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

WCG 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
2025
Q4 		– Sell
-13,593
Closed -$620K – 504
2025
Q3 		$620K Buy
+13,593
New +$606K 0.04% 274

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

WCG Wealth Advisors's AVMU Position: Q4 2025 in Review

WCG Wealth Advisors sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q4 2025, closing a stake of 13,593 shares — an estimated $620K sold.

WCG Wealth Advisors first reported a position in AVMU in Q3 2025 and held it in 1 quarter. The position peaked at $620K in Q3 2025. 39 funds tracked by Wall St. Rank hold AVMU as of Q4 2025.

  • WCG Wealth Advisors reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 13,593 Avantis Core Municipal Fixed Income ETF shares in Q4 2025, an estimated $620K.
  • WCG Wealth Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • WCG Wealth Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $620K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q4 2025.

Based on WCG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.