Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘20
2026
3 72 69 293%
2027
3 8 5 70.7%
2028
3 11 8 15.3%
REZ icon
2029
iShares Residential and Multisector Real Estate ETF
REZ
$773M
3 35 32 38.2%
2030
3 11 8 49.9%
2031
3 9 6 29.2%
2032
3 16 13 177%
2033
3 15 12 77.5%
2034
3 3 0 13.4%
2035
3 83 80 56%
SPDV icon
2036
AAM S&P 500 High Dividend Value ETF
SPDV
$76.4M
3 4 1 68.4%
2037
3 14 11 10.3%
2038
3 72 69 58%
2039
3 39 36 66.7%
2040
3 561 558 209%
2041
3 43 40 14.5%
2042
3 8 5 70.4%
2043
3 8 5 55.1%
2044
3 3 0 94.6%
2045
3 8 5 106%
2046
3 5 2 99.9%
2047
3 13 10 30.5%
2048
3 19 16 14.7%
2049
3 3 0 59.7%
2050
3 57 54 293%