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Fundamental Invs shares owned by Motiv8 Investments

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Motiv8 Investments from 13F filings

Historical chart of Motiv8 Investments investment in Fundamental Invs

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All positions including Fundamental Invs held by Motiv8 Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Motiv8 Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 2.5k 92.11

More positions owned by Motiv8 Investments

Cash Usd
Spdr S&p 500 Etf (SPY)
Ft Cboe Vest U.s. Equity Buffer Etf - July (FJUL)
Vanguard Growth ETF (VUG)
Innovator Etfs Tr s&p 500 power (PJAN)
Innovator Etfs Tr s&p 500 pwr (PJUL)
Innovator Etfs Tr s&p 500 pwretf (POCT)
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR)
Vanguard Value ETF (VTV)
TransDigm Group Incorporated (TDG)
iShares Russell Midcap Index Fund (IWR)
Apple (AAPL)
Invesco Nasdaq 100 Etf (QQQM)
Berkshire Hathaway (BRK.B)
Caterpillar (CAT)

View all positions for Motiv8 Investments

Top funds holding Fundamental Invs

Westside Investment Management
Coston, McIsaac & Partners
Ferguson Wellman Capital Management
Financially Speaking
North Star Asset Management
Coastwise Capital Group
Motiv8 Investments
Oakworth Capital
Game Plan Financial Advisors
Financial Gravity Wealth

View all funds holding Fundamental Invs