AWA
AVRY

Arkadios Wealth Advisors’s Avory Foundational ETF AVRY Stock Holding History

Arkadios Wealth Advisors’s Portfolio AVRY Stock Details AVRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.2M Buy
+1,506,450
New +$34.1M 0.53% 34

Other funds holding AVRY

AC
Avory & Company Miami, Florida $77.3M AUM 0.7% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arkadios Wealth Advisors's AVRY Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Avory Foundational ETF (AVRY) in Q1 2026: 1,506,450 shares worth $32.2M. The stake represents 0.53% of the portfolio and ranks #34 among its holdings.

6 funds tracked by Wall St. Rank hold AVRY as of Q1 2026.

  • Arkadios Wealth Advisors held 1,506,450 shares of Avory Foundational ETF worth $32.2M as of Q1 2026.
  • Avory Foundational ETF was a new Arkadios Wealth Advisors position in Q1 2026.
  • Avory Foundational ETF made up 0.53% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • 6 funds tracked by Wall St. Rank held Avory Foundational ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.