Fortress Wealth Management, Inc. Purchases in Q2 2025

Fortress Wealth Management, Inc.

  • $175 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
12.6K
+ 3.83%
$34.67 - $43.21 $437K - $544K
341K $14.6M
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.66K
+ 2.43%
$24.32 - $29.74 $211K - $258K
364K $10.7M
JPIE
J P Morgan Exchange Traded Fd
22.8K
+ 7.16%
$45.12 - $46.32 $1.03M - $1.06M
342K $15.8M
TFLO
Ishares Treasury Floating Rate

ETFs
16.5K
New
$50.47 - $50.66 $832K - $835K
16.5K $834K
AVES
American Centy ETF Tr Avantis

ETFs
3.08K
+ 3.22%
$42.02 - $53.63 $129K - $165K
98.6K $5.28M
AVDV
American Centy ETF Tr Avantis

ETFs
852
+ 1.35%
$61.76 - $79.32 $52.6K - $67.6K
64.1K $5.08M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
8.47K
+ 5.5%
$22.25 - $28.0 $188K - $237K
162K $4.55M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
15.4K
+ 4.59%
$19.33 - $22.25 $298K - $343K
351K $7.81M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.68K
+ 4.98%
$41.45 - $54.46 $111K - $146K
56.5K $2.94M
AVUS
American Centy ETF Tr Avantis

ETFs
4.25K
New
$81.38 - $100.82 $346K - $429K
4.25K $428K
SRE
Sempra Energy

Utilities
2.78K
New
$63.78 - $78.91 $177K - $219K
2.78K $210K
DFAE
Dimensional ETF Tr

ETFs
5.22K
+ 29.65%
$22.87 - $28.95 $119K - $151K
22.8K $660K
AVEM
American Centy ETF Tr Avantis

ETFs
48
+ 0.21%
$53.08 - $68.54 $2.55K - $3.29K
22.8K $1.56M
SRLN
Ssga Active Trust

ETFs
2.53K
+ 4.1%
$39.47 - $41.59 $99.8K - $105K
64.2K $2.67M
IQDF
Flexshares International Quali

ETFs
2.57K
+ 8.9%
$22.1 - $27.31 $56.8K - $70.2K
31.5K $852K
EFV
Msci Eafe Value ETF

ETFs
225
+ 0.92%
$52.4 - $64.65 $11.8K - $14.5K
24.7K $1.57M
IEFA
Ishares Tr

ETFs
66
+ 0.46%
$67.83 - $84.09 $4.48K - $5.55K
14.3K $1.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
176
+ 0.19%
$23.55 - $27.67 $4.14K - $4.87K
90.7K $2.51M
AVIV
American Centy ETF Tr Avantis
1.33K
+ 35.53%
$50.27 - $62.84 $66.8K - $83.5K
5.07K $315K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
890
+ 8.85%
$100.35 - $100.71 $89.3K - $89.6K
10.9K $1.1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
51
+ 0.15%
$44.22 - $52.08 $2.26K - $2.66K
33.1K $1.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.03%
$39.89 - $49.46 $79.8 - $98.9
7.19K $355K
DFIC
Dimensional ETF Tr Dimensional

ETFs
52
+ 0.69%
$24.94 - $31.15 $1.3K - $1.62K
7.55K $234K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
17
+ 0.16%
$36.25 - $42.28 $616 - $719
10.7K $452K
IGHG
Proshares Investment Grade Int

ETFs
44
+ 0.82%
$74.89 - $78.35 $3.3K - $3.45K
5.44K $425K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
280
+ 0.84%
$18.65 - $19.82 $5.22K - $5.55K
33.7K $668K
USFR
Wisdomtree Floating Rate Treas

ETFs
202
+ 0.16%
$50.28 - $50.47 $10.2K - $10.2K
130K $6.56M
NEAR
Blackrock Short Maturity Bond

ETFs
17
+ 0.33%
$50.41 - $51.17 $857 - $870
5.22K $266K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
40
+ 0.67%
$49.18 - $50.17 $1.97K - $2.01K
5.98K $299K
American Centy ETF Tr
4.13K
New
N/A
4.13K $0
Bondbloxx ETF Trust
2.34K
+ 13.95%
N/A
19.2K $0
Pimco ETF Tr
38.5K
+ 6.65%
N/A
618K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
86
+ 0.33%
N/A
26.5K $0
Ea Series Trust
2K
+ 47.13%
N/A
6.24K $0
Goldman Sachs ETF Tr
20
+ 0.08%
N/A
24.1K $0
Dimensional ETF Trust
18.6K
+ 248.61%
N/A
26.1K $0
Entrepreneurshares Series Tr
3.75K
+ 1.58%
N/A
241K $0
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
801
+ 0.3%
$10.82 - $12.71 $8.67K - $10.2K
266K $3.31M
Activity Summary
Buys All Purchases 39 New Holdings 4 Increased Positions 35 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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