SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-25 |
| Reported value | $398,462,797 |
| Positions | 89 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $50,305,125 | 1,020,802 |
| PUTNAM ETF TRUST | PVAL | FOCUSED LAR CAP | $44,122,615 | 865,998 |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $44,088,196 | 934,072 |
| FRANKLIN TEMPLETON ETF TR | INCM | INCOME FOCUS ETF | $31,903,966 | 1,105,667 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREAT UNIT | $29,331,358 | 847,237 |
| FEDERATED HERMES ETF TRUST | FLCG | MDT LARGE CAP | $26,538,612 | 796,716 |
| ISHARES TR | DGRO | CORE DIV GRWTH | $25,743,282 | 339,666 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $22,373,117 | 502,993 |
| FEDERATED HERMES ETF TRUST | FSCC | MDT SMALL CAP | $15,540,484 | 416,300 |
| FIDELITY COVINGTON TRUST | FESM | ENHANCED SML CAP | $14,965,112 | 309,901 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.