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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘19
FPXI icon
2026
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$307M
4 6 2 104%
AIT icon
2027
Applied Industrial Technologies
AIT
$12.1B
4 80 76 432%
WOOD icon
2028
iShares Global Timber & Forestry ETF
WOOD
$252M
4 26 22 13%
MORT icon
2029
VanEck Mortgage REIT Income ETF
MORT
$378M
4 14 10 56.8%
IQI icon
2030
Invesco Quality Municipal Securities
IQI
$544M
4 25 21 17.2%
NATH icon
2031
Nathan's Famous
NATH
$411M
4 21 17 28.5%
IAE
2032
Voya Asia Pacific High Dividend Equity Income Fund
IAE
$92.1M
4 12 8 7.15%
MTRN icon
2033
Materion
MTRN
$5.27B
4 65 61 273%
PRSO icon
2034
Peraso
PRSO
$11.5M
4 6 2 99.5%
ISCV icon
2035
iShares Morningstar Small-Cap Value ETF
ISCV
$681M
4 26 22 71.4%
OESX icon
2036
Orion Energy Systems
OESX
$41.3M
4 9 5 65.8%
IFLN
2037
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$308M
4 54 50 3.69%
AGZD icon
2038
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$116M
4 11 7 5.08%
SLGL icon
2039
Sol-Gel Technologies
SLGL
$246M
4 7 3 17.2%
ZBRA icon
2040
Zebra Technologies
ZBRA
$12.4B
4 184 180 24.2%
DIAL icon
2041
Columbia Diversified Fixed Income Allocation ETF
DIAL
$389M
4 7 3 11.9%
VVR icon
2042
Invesco Senior Income Trust
VVR
$456M
4 35 31 31.5%
SJNK icon
2043
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
4 98 94 8.52%
EAGG icon
2044
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
4 6 2 12.1%
SIEB icon
2045
Siebert Financial
SIEB
$68.4M
4 11 7 81.4%
AVTX icon
2046
Avalo Therapeutics
AVTX
$968M
4 10 6 99.9%
JETS icon
2047
US Global Jets ETF
JETS
$876M
4 9 5 2.05%
NNY icon
2048
Nuveen New York Municipal Value Fund
NNY
$164M
4 7 3 12.6%
KYN icon
2049
Kayne Anderson Energy Infrastructure Fund
KYN
$2.44B
4 65 61 5.75%
HYEM icon
2050
VanEck Emerging Markets High Yield Bond ETF
HYEM
$523M
4 21 17 16%