| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 148.111.557 $ | +1.992.059 $ | -15,6 % | 146.654.782 $ | +22.894.778 $ | +20,5 % | 123.719.582 $ | +99.828.419 $ | +267,6 % | 120.849.576 $ | +1.643.674 $ | +6,5 % |
| Independent Solutions Wealth Management, LLC | 142.261.820 $ | +2.046.447 $ | +1,5 % | 140.215.373 $ | +21.708.637 $ | +18,3 % | 118.506.736 $ | +99.878.191 $ | +536,2 % | 18.628.545 $ | +2.871.762 $ | +18,2 % |
| Alexis Investment Partners, LLC | 97.262.522 $ | -1.349.084 $ | -1,4 % | |||||||||
| Sowell Financial Services LLC | 5.609.736 $ | -53.812 $ | -1,0 % | 5.663.548 $ | +754.811 $ | +15,4 % | 4.908.737 $ | -49.772 $ | -1,0 % | 4.958.509 $ | +120.996 $ | +2,5 % |
| Envestnet Portfolio Solutions, Inc. | 744.555 $ | +473.394 $ | +174,6 % | 271.161 $ | ||||||||
| J2 Capital Management Inc | 239.357 $ | |||||||||||
| MORGAN STANLEY | 30.086 $ | -2.862 $ | -8,7 % | 32.948 $ | ||||||||
| UBS Group AG | 644 $ | -576 $ | -47,2 % | 1.220 $ | -39.202 $ | -97,0 % | ||||||
| Gesamt | 148.111.557 $ | +1.992.059 $ | -15,6 % | 146.654.782 $ | +22.894.778 $ | +20,5 % | 123.719.582 $ | +99.828.419 $ | +267,6 % | 120.849.576 $ | +1.643.674 $ | +6,5 % |