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Curio Wealth’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Curio Wealth’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-46
Closed -$3.12K – 163
2026
Q1 		$3.12K Hold
46
– – ﹤0.01% 291
2025
Q4 		$3.1K Buy
+46
New +$3.02K ﹤0.01% 322

Other funds holding AVMA

CPW
Cogent Private Wealth Orlando, Florida $160M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
OCL
OceanIQ Capital, LLC Palo Alto, California $165M AUM

Curio Wealth's AVMA Position: Q2 2026 in Review

Curio Wealth sold out of Avantis Moderate Allocation ETF (AVMA) in Q2 2026, closing a stake of 46 shares — an estimated $3.12K sold.

Curio Wealth first reported a position in AVMA in Q4 2025 and held it in 2 quarters. The position peaked at $3.12K in Q1 2026. 23 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

  • Curio Wealth reported no remaining Avantis Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 46 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $3.12K.
  • Curio Wealth first reported a position in Avantis Moderate Allocation ETF in Q4 2025 and held it in 2 quarters.
  • Curio Wealth's Avantis Moderate Allocation ETF position peaked at $3.12K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.