| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 123.719.582 $ | +99.828.419 $ | +267,6 % | 120.849.576 $ | +1.643.674 $ | +6,5 % | 119.246.324 $ | +10.269.878 $ | +11,2 % | 108.980.389 $ | +13.938.069 $ | -1,0 % | |
| Independent Solutions Wealth Management, LLC | 118.506.736 $ | +99.878.191 $ | +536,2 % | 18.628.545 $ | +2.871.762 $ | +18,2 % | 15.756.783 $ | +2.855.964 $ | +22,1 % | 12.900.819 $ | +1.962.468 $ | +17,9 % |
| Alexis Investment Partners, LLC | 97.262.522 $ | -1.349.084 $ | -1,4 % | 98.611.606 $ | +7.075.775 $ | +7,7 % | 91.535.831 $ | +11.586.696 $ | +14,5 % | |||
| Sowell Financial Services LLC | 4.908.737 $ | -49.772 $ | -1,0 % | 4.958.509 $ | +120.996 $ | +2,5 % | 4.837.513 $ | +335.337 $ | +7,4 % | 4.502.176 $ | +422.079 $ | +10,3 % |
| Envestnet Portfolio Solutions, Inc. | 271.161 $ | |||||||||||
| UBS Group AG | 40.422 $ | +2.802 $ | +7,4 % | 37.620 $ | -33.174 $ | -46,9 % | ||||||
| MORGAN STANLEY | 32.948 $ | |||||||||||
| OSAIC HOLDINGS, INC. | 3.943 $ | |||||||||||
| 123.719.582 $ | +99.828.419 $ | +267,6 % | 120.849.576 $ | +1.643.674 $ | +6,5 % | 119.246.324 $ | +10.269.878 $ | +11,2 % | 108.980.389 $ | +13.938.069 $ | -1,0 % | |