Fortitude Family Office’s Aimco AIV Stock Holding History

Fortitude Family Office’s Portfolio AIV Stock Details AIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-82	Closed	-$244	–	2643
2026 Q2	$244	Buy	+82	New	+$314	﹤0.01%	2090

Other funds holding AIV

Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Fortitude Family Office's AIV Position: Q3 2026 in Review

Fortitude Family Office sold out of Aimco (AIV) in Q3 2026, closing a stake of 82 shares — an estimated $244 sold.

Fortitude Family Office first reported a position in AIV in Q2 2026 and held it in 1 quarter. The position peaked at $244 in Q2 2026. 8 funds tracked by Wall St. Rank hold AIV as of Q3 2026.

Fortitude Family Office reported no remaining Aimco position as of Q3 2026 after selling out during the quarter.
Fortitude Family Office sold 82 Aimco shares in Q3 2026, an estimated $244.
Fortitude Family Office first reported a position in Aimco in Q2 2026 and held it in 1 quarter.
Fortitude Family Office's Aimco position peaked at $244 in Q2 2026.
8 funds tracked by Wall St. Rank held Aimco as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.