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Name Net closed
positions
Closed positions New positions Return since
30 Jun ‘26
OSBC icon
2001
Old Second Bancorp
OSBC
$1.25B
1 20 19 5.53%
TNYA icon
2002
Tenaya Therapeutics
TNYA
$130M
1 19 18 21.5%
GGN icon
2003
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$831M
1 19 18 9.92%
PJP icon
2004
Invesco Pharmaceuticals ETF
PJP
$555M
1 18 17 3.74%
EZA icon
2005
iShares MSCI South Africa ETF
EZA
$466M
1 18 17 0.97%
DJCO icon
2006
Daily Journal
DJCO
$885M
1 17 16 6.82%
FLDR icon
2007
Fidelity Low Duration Bond Factor ETF
FLDR
$2.34B
1 17 16 0.52%
TPYP icon
2008
Tortoise North American Pipeline ETF
TPYP
$856M
1 17 16 1%
PCN icon
2009
PIMCO Corporate & Income Strategy Fund
PCN
$824M
1 17 16 8.87%
DGS icon
2010
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.73B
1 17 16 1.04%
KIDS icon
2011
OrthoPediatrics
KIDS
$565M
1 17 16 13.2%
LAW icon
2012
CS Disco
LAW
$287M
1 17 16 16.9%
HBT icon
2013
HBT Financial
HBT
$1.27B
1 16 15 9.25%
LXFR icon
2014
Luxfer Holdings
LXFR
$465M
1 16 15 4.43%
CCAP icon
2015
Crescent Capital BDC
CCAP
$335M
1 16 15 16.8%
HQH icon
2016
abrdn Healthcare Investors
HQH
$1.14B
1 16 15 9.33%
HVT icon
2017
Haverty Furniture Companies
HVT
$425M
1 16 15 6.78%
SEAT icon
2018
Vivid Seats
SEAT
$36.1M
1 16 15 50.8%
RSPS icon
2019
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$436M
1 16 15 1.83%
PCEF icon
2020
Invesco CEF Income Composite ETF
PCEF
$780M
1 15 14 3.64%
PSEP icon
2021
Innovator US Equity Power Buffer ETF September
PSEP
$1.23B
1 15 14 2.89%
ZTR icon
2022
Virtus Total Return Fund
ZTR
$309M
1 15 14 9.37%
SVIA icon
2023
Silvia, Inc. Common Stock
SVIA
$331M
1 15 14 144%
TTAM icon
2024
Titan America SA
TTAM
$2.41B
1 15 14 29.9%
VKQ icon
2025
Invesco Municipal Trust
VKQ
$479M
1 15 14 13.8%