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Frank Russell Tax-managed Larg shares owned by Fortune Financial Group

Quarter-by-quarter ownership of Frank Russell Tax-managed Larg (RETSX) shares owned by Fortune Financial Group from 13F filings

Historical chart of Fortune Financial Group investment in Frank Russell Tax-managed Larg

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All positions including Frank Russell Tax-managed Larg held by Fortune Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Frank Russell Tax-managed Larg by Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $674k 6.5k 104.41

More positions owned by Fortune Financial Group

First Trust Alternative Opportunities I (VFLEX)
Invesco S&p 500 Low Volatility Etf (SPLV)
Invesco Qqq Trust Series 1 (QQQ)
Wisdomtree Floating Rate Treasury Fund (USFR)
Pacer Fds Tr us cash cows 100 (COWZ)
Vanguard S&p 500 Etf idx (VOO)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Innovator Etfs Tr s&p 500 power (PJAN)
Invesco S&p 500 High Div, Low V equities (SPHD)
Innovator Etfs Tr s&p 500 pwr bu (PDEC)
Ishares Tr Msci Usa Momentum Factor (MTUM)
Schwab U S Small Cap ETF (SCHA)
Innovator Etfs Tr s&p 500 pwretf (POCT)
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR)

View all positions for Fortune Financial Group

Top funds holding Frank Russell Tax-managed Larg

Fortune Financial Group
McIlrath & Eck

View all funds holding Frank Russell Tax-managed Larg