MAI Capital Management’s Formidable ETF FORH Stock Holding History

MAI Capital Management’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
2025 Q1	–	Sell	-2,700	Closed	-$56.9K	–	3491
2024 Q4	$56.9K	Buy	+2,700	New	+$61K	﹤0.01%	1700

Other funds holding FORH

FAM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

MAI Capital Management's FORH Position: Q1 2025 in Review

MAI Capital Management sold out of Formidable ETF (FORH) in Q1 2025, closing a stake of 2,700 shares — an estimated $56.9K sold.

MAI Capital Management first reported a position in FORH in Q4 2024 and held it in 1 quarter. The position peaked at $56.9K in Q4 2024. 3 funds tracked by Wall St. Rank hold FORH as of Q1 2025.

MAI Capital Management reported no remaining Formidable ETF position as of Q1 2025 after selling out during the quarter.
MAI Capital Management sold 2,700 Formidable ETF shares in Q1 2025, an estimated $56.9K.
MAI Capital Management first reported a position in Formidable ETF in Q4 2024 and held it in 1 quarter.
MAI Capital Management's Formidable ETF position peaked at $56.9K in Q4 2024.
3 funds tracked by Wall St. Rank held Formidable ETF as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.