Fortress Financial Solutions’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Fortress Financial Solutions’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$722K	Buy	8,963 +2,485	+38%	+$206K	0.75%	33
2025 Q4	$499K	Buy	6,478 +1,333	+26%	+$102K	0.51%	39
2025 Q3	$386K	Buy	5,145 +131	+3%	+$9.36K	0.42%	40
2025 Q2	$344K	Buy	5,014 +78	+2%	+$4.91K	0.43%	46
2025 Q1	$297K	Sell	4,936 -3,800	-43%	-$228K	0.43%	47
2024 Q4	$514K	Buy	+8,736	New	+$544K	0.73%	27

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fortress Financial Solutions's AVEM Position: Q1 2026 in Review

Fortress Financial Solutions increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 38% in Q1 2026, buying an estimated $206K and bringing the position to 8,963 shares worth $722K. The position accounts for 0.75% of the portfolio, ranked #33.

Fortress Financial Solutions first reported a position in AVEM in Q4 2024 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Fortress Financial Solutions held 8,963 shares of Avantis Emerging Markets Equity ETF worth $722K as of Q1 2026.
Fortress Financial Solutions bought 2,485 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $206K.
Avantis Emerging Markets Equity ETF made up 0.75% of Fortress Financial Solutions's portfolio in Q1 2026, its #33 holding.
Fortress Financial Solutions first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.