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Fortress Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Fortress Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$464K Buy
4,265
+11
+0.3% +$1.15K 0.21% 54
2025
Q2 		$429K Buy
+4,254
New +$398K 0.21% 53

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

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

Fortress Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.26% in Q3 2025, buying an estimated $1.15K and bringing the position to 4,265 shares worth $464K. The position accounts for 0.21% of the portfolio, ranked #54.

Fortress Wealth Management first reported a position in AVUS in Q2 2025 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold AVUS as of Q3 2025.

  • Fortress Wealth Management held 4,265 shares of Avantis US Equity ETF worth $464K as of Q3 2025.
  • Fortress Wealth Management bought 11 Avantis US Equity ETF shares in Q3 2025, an estimated $1.15K.
  • Avantis US Equity ETF made up 0.21% of Fortress Wealth Management's portfolio in Q3 2025, its #54 holding.
  • Fortress Wealth Management first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2025.

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