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Wheels Up Wealth’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Wheels Up Wealth’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 		$266K Hold
5,711
– – 0.23% 21
2026
Q1 		$262K Buy
+5,711
New +$266K 0.25% 22

Other funds holding AVMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Wheels Up Wealth's AVMU Position: Q2 2026 in Review

Wheels Up Wealth held its Avantis Core Municipal Fixed Income ETF (AVMU) position steady in Q2 2026 at 5,711 shares worth $266K. The position accounts for 0.23% of the portfolio, ranked #21.

Wheels Up Wealth first reported a position in AVMU in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold AVMU as of Q2 2026.

  • Wheels Up Wealth held 5,711 shares of Avantis Core Municipal Fixed Income ETF worth $266K as of Q2 2026.
  • Wheels Up Wealth left its Avantis Core Municipal Fixed Income ETF share count unchanged in Q2 2026.
  • Avantis Core Municipal Fixed Income ETF made up 0.23% of Wheels Up Wealth's portfolio in Q2 2026, its #21 holding.
  • Wheels Up Wealth first reported a position in Avantis Core Municipal Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q2 2026.

Based on Wheels Up Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.