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Name Funds
holding
Growth Growth % Return since
31 Mar ‘25
OXSQ icon
2026
Oxford Square Capital
OXSQ
$155M
52 -1 -2% 44.8%
IFGL icon
2027
iShares International Developed Real Estate ETF
IFGL
$82.2M
52 -1 -2% 15.8%
PSR icon
2028
Invesco Active US Real Estate Fund
PSR
$58.6M
51 -1 -2% 11.1%
HQI icon
2029
HireQuest
HQI
$239M
51 -1 -2% 44.5%
JUNM
2030
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$67.1M
51 -1 -2% 12.4%
WHG icon
2031
Westwood Holdings Group
WHG
$182M
50 -1 -2% 17.4%
QTRX icon
2032
Quanterix
QTRX
$124M
149 -3 -2% 59.6%
RICK icon
2033
RCI Hospitality Holdings
RICK
$210M
97 -2 -2% 36.1%
BRCC icon
2034
BRC Inc
BRCC
$212M
145 -3 -2% 59.4%
XITK icon
2035
State Street SPDR FactSet Innovative Technology ETF
XITK
$70.8M
48 -1 -2% 26.4%
CRVO icon
2036
CervoMed
CRVO
$41.8M
48 -1 -2% 66.2%
ARCT icon
2037
Arcturus Therapeutics
ARCT
$214M
144 -3 -2% 29%
PLG
2038
Platinum Group Metals
PLG
$194M
47 -1 -2% 22.6%
INSE icon
2039
Inspired Entertainment
INSE
$164M
93 -2 -2% 27%
ARQ icon
2040
Arq
ARQ
$99.1M
90 -2 -2% 45.6%
AVD icon
2041
American Vanguard Corp
AVD
$64.6M
131 -3 -2% 50.2%
DXLG icon
2042
Destination XL Group
DXLG
$32.2M
86 -2 -2% 60.1%
KEQU icon
2043
Kewaunee Scientific
KEQU
$104M
42 -1 -2% 8.08%
AFCG
2044
AFC Gamma
AFCG
$62.7M
84 -2 -2% 50.6%
BWG
2045
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$131M
40 -1 -2% 6.71%
WEA
2046
Western Asset Premier Bond Fund
WEA
$125M
40 -1 -2% 6.07%
RWM icon
2047
ProShares Short Russell2000
RWM
$100M
39 -1 -3% 35.8%
CULP icon
2048
Culp Inc
CULP
$43.7M
39 -1 -3% 31%
UOCT icon
2049
Innovator US Equity Ultra Buffer ETF October
UOCT
$181M
78 -2 -3% 21.1%
NUS icon
2050
Nu Skin
NUS
$237M
195 -5 -3% 32.9%