Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘19
2026
4 5 1 40%
2027
4 8 4 253%
2028
4 35 31 164%
FRAF icon
2029
Franklin Financial Services
FRAF
$208M
4 14 10 30.5%
2030
4 4 0 78%
2031
4 36 32 6.31%
2032
4 4 0 18.6%
2033
4 9 5 49.9%
2034
4 4 0 52.8%
2035
4 6 2 19.1%
CZA icon
2036
Invesco Zacks Mid-Cap ETF
CZA
$185M
4 19 15 51.8%
2037
4 64 60 106%
2038
4 35 31 144%
2039
4 43 39 76.4%
2040
4 25 21 13.8%
2041
4 418 414 14.9%
2042
4 17 13 23.6%
2043
4 17 13 2.5%
2044
4 29 25 12%
2045
4 33 29 133%
2046
4 6 2 12.3%
2047
4 117 113 92.4%
2048
4 54 50 50.5%
2049
4 35 31 98.6%
2050
4 11 7 0.2%