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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘25
PCEF icon
2701
Invesco CEF Income Composite ETF
PCEF
$776M
8 45 37 2.55%
FCCO icon
2702
First Community Corp
FCCO
$307M
8 30 22 15.8%
RFL icon
2703
Rafael Holdings
RFL
$80.1M
8 17 9 13.2%
BBBS icon
2704
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
$169M
8 14 6 3.89%
CII icon
2705
BlackRock Enhanced Captial and Income Fund
CII
$1.05B
8 36 28 4.91%
EMBD icon
2706
Global X Emerging Markets Bond ETF
EMBD
$238M
8 17 9 5.51%
EMCB icon
2707
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$96M
8 12 4 4.45%
GQI icon
2708
Natixis Gateway Quality Income ETF
GQI
$294M
8 14 6 8.14%
CAAA icon
2709
First Trust AAA CMBS ETF
CAAA
$34.5M
8 8 0 3.75%
PGC icon
2710
Peapack-Gladstone Financial
PGC
$790M
8 59 51 61.5%
BXC icon
2711
BlueLinx
BXC
$579M
8 55 47 0.77%
MYE icon
2712
Myers Industries
MYE
$1.19B
8 56 48 86.7%
MIRA icon
2713
MIRA Pharmaceuticals
MIRA
$30.7M
8 9 1 46.3%
BUFP
2714
PGIM Laddered S&P 500 Buffer 12 ETF
BUFP
$260M
8 10 2 12.5%
NOAH
2715
Noah Holdings
NOAH
$535M
8 26 18 32.8%
ATYR
2716
aTyr Pharma
ATYR
$28.2M
8 33 25 60.2%
SBFG icon
2717
SB Financial Group
SBFG
$184M
8 24 16 52.4%
SBR
2718
Sabine Royalty Trust
SBR
$1.03B
8 39 31 11.4%
SLDE
2719
Slide Insurance Holdings
SLDE
$2.76B
8 28 20 49.5%
SPWO icon
2720
SP Funds S&P World ex-US ETF
SPWO
$242M
8 10 2 28.6%
BATRA icon
2721
Atlanta Braves Holdings Series A
BATRA
$3.7B
8 51 43 26.7%
NEON icon
2722
Neonode
NEON
$15.5M
8 17 9 73.6%
FLYX icon
2723
flyExclusive
FLYX
$65.2M
8 10 2 74.7%
PMT
2724
PennyMac Mortgage Investment
PMT
$680M
8 74 66 36.4%
NUW icon
2725
Nuveen AMT-Free Municipal Value Fund
NUW
$239M
8 22 14 5.92%