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Avior Wealth Management’s Usio Inc USIO Stock Holding History

Avior Wealth Management’s Portfolio USIO Stock Details USIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-179
Closed -$262 – 2251
2024
Q4 		$262 Buy
+179
New +$254 ﹤0.01% 2336

Other funds holding USIO

WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's USIO Position: Q1 2025 in Review

Avior Wealth Management sold out of Usio Inc (USIO) in Q1 2025, closing a stake of 179 shares — an estimated $262 sold.

Avior Wealth Management first reported a position in USIO in Q4 2024 and held it in 1 quarter. The position peaked at $262 in Q4 2024. 32 funds tracked by Wall St. Rank hold USIO as of Q1 2025.

  • Avior Wealth Management reported no remaining Usio Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 179 Usio Inc shares in Q1 2025, an estimated $262.
  • Avior Wealth Management first reported a position in Usio Inc in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Usio Inc position peaked at $262 in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Usio Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.