Formidable ETF
FORH
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Antony Castelli
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 221 East Fourth Street Cincinnati OH United States of America 45202
- IPO Date
- Apr 30, 2021
- CIK
- 0001771146
- Website
- formidablefunds.com
- Similar Companies
- Business
- Formidable ETF (FORH) is an actively managed exchange-traded fund that seeks long-term capital appreciation through a diversified liquid alternatives portfolio incorporating multiple distinct strategies, including tail hedging; the fund invests primarily in equity securities such as common stocks, alongside options, volatility-linked ETFs and ETNs, FLEX Options, cash equivalents, and treasury bills. Its core offerings emphasize an active, research-driven approach with multi-strategy exposure designed to complement fixed income or equities while mitigating significant market declines via hedging instruments like put options on indices such as IWM and HYG. Launched on April 28, 2021, with CUSIP 26923N306 and a gross expense ratio of 1.19%, the ETF trades on NYSE Arca and is advised by Formidable Asset Management, LLC, an Ohio limited liability company founded in 2013 and headquartered at 221 East Fourth Street, Suite 2700, Cincinnati, Ohio 45202. The fund's portfolio spans global small- and mid-cap stocks across diverse sectors, including significant holdings in Flux Power Holdings Inc. (12.81%), Acacia Research Corp. (6.68%), Royalty Pharma PLC (3.85%), and Lithium Argentina AG (3.07%), as well as infrastructure, energy, healthcare, and technology names; target investors include those seeking alternative asset allocation with risk-adjusted performance. In a significant operational change announced in December 2025, Formidable ETF, alongside sister fund Formidable Fortress ETF (KONG), transitions its primary trading listing from NYSE Arca to Cboe BZX Exchange, Inc., effective December 19, 2025, to enhance trading efficiency, liquidity, and investor access without altering investment objectives, strategies, or ticker symbols.