Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘25
2026
14 57 43 1.46%
2027
14 71 57 16%
2028
14 22 8 31.2%
JMHI icon
2029
JPMorgan High Yield Municipal ETF
JMHI
$254M
14 27 13 0.9%
2030
14 31 17 90.7%
2031
14 46 32 5.26%
2032
14 30 16 1.61%
2033
14 27 13 26.1%
2034
14 24 10 2.72%
2035
14 95 81 23.4%
OSCV icon
2036
Opus Small Cap Value ETF
OSCV
$630M
14 33 19 3.56%
2037
14 28 14 26.2%
2038
14 66 52 8.77%
2039
14 57 43 9.06%
2040
14 37 23 2.21%
2041
14 52 38 3.37%
2042
14 17 3 2.92%
2043
14 15 1 0.45%
2044
14 61 47 15%
2045
14 37 23 30.2%
2046
14 27 13 0.29%
2047
14 85 71 20.7%
2048
14 39 25 24.2%
2049
14 32 18 4.71%
2050
14 65 51 2.7%