Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-7,310
Closed -$339K – 3590
2025
Q4 		$339K Hold
7,310
– – ﹤0.01% 2817
2025
Q3 		$334K Hold
7,310
– – ﹤0.01% 2685
2025
Q2 		$325K Hold
7,310
– – ﹤0.01% 2579
2025
Q1 		$333K Hold
7,310
– – ﹤0.01% 2365
2024
Q4 		$337K Hold
7,310
– – ﹤0.01% 2288
2024
Q3 		$343K Hold
7,310
– – ﹤0.01% 2080
2024
Q2 		$337K Hold
7,310
– – ﹤0.01% 1899
2024
Q1 		$340K Hold
7,310
– – ﹤0.01% 1831
2023
Q4 		$343K Buy
+7,310
New +$330K ﹤0.01% 1729

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 $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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVMU Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Avantis Core Municipal Fixed Income ETF (AVMU) in Q1 2026, closing a stake of 7,310 shares — an estimated $339K sold.

Wealth Enhancement Advisory Services first reported a position in AVMU in Q4 2023 and held it in 9 quarters. The position peaked at $343K in Q3 2024. 40 funds tracked by Wall St. Rank hold AVMU as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Avantis Core Municipal Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 7,310 Avantis Core Municipal Fixed Income ETF shares in Q1 2026, an estimated $339K.
  • Wealth Enhancement Advisory Services first reported a position in Avantis Core Municipal Fixed Income ETF in Q4 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's Avantis Core Municipal Fixed Income ETF position peaked at $343K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.