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Bartlett & Co Wealth Management’s Formidable Fortress ETF KONG Stock Holding History

Bartlett & Co Wealth Management’s Portfolio KONG Stock Details KONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,372
Closed -$174K – 1082
2022
Q4 		$174K Buy
7,372
+309
+4% +$7.26K ﹤0.01% 404
2022
Q3 		$155K Buy
+7,063
New +$164K ﹤0.01% 404

Other funds holding KONG

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Bartlett & Co Wealth Management's KONG Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Formidable Fortress ETF (KONG) in Q1 2023, closing a stake of 7,372 shares — an estimated $174K sold.

Bartlett & Co Wealth Management first reported a position in KONG in Q3 2022 and held it in 2 quarters. The position peaked at $174K in Q4 2022. 1 fund tracked by Wall St. Rank holds KONG as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining Formidable Fortress ETF position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 7,372 Formidable Fortress ETF shares in Q1 2023, an estimated $174K.
  • Bartlett & Co Wealth Management first reported a position in Formidable Fortress ETF in Q3 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Formidable Fortress ETF position peaked at $174K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Formidable Fortress ETF as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.