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Fortem Financial Group’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Fortem Financial Group’s Portfolio VSLU Stock Details VSLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Buy
218,501
+4,076
+2% +$186K 2.06% 13
2026
Q1 		$8.97M Buy
214,425
+206,534
+2,617% +$9.02M 2.25% 9
2025
Q4 		$349K Buy
+7,891
New +$343K 0.09% 134

Other funds holding VSLU

NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Fortem Financial Group's VSLU Position: Q2 2026 in Review

Fortem Financial Group increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 1.9% in Q2 2026, buying an estimated $186K and bringing the position to 218,501 shares worth $10.1M. The position accounts for 2.06% of the portfolio, ranked #13.

Fortem Financial Group first reported a position in VSLU in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Fortem Financial Group held 218,501 shares of Applied Finance Valuation Large Cap ETF worth $10.1M as of Q2 2026.
  • Fortem Financial Group bought 4,076 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $186K.
  • Applied Finance Valuation Large Cap ETF made up 2.06% of Fortem Financial Group's portfolio in Q2 2026, its #13 holding.
  • Fortem Financial Group first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.