Bartlett & Co’s Formidable ETF FORH Stock Holding History

Bartlett & Co’s Portfolio FORH Stock Details FORH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,622	Closed	-$61K	–	1054
2022 Q4	$61K	Buy	2,622 +167	+7%	+$4K	﹤0.01%	552
2022 Q3	$56K	Buy	+2,455	New	+$59.2K	﹤0.01%	551

Other funds holding FORH

FAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co's FORH Position: Q1 2023 in Review

Bartlett & Co sold out of Formidable ETF (FORH) in Q1 2023, closing a stake of 2,622 shares — an estimated $61K sold.

Bartlett & Co first reported a position in FORH in Q3 2022 and held it in 2 quarters. The position peaked at $61K in Q4 2022. 2 funds tracked by Wall St. Rank hold FORH as of Q1 2023.

Bartlett & Co reported no remaining Formidable ETF position as of Q1 2023 after selling out during the quarter.
Bartlett & Co sold 2,622 Formidable ETF shares in Q1 2023, an estimated $61K.
Bartlett & Co first reported a position in Formidable ETF in Q3 2022 and held it in 2 quarters.
Bartlett & Co's Formidable ETF position peaked at $61K in Q4 2022.
2 funds tracked by Wall St. Rank held Formidable ETF as of Q1 2023.

Based on Bartlett & Co's 13F filing for Q1 2023, filed 6 Apr 2023.