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

Websterrogers Financial 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 Q2	$363K	Hold	7,802	–	–	0.09%	71
2026 Q1	$357K	Hold	7,802	–	–	0.1%	67
2025 Q4	$361K	Hold	7,802	–	–	0.1%	64
2025 Q3	$356K	Hold	7,802	–	–	0.11%	62
2025 Q2	$349K	Hold	7,802	–	–	0.11%	58
2025 Q1	$355K	Hold	7,802	–	–	0.12%	56
2024 Q4	$360K	Hold	7,802	–	–	0.13%	56
2024 Q3	$366K	Hold	7,802	–	–	0.13%	53
2024 Q2	$360K	Hold	7,802	–	–	0.13%	52
2024 Q1	$363K	Hold	7,802	–	–	0.13%	55
2023 Q4	$366K	Hold	7,802	–	–	0.15%	51
2023 Q3	$346K	Buy	+7,802	New	+$357K	0.15%	53

Other funds holding AVMU

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Websterrogers Financial Advisors's AVMU Position: Q2 2026 in Review

Websterrogers Financial Advisors held its Avantis Core Municipal Fixed Income ETF (AVMU) position steady in Q2 2026 at 7,802 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #71.

Websterrogers Financial Advisors first reported a position in AVMU in Q3 2023 and has held it in 12 quarters since. The position peaked at $366K in Q3 2024. 8 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

Websterrogers Financial Advisors held 7,802 shares of Avantis Core Municipal Fixed Income ETF worth $363K as of Q2 2026.
Websterrogers Financial Advisors left its Avantis Core Municipal Fixed Income ETF share count unchanged in Q2 2026.
Avantis Core Municipal Fixed Income ETF made up 0.09% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #71 holding.
Websterrogers Financial Advisors first reported a position in Avantis Core Municipal Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
Websterrogers Financial Advisors's Avantis Core Municipal Fixed Income ETF position peaked at $366K in Q3 2024.
8 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.