FPL
AFOS

Fortress Private Ledger’s ARS Focused Opportunity Strategy ETF AFOS Stock Holding History

Fortress Private Ledger’s Portfolio AFOS Stock Details AFOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$799K Buy
17,120
+3,919
+30% +$167K 0.22% 111
2026
Q1 		$477K Buy
13,201
+5,718
+76% +$214K 0.15% 134
2025
Q4 		$257K Buy
+7,483
New +$245K 0.08% 179

Other funds holding AFOS

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Fortress Private Ledger's AFOS Position: Q2 2026 in Review

Fortress Private Ledger increased its ARS Focused Opportunity Strategy ETF (AFOS) stake by 30% in Q2 2026, buying an estimated $167K and bringing the position to 17,120 shares worth $799K. The position accounts for 0.22% of the portfolio, ranked #111.

Fortress Private Ledger first reported a position in AFOS in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold AFOS as of Q2 2026.

  • Fortress Private Ledger held 17,120 shares of ARS Focused Opportunity Strategy ETF worth $799K as of Q2 2026.
  • Fortress Private Ledger bought 3,919 ARS Focused Opportunity Strategy ETF shares in Q2 2026, an estimated $167K.
  • ARS Focused Opportunity Strategy ETF made up 0.22% of Fortress Private Ledger's portfolio in Q2 2026, its #111 holding.
  • Fortress Private Ledger first reported a position in ARS Focused Opportunity Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held ARS Focused Opportunity Strategy ETF as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.