Name Net new
positions
New positions Closed positions Return since
31 Mar ‘16
2026
1 5 4 87.3%
2027
1 3 2 9.8%
2028
1 8 7 173%
RZV icon
2029
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$240M
1 7 6 121%
2030
1 7 6 99.5%
2031
1 6 5 85.7%
2032
1 3 2 279%
2033
1 4 3 21.1%
2034
1 2 1 615%
2035
1 4 3 15.7%
TSBK icon
2036
Timberland Bancorp
TSBK
$280M
1 3 2 181%
2037
1 5 4 97.6%
2038
1 7 6 602%
2039
1 4 3 127%
2040
1 4 3 3.92%
2041
1 10 9 9.98%
2042
1 4 3 98.1%
2043
1 4 3 19.2%
2044
1 5 4 89.7%
2045
1 5 4 614%
2046
1 3 2 24.1%
2047
1 1 0 164%
2048
1 6 5 26.3%
2049
1 1 0 110%
2050
1 3 2 81.7%