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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
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 $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Curi RMB Capital's AVUS Position: Q1 2026 in Review

Curi RMB Capital increased its Avantis US Equity ETF (AVUS) stake by 0.15% in Q1 2026, buying an estimated $1.26K and bringing the position to 7,421 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #483.

Curi RMB Capital first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $828K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Curi RMB Capital held 7,421 shares of Avantis US Equity ETF worth $825K as of Q1 2026.
  • Curi RMB Capital bought 11 Avantis US Equity ETF shares in Q1 2026, an estimated $1.26K.
  • Avantis US Equity ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #483 holding.
  • Curi RMB Capital first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Curi RMB Capital's Avantis US Equity ETF position peaked at $828K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.