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Curio Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Curio Wealth’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38
Closed -$2.75K – 465
2025
Q3 		$2.75K Hold
38
– – ﹤0.01% 232
2025
Q2 		$2.59K Buy
38
+37
+3,700% +$2.38K ﹤0.01% 267
2025
Q1 		$2.54K Sell
1
-37
-97% -$2.51K ﹤0.01% 293
2024
Q4 		$2.54K Buy
+38
New +$2.59K ﹤0.01% 263

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Curio Wealth's AVLV Position: Q4 2025 in Review

Curio Wealth sold out of Avantis US Large Cap Value ETF (AVLV) in Q4 2025, closing a stake of 38 shares — an estimated $2.75K sold.

Curio Wealth first reported a position in AVLV in Q4 2024 and held it in 4 quarters. The position peaked at $2.75K in Q3 2025. 444 funds tracked by Wall St. Rank hold AVLV as of Q4 2025.

  • Curio Wealth reported no remaining Avantis US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Curio Wealth sold 38 Avantis US Large Cap Value ETF shares in Q4 2025, an estimated $2.75K.
  • Curio Wealth first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and held it in 4 quarters.
  • Curio Wealth's Avantis US Large Cap Value ETF position peaked at $2.75K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2025.

Based on Curio Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.