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Curio Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Curio Wealth’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.67M Sell
67,669
-581
-0.9% -$71.6K 2.69% 9
2026
Q1 		$7.59M Buy
68,250
+1,620
+2% +$185K 2.59% 9
2025
Q4 		$7.55M Buy
66,630
+522
+0.8% +$57.5K 2.67% 8
2025
Q3 		$7.19M Sell
66,108
-2,056
-3% -$216K 2.95% 7
2025
Q2 		$6.87M Buy
68,164
+68,135
+234,948% +$6.38M 3.01% 6
2025
Q1 		$4.69M Sell
29
-47,779
-100% -$4.66M 2.44% 10
2024
Q4 		$4.63M Buy
+47,808
New +$4.69M 2.49% 10

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Curio Wealth's AVUS Position: Q2 2026 in Review

Curio Wealth reduced its Avantis US Equity ETF (AVUS) stake by 0.85% in Q2 2026, selling an estimated $71.6K and leaving 67,669 shares worth $8.67M. The position accounts for 2.69% of the portfolio, ranked #9.

Curio Wealth first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Curio Wealth held 67,669 shares of Avantis US Equity ETF worth $8.67M as of Q2 2026.
  • Curio Wealth sold 581 Avantis US Equity ETF shares in Q2 2026, an estimated $71.6K.
  • Avantis US Equity ETF made up 2.69% of Curio Wealth's portfolio in Q2 2026, its #9 holding.
  • Curio Wealth first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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