Formidable Asset Management’s Formidable Fortress ETF KONG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.6M Sell
630,659
-9,264
-1% -$284K 2.96% 4
2026
Q1
$19.5M Sell
639,923
-37,952
-6% -$1.16M 3.02% 5
2025
Q4
$20.7M Buy
677,875
+15,787
+2% +$478K 3.01% 5
2025
Q3
$19.6M Sell
662,088
-61,287
-8% -$1.85M 3.09% 6
2025
Q2
$20.5M Hold
723,375
3.43% 3
2025
Q1
$20.5M Sell
723,375
-6,257
-0.9% -$182K 3.43% 3
2024
Q4
$21M Sell
729,632
-44,221
-6% -$1.32M 3.45% 3
2024
Q3
$22.5M Sell
773,853
-40,460
-5% -$1.13M 3.59% 3
2024
Q2
$21.8M Sell
814,313
-116,146
-12% -$3.11M 3.53% 3
2024
Q1
$25.8M Sell
930,459
-74,179
-7% -$1.98M 4.2% 4
2023
Q4
$26.6M Buy
1,004,638
+7,339
+0.7% +$187K 5.51% 4
2023
Q3
$25.1M Sell
997,299
-15,816
-2% -$405K 5.56% 4
2023
Q2
$25.4M Buy
1,013,115
+54,299
+6% +$1.33M 5.55% 4
2023
Q1
$23.9M Buy
958,816
+16,870
+2% +$411K 5.06% 4
2022
Q4
$22.2M Sell
941,946
-47,980
-5% -$1.13M 5.02% 4
2022
Q3
$22.7M Sell
989,926
-9,102
-0.9% -$212K 5.26% 4
2022
Q2
$22.7M Buy
999,028
+253,871
+34% +$5.9M 5.12% 4
2022
Q1
$18.2M Buy
745,157
+19,171
+3% +$468K 3.5% 5
2021
Q4
$18.9M Buy
725,986
+81,118
+13% +$2.04M 3.63% 5
2021
Q3
$15.5M Buy
+644,868
New +$16.3M 2.91% 5

Formidable Asset Management's KONG Position: Q2 2026 in Review

Formidable Asset Management reduced its Formidable Fortress ETF (KONG) stake by 1.4% in Q2 2026, selling an estimated $284K and leaving 630,659 shares worth $18.6M. The position accounts for 2.96% of the portfolio, ranked #4.

Formidable Asset Management first reported a position in KONG in Q3 2021 and has held it in 20 quarters since. The position peaked at $26.6M in Q4 2023. 1 fund tracked by Wall St. Rank holds KONG as of Q2 2026.

  • Formidable Asset Management held 630,659 shares of Formidable Fortress ETF worth $18.6M as of Q2 2026.
  • Formidable Asset Management sold 9,264 Formidable Fortress ETF shares in Q2 2026, an estimated $284K.
  • Formidable Fortress ETF made up 2.96% of Formidable Asset Management's portfolio in Q2 2026, its #4 holding.
  • Formidable Asset Management first reported a position in Formidable Fortress ETF in Q3 2021 and has held it in 20 quarters since.
  • Formidable Asset Management's Formidable Fortress ETF position peaked at $26.6M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Formidable Fortress ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.