Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘25
2026
3 8 5 12%
2027
3 5 2 12.1%
2028
3 7 4 293%
OPRX icon
2029
OptimizeRx
OPRX
$287M
3 27 24 77.6%
2030
3 7 4 19.1%
2031
3 3 0 1.22%
2032
3 105 102 12.6%
2033
3 19 16 25.8%
2034
3 65 62 12.5%
2035
3 36 33 31.2%
PSCF icon
2036
Invesco S&P SmallCap Financials ETF
PSCF
$18.9M
3 9 6 7.95%
2037
3 28 25 46.8%
2038
3 23 20 25.2%
2039
3 3 0 6.08%
2040
3 90 87 85.6%
2041
3 45 42 32%
2042
3 39 36 1.84%
2043
3 10 7 227%
2044
3 28 25 16.8%
2045
3 11 8 10.5%
2046
3 48 45 26%
2047
3 36 33 13.3%
2048
3 30 27 99.6%
2049
3 5 2 8.57%
2050
3 62 59 47.4%