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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
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

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Activest Wealth Management's AVTX Position: Q2 2026 in Review

Activest Wealth Management held its Avalo Therapeutics (AVTX) position steady in Q2 2026 at 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Activest Wealth Management first reported a position in AVTX in Q2 2024 and has held it in 9 quarters since. 4 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Activest Wealth Management held 1 share of Avalo Therapeutics worth $18 as of Q2 2026.
  • Activest Wealth Management left its Avalo Therapeutics share count unchanged in Q2 2026.
  • Avalo Therapeutics made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1327 holding.
  • Activest Wealth Management first reported a position in Avalo Therapeutics in Q2 2024 and has held it in 9 quarters since.
  • 4 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.