| 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 | ||||
| 45.812.213 $ | +12.369.086 $ | +88,5 % | 6 | 49.294.178 $ | +13.763.133 $ | +79,7 % | 7 | 39.487.257 $ | +11.586.724 $ | +292,0 % | 6 | 36.991.190 $ | +8.088.798 $ | +53,6 % | 6 | ||||
| J P MORGAN EXCHANGE TRADED F | → 0 | 13.022.841 $ | +10.884.876 $ | +509,1 % | 1 | 12.541.714 $ | +10.436.129 $ | +495,6 % | 1 | 10.037.412 $ | +9.450.312 $ | +1.609,7 % | 1 | 7.150.354 $ | +5.185.348 $ | +263,9 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 9.611.348 $ | +1.108.515 $ | +13,0 % | 1 | 8.502.833 $ | +1.379.432 $ | +19,4 % | 1 | 7.123.401 $ | -999.520 $ | -12,3 % | 1 | 8.122.921 $ | +543.074 $ | +7,2 % | 1 | ||
| MAI Capital Management | → 0 | 7.414.817 $ | +13.937 $ | +0,2 % | 1 | 7.400.880 $ | +1.069.447 $ | +16,9 % | 1 | 6.331.433 $ | +3.958.218 $ | +166,8 % | 1 | ||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 5.646.091 $ | +660.272 $ | +13,2 % | 1 | 4.985.819 $ | -224.509 $ | -4,3 % | 1 | 5.210.328 $ | -1.101.731 $ | -17,5 % | 1 | 6.312.059 $ | +983.017 $ | +18,4 % | 1 |
| Pacer Funds Trust | → 0 | 4.855.583 $ | -642.538 $ | -11,7 % | 1 | 5.498.121 $ | -275.576 $ | -4,8 % | 1 | 5.773.697 $ | +141.929 $ | +2,5 % | 1 | 5.631.768 $ | +656.765 $ | +13,2 % | 1 | ||
| CHEVRON CORP | CVX | → 0 | Stark | 5.447.302 $ | +1.471.687 $ | +37,0 % | 1 | ||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 5.261.533 $ | +344.024 $ | +7,0 % | 1 | 4.917.509 $ | -93.477 $ | -1,9 % | 1 | 5.010.986 $ | +137.516 $ | +2,8 % | 1 | 4.873.470 $ | +885.922 $ | +22,2 % | 1 |
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | FTHY | → 0 | 4.900.618 $ | -165.328 $ | -3,3 % | 1 | |||||||||||||
| 45.812.213 $ | +12.369.086 $ | +88,5 % | 6 | 49.294.178 $ | +13.763.133 $ | +79,7 % | 7 | 39.487.257 $ | +11.586.724 $ | +292,0 % | 6 | 36.991.190 $ | +8.088.798 $ | +53,6 % | 6 | ||||