Ken Fisher
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Ken Fisher’s Freedom Day Dividend ETF MBOX Stock Holding History

Ken Fisher’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35,000
Closed -$1.17M – 1057
2025
Q2 		$1.17M Buy
+35,000
New +$1.14M ﹤0.01% 676

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ken Fisher's MBOX Position: Q3 2025 in Review

Ken Fisher sold out of Freedom Day Dividend ETF (MBOX) in Q3 2025, closing a stake of 35,000 shares — an estimated $1.17M sold.

Ken Fisher first reported a position in MBOX in Q2 2025 and held it in 1 quarter. The position peaked at $1.17M in Q2 2025. 10 funds tracked by Wall St. Rank hold MBOX as of Q3 2025.

  • Ken Fisher reported no remaining Freedom Day Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Ken Fisher sold 35,000 Freedom Day Dividend ETF shares in Q3 2025, an estimated $1.17M.
  • Ken Fisher first reported a position in Freedom Day Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Ken Fisher's Freedom Day Dividend ETF position peaked at $1.17M in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.