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The Analysis of Independent Wealth Network Inc.'s Holdings & P&L

Currently, Independent Wealth Network Inc. holds 338 types of securities in its portfolio with a total value $393.2M. In the most recent quarter, they have increased their positions in VUG (+33.1K shares, valued at $2.8M), DUKH (+97.1K shares, valued at $2.3M), DUKZ (+80.0K shares, valued at $2.0M); decreased their positions in SOXX (-2.2K shares, valued at $1.4M), QTEC (-3.2K shares, valued at $1.1M), FLOT (-10.4K shares, valued at $533.0K); initiated new positions in DUKH (+97.1K shares, valued at $2.3M), DUKZ (+80.0K shares, valued at $2.0M), N/A (+2.6K shares, valued at $945.5K).

1M P&L

-1.0M-0.32%

3M P&L

+3.7M+1.12%

HY P&L

+7.1M+2.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A249.8M

71.7%

2Farm & Heavy Construction Machinery28.7M

8.2%

3Semiconductors10.8M

3.1%

Top Industries by Stock Count

1N/A197 stocks

65.4%

2Semiconductors9 stocks

3.0%

3Semiconductor Equipment & Materials4 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CAT CATERPILLAR INC26.5K shares1.48%2026-06-302026-07-20

SPDR SERIES TRUST SPDR SERIES TRUST196.3K shares-1.53%2026-06-302026-07-20

JPST J P MORGAN EXCHANGE TRADED F242.6K shares-2.91%2026-06-302026-07-20

SPYG SPDR SERIES TRUST97.6K shares-1.22%2026-06-302026-07-20

QQQ INVESCO QQQ TR9.9K shares10.74%2026-06-302026-07-20

RDFI COLLABORATIVE INVESTMNT SER280.0K shares5.57%2026-06-302026-07-20

DFUS DIMENSIONAL ETF TRUST75.2K shares2.76%2026-06-302026-07-20

AAPL APPLE INC19.8K shares0.99%2026-06-302026-07-20

Sponsored

NVDA NVIDIA CORPORATION28.0K shares6.48%2026-06-302026-07-20

SPYV SPDR SERIES TRUST88.7K shares-2.27%2026-06-302026-07-20

SLV ISHARES SILVER TR96.6K shares-8.66%2026-06-302026-07-20

VOO VANGUARD INDEX FDS7.1K shares4.97%2026-06-302026-07-20

CVX CHEVRON CORPORATION28.2K shares-3.11%2026-06-302026-07-20

MSFT MICROSOFT CORP12.3K shares10.07%2026-06-302026-07-20

QTEC FIRST TR EXCHANGE-TRADED FD12.2K shares-20.99%2026-06-302026-07-20

GLD SPDR GOLD TR10.4K shares2.63%2026-06-302026-07-20

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AMZN AMAZON COM INC15.9K shares1.89%2026-06-302026-07-20

ACWI ISHARES TR22.6K shares3.58%2026-06-302026-07-20

SPYD SPDR SERIES TRUST72.2K shares11.73%2026-06-302026-07-20

JEPI J P MORGAN EXCHANGE TRADED F60.8K shares5.63%2026-06-302026-07-20

VUG VANGUARD INDEX FDS39.3K shares527.55%2026-06-302026-07-20

XMMO INVESCO EXCHANGE TRADED FD T18.8K shares7.08%2026-06-302026-07-20

FLRT PACER FDS TR64.9K shares-4.72%2026-06-302026-07-20

VYM VANGUARD WHITEHALL FDS18.7K shares-1.28%2026-06-302026-07-20

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SPAB SPDR SERIES TRUST114.1K shares1.03%2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR15.2K shares7.41%2026-06-302026-07-20

XLE SELECT SECTOR SPDR TR54.1K shares19.85%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL5.6K shares4.02%2026-06-302026-07-20

STIP ISHARES TR25.6K shares3.11%2026-06-302026-07-20

FJAN FIRST TR EXCHNG TRADED FD VI45.6K shares-3.49%2026-06-302026-07-20

LMBS FIRST TR EXCHANGE-TRADED FD48.2K shares5.14%2026-06-302026-07-20

PSFF PACER FDS TR68.9K shares-0.32%2026-06-302026-07-20

Sponsored

BND VANGUARD BD INDEX FDS32.0K shares6.32%2026-06-302026-07-20

DUKH NORTHERN LIGHTS FD TR97.1K sharesnew addition2026-06-302026-07-20

ILTB ISHARES TR47.2K shares0.70%2026-06-302026-07-20

YYY AMPLIFY ETF TR187.9K shares3.13%2026-06-302026-07-20

BIL SPDR SERIES TRUST22.9K shares-0.74%2026-06-302026-07-20

SOXX ISHARES TR3.3K shares-40.59%2026-06-302026-07-20

VISA INC VISA INC6.1K shares5.86%2026-06-302026-07-20

DUKZ NORTHERN LIGHTS FD TR80.0K sharesnew addition2026-06-302026-07-20

Sponsored

SECT NORTHERN LTS FD TR IV27.9K shares14.07%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.7K shares-4.17%2026-06-302026-07-20

QYLD GLOBAL X FDS107.0K shares-6.18%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC3.5K shares7.58%2026-06-302026-07-20

BBAG J P MORGAN EXCHANGE TRADED F40.7K shares5.62%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC16.0K shares6.39%2026-06-302026-07-20

VBK VANGUARD INDEX FDS5.1K shares10.39%2026-06-302026-07-20

DLN WISDOMTREE TR19.1K shares6.61%2026-06-302026-07-20

Sponsored

ISHARES TR ISHARES TR2.4K shares34.16%2026-06-302026-07-20

BUFR FIRST TR EXCHNG TRADED FD VI49.2K shares2.62%2026-06-302026-07-20

TSLA TESLA INC4.2K shares11.00%2026-06-302026-07-20

GOOG ALPHABET INC5.0K shares-0.88%2026-06-302026-07-20

ISHARES TR ISHARES TR17.7K shares39.52%2026-06-302026-07-20

LQTI FIRST TR EXCHANGE-TRADED FD90.5K shares-21.66%2026-06-302026-07-20

SCIO FIRST TR EXCHANGE-TRADED FD82.0K shares8.40%2026-06-302026-07-20

CGUS CAPITAL GROUP CORE EQUITY ET38.0K shares2.00%2026-06-302026-07-20

Sponsored

GOOGL ALPHABET INC4.6K shares13.28%2026-06-302026-07-20

FLOT ISHARES TR32.3K shares-24.43%2026-06-302026-07-20

ITA ISHARES TR6.7K shares0.56%2026-06-302026-07-20

FPE FIRST TR EXCH TRADED FD III88.0K shares0.44%2026-06-302026-07-20

AWF ALLIANCEBERNSTEIN GLOBAL HIG152.4K shares3.40%2026-06-302026-07-20

SPEM SPDR INDEX SHS FDS30.0K shares5.03%2026-06-302026-07-20

KYN KAYNE ANDERSON ENERGY INFRST112.0K shares1.88%2026-06-302026-07-20

BBIN J P MORGAN EXCHANGE TRADED F19.8K shares-1.52%2026-06-302026-07-20

Sponsored

SPDW SPDR INDEX SHS FDS30.3K shares-4.15%2026-06-302026-07-20

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-20

SPMD SPDR SERIES TRUST22.1K shares-5.01%2026-06-302026-07-20

SNTH TIDAL TRUST III49.7K shares2.44%2026-06-302026-07-20

SGOV ISHARES TR14.1K shares2.42%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC2.4K shares-18.88%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP10.2K shares14.80%2026-06-302026-07-20

CGDV CAPITAL GROUP DIVIDEND VALUE28.2K shares2.94%2026-06-302026-07-20

Sponsored

QQQM INVESCO EXCH TRADED FD TR II4.6K shares-9.11%2026-06-302026-07-20

SHY ISHARES TR16.4K shares3.82%2026-06-302026-07-20

IDEV ISHARES TR15.1K shares20.80%2026-06-302026-07-20

STOT SSGA ACTIVE TR28.5K shares8.72%2026-06-302026-07-20

HACK AMPLIFY ETF TR12.8K shares0.27%2026-06-302026-07-20

DVY ISHARES TR8.3K shares0.01%2026-06-302026-07-20

ARES CAPITAL CORP ARES CAPITAL CORP69.1K shares24.44%2026-06-302026-07-20

FTCS FIRST TR EXCHANGE-TRADED FD13.6K shares1.41%2026-06-302026-07-20

Sponsored

MO ALTRIA GROUP INC17.6K shares4.84%2026-06-302026-07-20

XNTK SPDR SERIES TRUST3.2K shares-5.66%2026-06-302026-07-20

SEIM SEI EXCHANGE TRADED FUNDS22.5K shares11.11%2026-06-302026-07-20

PGX INVESCO EXCH TRADED FD TR II114.6K shares1.12%2026-06-302026-07-20

CGBL CAPITAL GROUP CORE BALANCED32.6K shares-4.53%2026-06-302026-07-20

EFA ISHARES TR11.7K shares1.48%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR35.7K shares-4.84%2026-06-302026-07-20

AIRR FIRST TR EXCHANGE TRADED FD9.0K shares13.43%2026-06-302026-07-20

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.0K shares1.43%2026-06-302026-07-20

IAU ISHARES GOLD TR15.6K shares-2.35%2026-06-302026-07-20

FDVV FIDELITY COVINGTON TRUST19.4K shares6.74%2026-06-302026-07-20

ET ENERGY TRANSFER L P60.9K shares3.64%2026-06-302026-07-20

JCPB J P MORGAN EXCHANGE TRADED F24.6K shares9.60%2026-06-302026-07-20

CLX CLOROX CO DEL12.1K shares13.46%2026-06-302026-07-20

GCOW PACER FDS TR26.7K shares-16.74%2026-06-302026-07-20

LGLV SPDR SERIES TRUST6.4K shares-0.25%2026-06-302026-07-20

Sponsored

BROADCOM INC BROADCOM INC3.1K shares18.33%2026-06-302026-07-20

VCIT VANGUARD SCOTTSDALE FDS13.6K shares1.02%2026-06-302026-07-20

BA BOEING CO5.2K shares-5.55%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS15.6K shares13.90%2026-06-302026-07-20

DFAX DIMENSIONAL ETF TRUST29.5K shares21.56%2026-06-302026-07-20

MSI MOTOROLA SOLUTIONS INC2.6K shares-2.80%2026-06-302026-07-20

CASY CASEYS GEN STORES INC1.3K shares-13.81%2026-06-302026-07-20

AAXJ ISHARES TR8.7K shares1.10%2026-06-302026-07-20

Sponsored

USRT ISHARES TR15.4K shares3.52%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares-1.91%2026-06-302026-07-20

RDVY FIRST TR EXCHANGE TRADED FD12.3K shares4.77%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC1.3K shares42.57%2026-06-302026-07-20

VTV VANGUARD INDEX FDS4.4K shares20.25%2026-06-302026-07-20

IDV ISHARES TR23.0K shares2.85%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC824 shares-31.16%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-20

Sponsored

AVLC AMERICAN CENTY ETF TR10.4K sharesnew addition2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR26.7K shares-1.35%2026-06-302026-07-20

BBCB J P MORGAN EXCHANGE TRADED F20.2K shares2.94%2026-06-302026-07-20

JPIN J P MORGAN EXCHANGE TRADED F12.4K shares5.25%2026-06-302026-07-20

SHYG ISHARES TR20.9K shares179.41%2026-06-302026-07-20

VOT VANGUARD INDEX FDS2.8K shares5.06%2026-06-302026-07-20

INTC INTEL CORP6.2K shares-9.81%2026-06-302026-07-20

SPTM SPDR SERIES TRUST9.5K shares-1.65%2026-06-302026-07-20

Sponsored

KR KROGER CO15.5K shares1.94%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC7.3K shares0.68%2026-06-302026-07-20

SDVY FIRST TR EXCHANGE TRADED FD19.6K shares7.35%2026-06-302026-07-20

IWM ISHARES TR2.8K shares2.44%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON3.3K shares-2.44%2026-06-302026-07-20

EWA ISHARES INC29.8K shares1.69%2026-06-302026-07-20

PSCI INVESCO EXCH TRADED FD TR II4.4K shares-18.48%2026-06-302026-07-20

WINN HARBOR ETF TRUST25.2K shares-6.39%2026-06-302026-07-20

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MINT PIMCO ETF TR8.0K shares-1.32%2026-06-302026-07-20

PKG PACKAGING CORP AMER3.4K shares-3.68%2026-06-302026-07-20

LDP COHEN & STEERS LTD DURATION36.4K sharesnew addition2026-06-302026-07-20

IEMG ISHARES INC9.3K shares14.89%2026-06-302026-07-20

ZJUN INNOVATOR ETFS TRUST27.8K sharesnew addition2026-06-302026-07-20

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F12.2K shares6.25%2026-06-302026-07-20

HYG ISHARES TR9.4K shares6.32%2026-06-302026-07-20

CME CME GROUP INC3.4K shares-0.18%2026-06-302026-07-20

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HSY HERSHEY CO4.2K shares0.74%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T3.5K shares12.36%2026-06-302026-07-20

MTUM ISHARES TR2.1K shares-0.66%2026-06-302026-07-20

USHY ISHARES TR19.4K shares0.97%2026-06-302026-07-20

VGSH VANGUARD SCOTTSDALE FDS12.2K shares28.03%2026-06-302026-07-20

KSS KOHLS CORP39.7K shares4.24%2026-06-302026-07-20

UHT UNIVERSAL HEALTH RLTY INCOME16.0K shares6.29%2026-06-302026-07-20

SPSM SPDR SERIES TRUST12.2K shares-5.25%2026-06-302026-07-20

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VGT VANGUARD WORLD FD5.8K shares768.65%2026-06-302026-07-20

SPHY SPDR SERIES TRUST29.8K shares5.86%2026-06-302026-07-20

BIV VANGUARD BD INDEX FDS9.1K shares2.58%2026-06-302026-07-20

WORLD GOLD TR WORLD GOLD TR8.7K shares26.90%2026-06-302026-07-20

TOTL SSGA ACTIVE ETF TR17.4K shares11.01%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares3.17%2026-06-302026-07-20

RTRE COLLABORATIVE INVESTMNT SER27.1K shares0.36%2026-06-302026-07-20

IJK ISHARES TR5.7K shares0.63%2026-06-302026-07-20

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VONE VANGUARD SCOTTSDALE FDS2.0K shares1.27%2026-06-302026-07-20

XEMD BONDBLOXX ETF TRUST14.8K shares-16.05%2026-06-302026-07-20

USIG ISHARES TR12.9K sharesnew addition2026-06-302026-07-20

FTHI FIRST TR EXCHANGE TRADED FD27.3K shares-4.05%2026-06-302026-07-20

FMTL FIRST TR EXCHANGE-TRADED FD20.0K shares21.51%2026-06-302026-07-20

TFI SPDR SERIES TRUST14.2K shares0.05%2026-06-302026-07-20

WFC-PL WELLS FARGO & CO551 shares1.66%2026-06-302026-07-20

LLY ELI LILLY & CO530 shares2.51%2026-06-302026-07-20

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VB VANGUARD INDEX FDS2.1K shares6.13%2026-06-302026-07-20

IVE ISHARES TR2.8K shares-1.66%2026-06-302026-07-20

FTEC FIDELITY COVINGTON TRUST2.2K shares12.78%2026-06-302026-07-20

FTA FIRST TR EXCHANGE-TRADED ALP6.4K shares18.81%2026-06-302026-07-20

BBHY J P MORGAN EXCHANGE TRADED F13.2K shares1.80%2026-06-302026-07-20

FYC FIRST TR EXCHANGE-TRADED ALP4.7K shares-3.29%2026-06-302026-07-20

IVW ISHARES TR4.3K shares-4.12%2026-06-302026-07-20

CNRG SPDR SERIES TRUST5.2K shares-2.08%2026-06-302026-07-20

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RWK INVESCO EXCH TRADED FD TR II3.7K shares-8.11%2026-06-302026-07-20

ZECP ZACKS TRUST14.2K shares0.00%2026-06-302026-07-20

ABBVIE INC ABBVIE INC2.1K shares-5.58%2026-06-302026-07-20

AFL AFLAC INC4.5K shares-1.82%2026-06-302026-07-20

QUS SPDR SERIES TRUST2.8K shares15.83%2026-06-302026-07-20

LAC LITHIUM AMERS CORP NEW137.2K shares-22.51%2026-06-302026-07-20

WMT WALMART INC4.7K shares-6.35%2026-06-302026-07-20

FLTR VANECK ETF TRUST20.2K shares0.00%2026-06-302026-07-20

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SHW SHERWIN WILLIAMS CO1.5K shares-8.05%2026-06-302026-07-20

PYLD PIMCO ETF TR19.3K shares-0.51%2026-06-302026-07-20

IGLD FIRST TR EXCHANGE-TRADED FD24.1K shares0.89%2026-06-302026-07-20

IUSB ISHARES TR10.9K shares55.13%2026-06-302026-07-20

IJR ISHARES TR3.4K shares1.41%2026-06-302026-07-20

FTC FIRST TR EXCHANGE-TRADED ALP2.6K shares6.54%2026-06-302026-07-20

FEX FIRST TR EXCHANGE-TRADED ALP3.5K shares0.40%2026-06-302026-07-20

RDVI FIRST TR EXCHANGE-TRADED FD16.6K shares-0.36%2026-06-302026-07-20

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VWO VANGUARD INTL EQUITY INDEX F8.1K shares11.12%2026-06-302026-07-20

BNDX VANGUARD CHARLOTTE FDS9.9K shares15.54%2026-06-302026-07-20

APH AMPHENOL CORP2.7K shares-5.86%2026-06-302026-07-20

HONEYWELL INTL INC HONEYWELL INTL INC2.1K sharesnew addition2026-06-302026-07-20

NYF ISHARES TR8.9K shares0.05%2026-06-302026-07-20

BUXX EA SERIES TRUST23.5K shares-23.13%2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.1K sharesnew addition2026-06-302026-07-20

DE DEERE & CO749 shares-1.83%2026-06-302026-07-20

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JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.4K shares1.35%2026-06-302026-07-20

JGH NUVEEN GLOBAL HIGH INCOME FD36.3K shares20.32%2026-06-302026-07-20

VNQ VANGUARD INDEX FDS4.7K shares1.38%2026-06-302026-07-20

VRT VERTIV HOLDINGS CO1.3K shares29.97%2026-06-302026-07-20

SMH VANECK ETF TRUST682 shares-4.08%2026-06-302026-07-20

SCHO SCHWAB STRATEGIC TR18.3K shares-2.81%2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC10.4K shares-1.58%2026-06-302026-07-20

LQD ISHARES TR4.0K shares-1.51%2026-06-302026-07-20

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NETFLIX INC. NETFLIX INC.6.0K shares-5.63%2026-06-302026-07-20

HYLS FIRST TR EXCHANGE-TRADED FD10.1K shares-1.20%2026-06-302026-07-20

BITO PROSHARES TR51.4K shares3.12%2026-06-302026-07-20

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.4K sharesnew addition2026-06-302026-07-20

T AT&T INC19.5K shares1.96%2026-06-302026-07-20

DVN DEVON ENERGY CORP NEW9.8K shares0.40%2026-06-302026-07-20

PG PROCTER & GAMBLE CO2.7K shares-1.68%2026-06-302026-07-20

QCOM QUALCOMM INC2.2K shares-0.46%2026-06-302026-07-20

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED770 shares-0.52%2026-06-302026-07-20

WTBA WEST BANCORPORATION INC14.8K shares0.66%2026-06-302026-07-20

HD HOME DEPOT INC1.1K shares-7.10%2026-06-302026-07-20

JMBS JANUS DETROIT STR TR8.6K shares-0.06%2026-06-302026-07-20

FPEI FIRST TR EXCH TRADED FD III20.0K shares-1.82%2026-06-302026-07-20

VDE VANGUARD WORLD FD2.5K shares-29.62%2026-06-302026-07-20

CWB SPDR SERIES TRUST3.5K shares-5.99%2026-06-302026-07-20

FV FIRST TR EXCHANGE TRADED FD5.0K shares1.76%2026-06-302026-07-20

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FFEB FIRST TR EXCHNG TRADED FD VI6.1K shares0.83%2026-06-302026-07-20

ORACLE CORP ORACLE CORP2.5K sharesnew addition2026-06-302026-07-20

ASML ASML HLDG NV185 shares6.94%2026-06-302026-07-20

MUB ISHARES TR3.4K shares-4.75%2026-06-302026-07-20

ADOBE INC ADOBE INC1.8K shares56.01%2026-06-302026-07-20

FTSM FIRST TR EXCHANGE-TRADED FD6.0K sharesnew addition2026-06-302026-07-20

NBIS NEBIUS GROUP N.V.1.3K sharesnew addition2026-06-302026-07-20

MRVL MARVELL TECHNOLOGY INC1.2K shares-42.91%2026-06-302026-07-20

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ATO ATMOS ENERGY CORP2.0K shares-4.78%2026-06-302026-07-20

CORTEVA INC CORTEVA INC4.1K shares-4.18%2026-06-302026-07-20

SEIV SEI EXCHANGE TRADED FUNDS7.1K shares24.46%2026-06-302026-07-20

VTIP VANGUARD MALVERN FDS6.8K shares2.10%2026-06-302026-07-20

ROM PROSHARES TR2.2K sharesnew addition2026-06-302026-07-20

VBR VANGUARD INDEX FDS1.4K shares2.93%2026-06-302026-07-20

SHOC EA SERIES TRUST2.8K sharesnew addition2026-06-302026-07-20

IDMO INVESCO EXCH TRADED FD TR II5.6K shares4.62%2026-06-302026-07-20

Sponsored

SCHX SCHWAB STRATEGIC TR11.4K shares26.81%2026-06-302026-07-20

ALPS ETF TR ALPS ETF TR6.4K shares0.16%2026-06-302026-07-20

VV VANGUARD INDEX FDS958 shares-1.74%2026-06-302026-07-20

KLAC KLA CORP1.1K sharesnew addition2026-06-302026-07-20

TXN TEXAS INSTRS INC1.1K shares-5.13%2026-06-302026-07-20

WDC WESTERN DIGITAL CORP504 sharesnew addition2026-06-302026-07-20

BWXT BWX TECHNOLOGIES INC1.7K shares37.93%2026-06-302026-07-20

SEI EXCHANGE TRADED FUNDS SEI EXCHANGE TRADED FUNDS12.3K sharesnew addition2026-06-302026-07-20

Sponsored

PM PHILIP MORRIS INTL INC1.7K shares-0.65%2026-06-302026-07-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL315 sharesnew addition2026-06-302026-07-20

EQIX EQUINIX INC291 shares1.75%2026-06-302026-07-20

KO COCA COLA CO3.7K shares-0.13%2026-06-302026-07-20

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC17.4K shares10.52%2026-06-302026-07-20

MRK MERCK & CO INC2.3K shares-2.62%2026-06-302026-07-20

SHEL SHELL PLC3.9K shares40.75%2026-06-302026-07-20

TOST TOAST INC10.8K sharesnew addition2026-06-302026-07-20

Sponsored

ETFS GOLD TR ETFS GOLD TR7.8K shares2.07%2026-06-302026-07-20

IAGG ISHARES TR5.9K sharesnew addition2026-06-302026-07-20

AVUS AMERICAN CENTY ETF TR2.3K shares-2.10%2026-06-302026-07-20

LRCX LAM RESEARCH CORP680 sharesnew addition2026-06-302026-07-20

MEDTRONIC PLC MEDTRONIC PLC3.7K sharesnew addition2026-06-302026-07-20

PEP PEPSICO INC2.1K shares6.48%2026-06-302026-07-20

TDIV FIRST TR EXCHANGE TRADED FD2.5K shares9.91%2026-06-302026-07-20

SERVICENOW INC SERVICENOW INC2.9K shares47.37%2026-06-302026-07-20

Sponsored

BCI ABRDN ETFS12.6K shares3.05%2026-06-302026-07-20

VT VANGUARD INTL EQUITY INDEX F1.8K shares3.07%2026-06-302026-07-20

ENB ENBRIDGE INC5.0K shares4.96%2026-06-302026-07-20

PSX PHILLIPS 661.6K shares1.84%2026-06-302026-07-20

SILJ AMPLIFY ETF TR10.4K shares5.52%2026-06-302026-07-20

ONON ON HLDG AG7.6K shares0.00%2026-06-302026-07-20

DOCN DIGITALOCEAN HLDGS INC1.7K sharesnew addition2026-06-302026-07-20

SPIP SPDR SERIES TRUST10.3K shares-1.51%2026-06-302026-07-20

Sponsored

TT TRANE TECHNOLOGIES PLC537 shares0.00%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION1.4K shares10.47%2026-06-302026-07-20

UEC URANIUM ENERGY CORP24.4K shares-6.34%2026-06-302026-07-20

SNX TD SYNNEX CORPORATION972 sharesnew addition2026-06-302026-07-20

ACWV ISHARES INC2.2K shares7.46%2026-06-302026-07-20

FNX FIRST TR EXCHANGE-TRADED ALP1.8K shares11.58%2026-06-302026-07-20

BGS B & G FOODS INC64.7K shares34.70%2026-06-302026-07-20

IMCG ISHARES TR2.6K sharesnew addition2026-06-302026-07-20

Sponsored

SCHP SCHWAB STRATEGIC TR9.5K shares13.01%2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC574 sharesnew addition2026-06-302026-07-20

UBER UBER TECHNOLOGIES INC3.4K shares6.30%2026-06-302026-07-20

VRSK VERISK ANALYTICS INC1.4K sharesnew addition2026-06-302026-07-20

GRNT GRANITE RIDGE RESOURCES INC54.3K shares39.43%2026-06-302026-07-20

QUIZ ZACKS TRUST8.2K shares0.00%2026-06-302026-07-20

WFC WELLS FARGO & CO2.9K shares-0.07%2026-06-302026-07-20

ALAB ASTERA LABS INC494 sharesnew addition2026-06-302026-07-20

Sponsored

TER TERADYNE INC490 shares-41.25%2026-06-302026-07-20

SPYI NEOS ETF TRUST4.4K shares-5.19%2026-06-302026-07-20

SMIZ ZACKS TRUST5.2K sharesnew addition2026-06-302026-07-20

MOS MOSAIC CO11.0K sharesnew addition2026-06-302026-07-20

WEC WEC ENERGY GROUP INC2.0K shares-5.88%2026-06-302026-07-20

VHT VANGUARD WORLD FD775 sharesnew addition2026-06-302026-07-20

JMOM J P MORGAN EXCHANGE TRADED F2.7K sharesnew addition2026-06-302026-07-20

GE GE AEROSPACE611 sharesnew addition2026-06-302026-07-20

Sponsored

GPN GLOBAL PMTS INC3.1K shares-2.91%2026-06-302026-07-20

PFG PRINCIPAL FINANCIAL GROUP IN2.1K sharesnew addition2026-06-302026-07-20

ACYN FIRST TR EXCHANGE-TRADED FD10.7K sharesnew addition2026-06-302026-07-20

VFH VANGUARD WORLD FD1.7K sharesnew addition2026-06-302026-07-20

IRDM IRIDIUM COMMUNICATIONS INC4.0K sharesnew addition2026-06-302026-07-20

IWB ISHARES TR537 sharesnew addition2026-06-302026-07-20

WSO WATSCO INC522 shares-5.61%2026-06-302026-07-20

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-20

Sponsored

GEV GE VERNOVA INC185 sharesnew addition2026-06-302026-07-20

SIVR ABRDN SILVER ETF TRUST3.9K shares15.18%2026-06-302026-07-20

SPG SIMON PPTY GROUP INC NEW962 sharesnew addition2026-06-302026-07-20

MEAR ISHARES U S ETF TR4.3K shares0.71%2026-06-302026-07-20

FTRI FIRST TR EXCHANGE-TRADED FD13.5K shares-1.46%2026-06-302026-07-20

MBB ISHARES TR2.3K shares4.52%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR5.9K sharesnew addition2026-06-302026-07-20

DAL DELTA AIR LINES INC2.3K sharesnew addition2026-06-302026-07-20

Sponsored

CMP COMPASS MINERALS INTL INC6.8K sharesnew addition2026-06-302026-07-20

PFFD GLOBAL X FDS11.4K shares7.65%2026-06-302026-07-20

RBLX ROBLOX CORP3.9K sharesnew addition2026-06-302026-07-20

IBIT ISHARES BITCOIN TRUST ETF6.4K shares-2.68%2026-06-302026-07-20

VAW VANGUARD WORLD FD920 shares-11.96%2026-06-302026-07-20

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.4K sharesnew addition2026-06-302026-07-20

YBTC ROUNDHILL ETF TRUST12.7K sharesnew addition2026-06-302026-07-20

STLD STEEL DYNAMICS INC910 sharesnew addition2026-06-302026-07-20

Sponsored

PAAA PGIM ETF TR4.1K sharesnew addition2026-06-302026-07-20

SYK STRYKER CORPORATION661 shares-9.95%2026-06-302026-07-20

MS MORGAN STANLEY994 sharesnew addition2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN923 sharesnew addition2026-06-302026-07-20

UL UNILEVER PLC3.4K sharesnew addition2026-06-302026-07-20

RSG REPUBLIC SVCS INC962 shares-5.96%2026-06-302026-07-20

BUG GLOBAL X FDS5.4K sharesnew addition2026-06-302026-07-20

MDLZ MONDELEZ INTL INC3.5K shares-4.31%2026-06-302026-07-20

Sponsored

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.2K shares-18.57%2026-06-302026-07-20

SPHD INVESCO EXCH TRADED FD TR II4.0K sharesnew addition2026-06-302026-07-20

ESI ELEMENT SOLUTIONS INC4.2K sharesnew addition2026-06-302026-07-20

ECL ECOLAB INC724 sharesnew addition2026-06-302026-07-20

VPU VANGUARD WORLD FD1.0K sharesnew addition2026-06-302026-07-20

TEO TELECOM ARGENTINA SA14.9K sharesnew addition2026-06-302026-07-20

JRS NUVEEN REAL ESTATE INCOME FD22.4K shares0.54%2026-06-302026-07-20

COMM VISTANCE NETWORKS INC13.0K sharesnew addition2026-06-302026-07-20

Sponsored

YMAX TIDAL TRUST II18.9K shares14.94%2026-06-302026-07-20

F FORD MTR CO10.5K shares-0.75%2026-06-302026-07-20

NMZ NUVEEN MUN HIGH INCOME OPPOR12.6K sharesnew addition2026-06-302026-07-20

MSIF MSC INCOME FUND INC11.3K shares-1.50%2026-06-302026-07-20

DNP DNP SELECT INCOME FD INC11.4K shares0.25%2026-06-302026-07-20

FSCO FS CREDIT OPPORTUNITIES CORP23.9K shares0.95%2026-06-302026-07-20

ATLX ATLAS LITHIUM CORP17.1K sharesnew addition2026-06-302026-07-20

BTG B2GOLD CORP10.2K shares2.00%2026-06-302026-07-20

Sponsored

NAK NORTHERN DYNASTY MINERALS LT16.9K shares8.01%2026-06-302026-07-20

AKBA AKEBIA THREAPEUTICS INC13.0K shares0.00%2026-06-302026-07-20

CAT

CATERPILLAR INC

1.48%

Shares26.5K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST

-1.53%

Shares196.3K

Event2026-06-30

Filed2026-07-20

JPST

J P MORGAN EXCHANGE TRADED F

-2.91%

Shares242.6K

Event2026-06-30

Filed2026-07-20

SPYG

SPDR SERIES TRUST

-1.22%

Shares97.6K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

10.74%

Shares9.9K

Event2026-06-30

Filed2026-07-20

RDFI

COLLABORATIVE INVESTMNT SER

5.57%

Shares280.0K

Event2026-06-30

Filed2026-07-20

DFUS

DIMENSIONAL ETF TRUST

2.76%

Shares75.2K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

0.99%

Shares19.8K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

6.48%

Shares28.0K

Event2026-06-30

Filed2026-07-20

SPYV

SPDR SERIES TRUST

-2.27%

Shares88.7K

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TR

-8.66%

Shares96.6K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

4.97%

Shares7.1K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

-3.11%

Shares28.2K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

10.07%

Shares12.3K

Event2026-06-30

Filed2026-07-20

QTEC

FIRST TR EXCHANGE-TRADED FD

-20.99%

Shares12.2K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

2.63%

Shares10.4K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

1.89%

Shares15.9K

Event2026-06-30

Filed2026-07-20

ACWI

ISHARES TR

3.58%

Shares22.6K

Event2026-06-30

Filed2026-07-20

SPYD

SPDR SERIES TRUST

11.73%

Shares72.2K

Event2026-06-30

Filed2026-07-20

JEPI

J P MORGAN EXCHANGE TRADED F

5.63%

Shares60.8K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

527.55%

Shares39.3K

Event2026-06-30

Filed2026-07-20

XMMO

INVESCO EXCHANGE TRADED FD T

7.08%

Shares18.8K

Event2026-06-30

Filed2026-07-20

FLRT

PACER FDS TR

-4.72%

Shares64.9K

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

-1.28%

Shares18.7K

Event2026-06-30

Filed2026-07-20

SPAB

SPDR SERIES TRUST

1.03%

Shares114.1K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

7.41%

Shares15.2K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

19.85%

Shares54.1K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.02%

Shares5.6K

Event2026-06-30

Filed2026-07-20

STIP

ISHARES TR

3.11%

Shares25.6K

Event2026-06-30

Filed2026-07-20

FJAN

FIRST TR EXCHNG TRADED FD VI

-3.49%

Shares45.6K

Event2026-06-30

Filed2026-07-20

LMBS

FIRST TR EXCHANGE-TRADED FD

5.14%

Shares48.2K

Event2026-06-30

Filed2026-07-20

PSFF

PACER FDS TR

-0.32%

Shares68.9K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

6.32%

Shares32.0K

Event2026-06-30

Filed2026-07-20

DUKH

NORTHERN LIGHTS FD TR

New

Shares97.1K

Event2026-06-30

Filed2026-07-20

ILTB

ISHARES TR

0.70%

Shares47.2K

Event2026-06-30

Filed2026-07-20

YYY

AMPLIFY ETF TR

3.13%

Shares187.9K

Event2026-06-30

Filed2026-07-20

BIL

SPDR SERIES TRUST

-0.74%

Shares22.9K

Event2026-06-30

Filed2026-07-20

SOXX

ISHARES TR

-40.59%

Shares3.3K

Event2026-06-30

Filed2026-07-20

VISA INC

5.86%

Shares6.1K

Event2026-06-30

Filed2026-07-20

DUKZ

NORTHERN LIGHTS FD TR

New

Shares80.0K

Event2026-06-30

Filed2026-07-20

SECT

NORTHERN LTS FD TR IV

14.07%

Shares27.9K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

-4.17%

Shares2.7K

Event2026-06-30

Filed2026-07-20

QYLD

GLOBAL X FDS

-6.18%

Shares107.0K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

7.58%

Shares3.5K

Event2026-06-30

Filed2026-07-20

BBAG

J P MORGAN EXCHANGE TRADED F

5.62%

Shares40.7K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

6.39%

Shares16.0K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

10.39%

Shares5.1K

Event2026-06-30

Filed2026-07-20

DLN

WISDOMTREE TR

6.61%

Shares19.1K

Event2026-06-30

Filed2026-07-20

ISHARES TR

34.16%

Shares2.4K

Event2026-06-30

Filed2026-07-20

BUFR

FIRST TR EXCHNG TRADED FD VI

2.62%

Shares49.2K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

11.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-0.88%

Shares5.0K

Event2026-06-30

Filed2026-07-20

ISHARES TR

39.52%

Shares17.7K

Event2026-06-30

Filed2026-07-20

LQTI

FIRST TR EXCHANGE-TRADED FD

-21.66%

Shares90.5K

Event2026-06-30

Filed2026-07-20

SCIO

FIRST TR EXCHANGE-TRADED FD

8.40%

Shares82.0K

Event2026-06-30

Filed2026-07-20

CGUS

CAPITAL GROUP CORE EQUITY ET

2.00%

Shares38.0K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

13.28%

Shares4.6K

Event2026-06-30

Filed2026-07-20

FLOT

ISHARES TR

-24.43%

Shares32.3K

Event2026-06-30

Filed2026-07-20

ITA

ISHARES TR

0.56%

Shares6.7K

Event2026-06-30

Filed2026-07-20

FPE

FIRST TR EXCH TRADED FD III

0.44%

Shares88.0K

Event2026-06-30

Filed2026-07-20

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

3.40%

Shares152.4K

Event2026-06-30

Filed2026-07-20

SPEM

SPDR INDEX SHS FDS

5.03%

Shares30.0K

Event2026-06-30

Filed2026-07-20

KYN

KAYNE ANDERSON ENERGY INFRST

1.88%

Shares112.0K

Event2026-06-30

Filed2026-07-20

BBIN

J P MORGAN EXCHANGE TRADED F

-1.52%

Shares19.8K

Event2026-06-30

Filed2026-07-20

SPDW

SPDR INDEX SHS FDS

-4.15%

Shares30.3K

Event2026-06-30

Filed2026-07-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-20

SPMD

SPDR SERIES TRUST

-5.01%

Shares22.1K

Event2026-06-30

Filed2026-07-20

SNTH

TIDAL TRUST III

2.44%

Shares49.7K

Event2026-06-30

Filed2026-07-20

SGOV

ISHARES TR

2.42%

Shares14.1K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-18.88%

Shares2.4K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

14.80%

Shares10.2K

Event2026-06-30

Filed2026-07-20

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.94%

Shares28.2K

Event2026-06-30

Filed2026-07-20

QQQM

INVESCO EXCH TRADED FD TR II

-9.11%

Shares4.6K

Event2026-06-30

Filed2026-07-20

SHY

ISHARES TR

3.82%

Shares16.4K

Event2026-06-30

Filed2026-07-20

IDEV

ISHARES TR

20.80%

Shares15.1K

Event2026-06-30

Filed2026-07-20

STOT

SSGA ACTIVE TR

8.72%

Shares28.5K

Event2026-06-30

Filed2026-07-20

HACK

AMPLIFY ETF TR

0.27%

Shares12.8K

Event2026-06-30

Filed2026-07-20

DVY

ISHARES TR

0.01%

Shares8.3K

Event2026-06-30

Filed2026-07-20

ARES CAPITAL CORP

24.44%

Shares69.1K

Event2026-06-30

Filed2026-07-20

FTCS

FIRST TR EXCHANGE-TRADED FD

1.41%

Shares13.6K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

4.84%

Shares17.6K

Event2026-06-30

Filed2026-07-20

XNTK

SPDR SERIES TRUST

-5.66%

Shares3.2K

Event2026-06-30

Filed2026-07-20

SEIM

SEI EXCHANGE TRADED FUNDS

11.11%

Shares22.5K

Event2026-06-30

Filed2026-07-20

PGX

INVESCO EXCH TRADED FD TR II

1.12%

Shares114.6K

Event2026-06-30

Filed2026-07-20

CGBL

CAPITAL GROUP CORE BALANCED

-4.53%

Shares32.6K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

1.48%

Shares11.7K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

-4.84%

Shares35.7K

Event2026-06-30

Filed2026-07-20

AIRR

FIRST TR EXCHANGE TRADED FD

13.43%

Shares9.0K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

1.43%

Shares5.0K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

-2.35%

Shares15.6K

Event2026-06-30

Filed2026-07-20

FDVV

FIDELITY COVINGTON TRUST

6.74%

Shares19.4K

Event2026-06-30

Filed2026-07-20

ENERGY TRANSFER L P

3.64%

Shares60.9K

Event2026-06-30

Filed2026-07-20

JCPB

J P MORGAN EXCHANGE TRADED F

9.60%

Shares24.6K

Event2026-06-30

Filed2026-07-20

CLX

CLOROX CO DEL

13.46%

Shares12.1K

Event2026-06-30

Filed2026-07-20

GCOW

PACER FDS TR

-16.74%

Shares26.7K

Event2026-06-30

Filed2026-07-20

LGLV

SPDR SERIES TRUST

-0.25%

Shares6.4K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

18.33%

Shares3.1K

Event2026-06-30

Filed2026-07-20

VCIT

VANGUARD SCOTTSDALE FDS

1.02%

Shares13.6K

Event2026-06-30

Filed2026-07-20

BOEING CO

-5.55%

Shares5.2K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

13.90%

Shares15.6K

Event2026-06-30

Filed2026-07-20

DFAX

DIMENSIONAL ETF TRUST

21.56%

Shares29.5K

Event2026-06-30

Filed2026-07-20

MSI

MOTOROLA SOLUTIONS INC

-2.80%

Shares2.6K

Event2026-06-30

Filed2026-07-20

CASY

CASEYS GEN STORES INC

-13.81%

Shares1.3K

Event2026-06-30

Filed2026-07-20

AAXJ

ISHARES TR

1.10%

Shares8.7K

Event2026-06-30

Filed2026-07-20

USRT

ISHARES TR

3.52%

Shares15.4K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

-1.91%

Shares1.1K

Event2026-06-30

Filed2026-07-20

RDVY

FIRST TR EXCHANGE TRADED FD

4.77%

Shares12.3K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

42.57%

Shares1.3K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

20.25%

Shares4.4K

Event2026-06-30

Filed2026-07-20

IDV

ISHARES TR

2.85%

Shares23.0K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

-31.16%

Shares824

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

AVLC

AMERICAN CENTY ETF TR

New

Shares10.4K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

-1.35%

Shares26.7K

Event2026-06-30

Filed2026-07-20

BBCB

J P MORGAN EXCHANGE TRADED F

2.94%

Shares20.2K

Event2026-06-30

Filed2026-07-20

JPIN

J P MORGAN EXCHANGE TRADED F

5.25%

Shares12.4K

Event2026-06-30

Filed2026-07-20

SHYG

ISHARES TR

179.41%

Shares20.9K

Event2026-06-30

Filed2026-07-20

VOT

VANGUARD INDEX FDS

5.06%

Shares2.8K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

-9.81%

Shares6.2K

Event2026-06-30

Filed2026-07-20

SPTM

SPDR SERIES TRUST

-1.65%

Shares9.5K

Event2026-06-30

Filed2026-07-20

KROGER CO

1.94%

Shares15.5K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

0.68%

Shares7.3K

Event2026-06-30

Filed2026-07-20

SDVY

FIRST TR EXCHANGE TRADED FD

7.35%

Shares19.6K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

2.44%

Shares2.8K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-2.44%

Shares3.3K

Event2026-06-30

Filed2026-07-20

EWA

ISHARES INC

1.69%

Shares29.8K

Event2026-06-30

Filed2026-07-20

PSCI

INVESCO EXCH TRADED FD TR II

-18.48%

Shares4.4K

Event2026-06-30

Filed2026-07-20

WINN

HARBOR ETF TRUST

-6.39%

Shares25.2K

Event2026-06-30

Filed2026-07-20

MINT

PIMCO ETF TR

-1.32%

Shares8.0K

Event2026-06-30

Filed2026-07-20

PKG

PACKAGING CORP AMER

-3.68%

Shares3.4K

Event2026-06-30

Filed2026-07-20

LDP

COHEN & STEERS LTD DURATION

New

Shares36.4K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

14.89%

Shares9.3K

Event2026-06-30

Filed2026-07-20

ZJUN

INNOVATOR ETFS TRUST

New

Shares27.8K

Event2026-06-30

Filed2026-07-20

J P MORGAN EXCHANGE TRADED F

6.25%

Shares12.2K

Event2026-06-30

Filed2026-07-20

HYG

ISHARES TR

6.32%

Shares9.4K

Event2026-06-30

Filed2026-07-20

CME

CME GROUP INC

-0.18%

Shares3.4K

Event2026-06-30

Filed2026-07-20

HSY

HERSHEY CO

0.74%

Shares4.2K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

12.36%

Shares3.5K

Event2026-06-30

Filed2026-07-20

MTUM

ISHARES TR

-0.66%

Shares2.1K

Event2026-06-30

Filed2026-07-20

USHY

ISHARES TR

0.97%

Shares19.4K

Event2026-06-30

Filed2026-07-20

VGSH

VANGUARD SCOTTSDALE FDS

28.03%

Shares12.2K

Event2026-06-30

Filed2026-07-20

KSS

KOHLS CORP

4.24%

Shares39.7K

Event2026-06-30

Filed2026-07-20

UHT

UNIVERSAL HEALTH RLTY INCOME

6.29%

Shares16.0K

Event2026-06-30

Filed2026-07-20

SPSM

SPDR SERIES TRUST

-5.25%

Shares12.2K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

768.65%

Shares5.8K

Event2026-06-30

Filed2026-07-20

SPHY

SPDR SERIES TRUST

5.86%

Shares29.8K

Event2026-06-30

Filed2026-07-20

BIV

VANGUARD BD INDEX FDS

2.58%

Shares9.1K

Event2026-06-30

Filed2026-07-20

WORLD GOLD TR

26.90%

Shares8.7K

Event2026-06-30

Filed2026-07-20

TOTL

SSGA ACTIVE ETF TR

11.01%

Shares17.4K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.17%

Shares1.4K

Event2026-06-30

Filed2026-07-20

RTRE

COLLABORATIVE INVESTMNT SER

0.36%

Shares27.1K

Event2026-06-30

Filed2026-07-20

IJK

ISHARES TR

0.63%

Shares5.7K

Event2026-06-30

Filed2026-07-20

VONE

VANGUARD SCOTTSDALE FDS

1.27%

Shares2.0K

Event2026-06-30

Filed2026-07-20

XEMD

BONDBLOXX ETF TRUST

-16.05%

Shares14.8K

Event2026-06-30

Filed2026-07-20

USIG

ISHARES TR

New

Shares12.9K

Event2026-06-30

Filed2026-07-20

FTHI

FIRST TR EXCHANGE TRADED FD

-4.05%

Shares27.3K

Event2026-06-30

Filed2026-07-20

FMTL

FIRST TR EXCHANGE-TRADED FD

21.51%

Shares20.0K

Event2026-06-30

Filed2026-07-20

TFI

SPDR SERIES TRUST

0.05%

Shares14.2K

Event2026-06-30

Filed2026-07-20

WFC-PL

WELLS FARGO & CO

1.66%

Shares551

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

2.51%

Shares530

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

6.13%

Shares2.1K

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

-1.66%

Shares2.8K

Event2026-06-30

Filed2026-07-20

FTEC

FIDELITY COVINGTON TRUST

12.78%

Shares2.2K

Event2026-06-30

Filed2026-07-20

FTA

FIRST TR EXCHANGE-TRADED ALP

18.81%

Shares6.4K

Event2026-06-30

Filed2026-07-20

BBHY

J P MORGAN EXCHANGE TRADED F

1.80%

Shares13.2K

Event2026-06-30

Filed2026-07-20

FYC

FIRST TR EXCHANGE-TRADED ALP

-3.29%

Shares4.7K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

-4.12%

Shares4.3K

Event2026-06-30

Filed2026-07-20

CNRG

SPDR SERIES TRUST

-2.08%

Shares5.2K

Event2026-06-30

Filed2026-07-20

RWK

INVESCO EXCH TRADED FD TR II

-8.11%

Shares3.7K

Event2026-06-30

Filed2026-07-20

ZECP

ZACKS TRUST

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

-5.58%

Shares2.1K

Event2026-06-30

Filed2026-07-20

AFL

AFLAC INC

-1.82%

Shares4.5K

Event2026-06-30

Filed2026-07-20

QUS

SPDR SERIES TRUST

15.83%

Shares2.8K

Event2026-06-30

Filed2026-07-20

LAC

LITHIUM AMERS CORP NEW

-22.51%

Shares137.2K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

-6.35%

Shares4.7K

Event2026-06-30

Filed2026-07-20

FLTR

VANECK ETF TRUST

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-20

SHW

SHERWIN WILLIAMS CO

-8.05%

Shares1.5K

Event2026-06-30

Filed2026-07-20

PYLD

PIMCO ETF TR

-0.51%

Shares19.3K

Event2026-06-30

Filed2026-07-20

IGLD

FIRST TR EXCHANGE-TRADED FD

0.89%

Shares24.1K

Event2026-06-30

Filed2026-07-20

IUSB

ISHARES TR

55.13%

Shares10.9K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

1.41%

Shares3.4K

Event2026-06-30

Filed2026-07-20

FTC

FIRST TR EXCHANGE-TRADED ALP

6.54%

Shares2.6K

Event2026-06-30

Filed2026-07-20

FEX

FIRST TR EXCHANGE-TRADED ALP

0.40%

Shares3.5K

Event2026-06-30

Filed2026-07-20

RDVI

FIRST TR EXCHANGE-TRADED FD

-0.36%

Shares16.6K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

11.12%

Shares8.1K

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

15.54%

Shares9.9K

Event2026-06-30

Filed2026-07-20

APH

AMPHENOL CORP

-5.86%

Shares2.7K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

NYF

ISHARES TR

0.05%

Shares8.9K

Event2026-06-30

Filed2026-07-20

BUXX

EA SERIES TRUST

-23.13%

Shares23.5K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

DEERE & CO

-1.83%

Shares749

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

1.35%

Shares1.4K

Event2026-06-30

Filed2026-07-20

JGH

NUVEEN GLOBAL HIGH INCOME FD

20.32%

Shares36.3K

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

1.38%

Shares4.7K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

29.97%

Shares1.3K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

-4.08%

Shares682

Event2026-06-30

Filed2026-07-20

SCHO

SCHWAB STRATEGIC TR

-2.81%

Shares18.3K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

-1.58%

Shares10.4K

Event2026-06-30

Filed2026-07-20

LQD

ISHARES TR

-1.51%

Shares4.0K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-5.63%

Shares6.0K

Event2026-06-30

Filed2026-07-20

HYLS

FIRST TR EXCHANGE-TRADED FD

-1.20%

Shares10.1K

Event2026-06-30

Filed2026-07-20

BITO

PROSHARES TR

3.12%

Shares51.4K

Event2026-06-30

Filed2026-07-20

SPACE EXPLORATION TECHN CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

AT&T INC

1.96%

Shares19.5K

Event2026-06-30

Filed2026-07-20

DVN

DEVON ENERGY CORP NEW

0.40%

Shares9.8K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

-1.68%

Shares2.7K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

-0.46%

Shares2.2K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

-0.52%

Shares770

Event2026-06-30

Filed2026-07-20

WTBA

WEST BANCORPORATION INC

0.66%

Shares14.8K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

-7.10%

Shares1.1K

Event2026-06-30

Filed2026-07-20

JMBS

JANUS DETROIT STR TR

-0.06%

Shares8.6K

Event2026-06-30

Filed2026-07-20

FPEI

FIRST TR EXCH TRADED FD III

-1.82%

Shares20.0K

Event2026-06-30

Filed2026-07-20

VDE

VANGUARD WORLD FD

-29.62%

Shares2.5K

Event2026-06-30

Filed2026-07-20

CWB

SPDR SERIES TRUST

-5.99%

Shares3.5K

Event2026-06-30

Filed2026-07-20

FIRST TR EXCHANGE TRADED FD

1.76%

Shares5.0K

Event2026-06-30

Filed2026-07-20

FFEB

FIRST TR EXCHNG TRADED FD VI

0.83%

Shares6.1K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

6.94%

Shares185

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

-4.75%

Shares3.4K

Event2026-06-30

Filed2026-07-20

ADOBE INC

56.01%

Shares1.8K

Event2026-06-30

Filed2026-07-20

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares6.0K

Event2026-06-30

Filed2026-07-20

NBIS

NEBIUS GROUP N.V.

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

-42.91%

Shares1.2K

Event2026-06-30

Filed2026-07-20

ATO

ATMOS ENERGY CORP

-4.78%

Shares2.0K

Event2026-06-30

Filed2026-07-20

CORTEVA INC

-4.18%

Shares4.1K

Event2026-06-30

Filed2026-07-20

SEIV

SEI EXCHANGE TRADED FUNDS

24.46%

Shares7.1K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD MALVERN FDS

2.10%

Shares6.8K

Event2026-06-30

Filed2026-07-20

ROM

PROSHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

2.93%

Shares1.4K

Event2026-06-30

Filed2026-07-20

SHOC

EA SERIES TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-07-20

IDMO

INVESCO EXCH TRADED FD TR II

4.62%

Shares5.6K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

26.81%

Shares11.4K

Event2026-06-30

Filed2026-07-20

ALPS ETF TR

0.16%

Shares6.4K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-1.74%

Shares958

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

-5.13%

Shares1.1K

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

New

Shares504

Event2026-06-30

Filed2026-07-20

BWXT

BWX TECHNOLOGIES INC

37.93%

Shares1.7K

Event2026-06-30

Filed2026-07-20

SEI EXCHANGE TRADED FUNDS

New

Shares12.3K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

-0.65%

Shares1.7K

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares315

Event2026-06-30

Filed2026-07-20

EQIX

EQUINIX INC

1.75%

Shares291

Event2026-06-30

Filed2026-07-20

COCA COLA CO

-0.13%

Shares3.7K

Event2026-06-30

Filed2026-07-20

RIVIAN AUTOMOTIVE INC

10.52%

Shares17.4K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

-2.62%

Shares2.3K

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

40.75%

Shares3.9K

Event2026-06-30

Filed2026-07-20

TOST

TOAST INC

New

Shares10.8K

Event2026-06-30

Filed2026-07-20

ETFS GOLD TR

2.07%

Shares7.8K

Event2026-06-30

Filed2026-07-20

IAGG

ISHARES TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-20

AVUS

AMERICAN CENTY ETF TR

-2.10%

Shares2.3K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

New

Shares680

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC

New

Shares3.7K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

6.48%

Shares2.1K

Event2026-06-30

Filed2026-07-20

TDIV

FIRST TR EXCHANGE TRADED FD

9.91%

Shares2.5K

Event2026-06-30

Filed2026-07-20

SERVICENOW INC

47.37%

Shares2.9K

Event2026-06-30

Filed2026-07-20

BCI

ABRDN ETFS

3.05%

Shares12.6K

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

3.07%

Shares1.8K

Event2026-06-30

Filed2026-07-20

ENB

ENBRIDGE INC

4.96%

Shares5.0K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

1.84%

Shares1.6K

Event2026-06-30

Filed2026-07-20

SILJ

AMPLIFY ETF TR

5.52%

Shares10.4K

Event2026-06-30

Filed2026-07-20

ONON

ON HLDG AG

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-20

DOCN

DIGITALOCEAN HLDGS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

SPIP

SPDR SERIES TRUST

-1.51%

Shares10.3K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

0.00%

Shares537

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

10.47%

Shares1.4K

Event2026-06-30

Filed2026-07-20

UEC

URANIUM ENERGY CORP

-6.34%

Shares24.4K

Event2026-06-30

Filed2026-07-20

SNX

TD SYNNEX CORPORATION

New

Shares972

Event2026-06-30

Filed2026-07-20

ACWV

ISHARES INC

7.46%

Shares2.2K

Event2026-06-30

Filed2026-07-20

FNX

FIRST TR EXCHANGE-TRADED ALP

11.58%

Shares1.8K

Event2026-06-30

Filed2026-07-20

BGS

B & G FOODS INC

34.70%

Shares64.7K

Event2026-06-30

Filed2026-07-20

IMCG

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

SCHP

SCHWAB STRATEGIC TR

13.01%

Shares9.5K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

New

Shares574

Event2026-06-30

Filed2026-07-20

UBER

UBER TECHNOLOGIES INC

6.30%

Shares3.4K

Event2026-06-30

Filed2026-07-20

VRSK

VERISK ANALYTICS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

GRNT

GRANITE RIDGE RESOURCES INC

39.43%

Shares54.3K

Event2026-06-30

Filed2026-07-20

QUIZ

ZACKS TRUST

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-0.07%

Shares2.9K

Event2026-06-30

Filed2026-07-20

ALAB

ASTERA LABS INC

New

Shares494

Event2026-06-30

Filed2026-07-20

TER

TERADYNE INC

-41.25%

Shares490

Event2026-06-30

Filed2026-07-20

SPYI

NEOS ETF TRUST

-5.19%

Shares4.4K

Event2026-06-30

Filed2026-07-20

SMIZ

ZACKS TRUST

New

Shares5.2K

Event2026-06-30

Filed2026-07-20

MOS

MOSAIC CO

New

Shares11.0K

Event2026-06-30

Filed2026-07-20

WEC

WEC ENERGY GROUP INC

-5.88%

Shares2.0K

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD WORLD FD

New

Shares775

Event2026-06-30

Filed2026-07-20

JMOM

J P MORGAN EXCHANGE TRADED F

New

Shares2.7K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

New

Shares611

Event2026-06-30

Filed2026-07-20

GPN

GLOBAL PMTS INC

-2.91%

Shares3.1K

Event2026-06-30

Filed2026-07-20

PFG

PRINCIPAL FINANCIAL GROUP IN

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares10.7K

Event2026-06-30

Filed2026-07-20

VFH

VANGUARD WORLD FD

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

IRDM

IRIDIUM COMMUNICATIONS INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

New

Shares537

Event2026-06-30

Filed2026-07-20

WSO

WATSCO INC

-5.61%

Shares522

Event2026-06-30

Filed2026-07-20

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

New

Shares185

Event2026-06-30

Filed2026-07-20

SIVR

ABRDN SILVER ETF TRUST

15.18%

Shares3.9K

Event2026-06-30

Filed2026-07-20

SPG

SIMON PPTY GROUP INC NEW

New

Shares962

Event2026-06-30

Filed2026-07-20

MEAR

ISHARES U S ETF TR

0.71%

Shares4.3K

Event2026-06-30

Filed2026-07-20

FTRI

FIRST TR EXCHANGE-TRADED FD

-1.46%

Shares13.5K

Event2026-06-30

Filed2026-07-20

MBB

ISHARES TR

4.52%

Shares2.3K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-20

DAL

DELTA AIR LINES INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-20

CMP

COMPASS MINERALS INTL INC

New

Shares6.8K

Event2026-06-30

Filed2026-07-20

PFFD

GLOBAL X FDS

7.65%

Shares11.4K

Event2026-06-30

Filed2026-07-20

RBLX

ROBLOX CORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-20

IBIT

ISHARES BITCOIN TRUST ETF

-2.68%

Shares6.4K

Event2026-06-30

Filed2026-07-20

VAW

VANGUARD WORLD FD

-11.96%

Shares920

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

YBTC

ROUNDHILL ETF TRUST

New

Shares12.7K

Event2026-06-30

Filed2026-07-20

STLD

STEEL DYNAMICS INC

New

Shares910

Event2026-06-30

Filed2026-07-20

PAAA

PGIM ETF TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

-9.95%

Shares661

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

New

Shares994

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares923

Event2026-06-30

Filed2026-07-20

UNILEVER PLC

New

Shares3.4K

Event2026-06-30

Filed2026-07-20

RSG

REPUBLIC SVCS INC

-5.96%

Shares962

Event2026-06-30

Filed2026-07-20

BUG

GLOBAL X FDS

New

Shares5.4K

Event2026-06-30

Filed2026-07-20

MDLZ

MONDELEZ INTL INC

-4.31%

Shares3.5K

Event2026-06-30

Filed2026-07-20

FREEPORT MCMORAN INC

-18.57%

Shares3.2K

Event2026-06-30

Filed2026-07-20

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares4.0K

Event2026-06-30

Filed2026-07-20

ESI

ELEMENT SOLUTIONS INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-20

ECL

ECOLAB INC

New

Shares724

Event2026-06-30

Filed2026-07-20

VPU

VANGUARD WORLD FD

New

Shares1.0K

Event2026-06-30

Filed2026-07-20

TEO

TELECOM ARGENTINA SA

New

Shares14.9K

Event2026-06-30

Filed2026-07-20

JRS

NUVEEN REAL ESTATE INCOME FD

0.54%

Shares22.4K

Event2026-06-30

Filed2026-07-20

COMM

VISTANCE NETWORKS INC

New

Shares13.0K

Event2026-06-30

Filed2026-07-20

YMAX

TIDAL TRUST II

14.94%

Shares18.9K

Event2026-06-30

Filed2026-07-20

FORD MTR CO

-0.75%

Shares10.5K

Event2026-06-30

Filed2026-07-20

NMZ

NUVEEN MUN HIGH INCOME OPPOR

New

Shares12.6K

Event2026-06-30

Filed2026-07-20

MSIF

MSC INCOME FUND INC

-1.50%

Shares11.3K

Event2026-06-30

Filed2026-07-20

DNP

DNP SELECT INCOME FD INC

0.25%

Shares11.4K

Event2026-06-30

Filed2026-07-20

FSCO

FS CREDIT OPPORTUNITIES CORP

0.95%

Shares23.9K

Event2026-06-30

Filed2026-07-20

ATLX

ATLAS LITHIUM CORP

New

Shares17.1K

Event2026-06-30

Filed2026-07-20

BTG

B2GOLD CORP

2.00%

Shares10.2K

Event2026-06-30

Filed2026-07-20

NAK

NORTHERN DYNASTY MINERALS LT

8.01%

Shares16.9K

Event2026-06-30

Filed2026-07-20

AKBA

AKEBIA THREAPEUTICS INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

VISA INC Call CallVISA INC200 shares0.00%2026-06-302026-07-20

AMZN Call CallAMAZON COM INC100 shares0.00%2026-06-302026-07-20

VISA INC Call

VISA INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-20

AMZN Call

AMAZON COM INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-20

Put Option Holdings

No put option holdings data available