VWA
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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
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% +$7.17K 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

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 $79.5B AUM 27.1% 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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Visionary Wealth Advisors's AVMU Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Avantis Core Municipal Fixed Income ETF (AVMU) stake by 5.9% in Q1 2026, buying an estimated $134K and bringing the position to 51,765 shares worth $2.37M. The position accounts for 0.1% of the portfolio, ranked #182.

Visionary Wealth Advisors first reported a position in AVMU in Q4 2023 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Visionary Wealth Advisors held 51,765 shares of Avantis Core Municipal Fixed Income ETF worth $2.37M as of Q1 2026.
  • Visionary Wealth Advisors bought 2,885 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $134K.
  • Avantis Core Municipal Fixed Income ETF made up 0.1% of Visionary Wealth Advisors's portfolio in Q1 2026, its #182 holding.
  • Visionary Wealth Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.