| 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 | ||||
| 83.036.321 $ | -1.509.937 $ | -1,4 % | 3 | 84.546.258 $ | +104.328 $ | +21,9 % | 2 | 182.525.401 $ | +38.374.559 $ | +740,4 % | 5 | 144.150.842 $ | -6.512.428 $ | -23,4 % | 4 | ||||
| WELLS FARGO & CO | → 0 | 69.142.288 $ | -2.089.233 $ | -2,9 % | 1 | 71.231.521 $ | -4.303.743 $ | -5,7 % | 1 | 75.535.264 $ | -4.218.075 $ | -5,3 % | 1 | 79.753.339 $ | +5.548.303 $ | +7,5 % | 1 | ||
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 57.401.494 $ | -3.457.598 $ | -5,7 % | 1 | 60.859.092 $ | +3.771.003 $ | +6,6 % | 1 | ||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 40.181.207 $ | +37.121.818 $ | +1.213,4 % | 1 | 3.059.389 $ | -16.310.756 $ | -84,2 % | 1 | ||||||||||
| KCM INVESTMENT ADVISORS LLC | → 0 | 13.340.959 $ | +26.222 $ | +0,2 % | 1 | 13.314.737 $ | +4.408.071 $ | +49,5 % | 1 | 8.906.666 $ | +8.427.644 $ | +1.759,3 % | 1 | 479.022 $ | +479.022 $ | 1 | |||
| iSHARES TRUST | → 0 | 553.074 $ | +553.074 $ | 1 | |||||||||||||||
| FIRST TRUST EXCHANGE-TRADED FUND III | → 0 | 500.770 $ | +500.770 $ | 1 | |||||||||||||||
| 83.036.321 $ | -1.509.937 $ | -1,4 % | 3 | 84.546.258 $ | +104.328 $ | +21,9 % | 2 | 182.525.401 $ | +38.374.559 $ | +740,4 % | 5 | 144.150.842 $ | -6.512.428 $ | -23,4 % | 4 | ||||