No House member has disclosed a COWS trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.6 | 2.6 | -4.9 | 6.1 | 3.4 | -0.3 | 6.7 | 4.3 | -9.8 | 3.6 | +12.9% | ||
| 2025 | 1.5 | -2.9 | -3.1 | -6.7 | 5.6 | 5.3 | 3.2 | 5.4 | 0.3 | -0.7 | 3.4 | 1.5 | +12.7% |
| 2024 | -1.5 | 3.6 | 7.7 | -6.8 | 4.4 | -2.9 | 5.6 | -0.7 | 0.5 | -1.1 | 8.7 | -7.5 | +8.7% |
| 2023 | -5.5 | 8.1 | 7.5 | +9.8% |
The fund invests at least 80% of its net assets in securities that comprise the index, which will primarily include dividend paying U.S. equity securities. The index is based on a proprietary methodology developed and maintained by Kelly Indexes, LLC, an affiliate of Kelly Strategic Management, LLC, an investment sub-adviser to the fund. The fund is non-diversified.