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Fortress Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Fortress Wealth Management’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$342K Buy
5,070
+1
+0% +$65 0.15% 61
2025
Q2 		$316K Buy
5,069
+1,329
+36% +$78.8K 0.15% 59
2025
Q1 		$212K Buy
+3,740
New +$207K 0.11% 68
2024
Q4 		– Sell
-3,709
Closed -$208K – 69
2024
Q3 		$208K Buy
+3,709
New +$200K 0.1% 69

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return

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

Fortress Wealth Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.02% in Q3 2025, buying an estimated $65 and bringing the position to 5,070 shares worth $342K. The position accounts for 0.15% of the portfolio, ranked #61.

Fortress Wealth Management first reported a position in AVIV in Q3 2024 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold AVIV as of Q3 2025.

  • Fortress Wealth Management held 5,070 shares of Avantis International Large Cap Value ETF worth $342K as of Q3 2025.
  • Fortress Wealth Management bought 1 Avantis International Large Cap Value ETF share in Q3 2025, an estimated $65.
  • Avantis International Large Cap Value ETF made up 0.15% of Fortress Wealth Management's portfolio in Q3 2025, its #61 holding.
  • Fortress Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2025.

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