| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 107.644.359 $ | +59.797.312 $ | +1.601,9 % | 8 | 97.282.268 $ | +48.977.646 $ | +2.992,2 % | 8 | 99.086.100 $ | +99.086.100 $ | 9 | |||||
| SCHWAB STRATEGIC TR | → 0 | 56.682.536 $ | +56.241.021 $ | +12.738,2 % | 1 | 49.876.736 $ | +49.669.397 $ | +23.955,6 % | 1 | 49.871.245 $ | +49.871.245 $ | 1 | |||
| Ancora Advisors LLC | → 0 | 19.545.275 $ | +38.616 $ | +0,2 % | 1 | 19.506.659 $ | +108.300 $ | +0,6 % | 1 | 19.398.359 $ | +19.398.359 $ | 1 | |||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 9.016.407 $ | +100.146 $ | +1,1 % | 1 | 8.916.261 $ | +22.099 $ | +0,2 % | 1 | 8.894.162 $ | +8.894.162 $ | 1 | |||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 8.039.532 $ | +1.808.874 $ | +29,0 % | 1 | 6.230.658 $ | -32.830 $ | -0,5 % | 1 | 6.263.488 $ | +6.263.488 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 6.183.367 $ | +687.246 $ | +12,5 % | 1 | 5.496.121 $ | -489.427 $ | -8,2 % | 1 | 5.985.548 $ | +5.985.548 $ | 1 | |||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 4.185.166 $ | +900.851 $ | +27,4 % | 1 | 3.284.315 $ | -148.428 $ | -4,3 % | 1 | 3.432.743 $ | +3.432.743 $ | 1 | ||
| VANGUARD GROUP INC | → 0 | 2.721.830 $ | -101.683 $ | -3,6 % | 1 | 2.823.513 $ | -140.483 $ | -4,7 % | 1 | 2.963.996 $ | +2.963.996 $ | 1 | |||
| BOEING CO | BA | → 0 | Neutral | 1.270.246 $ | +122.241 $ | +10,6 % | 1 | 1.148.005 $ | -10.982 $ | -0,9 % | 1 | 1.158.987 $ | +1.158.987 $ | 1 | |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 1.117.572 $ | +1.117.572 $ | 1 | |||||||||||
| 107.644.359 $ | +59.797.312 $ | +1.601,9 % | 8 | 97.282.268 $ | +48.977.646 $ | +2.992,2 % | 8 | 99.086.100 $ | +99.086.100 $ | 9 | |||||