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Fortune Financial Group, Inc.

Portfolio Manager
Fortune Financial Group, Inc.
Performance
-0.68% (2026 Q1)
AUM (13F)
$111.09M
# of Holdings
84
Performance Rank
Allocation (Top 20)
71.52%

Fortune Financial Group, Inc. Holdings Map

Top 50 Fortune Financial Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USFR
WISDOMTREE FLOATING RATETREASURY FUND
13.95%307.8K$15.5M
+96.75%(+151.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 156.4K shares2026-Q1: 307.8K shares
$50.31(+0.21%)
2026-03-31
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
12.79%194.3K$14.2M
+6110.29%(+191.13K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.1K shares2026-Q1: 194.3K shares
$72.36(+0.50%)
2026-03-31
COWZ
PACER US CASH COWS 100 ETF
9.93%176.3K$11.0M
+109.59%(+92.17K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 84.1K shares2026-Q1: 176.3K shares
$59.88(+5.15%)
2026-03-31
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
6.23%139.6K$6.9M
+105.14%(+71.53K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 68.0K shares2026-Q1: 139.6K shares
$48.77(+1.44%)
2026-03-31
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
3.36%80.9K$3.7M
+23.36%(+15.32K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 65.6K shares2026-Q1: 80.9K shares
$46.44(+5.50%)
2026-03-31
SPHQ
INVESCO S&P 500 QUALITY ETF
3.33%49.2K$3.7M
+7.37%(+3.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 45.8K shares2026-Q1: 49.2K shares
$74.24(+10.99%)
2026-03-31
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
2.85%13.2K$3.2M
+81.71%(+5.93K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.3K shares2026-Q1: 13.2K shares
$249.68(+22.32%)
2026-03-31
SPMO
INVESCO S&P 500 MOMENTUMETF
2.53%25.1K$2.8M
+18.50%(+3.92K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.2K shares2026-Q1: 25.1K shares
$119.49(+22.43%)
2026-03-31
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
2.28%59.7K$2.5M
+5.31%(+3.01K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 56.7K shares2026-Q1: 59.7K shares
$42.71(+6.32%)
2026-03-31
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF OCTOBER
1.99%51.4K$2.2M
+1.08%(+547)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.9K shares2026-Q1: 51.4K shares
$43.51(+5.35%)
2026-03-31

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