
Wheels Up Wealth
Wheels Up Wealth Benicia, California $118M AUM 8.15% 1-Year Est. Return

Visionary Wealth Advisors's AVMU Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 0.82% in Q3 2026, buying an estimated $19.4K and bringing the position to 52,779 shares worth $2.25M. The position accounts for 0.09% of the portfolio, ranked #200.

Visionary Wealth Advisors first reported a position in AVMU in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.44M in Q2 2026. 20 funds tracked by Wall St. Rank hold AVMU as of Q3 2026.

  • Visionary Wealth Advisors held 52,779 shares of Avantis Core Municipal Fixed Income ETF worth $2.25M as of Q3 2026.
  • Visionary Wealth Advisors bought 431 Avantis Core Municipal Fixed Income ETF shares in Q3 2026, an estimated $19.4K.
  • Avantis Core Municipal Fixed Income ETF made up 0.09% of Visionary Wealth Advisors's portfolio in Q3 2026, its #200 holding.
  • Visionary Wealth Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
  • Visionary Wealth Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $2.44M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.