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Curi RMB Capital’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Curi RMB Capital’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Sell
8,620
-1,462
-15% -$174K 0.02% 436
2026
Q1 		$1.11M Sell
10,082
-143
-1% -$15.7K 0.02% 424
2025
Q4 		$1.04M Sell
10,225
-205
-2% -$20.5K 0.02% 453
2025
Q3 		$1.04M Buy
10,430
+1,466
+16% +$142K 0.02% 414
2025
Q2 		$817K Buy
+8,964
New +$773K 0.02% 438

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Curi RMB Capital reduced its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q2 2026, selling an estimated $174K and leaving 8,620 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #436.

Curi RMB Capital first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q1 2026. 1,147 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Curi RMB Capital held 8,620 shares of Avantis US Small Cap Value ETF worth $1.08M as of Q2 2026.
  • Curi RMB Capital sold 1,462 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $174K.
  • Avantis US Small Cap Value ETF made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #436 holding.
  • Curi RMB Capital first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Curi RMB Capital's Avantis US Small Cap Value ETF position peaked at $1.11M in Q1 2026.
  • 1,147 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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