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Curio Wealth’s Avantis All Equity Markets ETF AVGE Stock Holding History

Curio Wealth’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
18,500
-2,070
-10% -$186K 0.56% 22
2025
Q4 		$1.79M Buy
20,570
+8,658
+73% +$732K 0.63% 22
2025
Q3 		$994K Sell
11,912
-4,686
-28% -$377K 0.41% 30
2025
Q2 		$1.29M Buy
16,598
+16,529
+23,955% +$1.2M 0.56% 24
2025
Q1 		$1.04M Sell
69
-9,629
-99% -$707K 0.54% 30
2024
Q4 		$702K Buy
+9,698
New +$722K 0.38% 41

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Curio Wealth's AVGE Position: Q1 2026 in Review

Curio Wealth reduced its Avantis All Equity Markets ETF (AVGE) stake by 10% in Q1 2026, selling an estimated $186K and leaving 18,500 shares worth $1.63M. The position accounts for 0.56% of the portfolio, ranked #22.

Curio Wealth first reported a position in AVGE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q4 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Curio Wealth held 18,500 shares of Avantis All Equity Markets ETF worth $1.63M as of Q1 2026.
  • Curio Wealth sold 2,070 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $186K.
  • Avantis All Equity Markets ETF made up 0.56% of Curio Wealth's portfolio in Q1 2026, its #22 holding.
  • Curio Wealth first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Curio Wealth's Avantis All Equity Markets ETF position peaked at $1.79M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.