Westwood Quality Smallcap Fund Ultra
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000® Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts and master limited partnerships.
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-08-19 | John Boozman · R-AR | Senate | Sold | $15,001 - $50,000 |
| 2025-11-20 | John Boozman · R-AR | Senate | Bought | $1,001 - $15,000 |
| 2025-08-01 | John Boozman · R-AR | Senate | Bought | $1,001 - $15,000 |
Markers sit on the transaction date the member disclosed, snapped to the nearest close on the chart. They are not the date the public found out — that came later, and the gap is its own page. Every marker is listed by name in the table above.