Yardley Wealth Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History

Yardley Wealth Management’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 Q3	$353K	Buy	+8,260	New	+$371K	0.15%	32

Other funds holding AVMU

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Yardley Wealth Management's AVMU Position: Q3 2026 in Review

Yardley Wealth Management opened a new position in Avantis Core Municipal Fixed Income ETF (AVMU) in Q3 2026: 8,260 shares worth $353K. The stake represents 0.15% of the portfolio and ranks #32 among its holdings.

8 funds tracked by Wall St. Rank hold AVMU as of Q3 2026.

Yardley Wealth Management held 8,260 shares of Avantis Core Municipal Fixed Income ETF worth $353K as of Q3 2026.
Avantis Core Municipal Fixed Income ETF was a new Yardley Wealth Management position in Q3 2026.
Avantis Core Municipal Fixed Income ETF made up 0.15% of Yardley Wealth Management's portfolio in Q3 2026, its #32 holding.
8 funds tracked by Wall St. Rank held Avantis Core Municipal Fixed Income ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.