Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘18
2026
2 3 1 65.6%
2027
2 2 0 89.2%
2028
2 3 1 152%
SCD
2029
LMP Capital and Income Fund
SCD
$257M
2 14 12 16.1%
2030
2 21 19 43.2%
2031
2 47 45 3.66%
2032
2 2 0 99.6%
2033
2 91 89 218%
2034
2 6 4 60.9%
2035
2 20 18 58.3%
PXE icon
2036
Invesco Energy Exploration & Production ETF
PXE
$72.7M
2 9 7 40.5%
2037
2 3 1 32.9%
2038
2 23 21 21.6%
2039
2 114 112 67.6%
2040
2 5 3 4.07%
2041
2 26 24 23.8%
2042
2 22 20 328%
2043
2 8 6 23.4%
2044
2 4 2 93.3%
2045
2 33 31 501%
2046
2 4 2 437%
2047
2 4 2 7.77%
2048
2 3 1 36.4%
2049
2 7 5 26.3%
2050
2 4 2 87.9%