Fortress Wealth Management, Inc. Sells in Q1 2025

Fortress Wealth Management, Inc.

  • $164 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
-137K
- 21.72%
$32.57 - $35.82 $4.45M - $4.9M
493K $16.3M
CGCP
Capital Group Core Plus Income

ETFs
-208K
- 81.41%
$21.94 - $22.64 $4.56M - $4.7M
47.4K $1.06M
AVLV
American Centy ETF Tr Avantis
-56.7K
- 13.81%
$63.51 - $70.42 $3.6M - $3.99M
354K $23.1M
AAPL
Apple Inc.

Technology
-6.28K
- 50.06%
$209.68 - $247.1 $1.32M - $1.55M
6.26K $1.39M
DFAT
Dimensional ETF Tr U S Target

ETFs
-19.1K
- 52.96%
$50.44 - $58.1 $966K - $1.11M
17K $875K
QDPL
Pacer Fds Tr Metaurus Us Large
-24.7K
- 24.31%
$36.5 - $40.04 $902K - $990K
77K $2.81M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-35.6K
- 9.58%
$21.3 - $22.61 $758K - $805K
336K $7.16M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-46.1K
- 11.47%
$25.1 - $27.85 $1.16M - $1.28M
356K $9.59M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-9.51K
- 61.56%
$49.75 - $50.27 $473K - $478K
5.94K $297K
TSLA
Tesla, Inc.

Consumer Cyclical
-550
- 31.21%
$222.15 - $428.22 $122K - $236K
1.21K $314K
XCEM
Columbia ETF Tr Ii

ETFs
-10.2K
- 37.21%
$29.18 - $30.72 $298K - $313K
17.2K $508K
YLD
Principal Exchange Traded Fds

ETFs
-15K
- 59.35%
$19.03 - $19.51 $286K - $293K
10.3K $195K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-12.2K
- 26.72%
$19.43 - $19.9 $237K - $243K
33.5K $657K
VTI
Vanguard Total Stock Market Et

ETFs
-193
- 2.27%
$271.18 - $303.12 $52.3K - $58.5K
8.31K $2.28M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-1.59K
- 32.16%
$90.18 - $98.47 $144K - $157K
3.36K $315K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-72
- 0.22%
$49.34 - $55.91 $3.55K - $4.03K
33K $1.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.76K
- 8.7%
$50.39 - $50.66 $139K - $140K
29K $1.47M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.45K
- 9.71%
$57.11 - $62.4 $140K - $153K
22.8K $1.37M
IGHG
Proshares Investment Grade Int

ETFs
-1.25K
- 18.85%
$76.51 - $78.81 $95.9K - $98.7K
5.39K $414K
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 1.27%
$551.42 - $612.93 $11.6K - $12.9K
1.63K $911K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-106
- 1.93%
$196.12 - $229.48 $20.8K - $24.3K
5.39K $1.09M
NEAR
Blackrock Short Maturity Bond

ETFs
-878
- 14.45%
$50.4 - $50.89 $44.3K - $44.7K
5.2K $264K
IEFA
Ishares Tr

ETFs
-1.48K
- 9.41%
$69.57 - $78.65 $103K - $117K
14.3K $1.08M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-595
- 5.28%
$39.96 - $43.3 $23.8K - $25.8K
10.7K $439K
ICF
Ishares Tr

ETFs
-643
- 3.96%
$57.98 - $63.8 $37.3K - $41K
15.6K $959K
Entrepreneurshares Series Tr
-85.9K
- 26.59%
N/A
237K $0
Exchange Listed Fds Tr
-2.55K
- 3.37%
N/A
73.1K $0
Goldman Sachs ETF Tr
-64
- 0.26%
N/A
24.1K $0
Pimco ETF Tr
-2.48K
- 0.43%
N/A
579K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-1.97K
- 6.94%
N/A
26.4K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-185
- 2.51%
$42.5 - $46.71 $7.86K - $8.64K
7.18K $325K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-2.28K
- 1.46%
$24.27 - $26.2 $55.4K - $59.8K
154K $3.88M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-369
- 1.59%
$33.57 - $37.22 $12.4K - $13.7K
22.8K $818K
XOM
Exxon Mobil Corp

Energy
-100
- 2.98%
$105.44 - $118.93 $10.5K - $11.9K
3.26K $387K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.01K
- 1.78%
$18.36 - $20.51 $18.5K - $20.6K
55.4K $1.1M
SPGI
S&P Global Inc.

Financial Services
-10
- 0.14%
$478.26 - $543.77 $4.78K - $5.44K
6.94K $3.52M
AVDV
American Centy ETF Tr Avantis

ETFs
-3.4K
- 5.1%
$63.74 - $71.96 $217K - $245K
63.3K $4.41M
EFV
Msci Eafe Value ETF

ETFs
-563
- 2.25%
$51.88 - $60.73 $29.2K - $34.2K
24.5K $1.44M
DFIV
Dimensional ETF Tr

ETFs
-30.8K
- 8.56%
$35.33 - $40.77 $1.09M - $1.26M
329K $12.9M
FTGC
First Trust Global Tactical CO

ETFs
-10.6K
- 3.52%
$23.95 - $25.86 $254K - $274K
290K $7.4M
Activity Summary
Buys All Purchases 20 New Holdings 11 Increased Positions 9 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 1
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