SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-15 |
| Reported value | $148,601,710 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $10,189,428 | 206,766 |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $9,822,986 | 121,182 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $9,654,269 | 304,455 |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $9,636,551 | 284,768 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | FT LADD BUFF ETF | $9,037,157 | 247,390 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $8,760,441 | 185,603 |
| FIRST TR EXCHANGE TRADED FD | SDVY | SMID RISNG ETF | $6,796,222 | 157,539 |
| FIDELITY COVINGTON TRUST | FENI | ENHANCED INTL | $5,377,661 | 134,006 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | US MULTI-SECTOR | $5,066,051 | 185,366 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $4,399,079 | 197,357 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.