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Fortress Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Fortress Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.8M Buy
18,041
+3,783
+27% +$366K 0.8% 27
2025
Q2 		$1.3M Buy
14,258
+2,986
+26% +$257K 0.63% 30
2025
Q1 		$983K Buy
+11,272
New +$1.06M 0.51% 38
2022
Q3 		– Sell
-3,159
Closed -$216K – 53
2022
Q2 		$216K Buy
+3,159
New +$239K 0.2% 48

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Fortress Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 27% in Q3 2025, buying an estimated $366K and bringing the position to 18,041 shares worth $1.8M. The position accounts for 0.8% of the portfolio, ranked #27.

Fortress Wealth Management first reported a position in AVUV in Q2 2022 and has held it in 4 quarters since. 880 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Fortress Wealth Management held 18,041 shares of Avantis US Small Cap Value ETF worth $1.8M as of Q3 2025.
  • Fortress Wealth Management bought 3,783 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $366K.
  • Avantis US Small Cap Value ETF made up 0.8% of Fortress Wealth Management's portfolio in Q3 2025, its #27 holding.
  • Fortress Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 4 quarters since.
  • 880 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

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