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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘19
SYLD icon
2001
Cambria Shareholder Yield ETF
SYLD
$968M
4 13 9 127%
TAIL icon
2002
Cambria Tail Risk ETF
TAIL
$145M
4 4 0 48.5%
TK icon
2003
Teekay
TK
$955M
4 26 22 219%
TLH icon
2004
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
4 40 36 31.1%
UFI icon
2005
UNIFI
UFI
$118M
4 40 36 64.9%
VTWV icon
2006
Vanguard Russell 2000 Value ETF
VTWV
$1.29B
4 25 21 85.7%
WEA
2007
Western Asset Premier Bond Fund
WEA
$126M
4 13 9 22.1%
WOOD icon
2008
iShares Global Timber & Forestry ETF
WOOD
$254M
4 26 22 13.8%
WSBC icon
2009
WesBanco
WSBC
$3.8B
4 64 60 2.62%
WSBF icon
2010
Waterstone Financial
WSBF
$356M
4 37 33 15.5%
FSGS
2011
First Trust SMID Growth Strength ETF
FSGS
$30.6M
4 4 0 53.8%
WHWK
2012
Whitehawk Therapeutics
WHWK
$192M
4 7 3 71.6%
CHT icon
2013
Chunghwa Telecom
CHT
$32.2B
4 36 32 13.6%
FPH icon
2014
Five Point Holdings
FPH
$385M
4 20 16 29.3%
IQI icon
2015
Invesco Quality Municipal Securities
IQI
$542M
4 25 21 17.6%
NAC icon
2016
Nuveen California Quality Municipal Income Fund
NAC
$1.88B
4 27 23 17.1%
OESX icon
2017
Orion Energy Systems
OESX
$39.8M
4 9 5 67%
IFLN
2018
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$309M
4 54 50 3.48%
PNBK icon
2019
Patriot National Bancorp
PNBK
$139M
4 6 2 92.3%
BBHY icon
2020
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$614M
4 14 10 10.2%
EDZ icon
2021
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$16.6M
4 6 2 96.2%
IAI icon
2022
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.48B
4 23 19 210%
IVOO icon
2023
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.73B
4 33 29 95.1%
OTLK icon
2024
Outlook Therapeutics
OTLK
$235M
4 6 2 96.2%
SLGL icon
2025
Sol-Gel Technologies
SLGL
$254M
4 7 3 14.8%