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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘26
DPU
2001
Top KingWin Ltd
DPU
$5.14M
1 1 0 1.8%
SMDD icon
2002
ProShares UltraPro Short MidCap400
SMDD
$1.84M
1 1 0 37.6%
HIHO icon
2003
Highway Holdings
HIHO
$4.95M
1 2 1 40.4%
FINW icon
2004
FinWise Bancorp
FINW
$193M
1 19 18 12.5%
NTRL
2005
First Trust Equity Market Neutral ETF
NTRL
$16M
1 11 10 2.8%
TRBF
2006
Angel Oak Total Return ETF
TRBF
$37.1M
1 2 1 1.33%
OKYO
2007
OKYO Pharma
OKYO
$79.8M
1 2 1 5.59%
FT
2008
Franklin Universal Trust
FT
$198M
1 15 14 1.5%
LOPP icon
2009
Gabelli Love Our Planet & People ETF
LOPP
$15.4M
1 1 0 11.1%
FTF
2010
Franklin Limited Duration Income Trust
FTF
$236M
1 30 29 0.17%
BDVG icon
2011
IMGP Berkshire Dividend Growth ETF
BDVG
$20.2M
1 4 3 16.6%
JZXN icon
2012
Jiuzi Holdings
JZXN
$713K
1 1 0 46.8%
XTR icon
2013
Global X S&P 500 Tail Risk ETF
XTR
$4.98M
1 1 0 16.7%
BEDY
2014
BNY Mellon Enhanced Dividend and Income ETF
BEDY
$204M
1 7 6 11.3%
EMM icon
2015
Global X Emerging Markets ex-China ETF
EMM
$57M
1 5 4 24%
FEUS icon
2016
FlexShares ESG & Climate US Large Cap Core Index Fund
FEUS
$116M
1 2 1 21.3%
IZM icon
2017
ICZOOM Group
IZM
$3.03M
1 2 1 65.3%
ZHDG icon
2018
Zega Buy & Hedge ETF
ZHDG
$36.5M
1 6 5 15.2%
GEVG
2019
Leverage Shares 2X Long GEV Daily ETF
GEVG
$15.6M
1 1 0 27.6%
CSSD
2020
Cohen & Steers Short Duration Preferred and Income Active ETF
CSSD
$58.5M
1 1 0 0.64%
OKLS
2021
Defiance Daily Target 2X Short OKLO ETF
OKLS
$3.33M
1 1 0 61.9%
YBMN
2022
Defiance BMNR Option Income ETF
YBMN
$3.15M
1 1 0 16%
VUSI
2023
Voya Ultra Short Income ETF
VUSI
$136M
1 1 0 0.48%
ALIS
2024
Calisa Acquisition Corp
ALIS
$86M
1 7 6 2.2%
LVLN
2025
State Street SPDR S&P Leveraged Loan ETF
LVLN
$49.6M
1 1 0 0.57%