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Fortress Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Fortress Wealth Management’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.75M Buy
100,210
+1,586
+2% +$88.2K 2.56% 12
2025
Q2 		$5.28M Buy
98,624
+3,079
+3% +$153K 2.55% 11
2025
Q1 		$4.51M Buy
95,545
+17,046
+22% +$799K 2.34% 11
2024
Q4 		$3.63M Buy
78,499
+15,047
+24% +$747K 1.76% 16
2024
Q3 		$3.31M Buy
+63,452
New +$3.12M 1.65% 16

Other funds holding AVES

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Fortress Wealth Management's AVES Position: Q3 2025 in Review

Fortress Wealth Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 1.6% in Q3 2025, buying an estimated $88.2K and bringing the position to 100,210 shares worth $5.75M. The position accounts for 2.56% of the portfolio, ranked #12.

Fortress Wealth Management first reported a position in AVES in Q3 2024 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold AVES as of Q3 2025.

  • Fortress Wealth Management held 100,210 shares of Avantis Emerging Markets Value ETF worth $5.75M as of Q3 2025.
  • Fortress Wealth Management bought 1,586 Avantis Emerging Markets Value ETF shares in Q3 2025, an estimated $88.2K.
  • Avantis Emerging Markets Value ETF made up 2.56% of Fortress Wealth Management's portfolio in Q3 2025, its #12 holding.
  • Fortress Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.