Valtinson Bruner Financial Planning LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Valtinson Bruner Financial Planning LLC reported 155 stock positions worth $318.6 million. Its top holding was iShares Ultra Short Duration (ICSH) at 12.2% of the portfolio, followed by FT Vest Lad Buffervetf-Usd I (BUFR, 6.4%) and Vanguard Ultra Short Bond Et (VUSB, 6.2%). Compared with Q1 2025, it opened 16 new positions, sold out of 6, added to 66 and reduced 56. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +21%) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −42%).

Most Recent 13F
Q2 2026
Location
NEW BRIGHTON, MN
CIK
0001761450
Portfolio Value
$318.6M (Q2 2025)
SEC Filing
0001761450-25-000003 ↗ filed Aug 6, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $234.7M Q1 2024 Q2 2024: $252.1M Q2 2024 Q3 2024: $286.9M Q3 2024 Q4 2024: $286.4M Q4 2024 Q1 2025: $295.8M Q1 2025 Q2 2025: $318.6M $318.6M Q2 2025 Q3 2025: $337.5M Q3 2025 Q4 2025: $347.6M Q4 2025 Q1 2026: $364.0M Q1 2026 Q2 2026: $399.1M Q2 2026

Holdings 155 stocks · $318.6M
ICSH iShares Ultra Short Duration 12.22% 767,895 $38.9M Add +9.6%
BUFR FT Vest Lad Buffervetf-Usd I 6.43% 644,302 $20.5M Add +1.2%
VUSB Vanguard Ultra Short Bond Et 6.22% 397,267 $19.8M Add +15.6%
EDV Vanguard Extended Dur Treas 6.21% 294,107 $19.8M Add +8.9%
XTWY Bondbloxx BBG 20Y US TSY ETF 5.79% 477,925 $18.4M Add +6.0%
SPYM Ste STR SPDR PT S&P 500 ETF 4.44% 194,522 $14.1M Add +20.9%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 4.24% 407,058 $13.5M Add +1.3%
SPYV SS SPDR P S&P 500 Value ETF 3.89% 236,858 $12.4M Add +6.5%
BMAY Innovator U.S. Equity Buffer 2.84% 214,655 $9.1M Reduce -2.3%
SPEM State Street SP PTF Em ETF 2.43% 180,873 $7.7M Reduce -12.6%
SPDW Ste STR SPDR PT DW Eu ETF 2.25% 177,448 $7.2M Reduce -41.9%
FAPR FT Vest U.S. Equity Buffer E 2.07% 156,640 $6.6M Reduce -0.7%
MSFT Microsoft Corp. 1.59% 10,154 $5.1M Add +72.9%
TLT iShares 20+ Year Treasury BD 1.40% 50,603 $4.5M Reduce -10.5%
BMAR Innovator U.S. Equity Buffer 1.20% 77,709 $3.8M Reduce -1.1%
KOCT Innovator U.S. Small Cap Pow 1.14% 119,242 $3.6M Reduce -1.6%
AAPL Apple Inc. 1.14% 17,659 $3.6M Add +15.8%
FJUN FT Vest US Equity Buff ETF-J 1.13% 66,954 $3.6M Reduce -1.9%
VB Vanguard Most SM-Cap ETF-Usd 1.08% 14,567 $3.5M Add +24.0%
FOCT FT Vest U.S. Equity Buffer E 1.06% 75,093 $3.4M Add +0.8%
ZROZ PIMCO 25+ YR Zero CPN US Tif 1.05% 49,748 $3.3M Reduce -10.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.98% 11,171 $3.1M Add +4.9%
COWZ Pacer US Cash Cows 100 ETF 0.95% 55,010 $3.0M Add +0.5%
LISTED FDS TR 0.95% 71,989 $3.0M Reduce -0.5%
BUFG FT Vest Buffered Allocation 0.86% 107,921 $2.8M Reduce 0.0%
LISTED FDS TR 0.80% 58,588 $2.5M Reduce -1.0%
BFEB Innovator U.S. Equity Buffer 0.77% 55,177 $2.5M Reduce -0.2%
QQQ Invesco QQQ Trust Series 1 0.71% 4,102 $2.3M Add +0.3%
VTI VG Morningstar TS MKT ETF-US 0.69% 7,214 $2.2M Add +21.8%
LISTED FDS TR 0.66% 52,896 $2.1M Reduce -1.7%
VOO Vanguard S&P 500 ETF 0.66% 3,687 $2.1M Add +7.4%
VSS Vanguard Ftse All Wo X-US SC 0.64% 15,198 $2.0M Reduce -1.1%
FFEB FT Vest US Equity Buffer ETF 0.63% 38,574 $2.0M Reduce -3.1%
PSEP Innovator U.S. Equity Power 0.62% 48,507 $2.0M No change
ECL Ecolab Inc. 0.61% 7,189 $1.9M Add +0.9%
BSTP Innovator Buff Su Strat ETF 0.55% 50,284 $1.7M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 2,710 $1.7M Reduce -5.9%
HON Honeywell International Inc. 0.53% 7,188 $1.7M Add +2.1%
MDT Medtronic PLC 0.50% 18,142 $1.6M Reduce -1.3%
GLDM SPDR Gold Minishares Trust 0.46% 22,286 $1.5M Add +48.3%
WFC Wells Fargo & Co. 0.45% 17,860 $1.4M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.43% 2,852 $1.4M Reduce -3.3%
XEL Xcel Energy Inc. 0.43% 20,261 $1.4M Reduce -3.8%
CERY SS SPDR BBG En RY CM St N-Ui 0.40% 47,238 $1.3M Add +10.8%
KNG FT Vest S&P 500 DVD Arst TRG 0.40% 26,028 $1.3M Reduce -2.1%
VXF Vanguard Extended Market ETF 0.39% 6,510 $1.3M New
NOCT Innovator Growth-100 Power B 0.39% 22,954 $1.3M Reduce -2.6%
FAUG FT Vest U.S. Equity Buffer E 0.39% 25,111 $1.2M Reduce -1.8%
AMZN Amazon.com Inc. 0.38% 5,490 $1.2M Add +3.1%
FDEC FT Vest U.S. Equity Buffer E 0.34% 22,883 $1.1M Add +4.6%
BAPR Innovator U.S. Equity Buffer 0.33% 23,387 $1.1M Reduce -4.5%
NVDA Nvidia Corp. 0.31% 6,222 $983K Add +75.6%
GGG Graco Inc. 0.31% 11,318 $973K Add +0.1%
PJAN Innovator U.S. Equity Power 0.28% 20,123 $886K Reduce -1.5%
FISR SS Fi Sector Rotation 0.27% 33,349 $862K Add +331.1%
BUFT FT Vest Buffered Allocation 0.27% 36,419 $858K No change
TBIL F/M US Treasury 3 Month Bill 0.25% 16,063 $803K Add +1.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.24% 1,727 $757K Add +1.8%
BJAN Innovator U.S. Equity Buffer 0.20% 12,944 $650K Add +5.6%
PAPR Innovator U.S. Equity Power 0.20% 17,237 $643K Add +2.1%
CBZ Cbiz Inc. 0.20% 8,868 $636K Reduce -0.5%
SCHX Schwab US Large-Cap ETF 0.20% 25,881 $633K Reduce -1.1%
CVLC Calvert US L-C CR Resp Index 0.20% 8,211 $628K New
VEA Vanguard Ftse Developed ETF 0.19% 10,881 $620K Reduce -9.9%
BOCT Innovator U.S. Equity Buffer 0.19% 13,626 $619K No change
POCT Innovator U.S. Equity Power 0.19% 14,297 $590K No change
UTHY F/M US Treasury 30 Year Bond 0.19% 14,097 $590K Reduce -5.3%
COST Costco Wholesale Corp. 0.18% 583 $577K Add +11.1%
GOOGL Alphabet Inc. Class A 0.18% 3,233 $570K Add +3.5%
SPYG SS SPDR P S&P 500 Growth ETF 0.18% 5,907 $563K Add +26.2%
QUS SS SPDR MSCI U Stratfact ETF 0.18% 3,435 $560K Add +0.3%
UNH Unitedhealth Group Inc. 0.17% 1,747 $545K Reduce -0.3%
NAPR Innovator Growth 100 Power B 0.17% 10,637 $543K Reduce -13.7%
PFEB Innovator U.S. Equity Power 0.17% 14,221 $541K Reduce -5.9%
KAPR Innovator U.S. Small Cap Pow 0.17% 16,575 $537K Reduce -81.0%
TLH iShares 10-20 Year Treasury 0.17% 5,229 $531K Reduce -14.5%
OBIL F/M US Treasury 12 Month Bil 0.16% 9,987 $501K Add +0.1%
FNOV FT Vest US Equity Buffer ETF 0.16% 9,879 $495K Reduce -1.2%
INTU Intuit Inc. 0.15% 622 $490K Add +1.6%
LISTED FDS TR 0.15% 12,024 $487K No change
QJUN FT Vest Nasdaq-100 Buffer Et 0.15% 16,363 $484K Reduce -2.2%
BDEC Innovator U.S. Equity Buffer 0.15% 10,682 $482K Reduce -11.9%
BSJR Invesco Bulletshares 2027 HY 0.15% 20,413 $463K Add +2.4%
ITOT iShares Core S&P Total U.S. 0.14% 3,268 $441K Reduce -4.0%
JPM JPMorgan Chase & Co. 0.14% 1,489 $432K Add +5.3%
BSJS Invesco Bulletshares 2028 HY 0.13% 19,471 $429K Add +0.7%
ESGU iShares ESG Aware MSCI USA 0.13% 3,044 $412K Add +2.9%
BSJQ Invesco Bulletshares 2026 HY 0.13% 17,357 $405K Add +2.8%
IVV iShares Core S&P 500 ETF 0.13% 647 $401K Add +63.0%
SPMD SS SPDR P S&P 400 Midcap ETF 0.13% 7,380 $401K Reduce -4.9%
SRLN SS Blackstone Sr Loan ETF 0.12% 9,505 $395K Add +72.7%
SCHO Schwab Short-Term US Treas 0.12% 15,982 $390K Reduce -12.5%
GLD SPDR Gold Shares 0.12% 1,276 $389K Add +5.7%
OTTR Otter Tail Corp. 0.12% 4,937 $381K No change
BAUG Innovator U.S. Equity Buffer 0.12% 8,229 $379K No change
SPAB SS SPDR P Agg Bond ETF 0.12% 14,704 $376K Add +78.3%
QSPT FT Vest Nasdaq-100 Buffer Et 0.11% 12,363 $366K No change
SPIP SS SPDR P Tips ETF 0.11% 13,676 $356K Reduce -20.1%
LCTU iShares U.S. Carbon Transiti 0.11% 5,221 $351K Add +6.9%
PDEC Innovator U.S. Equity Power 0.11% 8,750 $350K Reduce -1.1%
TGT Target Corp. 0.11% 3,467 $342K Reduce -9.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.11% 3,703 $340K New
GWX State Street SPDR S&P Intern 0.10% 8,957 $333K Reduce -4.2%
ABT Abbott Laboratories 0.10% 2,410 $328K Add +1.7%
USVN F/M US Treasury 7 Year Note 0.10% 6,653 $323K Add +9.1%
KJAN Innovator U.S. Small Cap Pow 0.10% 8,254 $309K No change
SCHB Schwab US Broad Market ETF 0.10% 12,843 $306K No change
PMAY Innovator U.S. Equity Power 0.10% 8,066 $305K Reduce -7.9%
PAUG Innovator U.S. Equity Power 0.10% 7,509 $304K Reduce -10.3%
IVW iShares S&P 500 Growth ETF 0.09% 2,728 $300K Add +12.1%
USFR Wisdomtree Floating Rate Tre 0.09% 5,865 $295K No change
TRP TC Energy Corp. 0.09% 6,021 $294K No change
KJUL Innovator U.S. Small Cap Pow 0.09% 10,057 $294K Reduce -11.3%
HWKN Hawkins Inc. 0.09% 2,060 $293K Reduce -1.7%
META Meta Platforms Inc. Class A 0.09% 394 $291K Reduce -2.0%
UTWY F/M US Treasury 20 Year Bond 0.09% 6,493 $284K Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 5,985 $283K Add +5.3%
SYK Stryker Corp. 0.09% 710 $281K Add +9.2%
IWF iShares Russell 1000 Growth 0.09% 651 $276K Add +2.2%
LMT Lockheed Martin Corp. 0.09% 593 $274K Add +5.9%
DSI iShares ESG MSCI KLD 400 ETF 0.09% 2,331 $271K Add +5.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 928 $265K Reduce -16.7%
USXF iShares ESG Advance MSCI USA 0.08% 4,904 $264K Reduce -13.3%
VIG Vanguard Dividend Apprec ETF 0.08% 1,287 $263K New
IYW iShares Ustechnology ETF 0.08% 1,487 $258K New
NFLX Netflix Inc. 0.08% 190 $255K New
SPIB SS SPDR P Int C Corp. ETF 0.08% 7,574 $254K New
BSEP Innovator U.S. Equity Buffer 0.08% 5,612 $253K No change
BSJT Invesco Bulletshares 2029 HY 0.08% 11,535 $248K Add +0.7%
CAT Caterpillar Inc. 0.08% 635 $246K Reduce -3.0%
UTEN F/M US Treasury 10 Year Note 0.08% 5,555 $244K Add +0.2%
BIZD Vaneck BDC Income ETF 0.07% 14,528 $237K Add +0.2%
EEM iShares MSCI Emerging Market 0.07% 4,891 $236K Reduce -4.3%
XLE SS Energy Select Sector 0.07% 2,770 $235K Add +0.9%
TRV The Travelers Cos Inc. 0.07% 868 $232K Add +0.6%
SLV iShares Silver Trust 0.07% 6,998 $230K Add +7.7%
NJAN Innovator Growth 100 Power B 0.07% 4,505 $229K Reduce -3.8%
UJAN Innovator U.S. Equity Ultra 0.07% 5,626 $228K No change
RY Royal Bank of Canada 0.07% 1,721 $226K New
AVGO Broadcom Inc. 0.07% 813 $224K New
SCHM Schwab US Mid Cap ETF 0.07% 7,971 $224K No change
UFIV F/M US Treasury 5 Year Note 0.07% 4,498 $221K New
V Visa Inc. Class A 0.07% 620 $220K New
GOOG Alphabet Inc. Class C 0.07% 1,223 $217K New
PNOV Innovator U.S. Equity Power 0.07% 5,463 $216K Reduce -13.2%
ENB Enbridge Inc. 0.07% 4,758 $216K Add +1.4%
VOOG Vanguard S&P 500 Growth ETF 0.07% 532 $211K New
IEFA iShares Core MSCI Eafe ETF 0.07% 2,486 $208K Reduce -15.4%
MTUM iShares MSCI USA Momentum Fa 0.06% 853 $205K New
LNT Alliant Energy Corp. 0.06% 3,386 $205K No change
SBUX Starbucks Corp. 0.06% 2,210 $202K Add +0.6%
JANH Innov Prem Inc. 20 Barr - Jan 0.06% 8,172 $201K New
BSX Boston Scientific Corp. 0.06% 1,869 $201K New
YYY Amplify Cef High Income ETF 0.05% 14,102 $165K Add +0.8%
OXFORD LANE CAP CORP 0.02% 12,622 $53K Add +7.6%

Portfolio Sells Q1 2025 → Q2 2025
SPDW Ste STR SPDR PT DW Eu ETF Reduce -41.9% 2.25% −1.50
KAPR Innovator U.S. Small Cap Pow Reduce -81.0% 0.17% −0.74
TLT iShares 20+ Year Treasury BD Reduce -10.5% 1.40% −0.34
SPEM State Street SP PTF Em ETF Reduce -12.6% 2.43% −0.33
ZROZ PIMCO 25+ YR Zero CPN US Tif Reduce -10.6% 1.05% −0.30
UNH Unitedhealth Group Inc. Reduce -0.3% 0.17% −0.14
EAPR Innovator Emerging Markets P Sold out 0.00% −0.13
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.12
FAPR FT Vest U.S. Equity Buffer E Reduce -0.7% 2.07% −0.11
BMAY Innovator U.S. Equity Buffer Reduce -2.3% 2.84% −0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.3% 0.43% −0.10
MINN Mairs & Power MN Muni Bond Sold out 0.00% −0.10
FJAN FT Vest U.S. Equity Buffer E Sold out 0.00% −0.08
UTWO F/M US Treasury 2 Year Note Sold out 0.00% −0.08
XEL Xcel Energy Inc. Reduce -3.8% 0.43% −0.07
BP BP PLC-Spons ADR Sold out 0.00% −0.07
MDT Medtronic PLC Reduce -1.3% 0.50% −0.06
KOCT Innovator U.S. Small Cap Pow Reduce -1.6% 1.14% −0.06
KNG FT Vest S&P 500 DVD Arst TRG Reduce -2.1% 0.40% −0.05
TLH iShares 10-20 Year Treasury Reduce -14.5% 0.17% −0.05
SPIP SS SPDR P Tips ETF Reduce -20.1% 0.11% −0.04
UTHY F/M US Treasury 30 Year Bond Reduce -5.3% 0.19% −0.03
CBZ Cbiz Inc. Reduce -0.5% 0.20% −0.03
NAPR Innovator Growth 100 Power B Reduce -13.7% 0.17% −0.03
TGT Target Corp. Reduce -9.9% 0.11% −0.03
SCHO Schwab Short-Term US Treas Reduce -12.5% 0.12% −0.03
FJUN FT Vest US Equity Buff ETF-J Reduce -1.9% 1.13% −0.02
FFEB FT Vest US Equity Buffer ETF Reduce -3.1% 0.63% −0.02
BDEC Innovator U.S. Equity Buffer Reduce -11.9% 0.15% −0.02
BAPR Innovator U.S. Equity Buffer Reduce -4.5% 0.33% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.9% 0.53% −0.02
KJUL Innovator U.S. Small Cap Pow Reduce -11.3% 0.09% −0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -16.7% 0.08% −0.01
PFEB Innovator U.S. Equity Power Reduce -5.9% 0.17% −0.01
BMAR Innovator U.S. Equity Buffer Reduce -1.1% 1.20% −0.01
VEA Vanguard Ftse Developed ETF Reduce -9.9% 0.19% −0.01
PAUG Innovator U.S. Equity Power Reduce -10.3% 0.10% −0.01
PNOV Innovator U.S. Equity Power Reduce -13.2% 0.07% −0.01
PMAY Innovator U.S. Equity Power Reduce -7.9% 0.10% −0.01
LISTED FDS TR Reduce -1.7% 0.66% −0.01
IEFA iShares Core MSCI Eafe ETF Reduce -15.4% 0.07% −0.01
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -4.9% 0.13% −0.01
PJAN Innovator U.S. Equity Power Reduce -1.5% 0.28% −0.01
FAUG FT Vest U.S. Equity Buffer E Reduce -1.8% 0.39% −0.01
USXF iShares ESG Advance MSCI USA Reduce -13.3% 0.08% −0.01
NOCT Innovator Growth-100 Power B Reduce -2.6% 0.39% −0.00
LISTED FDS TR Reduce -1.0% 0.80% −0.00
LISTED FDS TR Reduce -0.5% 0.95% −0.00
BFEB Innovator U.S. Equity Buffer Reduce -0.2% 0.77% −0.00
BUFG FT Vest Buffered Allocation Reduce 0.0% 0.86% −0.00

Portfolio Buys Q1 2025 → Q2 2025
SPYM Ste STR SPDR PT S&P 500 ETF Add +20.9% 4.44% +0.86
MSFT Microsoft Corp. Add +72.9% 1.59% +0.84
VUSB Vanguard Ultra Short Bond Et Add +15.6% 6.22% +0.42
VXF Vanguard Extended Market ETF New 0.39% +0.39
ICSH iShares Ultra Short Duration Add +9.6% 12.22% +0.21
FISR SS Fi Sector Rotation Add +331.1% 0.27% +0.20
VB Vanguard Most SM-Cap ETF-Usd Add +24.0% 1.08% +0.20
CVLC Calvert US L-C CR Resp Index New 0.20% +0.20
BUFQ FT VST Lad NSDQ Buf ETF-Usdi Add +1.3% 4.24% +0.19
NVDA Nvidia Corp. Add +75.6% 0.31% +0.18
GLDM SPDR Gold Minishares Trust Add +48.3% 0.46% +0.14
VTI VG Morningstar TS MKT ETF-US Add +21.8% 0.69% +0.14
BIL SS SPDR BB 1-3M T-Bill ETF New 0.11% +0.11
VIG Vanguard Dividend Apprec ETF New 0.08% +0.08
IYW iShares Ustechnology ETF New 0.08% +0.08
NFLX Netflix Inc. New 0.08% +0.08
SPIB SS SPDR P Int C Corp. ETF New 0.08% +0.08
RY Royal Bank of Canada New 0.07% +0.07
AVGO Broadcom Inc. New 0.07% +0.07
UFIV F/M US Treasury 5 Year Note New 0.07% +0.07
V Visa Inc. Class A New 0.07% +0.07
GOOG Alphabet Inc. Class C New 0.07% +0.07
VOOG Vanguard S&P 500 Growth ETF New 0.07% +0.07
MTUM iShares MSCI USA Momentum Fa New 0.06% +0.06
JANH Innov Prem Inc. 20 Barr - Jan New 0.06% +0.06
BSX Boston Scientific Corp. New 0.06% +0.06
QQQ Invesco QQQ Trust Series 1 Add +0.3% 0.71% +0.06
VOO Vanguard S&P 500 ETF Add +7.4% 0.66% +0.06
SPYV SS SPDR P S&P 500 Value ETF Add +6.5% 3.89% +0.05
IVV iShares Core S&P 500 ETF Add +63.0% 0.13% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +4.9% 0.98% +0.05
SPYG SS SPDR P S&P 500 Growth ETF Add +26.2% 0.18% +0.05
SRLN SS Blackstone Sr Loan ETF Add +72.7% 0.12% +0.05
SPAB SS SPDR P Agg Bond ETF Add +78.3% 0.12% +0.05
BUFR FT Vest Lad Buffervetf-Usd I Add +1.2% 6.43% +0.04
AMZN Amazon.com Inc. Add +3.1% 0.38% +0.04
INTU Intuit Inc. Add +1.6% 0.15% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +1.8% 0.24% +0.02
HON Honeywell International Inc. Add +2.1% 0.53% +0.02
JPM JPMorgan Chase & Co. Add +5.3% 0.14% +0.02
IVW iShares S&P 500 Growth ETF Add +12.1% 0.09% +0.02
WFC Wells Fargo & Co. Add +0.1% 0.45% +0.02
GOOGL Alphabet Inc. Class A Add +3.5% 0.18% +0.02
FDEC FT Vest U.S. Equity Buffer E Add +4.6% 0.34% +0.01
COST Costco Wholesale Corp. Add +11.1% 0.18% +0.01
BJAN Innovator U.S. Equity Buffer Add +5.6% 0.20% +0.01
FOCT FT Vest U.S. Equity Buffer E Add +0.8% 1.06% +0.01
LCTU iShares U.S. Carbon Transiti Add +6.9% 0.11% +0.01
IWF iShares Russell 1000 Growth Add +2.2% 0.09% +0.01
DSI iShares ESG MSCI KLD 400 ETF Add +5.9% 0.09% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 189$399.1MICSH, BUFR, XTWY, EDV, SPYM
Q1 2026 171$364.0MICSH, XTWY, EDV, BUFR, VUSB
Q4 2025 164$347.6MICSH, XTWY, EDV, BUFR, SPYM
Q3 2025 159$337.5MICSH, BUFR, EDV, XTWY, VUSB
Q2 2025 155$318.6MICSH, BUFR, VUSB, EDV, XTWY
Q1 2025 145$295.8MICSH, EDV, BUFR, XTWY, VUSB
Q4 2024 145$286.4MEDV, XTWY, BUFR, SPYM, ICSH
Q3 2024 137$286.9MEDV, XTWY, SPYM, BUFR, SPYV
Q2 2024 126$252.1MUTWY, UTHY, SPYM, SPYV, BUFR
Q1 2024 121$234.7MSPIP, SPYM, SPYV, BMAY, BUFR