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
Q2 		$42.9M Buy
1,793,178
+286,728
+19% +$6.69M 0.65% 25
2026
Q1 		$32.2M Buy
+1,506,450
New +$34.1M 0.53% 34

Other funds holding AVRY

AC
Avory & Company Miami, Florida $80M AUM 3.87% 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 $1.28T AUM 58.89% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return

Arkadios Wealth Advisors's AVRY Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Avory Foundational ETF (AVRY) stake by 19% in Q2 2026, buying an estimated $6.69M and bringing the position to 1,793,178 shares worth $42.9M. The position accounts for 0.65% of the portfolio, ranked #25.

Arkadios Wealth Advisors first reported a position in AVRY in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold AVRY as of Q2 2026.

  • Arkadios Wealth Advisors held 1,793,178 shares of Avory Foundational ETF worth $42.9M as of Q2 2026.
  • Arkadios Wealth Advisors bought 286,728 Avory Foundational ETF shares in Q2 2026, an estimated $6.69M.
  • Avory Foundational ETF made up 0.65% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Arkadios Wealth Advisors first reported a position in Avory Foundational ETF in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Avory Foundational ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.