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Inv Balanced-risk Alloc Cl A mf shares owned by Fortune Financial Group

Quarter-by-quarter ownership of Inv Balanced-risk Alloc Cl A mf shares owned by Fortune Financial Group from 13F filings

Historical chart of Fortune Financial Group investment in Inv Balanced-risk Alloc Cl A mf

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All positions including Inv Balanced-risk Alloc Cl A mf held by Fortune Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Inv Balanced-risk Alloc Cl A mf by Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 25k 9.19

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Wisdomtree Floating Rate Treasury Fund (USFR)
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Innovator Etfs Tr s&p 500 power (PJAN)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Schwab Value Advantage Money F mut (SWVXX)
Ishares Tr Msci Usa Momentum Factor (MTUM)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Innovator Etfs Tr s&p 500 pwr bu (PDEC)
Innovator Etfs Tr s&p 500 pwretf (POCT)
Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ)
Invesco Nasdaq 100 Etf (QQQM)
Innovator Etfs Tr s&p 500 pwr (PJUL)
Spdr Ser Tr cmn (FLRN)

View all positions for Fortune Financial Group

Top funds holding Inv Balanced-risk Alloc Cl A mf

Fortune Financial Group

View all funds holding Inv Balanced-risk Alloc Cl A mf