| 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 | ||||
| 394.877.252 $ | +171.844.898 $ | +511,5 % | 7 | 310.699.430 $ | +106.031.940 $ | +2.972,3 % | 6 | 312.399.856 $ | +10.837.737 $ | +61,5 % | 6 | 312.412.329 $ | +286.181.713 $ | +211,5 % | 6 | ||||
| ISHARES TR | → 0 | 95.653.569 $ | +78.406.230 $ | +454,6 % | 1 | 82.527.557 $ | +81.990.982 $ | +15.280,4 % | 1 | 81.872.161 $ | +66.642.814 $ | +437,6 % | 1 | 81.721.102 $ | +55.490.486 $ | +211,5 % | 1 | ||
| CIBC Private Wealth Group LLC | → 0 | 84.231.422 $ | +9.536.187 $ | +12,8 % | 1 | 74.695.235 $ | +1.251.231 $ | +1,7 % | 1 | 73.444.004 $ | +3.092.374 $ | +4,4 % | 1 | 70.351.630 $ | +70.351.630 $ | 1 | |||
| SlateStone Wealth, LLC | → 0 | 77.173.306 $ | +17.638.539 $ | +29,6 % | 1 | 59.534.767 $ | -2.894.092 $ | -4,6 % | 1 | 62.428.859 $ | -4.332.597 $ | -6,5 % | 1 | 66.761.456 $ | +66.761.456 $ | 1 | |||
| TRUIST FINANCIAL CORP | TFC | → 0 | Stark | 45.111.434 $ | +6.800.545 $ | +17,8 % | 1 | 38.310.889 $ | -2.682.861 $ | -6,5 % | 1 | 40.993.750 $ | -178.250 $ | -0,4 % | 1 | 41.172.000 $ | +41.172.000 $ | 1 | |
| COZAD ASSET MANAGEMENT INC | → 0 | 31.315.781 $ | +27.099.718 $ | +642,8 % | 1 | ||||||||||||||
| SCHWAB STRATEGIC TR | → 0 | 31.040.240 $ | +29.805.485 $ | +2.413,9 % | 1 | 27.837.676 $ | +26.789.793 $ | +2.556,6 % | 1 | 27.444.663 $ | -54.427.498 $ | -66,5 % | 1 | 26.230.616 $ | +26.230.616 $ | 1 | |||
| Invesco Ltd. | IVZ | → 0 | Stark | 30.351.500 $ | +2.558.194 $ | +9,2 % | 1 | 27.793.306 $ | +1.576.887 $ | +6,0 % | 1 | 26.216.419 $ | +40.894 $ | +0,2 % | 1 | 26.175.525 $ | +26.175.525 $ | 1 | |
| 394.877.252 $ | +171.844.898 $ | +511,5 % | 7 | 310.699.430 $ | +106.031.940 $ | +2.972,3 % | 6 | 312.399.856 $ | +10.837.737 $ | +61,5 % | 6 | 312.412.329 $ | +286.181.713 $ | +211,5 % | 6 | ||||