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MAI Capital Management’s Formidable Fortress ETF KONG Stock Holding History

MAI Capital 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
2025
Q1 		– Sell
-715
Closed -$20.6K – 3512
2024
Q4 		$20.6K Buy
+715
New +$21.3K ﹤0.01% 2208

Other funds holding KONG

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

MAI Capital Management sold out of Formidable Fortress ETF (KONG) in Q1 2025, closing a stake of 715 shares — an estimated $20.6K sold.

MAI Capital Management first reported a position in KONG in Q4 2024 and held it in 1 quarter. The position peaked at $20.6K in Q4 2024. 2 funds tracked by Wall St. Rank hold KONG as of Q1 2025.

  • MAI Capital Management reported no remaining Formidable Fortress ETF position as of Q1 2025 after selling out during the quarter.
  • MAI Capital Management sold 715 Formidable Fortress ETF shares in Q1 2025, an estimated $20.6K.
  • MAI Capital Management first reported a position in Formidable Fortress ETF in Q4 2024 and held it in 1 quarter.
  • MAI Capital Management's Formidable Fortress ETF position peaked at $20.6K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Formidable Fortress ETF as of Q1 2025.

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