| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 635.551.491 $ | +125.132.409 $ | +1.012,6 % | 7 | 570.455.924 $ | +99.758.799 $ | +393,5 % | 7 | 554.283.218 $ | +139.430.131 $ | +2.864,2 % | 7 | 389.775.563 $ | +110.193.520 $ | +1.537,7 % | 4 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 286.697.878 $ | +27.978.164 $ | +10,8 % | 1 | 258.719.714 $ | +12.269.491 $ | +5,0 % | 1 | 246.450.223 $ | +25.135.290 $ | +11,4 % | 1 | 221.314.933 $ | +53.821.917 $ | +32,1 % | 1 | ||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 85.577.469 $ | +10.288.938 $ | +13,7 % | 1 | 75.288.531 $ | +10.751.761 $ | +16,7 % | 1 | 64.536.770 $ | +7.464.302 $ | +13,1 % | 1 | 57.072.468 $ | +14.606.400 $ | +34,4 % | 1 | ||
| iSHARES TRUST | → 0 | 72.789.262 $ | +75.188 $ | +0,1 % | 1 | 72.714.074 $ | -2.180.756 $ | -2,9 % | 1 | 74.894.830 $ | +8.418.046 $ | +12,7 % | 1 | 66.476.784 $ | -2.420.350 $ | -3,5 % | 1 | ||
| ISHARES TR | → 0 | 60.435.100 $ | +27.074.732 $ | +81,2 % | 1 | 46.412.965 $ | +33.995.720 $ | +273,8 % | 1 | 53.483.220 $ | +52.574.414 $ | +5.785,0 % | 1 | 44.911.378 $ | +44.185.553 $ | +6.087,6 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 48.951.496 $ | +48.257.038 $ | +6.948,9 % | 1 | 44.896.058 $ | +43.138.914 $ | +2.455,1 % | 1 | 41.075.031 $ | +40.788.038 $ | +14.212,2 % | 1 | ||||||
| Ancora Advisors LLC | → 0 | 42.260.083 $ | +5.062.707 $ | +13,6 % | 1 | 37.197.376 $ | +4.845.767 $ | +15,0 % | 1 | ||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 38.840.203 $ | +6.395.642 $ | +19,7 % | 1 | 35.553.840 $ | +823.547 $ | +2,4 % | 1 | ||||||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 35.227.206 $ | -3.062.098 $ | -8,0 % | 1 | 38.289.304 $ | +4.226.494 $ | +12,4 % | 1 | ||||||||||
| 635.551.491 $ | +125.132.409 $ | +1.012,6 % | 7 | 570.455.924 $ | +99.758.799 $ | +393,5 % | 7 | 554.283.218 $ | +139.430.131 $ | +2.864,2 % | 7 | 389.775.563 $ | +110.193.520 $ | +1.537,7 % | 4 | ||||