Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘18
2026
3 5 2 150%
2027
3 277 274 163%
2028
3 4 1 99.6%
RA
2029
Brookfield Real Assets Income Fund
RA
$725M
3 22 19 42.2%
2030
3 28 25 83.8%
2031
3 27 24 70.1%
2032
3 72 69 15.7%
2033
3 6 3 99.6%
2034
3 57 54 25.9%
2035
3 4 1 15%
NOBL icon
2036
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
3 77 74 72.7%
2037
3 6 3 0.63%
2038
3 48 45 1,045%
2039
3 10 7 66.4%
2040
3 50 47 22.5%
2041
3 3 0 68.2%
2042
3 5 2 106%
2043
3 5 2 76.8%
2044
3 49 46 74.8%
2045
3 15 12 17.5%
2046
3 10 7 39.7%
2047
3 11 8 51.6%
2048
3 5 2 102%
2049
3 53 50 1.4%
2050
3 60 57 3.93%