| 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 | ||||
| 314.173.291 $ | +63.873.575 $ | +78,7 % | 8 | 282.565.514 $ | +42.744.753 $ | +343,9 % | 8 | 217.438.734 $ | +83.946.798 $ | +340,9 % | 4 | 224.856.298 $ | +79.619.036 $ | +424,1 % | 5 | ||||
| iSHARES TRUST | → 0 | 87.824.270 $ | +6.794.593 $ | +8,4 % | 1 | 81.029.677 $ | -5.304.564 $ | -6,1 % | 1 | 86.334.241 $ | +2.955.429 $ | +3,5 % | 1 | 83.378.812 $ | -1.794.654 $ | -2,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 57.716.197 $ | +44.835.165 $ | +348,1 % | 1 | 52.963.605 $ | +39.371.384 $ | +289,7 % | 1 | 55.970.940 $ | +51.651.271 $ | +1.195,7 % | 1 | 54.522.648 $ | +45.041.728 $ | +475,1 % | 1 | ||
| ISHARES TR | → 0 | 42.631.304 $ | -15.084.893 $ | -26,1 % | 1 | 36.822.764 $ | +35.400.500 $ | +2.489,0 % | 1 | 40.383.838 $ | +23.965.719 $ | +146,0 % | 1 | 36.681.300 $ | +34.571.950 $ | +1.639,0 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 38.040.757 $ | +3.042.735 $ | +8,7 % | 1 | 34.998.022 $ | +248.307 $ | +0,7 % | 1 | 34.749.715 $ | +5.374.379 $ | +18,3 % | 1 | 29.375.336 $ | +411.382 $ | +1,4 % | 1 | ||
| MAI Capital Management | → 0 | 24.917.389 $ | +4.865.274 $ | +24,3 % | 1 | 20.052.115 $ | +3.447.442 $ | +20,8 % | 1 | ||||||||||
| Ancora Advisors LLC | → 0 | 23.222.297 $ | +4.146.062 $ | +21,7 % | 1 | 19.076.235 $ | +795.084 $ | +4,3 % | 1 | 20.898.202 $ | +1.388.630 $ | +7,1 % | 1 | ||||||
| VANGUARD WHITEHALL FDS | → 0 | 20.298.215 $ | +14.324.636 $ | +239,8 % | 1 | 19.050.237 $ | -33.913.368 $ | -64,0 % | 1 | ||||||||||
| ENBRIDGE INC | ENB | → 0 | Neutral | 19.522.862 $ | +950.003 $ | +5,1 % | 1 | 18.572.859 $ | +2.699.968 $ | +17,0 % | 1 | ||||||||
| 314.173.291 $ | +63.873.575 $ | +78,7 % | 8 | 282.565.514 $ | +42.744.753 $ | +343,9 % | 8 | 217.438.734 $ | +83.946.798 $ | +340,9 % | 4 | 224.856.298 $ | +79.619.036 $ | +424,1 % | 5 | ||||