Fortress Wealth Management, Inc. Reduced Holdings in Q3 2025

Fortress Wealth Management, Inc.

  • $186 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-108K
- 40.81%
$12.09 - $12.69 $1.31M - $1.38M
157K $1.96M
CGCP
Capital Group Core Plus Income

ETFs
-16.5K
- 37.04%
$22.27 - $22.95 $367K - $378K
28K $636K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-12.7K
- 14.05%
$27.61 - $29.15 $352K - $371K
77.9K $2.27M
FTGC
First Trust Global Tactical CO

ETFs
-21.8K
- 7.53%
$24.67 - $26.32 $537K - $573K
268K $6.93M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.59K
- 29.66%
$53.36 - $59.69 $245K - $274K
10.9K $634K
QDPL
Pacer Fds Tr Metaurus Us Large
-8.85K
- 11.59%
$39.4 - $42.1 $349K - $372K
67.5K $2.83M
JPIE
J P Morgan Exchange Traded Fd
-4.02K
- 1.18%
$46.01 - $46.55 $185K - $187K
338K $15.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.84K
- 9.82%
$50.47 - $50.74 $143K - $144K
26.1K $1.32M
IEFA
Ishares Tr

ETFs
-1.96K
- 13.69%
$81.7 - $87.53 $160K - $172K
12.4K $1.08M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-1.13K
- 34.8%
$90.5 - $96.59 $102K - $109K
2.12K $202K
AVEM
American Centy ETF Tr Avantis

ETFs
-2.9K
- 12.71%
$68.33 - $75.41 $198K - $219K
19.9K $1.5M
XCEM
Columbia ETF Tr Ii

ETFs
-2.24K
- 27.46%
$33.85 - $36.86 $75.7K - $82.4K
5.91K $214K
IGHG
Proshares Investment Grade Int

ETFs
-782
- 14.38%
$78.05 - $79.18 $61K - $61.9K
4.66K $367K
ICF
Ishares Tr

ETFs
-1.03K
- 6.61%
$59.57 - $62.89 $61.3K - $64.7K
14.5K $895K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-269
- 2.55%
$55.61 - $57.37 $15K - $15.4K
10.3K $586K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-490
- 6.54%
$39.8 - $42.86 $19.5K - $21K
7K $299K
Dimensional ETF Trust
-182
- 0.7%
N/A
25.9K $0
Entrepreneurshares Series Tr
-10.3K
- 4.28%
N/A
231K $0
Pimco ETF Tr
-8.52K
- 1.38%
N/A
609K $0
Exchange Listed Fds Tr
-5.22K
- 7.23%
N/A
67.1K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-18.6K
- 70.42%
N/A
7.83K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-155
- 2.16%
$49.43 - $54.52 $7.66K - $8.45K
7.03K $380K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-18
- 0.33%
$236.25 - $257.69 $4.25K - $4.64K
5.37K $1.38M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-1K
- 3.03%
$51.33 - $58.15 $51.5K - $58.3K
32.1K $1.81M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-799
- 0.49%
$27.85 - $30.91 $22.3K - $24.7K
162K $4.94M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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