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

Waverly 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
2025 Q3	–	Sell	-30,875	Closed	-$1.38M	–	1283
2025 Q2	$1.38M	Hold	30,875	–	–	0.02%	553
2025 Q1	$1.4M	Hold	30,875	–	–	0.02%	544
2024 Q4	$1.42M	Hold	30,875	–	–	0.02%	449
2024 Q3	$1.45M	Hold	30,875	–	–	0.03%	383
2024 Q2	$1.42M	Hold	30,875	–	–	0.03%	375
2024 Q1	$1.44M	Sell	30,875 -1,075	-3%	-$50.1K	0.03%	310
2023 Q4	$1.5M	Hold	31,950	–	–	0.06%	181
2023 Q3	$1.42M	Hold	31,950	–	–	0.06%	168
2023 Q2	$1.47M	Buy	+31,950	New	+$1.48M	0.06%	153

Other funds holding AVMU

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Waverly Advisors's AVMU Position: Q3 2025 in Review

Waverly Advisors sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q3 2025, closing a stake of 30,875 shares — an estimated $1.38M sold.

Waverly Advisors first reported a position in AVMU in Q2 2023 and held it in 9 quarters. The position peaked at $1.5M in Q4 2023. 34 funds tracked by Wall St. Rank hold AVMU as of Q3 2025.

Waverly Advisors reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
Waverly Advisors sold 30,875 Avantis Core Municipal Fixed Income ETF shares in Q3 2025, an estimated $1.38M.
Waverly Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q2 2023 and held it in 9 quarters.
Waverly Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $1.5M in Q4 2023.
34 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.