| 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 | ||||
| 144.376.760 $ | +40.436.674 $ | +1.172,0 % | 6 | 103.477.502 $ | +15.892.032 $ | +36,2 % | 5 | 123.632.762 $ | +1.445.688 $ | +0,9 % | 7 | 122.187.074 $ | +13.917.008 $ | -12,7 % | 7 | ||||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 32.798.826 $ | +32.336.242 $ | +6.990,4 % | 1 | 27.530.223 $ | +478.571 $ | +1,8 % | 1 | 27.051.652 $ | -2.017.023 $ | -6,9 % | 1 | ||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 25.492.011 $ | -1.770.303 $ | -6,5 % | 1 | 27.262.314 $ | +17.844.031 $ | +189,5 % | 1 | 9.418.283 $ | -1.264.514 $ | -11,8 % | 1 | 10.682.797 $ | -11.982.621 $ | -52,9 % | 1 | ||
| iSHARES TRUST | → 0 | 25.615.096 $ | +3.169.780 $ | +14,1 % | 1 | 22.445.316 $ | -1.523.419 $ | -6,4 % | 1 | 23.968.735 $ | -124.646 $ | -0,5 % | 1 | 24.093.381 $ | -1.645.422 $ | -6,4 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 23.958.000 $ | +2.574.627 $ | +12,0 % | 1 | 21.383.373 $ | -31.289 $ | -0,1 % | 1 | 21.414.662 $ | +114.632 $ | +0,5 % | 1 | 21.300.030 $ | -1.846.768 $ | -8,0 % | 1 |
| Capital Group Dividend Value ETF | → 0 | 23.062.760 $ | +3.844.859 $ | +20,0 % | 1 | 19.217.901 $ | -381.033 $ | -1,9 % | 1 | 19.598.934 $ | +871.669 $ | +4,7 % | 1 | 18.727.265 $ | +18.727.265 $ | 1 | |||
| New York Life Investments ETF Trust | → 0 | 13.450.067 $ | +281.469 $ | +2,1 % | 1 | 13.168.598 $ | -16.258 $ | -0,1 % | 1 | 13.184.856 $ | +1.332.882 $ | +11,2 % | 1 | 11.851.974 $ | +11.851.974 $ | 1 | |||
| Ancora Advisors LLC | → 0 | 8.517.069 $ | +37.094 $ | +0,4 % | 1 | 8.479.975 $ | +829.603 $ | +10,8 % | 1 | ||||||||||
| 144.376.760 $ | +40.436.674 $ | +1.172,0 % | 6 | 103.477.502 $ | +15.892.032 $ | +36,2 % | 5 | 123.632.762 $ | +1.445.688 $ | +0,9 % | 7 | 122.187.074 $ | +13.917.008 $ | -12,7 % | 7 | ||||