| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 16.659 $ | -5.622 $ | -34,3 % | 39.012 $ | +2.596 $ | +43,7 % | 34.184 $ | +14.944 $ | +82,0 % | 22.164 $ | +942 $ | +1,8 % |
| Heritage Wealth Advisors | 17.941 $ | +0 $ | +0,0 % | 17.941 $ | +8.940 $ | +99,3 % | 9.001 $ | +979 $ | +12,2 % | |||
| LVM CAPITAL MANAGEMENT LTD/MI | 11.250 $ | -3.750 $ | -25,0 % | 15.000 $ | +0 $ | +0,0 % | 15.000 $ | +6.000 $ | +66,7 % | 9.000 $ | +0 $ | +0,0 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.502 $ | -1.551 $ | -25,6 % | 6.053 $ | +2.587 $ | +74,6 % | 3.466 $ | |||||
| Ascentis Independent Advisors | 900 $ | -310 $ | -25,6 % | 1.210 $ | ||||||||
| ORG Partners LLC | 692 $ | -37 $ | -5,1 % | |||||||||
| First Command Advisory Services, Inc. | 24 $ | |||||||||||
| Archer Investment Corp | 7 $ | -11 $ | -61,1 % | 18 $ | +9 $ | +100,0 % | 9 $ | +4 $ | +80,0 % | 5 $ | +0 $ | +0,0 % |
| Gesamt | 16.659 $ | -5.622 $ | -34,3 % | 39.012 $ | +2.596 $ | +43,7 % | 34.184 $ | +14.944 $ | +82,0 % | 22.164 $ | +942 $ | +1,8 % |