IAG Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), IAG Wealth Partners, LLC reported 496 stock positions worth $863.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 7.5% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 7.5%) and Nylim Mackay Muni Intermedia (MMIT, 5.2%). Compared with Q3 2025, it opened 17 new positions, sold out of 37, added to 89 and reduced 100. The biggest buy was VS SM Cap Free Cash Flow ETF (SFLO, shares +7381%) and the biggest sale Goldman Activebeta US LC ETF (GSLC, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- WAUKESHA, WI
- CIK
- 0001827261
- Portfolio Value
- $863.6M (Q4 2025)
- SEC Filing
- 0001104659-26-012592 ↗ filed Feb 10, 2026
Holdings Value
Holdings 496 stocks · $863.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.55% | 812,288 | $65.2M | Reduce -0.3% |
| JBND JPMorgan Active Bond ETF | 7.52% | 1,200,760 | $64.9M | Add +1.8% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 5.18% | 1,838,192 | $44.7M | Add +9.9% |
| GSLC Goldman Activebeta US LC ETF | 5.03% | 327,865 | $43.4M | Reduce -3.5% |
| AVIV Avantis Intl LRG Cap Val ETF | 4.47% | 541,505 | $38.6M | Reduce -1.6% |
| DLN Wisdomtree US Largecap Divid | 3.98% | 390,561 | $34.4M | Reduce -0.8% |
| DIVB iShares Core Dividend ETF | 3.24% | 525,995 | $28.0M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 3.04% | 38,341 | $26.3M | Reduce -6.2% |
| GSIE Goldman Sachs Activebeta Int | 2.99% | 600,503 | $25.8M | Reduce -1.6% |
| DON Wisdomtree US Midcap Dividen | 2.95% | 493,195 | $25.4M | Add +1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.73% | 48,355 | $23.6M | Reduce -0.9% |
| PULS Pgim Ultra Short Bond ETF | 2.56% | 446,506 | $22.1M | Add +4.9% |
| CTA Simplify Managed Futures St | 2.56% | 811,968 | $22.1M | Add +4.6% |
| PWV Invesco Large Cap Value ETF | 2.49% | 323,838 | $21.5M | Add +2.2% |
| JMUB JPMorgan Municipal ETF | 2.35% | 402,722 | $20.3M | Add +3.8% |
| HAP Vaneck Natural Resources ETF | 2.28% | 326,814 | $19.7M | Reduce -3.5% |
| IMCG iShares Morningstar Mid-Cap | 2.07% | 223,763 | $17.9M | Add +6.2% |
| AVDE Avantis International Equity | 2.01% | 211,150 | $17.4M | Add +4.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.94% | 376,541 | $16.7M | Add +2.1% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.84% | 565,318 | $15.9M | Add +5.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.72% | 180,524 | $14.9M | Reduce -3.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.52% | 226,396 | $13.1M | Add +5.9% |
| RECS Columbia Resear Enh Cor ETF | 1.48% | 313,041 | $12.8M | Add +2.6% |
| SFLO VS SM Cap Free Cash Flow ETF filed as VICTORY PORTFOLIOS II | 1.36% | 399,022 | $11.8M | Add +7380.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.35% | 109,340 | $11.7M | Reduce -3.2% |
| DGRW Wisdomtree U.S. Quality Divi | 1.29% | 124,460 | $11.1M | Add +8.6% |
| IWY iShares Russell Top 200 Grow | 1.19% | 37,126 | $10.3M | Reduce -0.2% |
| CWI State Street SPDR MSCI Acwi | 1.13% | 272,251 | $9.8M | Reduce -5.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.88% | 294,073 | $7.6M | Add +15.3% |
| GUNR NT Mstar GLBL NR ETF | 0.83% | 157,262 | $7.2M | Add +5.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.82% | 83,411 | $7.1M | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.77% | 30,267 | $6.7M | Reduce -6.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.71% | 131,075 | $6.1M | Add +4.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.69% | 104,639 | $5.9M | Reduce -2.8% |
| AVEM Avantis Emerging Markets Eq | 0.60% | 67,625 | $5.2M | Add +3.0% |
| DFAE Dimensional Emerging Core Eq | 0.59% | 157,269 | $5.1M | Reduce -2.9% |
| BBSC JPMorgan Betabuilders US SC | 0.55% | 64,478 | $4.8M | Reduce -4.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.55% | 63,257 | $4.7M | Reduce -13.2% |
| PYLD PIMCO Multisector Bond Actv | 0.52% | 168,505 | $4.5M | Add +8.9% |
| RODM Hartford Multifact Dev MRKT | 0.52% | 120,392 | $4.5M | Reduce -4.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.50% | 46,953 | $4.3M | Add +2.6% |
| GNR State Street SPDR S&P Global | 0.49% | 68,482 | $4.3M | Add +1.9% |
| ISCG iShares Morningstar Small-Ca | 0.49% | 76,183 | $4.2M | Add +4.5% |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.46% | 108,680 | $4.0M | Add +3.3% |
| FESM Fidelity Enhanced Small Cap | 0.41% | 94,623 | $3.6M | Add +8.3% |
| FLQM Franklin U.S. Mid Cap Multif | 0.40% | 61,822 | $3.5M | Add +9.9% |
| NBCM Neuberger Commodity Strategy | 0.39% | 149,246 | $3.4M | Add +8.5% |
| DFIS Dimensional International SM | 0.37% | 95,894 | $3.2M | Add +2.8% |
| JHMM John Hancock Multi Fact Mid | 0.34% | 44,608 | $2.9M | Reduce -0.7% |
| CSB Victoryshares US Small Cap H | 0.34% | 49,768 | $2.9M | Add +4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 4,819 | $2.4M | No change |
| BBUS JPMorgan Betabuilders US Equ | 0.27% | 19,223 | $2.4M | Reduce -10.0% |
| HTAB Hartford Schroders Tax Aware | 0.27% | 120,075 | $2.3M | Reduce -30.6% |
| JSMD Janus Small Mid Cap GR Alp | 0.27% | 28,093 | $2.3M | Reduce -7.4% |
| HELO JPMorgan Hedged Equity ETF | 0.25% | 32,463 | $2.2M | Add +0.0% |
| AVDV Avantis Intl S/C Value ETF | 0.25% | 22,870 | $2.1M | Reduce -2.0% |
| SPEM State Street SP PTF Em ETF | 0.24% | 45,064 | $2.1M | Add +3.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 33,831 | $1.7M | Add +19.9% |
| SMLV SS SPDR US SC Low Vol Idx | 0.19% | 12,528 | $1.6M | Reduce -2.1% |
| AAPL Apple Inc. | 0.19% | 5,908 | $1.6M | Reduce -14.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.18% | 59,921 | $1.5M | Add +15.1% |
| JNJ Johnson & Johnson | 0.17% | 7,094 | $1.5M | Reduce -3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 4,065 | $1.4M | Reduce -3.5% |
| DES Wisdomtree US Smallcap Divid | 0.15% | 39,777 | $1.3M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.15% | 2,094 | $1.3M | No change |
| PBUS Invesco MSCI USA ETF | 0.15% | 18,816 | $1.3M | Reduce -9.5% |
| MFSG MFS Active Growth | 0.14% | 42,182 | $1.2M | Add +676.5% |
| SPGM State Street SPDR Portfolio | 0.14% | 15,351 | $1.2M | Add +1.9% |
| SCHM Schwab US Mid Cap ETF | 0.13% | 38,691 | $1.2M | Reduce -1.5% |
| WEC WEC Energy Group Inc. | 0.12% | 10,147 | $1.1M | Reduce -5.0% |
| MSFT Microsoft Corp. | 0.12% | 2,199 | $1.1M | Reduce -3.4% |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.11% | 8,771 | $935K | Reduce -4.1% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.10% | 28,501 | $901K | Reduce -3.3% |
| NVDA Nvidia Corp. | 0.10% | 4,815 | $898K | Reduce -4.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.10% | 9,160 | $833K | Reduce -0.3% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.10% | 17,212 | $822K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 15,157 | $815K | Reduce -0.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.09% | 5,547 | $795K | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 1,262 | $775K | Add +2.6% |
| GEM Goldman Sachs Activebeta Em | 0.09% | 17,640 | $734K | No change |
| IWM iShares Russell 2000 ETF | 0.08% | 2,932 | $722K | Add +8.1% |
| IWF iShares Russell 1000 Growth | 0.07% | 1,344 | $636K | No change |
| JSML Janus Hender SM Cap GRW Alph | 0.07% | 8,139 | $599K | Reduce -10.0% |
| LLY Eli Lilly & Co. | 0.06% | 462 | $497K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.05% | 8,674 | $436K | Reduce -1.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.05% | 14,039 | $424K | Add +27.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.05% | 4,491 | $423K | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 6,161 | $407K | Reduce -5.1% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 7,748 | $385K | Add +33.8% |
| JCI Johnson Controls Internation | 0.04% | 3,204 | $384K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 1,469 | $379K | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.04% | 1,637 | $378K | Reduce -5.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 554 | $378K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,942 | $371K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 1,140 | $367K | No change |
| FVD First Trust Value Line DVD | 0.04% | 7,869 | $363K | Reduce -3.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.04% | 1,432 | $358K | Reduce -9.3% |
| HD Home Depot Inc. | 0.04% | 995 | $342K | Reduce -3.0% |
| VNLA Janus Henderson Short Durati | 0.04% | 6,649 | $327K | Reduce -9.4% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 2,613 | $314K | Reduce -1.9% |
Portfolio Sells Q3 2025 → Q4 2025
| GSLC Goldman Activebeta US LC ETF | Reduce -3.5% | 5.03% | −0.29 |
| IVV iShares Core S&P 500 ETF | Reduce -6.2% | 3.04% | −0.25 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.8% | 3.98% | −0.13 |
| HTAB Hartford Schroders Tax Aware | Reduce -30.6% | 0.27% | −0.13 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.3% | 7.55% | −0.12 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -13.2% | 0.55% | −0.09 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.6% | 1.72% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.9% | 2.73% | −0.08 |
| CWI State Street SPDR MSCI Acwi | Reduce -5.3% | 1.13% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.9% | 0.77% | −0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.2% | 1.35% | −0.07 |
| HAP Vaneck Natural Resources ETF | Reduce -3.5% | 2.28% | −0.05 |
| BBSC JPMorgan Betabuilders US SC | Reduce -4.1% | 0.55% | −0.04 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -7.4% | 0.27% | −0.04 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -10.0% | 0.27% | −0.04 |
| IWY iShares Russell Top 200 Grow | Reduce -0.2% | 1.19% | −0.03 |
| GSIE Goldman Sachs Activebeta Int | Reduce -1.6% | 2.99% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.8% | 0.69% | −0.03 |
| ORCL Oracle Corp. | Reduce -12.6% | 0.04% | −0.03 |
| AAPL Apple Inc. | Reduce -14.2% | 0.19% | −0.02 |
| WEC WEC Energy Group Inc. | Reduce -5.0% | 0.12% | −0.02 |
| RODM Hartford Multifact Dev MRKT | Reduce -4.4% | 0.52% | −0.02 |
| DFAE Dimensional Emerging Core Eq | Reduce -2.9% | 0.59% | −0.02 |
| MSFT Microsoft Corp. | Reduce -3.4% | 0.12% | −0.02 |
| PBUS Invesco MSCI USA ETF | Reduce -9.5% | 0.15% | −0.02 |
| GTO Invesco Total Return Bond Et | Reduce -62.4% | 0.01% | −0.02 |
| STNG Scorpio Tankers Inc. | Sold out | 0.00% | −0.01 |
| GE General Electric | Reduce -76.3% | 0.00% | −0.01 |
| JSML Janus Hender SM Cap GRW Alph | Reduce -10.0% | 0.07% | −0.01 |
| JHMM John Hancock Multi Fact Mid | Reduce -0.7% | 0.34% | −0.01 |
| HD Home Depot Inc. | Reduce -3.0% | 0.04% | −0.01 |
| CGUS Cap Group Core Equity | Reduce -85.8% | 0.00% | −0.01 |
| SMOT Vaneck Morningstar Smid Moat | Sold out | 0.00% | −0.01 |
| SMLV SS SPDR US SC Low Vol Idx | Reduce -2.1% | 0.19% | −0.01 |
| LNT Alliant Energy Corp. | Reduce -36.8% | 0.01% | −0.01 |
| SIL Global X Silver Miners ETF | Sold out | 0.00% | −0.01 |
| NVDA Nvidia Corp. | Reduce -4.0% | 0.10% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.5% | 0.16% | −0.01 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.8% | 0.15% | −0.01 |
| K Kellanova | Sold out | 0.00% | −0.01 |
| SMMD iShares Russell 2500 ETF | Sold out | 0.00% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -9.3% | 0.04% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -18.4% | 0.02% | −0.01 |
| GEV GE Vernova Inc. | Reduce -82.1% | 0.00% | −0.01 |
| MMM 3M Co. | Reduce -86.7% | 0.00% | −0.01 |
| BBMC JPM Betabuilders US Mid Cap | Reduce -4.1% | 0.11% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -15.8% | 0.03% | −0.01 |
| NFLX Netflix Inc. | Reduce -19.8% | 0.01% | −0.01 |
| VNLA Janus Henderson Short Durati | Reduce -9.4% | 0.04% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.5% | 0.13% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| SFLO VS SM Cap Free Cash Flow ETF | Add +7380.7% | 1.36% | +1.34 |
| MMIT Nylim Mackay Muni Intermedia | Add +9.9% | 5.18% | +0.29 |
| MFSG MFS Active Growth | Add +676.5% | 0.14% | +0.12 |
| AVDE Avantis International Equity | Add +4.3% | 2.01% | +0.09 |
| SPAB SS SPDR P Agg Bond ETF | Add +15.3% | 0.88% | +0.09 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +5.5% | 1.84% | +0.08 |
| DGRW Wisdomtree U.S. Quality Divi | Add +8.6% | 1.29% | +0.06 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +5.9% | 1.52% | +0.05 |
| GUNR NT Mstar GLBL NR ETF | Add +5.2% | 0.83% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.1% | 1.94% | +0.04 |
| FESM Fidelity Enhanced Small Cap | Add +8.3% | 0.41% | +0.03 |
| JMST JPM Ultra-Short Muni Income | Add +19.9% | 0.20% | +0.03 |
| PYLD PIMCO Multisector Bond Actv | Add +8.9% | 0.52% | +0.02 |
| FLQM Franklin U.S. Mid Cap Multif | Add +9.9% | 0.40% | +0.02 |
| PULS Pgim Ultra Short Bond ETF | Add +4.9% | 2.56% | +0.02 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +15.1% | 0.18% | +0.02 |
| GNR State Street SPDR S&P Global | Add +1.9% | 0.49% | +0.01 |
| ISCG iShares Morningstar Small-Ca | Add +4.5% | 0.49% | +0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +4.4% | 0.71% | +0.01 |
| PWV Invesco Large Cap Value ETF | Add +2.2% | 2.49% | +0.01 |
| DFIS Dimensional International SM | Add +2.8% | 0.37% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Add +3.0% | 0.60% | +0.01 |
| FSSL FS Specialty Lending Fund | New | 0.01% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +27.0% | 0.05% | +0.01 |
| GXC State Street SPDR S&P China | Add +117.6% | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +8.1% | 0.08% | +0.00 |
| GLDM SPDR Gold Minishares Trust | Add +70.6% | 0.01% | +0.00 |
| BMNR Bitmine Immersion Technologi | Add +870.4% | 0.01% | +0.00 |
| SOXX iShares Semiconductor ETF | Add +24.5% | 0.02% | +0.00 |
| DE Deere & Co. | Add +15.7% | 0.03% | +0.00 |
| COF Capital One Financial Corp. | Add +87.8% | 0.01% | +0.00 |
| FELG Fidelity Enh LRG Cap GWTH | Add +2267.9% | 0.00% | +0.00 |
| SLV iShares Silver Trust | Add +9.8% | 0.01% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +53.4% | 0.01% | +0.00 |
| HPE Hewlett Packard Enterprise | New | 0.00% | +0.00 |
| FLIN Franklin Ftse India ETF | Add +51.1% | 0.01% | +0.00 |
| KO The Coca-Cola Co. | Add +6.4% | 0.03% | +0.00 |
| MRK Merck & Co. Inc. | Add +0.3% | 0.01% | +0.00 |
| NBCM Neuberger Commodity Strategy | Add +8.5% | 0.39% | +0.00 |
| NUBD Nuveen ESG US Aggregate Bond | Add +20.4% | 0.02% | +0.00 |
| AOS Smith (a.o.) Corp. | New | 0.00% | +0.00 |
| JMUB JPMorgan Municipal ETF | Add +3.8% | 2.35% | +0.00 |
| UPS United Parcel Service Class B | Add +0.8% | 0.01% | +0.00 |
| RECS Columbia Resear Enh Cor ETF | Add +2.6% | 1.48% | +0.00 |
| AMGN Amgen Inc. | Add +0.3% | 0.01% | +0.00 |
| ET Energy Transfer LP | Add +14.1% | 0.02% | +0.00 |
| OESX Orion Energy Systems Inc. | Add +6.3% | 0.00% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +8.1% | 0.02% | +0.00 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +16.5% | 0.02% | +0.00 |
| XOM Exxon Mobil Corp. | Add +3.1% | 0.02% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| APO Apollo Global Management Inc. | COM | Sold out | 0 | $0before exit |
| HLT Hilton Worldwide Holdings Inc. | COM | Sold out | 0 | $0before exit |
| HON Honeywell International Inc. | COM | Sold out | 0 | $0before exit |
| MRSH Marsh & McLennan Cos | COM | Sold out | 0 | $0before exit |
| RTX RTX Corp. | COM | Sold out | 0 | $0before exit |
| RSG Republic Services Inc. | COM | Sold out | 0 | $0before exit |
| SNPS Synopsys Inc. | COM | Sold out | 0 | $0before exit |
| USB US Bancorp | COM NEW | New | 0 | $0 |
| UBER Uber Technologies Inc. | COM | Sold out | 0 | $0before exit |
| VRTX Vertex Pharmaceuticals Inc. | COM | Sold out | 0 | $0before exit |
| CB Chubb Ltd. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 507 | $1.0B | SPYM, JBND, AVIV, MMIT, GSLC |
| Q1 2026 | 509 | $895.9M | SPYM, JBND, MMIT, AVIV, GSLC |
| Q4 2025 | 496 | $863.6M | SPYM, JBND, MMIT, GSLC, AVIV |
| Q3 2025 | 516 | $832.5M | JBND, SPYM, GSLC, MMIT, AVIV |
| Q2 2025 | 492 | $755.7M | SPYM, JBND, GSLC, AVIV, DLN |
| Q1 2025 | 498 | $643.4M | JBND, SPYM, DLN, AVIV, GSLC |
| Q4 2024 | 507 | $566.9M | SPYM, SPDW, DLN, GSLC, MMIT |
| Q3 2024 | 488 | $541.0M | SPYM, SPDW, DLN, GSLC, MMIT |
| Q2 2024 | 499 | $497.6M | SPYM, SPDW, DLN, GSLC, MMIT |
| Q1 2024 | 445 | $465.6M | SPYM, SPDW, DLN, GSLC, MMIT |