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Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
31 Dec ‘23
PEY icon
1001
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.18B
1 0 0% 19.3%
DTD icon
1002
WisdomTree US Total Dividend Fund
DTD
$1.7B
5 0 0% 50%
TLTW icon
1003
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.84B
3 0 0% 22.4%
AMRN
1004
Amarin Corp
AMRN
$299M
3 0 0% 18.7%
AGQ icon
1005
ProShares Ultra Silver
AGQ
$1.41B
1 0 0% 189%
UVSP icon
1006
Univest Financial
UVSP
$1.19B
1 0 0% 95.1%
GVLU icon
1007
Gotham 1000 Value ETF
GVLU
$297M
1 0 0% 32.6%
JBGS
1008
JBG SMITH
JBGS
$692M
1 0 0% 30.6%
ASG
1009
Liberty All-Star Growth Fund
ASG
$349M
1 0 0% 3.79%
TWN
1010
Taiwan Fund
TWN
$559M
2 0 0% 182%
DRTS icon
1011
Alpha Tau Medical
DRTS
$1.31B
1 0 0% 382%
BKT icon
1012
BlackRock Income Trust
BKT
$340M
1 0 0% 13.8%
FSIG icon
1013
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
1 0 0% 0.58%
CBL
1014
CBL Properties
CBL
$1.78B
5 0 0% 136%
BOC icon
1015
Boston Omaha
BOC
$431M
4 0 0% 9.35%
NUEM icon
1016
Nuveen ESG Emerging Markets Equity ETF
NUEM
$401M
1 0 0% 56.8%
DFEB icon
1017
FT Vest US Equity Deep Buffer ETF February
DFEB
$464M
1 0 0% 37.2%
PFM icon
1018
Invesco Dividend Achievers ETF
PFM
$814M
2 0 0% 45.5%
PAXS
1019
PIMCO Access Income Fund
PAXS
$677M
1 0 0% 0.63%
GIGB icon
1020
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$974M
4 0 0% 2.66%
SKOR icon
1021
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$738M
1 0 0% 0.19%
FBIZ icon
1022
First Business Financial Services
FBIZ
$601M
2 0 0% 79.1%
TAXF icon
1023
American Century Diversified Municipal Bond ETF
TAXF
$688M
1 0 0% 1.51%
CZNC icon
1024
Citizens & Northern Corp
CZNC
$466M
2 0 0% 15.9%
HFRO
1025
Highland Opportunities and Income Fund
HFRO
$398M
2 0 0% 6.63%
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