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Name Funds
holding
Growth Growth % Return since
30 Sep ‘24
BJUN icon
2026
Innovator US Equity Buffer ETF June
BJUN
$321M
77 -3 -4% 22.5%
CLDT
2027
Chatham Lodging
CLDT
$587M
154 -6 -4% 48%
NAN icon
2028
Nuveen New York Quality Municipal Income Fund
NAN
$372M
51 -2 -4% 4.24%
AIO
2029
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$914M
51 -2 -4% 20.8%
HUN icon
2030
Huntsman Corp
HUN
$1.79B
330 -13 -4% 57.9%
BAPR icon
2031
Innovator US Equity Buffer ETF April
BAPR
$411M
100 -4 -4% 25.2%
DCH
2032
Dauch Corp
DCH
$1.6B
225 -9 -4% 9.06%
DQ
2033
Daqo New Energy
DQ
$977M
124 -5 -4% 29.1%
GNE icon
2034
Genie Energy
GNE
$380M
99 -4 -4% 11.1%
BBHY icon
2035
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$618M
99 -4 -4% 3.29%
DTH icon
2036
WisdomTree International High Dividend Fund
DTH
$659M
74 -3 -4% 40.1%
QQEW icon
2037
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.84B
222 -9 -4% 30.7%
CAL icon
2038
Caleres
CAL
$462M
197 -8 -4% 58.4%
PGF icon
2039
Invesco Financial Preferred ETF
PGF
$667M
172 -7 -4% 13.9%
GUG
2040
Guggenheim Active Allocation Fund
GUG
$512M
49 -2 -4% 6.28%
RLY icon
2041
State Street Multi-Asset Real Return ETF
RLY
$1.31B
98 -4 -4% 28%
HELE icon
2042
Helen of Troy
HELE
$696M
245 -10 -4% 51.7%
PDX
2043
PIMCO Dynamic Income Strategy Fund
PDX
$973M
73 -3 -4% 7.76%
BMBL icon
2044
Bumble
BMBL
$347M
194 -8 -4% 58.8%
MDXG icon
2045
MiMedx Group
MDXG
$625M
194 -8 -4% 27.4%
SIFY
2046
Sify Technologies
SIFY
$1.14B
24 -1 -4% 631%
NEWP
2047
New Pacific Metals
NEWP
$1.21B
48 -2 -4% 340%
REPX icon
2048
Riley Exploration Permian
REPX
$802M
119 -5 -4% 36.7%
BMAR icon
2049
Innovator US Equity Buffer ETF March
BMAR
$255M
95 -4 -4% 30.9%
PKBK icon
2050
Parke Bancorp
PKBK
$410M
71 -3 -4% 66.7%