None of the 29 investors followed here reported a position in ROE in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a ROE trade since 2025.
From House and Senate STOCK Act reports. 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 | 3.6 | 3.3 | -6.1 | 11.1 | 6.5 | 1.7 | -0.9 | 2.7 | -1.9 | 1.9 | +23.0% | ||
| 2025 | 4.0 | -2.3 | -5.2 | 0.1 | 5.1 | 4.6 | 0.5 | 2.7 | 4.0 | 1.0 | 0.6 | 0.4 | +16.0% |
| 2024 | 1.5 | 5.3 | 5.1 | -5.4 | 4.0 | 1.3 | 3.7 | 1.4 | 0.8 | -2.1 | 6.9 | -5.8 | +16.9% |
| 2023 | -4.6 | -3.8 | 9.1 | 6.0 | +6.2% |
The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stock principally traded in the U.S. The fund seeks to invest in companies that exhibit robust quality characteristics across sectors, with attractive valuations and dividend paying potential, as determined by the fund’s sub-adviser.