Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘19
2026
4 88 84 201%
2027
4 4 0 98.8%
2028
4 6 2 86.9%
SLP icon
2029
Simulations Plus
SLP
$270M
4 32 28 36.8%
2030
4 4 0
2031
4 12 8 337%
2032
4 4 0 249%
2033
4 33 29 52.2%
2034
4 8 4 77.2%
2035
4 14 10 63.1%
PHDG icon
2036
Invesco S&P 500 Downside Hedged ETF
PHDG
$62.9M
4 8 4 41.1%
2037
4 12 8 4.65%
2038
4 58 54 3.43%
2039
4 275 271 5.64%
2040
4 16 12 46.9%
2041
4 7 3 13.9%
2042
4 18 14 35.7%
2043
4 53 49 95.2%
2044
4 18 14 188%
2045
4 67 63 199%
2046
4 5 1 85.7%
2047
4 67 63 102%
2048
4 5 1 99.9%
2049
4 15 11 21.2%
2050
4 4 0 67.1%