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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘22
FNWD icon
2026
Finward Bancorp
FNWD
$193M
5 9 4 23.2%
EVV
2027
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
5 51 46 3.3%
LILA icon
2028
Liberty Latin America Class A
LILA
$1.51B
5 46 41 46.9%
SILJ icon
2029
Amplify Junior Silver Miners ETF
SILJ
$3.27B
5 34 29 135%
CCD
2030
Calamos Dynamic Convertible & Income Fund
CCD
$714M
5 21 16 21.9%
PBHC icon
2031
Pathfinder Bancorp
PBHC
$99.5M
5 7 2 16.9%
KRT icon
2032
Karat Packaging
KRT
$789M
5 18 13 175%
HQI icon
2033
HireQuest
HQI
$180M
5 9 4 18.4%
FTAG icon
2034
First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF
FTAG
$14.5M
5 8 3 3.53%
TBLL icon
2035
Invesco Short Term Treasury ETF
TBLL
$2.58B
5 23 18 0.16%
RBKB icon
2036
Rhinebeck Bancorp
RBKB
$194M
5 8 3 36.4%
AAAU icon
2037
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.46B
5 21 16 121%
CYCU
2038
Cycurion Inc
CYCU
$3.67M
5 7 2 99.9%
FFLG icon
2039
Fidelity Fundamental Large Cap Growth ETF
FFLG
$634M
5 12 7 152%
UTF icon
2040
Cohen & Steers Infrastructure Fund
UTF
$3.14B
5 60 55 17%
UDN icon
2041
Invesco DB US Dollar Index Bearish Fund
UDN
$107M
5 9 4 3.62%
TAL icon
2042
TAL Education Group
TAL
$5.71B
5 68 63 46.1%
SRET icon
2043
Global X SuperDividend REIT ETF
SRET
$237M
5 14 9 6.04%
SLG icon
2044
SL Green Realty
SLG
$3.88B
5 108 103 62%
SIXO icon
2045
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$123M
5 7 2 46.2%
RFMZ
2046
RiverNorth Flexible Municipal Income Fund II
RFMZ
$321M
5 14 9 2.59%
QAT icon
2047
iShares MSCI Qatar ETF
QAT
$64.9M
5 12 7 4.47%
NRP icon
2048
Natural Resource Partners
NRP
$1.3B
5 9 4 80.4%
MYPS icon
2049
PLAYSTUDIOS Inc
MYPS
$79.3M
5 35 30 84.1%
BSMV icon
2050
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$186M
5 7 2 0.67%