| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 53.493.464 $ | +117.047 $ | +18,2 % | 52.693.537 $ | +25.380.983 $ | +58,6 % | 26.944.491 $ | +306.775 $ | +16,7 % | 25.337.650 $ | |||
| NEW YORK LIFE INSURANCE CO | 49.954.851 $ | -239.302 $ | -0,5 % | 50.194.153 $ | +24.806.728 $ | +97,7 % | 25.387.425 $ | +243.775 $ | +1,0 % | 25.143.650 $ | ||
| M Wealth Management, LLC | 1.031.835 $ | -87.423 $ | -7,8 % | 1.119.258 $ | +277.263 $ | +32,9 % | 841.995 $ | |||||
| ROYAL BANK OF CANADA | 1.002.000 $ | +518.000 $ | +107,0 % | 484.000 $ | +227.000 $ | +88,3 % | 257.000 $ | +63.000 $ | +32,5 % | 194.000 $ | ||
| Octavia Wealth Advisors, LLC | 378.031 $ | -150.032 $ | -28,4 % | 528.063 $ | +69.992 $ | +15,3 % | 458.071 $ | |||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 443.867 $ | +75.804 $ | +20,6 % | 368.063 $ | ||||||||
| Cetera Investment Advisers | 415.942 $ | |||||||||||
| Breakwater Capital Group | 266.938 $ | |||||||||||
| 53.493.464 $ | +117.047 $ | +18,2 % | 52.693.537 $ | +25.380.983 $ | +58,6 % | 26.944.491 $ | +306.775 $ | +16,7 % | 25.337.650 $ | |||