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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘23
UMI icon
2026
USCF Midstream Energy Income Fund
UMI
$516M
6 11 5 75.6%
RBCAA icon
2027
Republic Bancorp
RBCAA
$1.84B
6 29 23 113%
PACB icon
2028
Pacific Biosciences
PACB
$422M
6 92 86 83.7%
ORA icon
2029
Ormat Technologies
ORA
$6.11B
6 106 100 42.2%
NSTS icon
2030
NSTS Bancorp
NSTS
$66.7M
6 8 2 52.5%
XSHQ icon
2031
Invesco S&P SmallCap Quality ETF
XSHQ
$248M
6 7 1 32.2%
XC icon
2032
WisdomTree True Emerging Markets Fund
XC
$78.3M
6 6 0 19.7%
MFM
2033
Aberdeen Municipal Income Fund
MFM
$222M
6 26 20 18.2%
MAIA icon
2034
MAIA Biotechnology
MAIA
$75.4M
6 6 0 43.6%
EMXF icon
2035
iShares ESG Advanced MSCI EM ETF
EMXF
$159M
5 9 4 61.4%
OPPJ
2036
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$280M
5 9 4 99.2%
DPST icon
2037
Direxion Daily Regional Banks Bull 3X ETF
DPST
$451M
5 10 5 166%
PFFR icon
2038
InfraCap REIT Preferred ETF
PFFR
$119M
5 7 2 1.9%
DBJP icon
2039
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$690M
5 18 13 88%
HELP
2040
Cybin Inc
HELP
$472M
5 10 5 62.3%
CVIE icon
2041
Calvert International Responsible Index ETF
CVIE
$424M
5 5 0 68.8%
CRDL
2042
Cardiol Therapeutics
CRDL
$136M
5 8 3 31.8%
NVDS icon
2043
Tradr 1.25X NVDA Bear Daily ETF
NVDS
$16.5M
5 6 1 96.4%
BBGI icon
2044
Beasley Broadcasting Group
BBGI
$37.1M
5 9 4 17.7%
BBDO icon
2045
Banco Bradesco
BBDO
$33.9B
5 9 4 19.8%
AXP icon
2046
American Express
AXP
$223B
5 746 741 119%
AFRI icon
2047
Forafric Global
AFRI
$283M
5 13 8 6.91%
NUMV icon
2048
Nuveen ESG Mid-Cap Value ETF
NUMV
$445M
5 38 33 55.7%
EIRL icon
2049
iShares MSCI Ireland ETF
EIRL
$74.9M
5 14 9 45.9%
CII icon
2050
BlackRock Enhanced Captial and Income Fund
CII
$1B
5 25 20 31.3%