| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 63.337.268 $ | -3.854.524 $ | -5,4 % | 75.786.853 $ | +9.229.250 $ | +67,8 % | 129.813.809 $ | +7.237.261 $ | +52,3 % | 104.530.082 $ | +34.749.516 $ | +898,4 % | |
| BANK OF AMERICA CORP /DE/ | 17.219.217 $ | -3.173.474 $ | -15,6 % | 20.392.691 $ | +1.059.857 $ | +5,5 % | 19.332.834 $ | -2.306.583 $ | -10,7 % | 21.639.417 $ | +4.408.239 $ | +25,6 % |
| MORGAN STANLEY | 13.486.337 $ | -349.580 $ | -2,5 % | 13.835.917 $ | -6.131.933 $ | -30,7 % | 19.967.850 $ | +2.490.606 $ | +14,3 % | 17.477.244 $ | +746.907 $ | +4,5 % |
| RAYMOND JAMES FINANCIAL INC | 19.819.506 $ | +509.569 $ | +2,6 % | 19.309.937 $ | +15.240.645 $ | +374,5 % | ||||||
| Beacon Capital Management, Inc. | 15.533.434 $ | -696.439 $ | -4,3 % | 16.229.873 $ | +15.967.381 $ | +6.083,0 % | ||||||
| Touchstone Capital, Inc. | 16.197.568 $ | |||||||||||
| LPL Financial LLC | 14.738.595 $ | +2.008.639 $ | +15,8 % | 12.729.956 $ | +3.457.254 $ | +37,3 % | ||||||
| ENVESTNET ASSET MANAGEMENT INC | 11.320.305 $ | -2.633.583 $ | -18,9 % | 13.953.888 $ | +6.763.995 $ | +94,1 % | ||||||
| Endowment Wealth Management, Inc. | 12.812.208 $ | -841.039 $ | -6,2 % | 13.653.247 $ | +340.536 $ | +2,6 % | 13.312.711 $ | +291.806 $ | +2,2 % | 13.020.905 $ | +830.096 $ | +6,8 % |
| WELLS FARGO & COMPANY/MN | 8.595.061 $ | -1.279.855 $ | -13,0 % | 9.874.916 $ | +396.117 $ | +4,2 % | 9.478.799 $ | +2.575.644 $ | +37,3 % | |||
| CITADEL ADVISORS LLC | 9.535.596 $ | +7.686.698 $ | +415,7 % | |||||||||
| 63.337.268 $ | -3.854.524 $ | -5,4 % | 75.786.853 $ | +9.229.250 $ | +67,8 % | 129.813.809 $ | +7.237.261 $ | +52,3 % | 104.530.082 $ | +34.749.516 $ | +898,4 % | |