Curio Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Curio Wealth’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.9M	Buy	39,290 +1,487	+4%	+$177K	1.52%	13
2026 Q1	$4.18M	Buy	37,803 +1,793	+5%	+$197K	1.43%	14
2025 Q4	$3.74M	Buy	36,010 +3,132	+10%	+$313K	1.32%	14
2025 Q3	$3.27M	Buy	32,878 +1,842	+6%	+$178K	1.34%	16
2025 Q2	$2.83M	Buy	31,036 +30,700	+9,137%	+$2.65M	1.24%	16
2025 Q1	$2.74M	Sell	336 -27,734	-99%	-$2.61M	1.43%	15
2024 Q4	$2.71M	Buy	+28,070	New	+$2.79M	1.46%	15

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Curio Wealth's AVUV Position: Q2 2026 in Review

Curio Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.9% in Q2 2026, buying an estimated $177K and bringing the position to 39,290 shares worth $4.9M. The position accounts for 1.52% of the portfolio, ranked #13.

Curio Wealth first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Curio Wealth held 39,290 shares of Avantis US Small Cap Value ETF worth $4.9M as of Q2 2026.
Curio Wealth bought 1,487 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $177K.
Avantis US Small Cap Value ETF made up 1.52% of Curio Wealth's portfolio in Q2 2026, its #13 holding.
Curio Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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