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Formidable Asset Management, LLC

SEC CIK
0001592613
Latest filing
Jul 17, 2026

GROW holding history

U S Global Investors Inc in every 13F filed by Formidable Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GROW overviewAll 13F holders of GROWFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q3 2021
Holdings of GROW by Formidable Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−17,425−100.0%Sold outHolders
Q3 202417,425$45.0K<0.1%−18,825−51.9%ReducedHolders
Q2 202436,250$94.6K<0.1%−3,950−9.8%ReducedHolders
Q1 202440,200$111.8K<0.1%−1,500−3.6%ReducedHolders
Q4 202341,700$117.6K<0.1%−590−1.4%ReducedHolders
Q3 202342,290$120.5K<0.1%+1,750+4.3%AddedHolders
Q2 202340,540$124.0K<0.1%+3,240+8.7%AddedHolders
Q1 202337,300$100.0K<0.1%+5,350+16.7%AddedHolders
Q4 202231,950$92.0K<0.1%+633+2.0%AddedHolders
Q3 202231,317$88.0K<0.1%−1,600−4.9%ReducedHolders
Q2 202232,917$145.0K<0.1%−915−2.7%ReducedHolders
Q1 202233,832$176.0K<0.1%+931+2.8%AddedHolders
Q4 202132,901$145.0K<0.1%+637+2.0%AddedHolders
Q3 202132,264$184.0K<0.1%+32,264NewHolders