Morgan Stanley’s Formidable Fortress ETF KONG Stock Holding History

Morgan Stanley’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
2024 Q4	–	Sell	-1	Closed	-$29	–	8039
2024 Q3	$29	Hold	1	–	–	﹤0.01%	7746
2024 Q2	$27	Hold	1	–	–	﹤0.01%	7699
2024 Q1	$28	Sell	1 -1	-50%	-$27	﹤0.01%	7654
2023 Q4	$52	Buy	+2	New	+$51	﹤0.01%	7653

Other funds holding KONG

FAM

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Morgan Stanley's KONG Position: Q4 2024 in Review

Morgan Stanley sold out of Formidable Fortress ETF (KONG) in Q4 2024, closing a stake of 1 share — an estimated $29 sold.

Morgan Stanley first reported a position in KONG in Q4 2023 and held it in 4 quarters. The position peaked at $52 in Q4 2023. 2 funds tracked by Wall St. Rank hold KONG as of Q4 2024.

Morgan Stanley reported no remaining Formidable Fortress ETF position as of Q4 2024 after selling out during the quarter.
Morgan Stanley sold 1 Formidable Fortress ETF share in Q4 2024, an estimated $29.
Morgan Stanley first reported a position in Formidable Fortress ETF in Q4 2023 and held it in 4 quarters.
Morgan Stanley's Formidable Fortress ETF position peaked at $52 in Q4 2023.
2 funds tracked by Wall St. Rank held Formidable Fortress ETF as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.