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Curio Wealth’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Curio Wealth’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$190K Hold
2,576
– – 0.07% 75
2025
Q4 		$199K Buy
2,576
+118
+5% +$8.83K 0.07% 78
2025
Q3 		$181K Buy
2,458
+284
+13% +$20.2K 0.07% 73
2025
Q2 		$149K Buy
2,174
+2,169
+43,380% +$138K 0.07% 82
2025
Q1 		$140K Sell
5
-2,110
-100% -$140K 0.07% 85
2024
Q4 		$140K Buy
+2,115
New +$142K 0.08% 81

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM