| 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 | ||||
| 2.144.348.238 $ | +810.106.925 $ | +44.459,3 % | 11 | 1.427.105.440 $ | +360.406.864 $ | +220.242,6 % | 7 | 1.421.593.667 $ | +438.261.506 $ | +51.806,5 % | 7 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 592.344.083 $ | +100.471.823 $ | +20,4 % | 1 | 491.872.260 $ | -16.846.689 $ | -3,3 % | 1 | 508.718.949 $ | +53.108.452 $ | +11,7 % | 1 | ||
| ISHARES TR | → 0 | 265.661.426 $ | +265.606.007 $ | +479.268,9 % | 1 | 184.920.558 $ | +184.738.133 $ | +101.268,0 % | 1 | 177.600.338 $ | +177.365.811 $ | +75.627,0 % | 1 | ||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 214.206.283 $ | +34.687.851 $ | +19,3 % | 1 | 179.518.432 $ | +22.298.384 $ | +14,2 % | 1 | 157.220.048 $ | -2.847.849 $ | -1,8 % | 1 | ||
| iSHARES TRUST | → 0 | 202.408.704 $ | +67.054.252 $ | +49,5 % | 1 | 135.354.452 $ | -1.552.767 $ | -1,1 % | 1 | 136.907.219 $ | +6.610.633 $ | +5,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 185.738.795 $ | +183.785.382 $ | +9.408,4 % | 1 | 160.444.242 $ | +160.433.104 $ | +1.440.412,1 % | 1 | 177.488.316 $ | +177.426.491 $ | +286.981,8 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 160.581.285 $ | -8.688.248 $ | -5,1 % | 1 | 169.269.533 $ | +7.315.068 $ | +4,5 % | 1 | 161.954.465 $ | +17.751.224 $ | +12,3 % | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 116.645.092 $ | +42.971.411 $ | +58,3 % | 1 | ||||||||
| VANGUARD GROUP INC | → 0 | 109.924.213 $ | +4.198.250 $ | +4,0 % | 1 | 105.725.963 $ | +4.021.631 $ | +4,0 % | 1 | 101.704.332 $ | +8.846.744 $ | +9,5 % | 1 | ||
| FIRST TRUST EXCHANGE-TRADED FUND IV | → 0 | 101.755.431 $ | +54.040.688 $ | +113,3 % | 1 | ||||||||||
| MAI Capital Management | → 0 | 98.360.837 $ | +20.595.221 $ | +26,5 % | 1 | ||||||||||
| Ancora Advisors LLC | → 0 | 96.722.089 $ | +45.384.288 $ | +88,4 % | 1 | ||||||||||
| 2.144.348.238 $ | +810.106.925 $ | +44.459,3 % | 11 | 1.427.105.440 $ | +360.406.864 $ | +220.242,6 % | 7 | 1.421.593.667 $ | +438.261.506 $ | +51.806,5 % | 7 | ||||