Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds
holding 		Growth Growth % Return since
30 Jun ‘20
2026
34 +2 +6% 97.8%
2027
17 +1 +6% 60.9%
2028
17 +1 +6% 98.6%
SPVU icon
2029
Invesco S&P 500 Enhanced Value ETF
SPVU
$116M
17 +1 +6% 108%
2030
17 +1 +6% 140%
2031
580 +34 +6% 8.74%
2032
171 +10 +6% 403%
2033
171 +10 +6% 120%
2034
275 +16 +6% 4.8%
2035
258 +15 +6% 89.2%
DSI icon
2036
iShares MSCI KLD 400 Social ETF
DSI
$5.18B
311 +18 +6% 122%
2037
260 +15 +6% 17.2%
2038
399 +23 +6% 193%
2039
1,290 +74 +6% 145%
2040
420 +24 +6% 122%
2041
70 +4 +6% 582%
2042
35 +2 +6% 4.76%
2043
35 +2 +6% 131%
2044
35 +2 +6% 0.02%
2045
35 +2 +6% 46.3%
2046
35 +2 +6% 54.1%
2047
298 +17 +6% 122%
2048
263 +15 +6% 94%
2049
228 +13 +6% 48.7%
2050
966 +55 +6% 145%
80 81
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