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Curi RMB Capital’s Avantis US Equity ETF AVUS Stock Holding History

Curi RMB Capital’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$960K Buy
7,493
+72
+1% +$8.87K 0.01% 461
2026
Q1 		$825K Buy
7,421
+11
+0.1% +$1.26K 0.01% 483
2025
Q4 		$828K Buy
7,410
+123
+2% +$13.5K 0.01% 497
2025
Q3 		$792K Buy
7,287
+68
+0.9% +$7.13K 0.01% 451
2025
Q2 		$728K Buy
7,219
+881
+14% +$82.5K 0.01% 462
2025
Q1 		$586K Buy
6,338
+361
+6% +$35.2K 0.01% 373
2024
Q4 		$579K Buy
5,977
+72
+1% +$7.07K 0.01% 392
2024
Q3 		$562K Buy
5,905
+20
+0.3% +$1.84K 0.01% 413
2024
Q2 		$531K Sell
5,885
-727
-11% -$64.2K 0.01% 415
2024
Q1 		$592K Buy
6,612
+172
+3% +$14.5K 0.01% 414
2023
Q4 		$525K Sell
6,440
-2,577
-29% -$195K 0.02% 381
2023
Q3 		$661K Buy
9,017
+48
+0.5% +$3.65K 0.02% 338
2023
Q2 		$674K Sell
8,969
-80
-0.9% -$5.72K 0.02% 336
2023
Q1 		$641K Sell
9,049
-89
-1% -$6.3K 0.02% 335
2022
Q4 		$621K Buy
+9,138
New +$625K 0.02% 331

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Curi RMB Capital's AVUS Position: Q2 2026 in Review

Curi RMB Capital increased its Avantis US Equity ETF (AVUS) stake by 0.97% in Q2 2026, buying an estimated $8.87K and bringing the position to 7,493 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #461.

Curi RMB Capital first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Curi RMB Capital held 7,493 shares of Avantis US Equity ETF worth $960K as of Q2 2026.
  • Curi RMB Capital bought 72 Avantis US Equity ETF shares in Q2 2026, an estimated $8.87K.
  • Avantis US Equity ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #461 holding.
  • Curi RMB Capital first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.