| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 39.145.711.159 $ | +13.153.730.707 $ | +31.300,6 % | 8 | 40.185.519.075 $ | +10.613.330.009 $ | +221.415,0 % | 9 | 39.608.424.042 $ | +15.016.220.569 $ | +508.063,4 % | 8 | ||||
| SCHWAB STRATEGIC TR | → 0 | 9.990.018.783 $ | +9.985.612.634 $ | +226.629,0 % | 1 | 10.146.112.096 $ | +6.485.729.058 $ | +177,2 % | 1 | 10.078.865.752 $ | +10.078.569.489 $ | +3.401.899,5 % | 1 | ||
| Ancora Advisors LLC | → 0 | 8.687.659.059 $ | -54.965.320 $ | -0,6 % | 1 | 8.742.624.379 $ | -27.408.358 $ | -0,3 % | 1 | 8.770.032.737 $ | +465.164.677 $ | +5,6 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 6.449.875.502 $ | -183.013.143 $ | -2,8 % | 1 | 6.632.888.645 $ | +86.208.658 $ | +1,3 % | 1 | 6.546.679.987 $ | +329.339.065 $ | +5,3 % | 1 | ||
| iSHARES TRUST | → 0 | 6.201.412.402 $ | -77.898.509 $ | -1,2 % | 1 | 6.279.310.911 $ | +177.327.921 $ | +2,9 % | 1 | 6.101.982.990 $ | +286.109.190 $ | +4,9 % | 1 | ||
| ISHARES TR | → 0 | 3.590.029.351 $ | +3.574.999.941 $ | +23.786,7 % | 1 | 3.660.383.038 $ | +3.660.182.406 $ | +1.824.326,3 % | 1 | 3.618.194.369 $ | +3.617.648.369 $ | +662.573,0 % | 1 | ||
| MAI Capital Management | → 0 | 3.316.926.490 $ | -70.205.648 $ | -2,1 % | 1 | 3.387.132.138 $ | -177.370.802 $ | -5,0 % | 1 | 3.564.502.940 $ | +181.814.056 $ | +5,4 % | 1 | ||
| Invesco Ltd. | IVZ | → 0 | Neutral | 502.151.006 $ | -9.907.188 $ | -1,9 % | 1 | 512.058.194 $ | +3.239.238 $ | +0,6 % | 1 | 508.818.956 $ | +30.032.292 $ | +6,3 % | 1 |
| VANGUARD GROUP INC | → 0 | 407.638.566 $ | -10.892.060 $ | -2,6 % | 1 | 418.530.626 $ | -815.685 $ | -0,2 % | 1 | 419.346.311 $ | +27.543.431 $ | +7,0 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 406.479.048 $ | +406.237.573 $ | +168.231,7 % | 1 | ||||||||||
| 39.145.711.159 $ | +13.153.730.707 $ | +31.300,6 % | 8 | 40.185.519.075 $ | +10.613.330.009 $ | +221.415,0 % | 9 | 39.608.424.042 $ | +15.016.220.569 $ | +508.063,4 % | 8 | ||||