Activest Wealth Management’s Avalo Therapeutics AVTX Stock Holding History

Activest Wealth Management’s Portfolio AVTX Stock Details AVTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15	Hold	1	–	–	﹤0.01%	1045
2026 Q2	$18	Hold	1	–	–	﹤0.01%	1327
2026 Q1	$15	Hold	1	–	–	﹤0.01%	1213
2025 Q4	$18	Hold	1	–	–	﹤0.01%	1104
2025 Q3	$13	Hold	1	–	–	﹤0.01%	1124
2025 Q2	$5	Hold	1	–	–	﹤0.01%	1035
2025 Q1	$8	Hold	1	–	–	﹤0.01%	1029
2024 Q4	$7	Hold	1	–	–	﹤0.01%	883
2024 Q3	$10	Hold	1	–	–	﹤0.01%	553
2024 Q2	$12	Buy	+1	New	+$13	﹤0.01%	514

Other funds holding AVTX

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Activest Wealth Management's AVTX Position: Q3 2026 in Review

Activest Wealth Management held its Avalo Therapeutics (AVTX) position steady in Q3 2026 at 1 share worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Activest Wealth Management first reported a position in AVTX in Q2 2024 and has held it in 10 quarters since. The position peaked at $18 in Q2 2026. 11 funds tracked by Wall St. Rank hold AVTX as of Q3 2026.

Activest Wealth Management held 1 share of Avalo Therapeutics worth $15 as of Q3 2026.
Activest Wealth Management left its Avalo Therapeutics share count unchanged in Q3 2026.
Avalo Therapeutics made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #1045 holding.
Activest Wealth Management first reported a position in Avalo Therapeutics in Q2 2024 and has held it in 10 quarters since.
Activest Wealth Management's Avalo Therapeutics position peaked at $18 in Q2 2026.
11 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.