Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds
holding 		Growth Growth % Return since
31 Mar ‘23
2001
6 -1 -14% 24.6%
2002
6 -1 -14% 98.5%
2003
6 -1 -14% 56.9%
TBJL icon
2004
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
$30.2M
6 -1 -14% 0.29%
2005
6 -1 -14% 49.1%
2006
6 -1 -14% 19.2%
2007
6 -1 -14% 10.4%
2008
6 -1 -14% 14.4%
2009
6 -1 -14% 7.38%
2010
6 -1 -14% 30.9%
CEFA icon
2011
Global X S&P Catholic Values Developed ex-US ETF
CEFA
$23.9M
6 -1 -14% 31.9%
2012
6 -1 -14% 87%
2013
6 -1 -14% 67.2%
2014
6 -1 -14% 98.2%
2015
6 -1 -14% 96.8%
2016
12 -2 -14% 99.9%
2017
12 -2 -14% 21%
2018
12 -2 -14% 7.45%
2019
12 -2 -14% 44%
2020
12 -2 -14% 64.6%
2021
12 -2 -14% 93%
2022
12 -2 -14% 79.1%
2023
12 -2 -14% 90.6%
2024
12 -2 -14% 25.3%
2025
18 -3 -14% 13.9%
79 80
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