CW
AVRE icon

Curio Wealth’s Avantis Real Estate ETF AVRE Stock Holding History

Curio Wealth’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Hold
5,903
– – 0.09% 66
2025
Q4 		$258K Buy
5,903
+353
+6% +$15.6K 0.09% 67
2025
Q3 		$247K Buy
5,550
+224
+4% +$9.95K 0.1% 61
2025
Q2 		$235K Buy
5,326
+5,315
+48,318% +$230K 0.1% 65
2025
Q1 		$211K Sell
11
-4,926
-100% -$211K 0.11% 68
2024
Q4 		$207K Buy
+4,937
New +$221K 0.11% 63

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return