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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘19
VFQY icon
2026
Vanguard US Quality Factor ETF
VFQY
$483M
4 5 1 116%
USAS
2027
Americas Gold and Silver
USAS
$1.45B
4 8 4 4.12%
VONG icon
2028
Vanguard Russell 1000 Growth ETF
VONG
$44.8B
4 52 48 228%
EEX icon
2029
Emerald Holding
EEX
$996M
4 34 30 60.4%
QQQX icon
2030
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.49B
4 31 27 36.9%
LKFT
2031
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.99B
4 31 27 74.3%
UFPT icon
2032
UFP Technologies
UFPT
$1.83B
4 26 22 533%
DVLU icon
2033
First Trust Dorsey Wright Momentum & Value ETF
DVLU
$46.4M
4 4 0 127%
JMBS icon
2034
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.75B
4 4 0 13%
FQAL icon
2035
Fidelity Quality Factor ETF
FQAL
$1.42B
4 14 10 144%
MYFW icon
2036
First Western Financial
MYFW
$319M
4 8 4 150%
HAP icon
2037
VanEck Natural Resources ETF
HAP
$300M
4 8 4 93.1%
EUHY
2038
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$236M
4 10 6 7.62%
CGEN icon
2039
Compugen
CGEN
$226M
4 13 9 42.3%
TPST icon
2040
Tempest Therapeutics
TPST
$15.5M
4 7 3 100%
MBRX icon
2041
Moleculin Biotech
MBRX
$16.1M
4 5 1 99.9%
JG
2042
Aurora Mobile
JG
$26.3M
4 4 0 96.7%
ORIO
2043
Orion Digital Corp
ORIO
$17.5M
4 5 1 90.1%
ZEPP
2044
Zepp Health
ZEPP
$78.3M
4 13 9 89.8%
POCT icon
2045
Innovator US Equity Power Buffer ETF October
POCT
$967M
4 5 1 90.9%
AWK icon
2046
American Water Works
AWK
$25.5B
4 281 277 25.4%
PAVE icon
2047
Global X US Infrastructure Development ETF
PAVE
$14B
4 15 11 261%
CII icon
2048
BlackRock Enhanced Captial and Income Fund
CII
$1.06B
4 23 19 63.4%
RYTM icon
2049
Rhythm Pharmaceuticals
RYTM
$7.44B
4 29 25 295%
BWG
2050
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$133M
4 17 13 28.7%