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Curio Wealth’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Curio Wealth’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56K Hold
1,349
– – 0.02% 125
2025
Q4 		$56.6K Hold
1,349
– – 0.02% 130
2025
Q3 		$56.8K Hold
1,349
– – 0.02% 118
2025
Q2 		$56.1K Buy
1,349
+1,347
+67,350% +$55.2K 0.02% 125
2025
Q1 		$56.7K Sell
2
-1,396
-100% -$57.1K 0.03% 119
2024
Q4 		$56.7K Buy
+1,398
New +$57.8K 0.03% 116

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Curio Wealth's AVIG Position: Q1 2026 in Review

Curio Wealth held its Avantis Core Fixed Income ETF (AVIG) position steady in Q1 2026 at 1,349 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #125.

Curio Wealth first reported a position in AVIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $56.8K in Q3 2025. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Curio Wealth held 1,349 shares of Avantis Core Fixed Income ETF worth $56K as of Q1 2026.
  • Curio Wealth left its Avantis Core Fixed Income ETF share count unchanged in Q1 2026.
  • Avantis Core Fixed Income ETF made up 0.02% of Curio Wealth's portfolio in Q1 2026, its #125 holding.
  • Curio Wealth first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Curio Wealth's Avantis Core Fixed Income ETF position peaked at $56.8K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

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