Sponsored
The Analysis of Archer Investment Corp's Holdings & P&L
Currently, Archer Investment Corp holds 1247 types of securities in its portfolio with a total value $469.2M. In the most recent quarter, they have increased their positions in N/A (+373.7K shares, valued at $8.6M), JIVE (+40.4K shares, valued at $3.5M), ZJAN (+107.4K shares, valued at $2.9M); decreased their positions in NFTY (-40.6K shares, valued at $2.1M), FTCS (-20.1K shares, valued at $1.9M), ZAUG (-54.9K shares, valued at $1.5M); initiated new positions in N/A (+136.2K shares, valued at $2.6M), RTX (+5.1K shares, valued at $981.3K), APOC (+33.6K shares, valued at $858.7K).
1M P&L
-1.1M-0.26%
3M P&L
-11.5M-2.74%
HY P&L
+12.7M+3.22%
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/A206.9M
54.8%
2Drug Manufacturers - General16.9M
4.5%
3Software - Infrastructure9.8M
2.6%
Top Industries by Stock Count
1N/A482 stocks
43.1%
2Software - Application26 stocks
2.3%
3Biotechnology21 stocks
1.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT73.6K shares-3.91%2026-03-312026-05-04
Sponsored
ZAUG INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF - 1 YR AUG258.9K shares-17.50%2026-03-312026-05-04
FTHI FIRST TRUST EXCHANGE-TRADED FUND VI FIRSTTRUST BUYWRITE INCOME ETF234.9K shares61.86%2026-03-312026-05-04
Sponsored
INVESCO EXCHANGE- TRADED FUND TRUST II INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF INVESCO EXCHANGE- TRADED FUND TRUST II INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF64.9K shares-0.57%2026-03-312026-05-04
Sponsored
FEMS FIRST TR EXCHANGE TRADED ALPHADEX FD II EMERGING MARKETS SMALL CAP ALPHADEX FD69.1K shares1.12%2026-03-312026-05-04
Sponsored
INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFER ETF NOV INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFER ETF NOV151.8K shares0.24%2026-03-312026-05-04
INNOVATOR ETFS TRUST EQUITY DUAL DIRE INNOVATOR ETFS TRUST EQUITY DUAL DIRE126.8K shares0.00%2026-03-312026-05-04
INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUF ETF JAN INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUF ETF JAN136.2K sharesnew addition2026-03-312026-05-04
Sponsored
FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION INV GRADE CORP ETF USD127.0K shares2.34%2026-03-312026-05-04
Sponsored
FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF115.8K shares-13.02%2026-03-312026-05-04
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B4.2K shares3.71%2026-03-312026-05-04
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Sponsored
VANGUARD INDEX FUNDS S&P 500 ETF USD VANGUARD INDEX FUNDS S&P 500 ETF USD2.4K shares-23.33%2026-03-312026-05-04
INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFR ETF DEC INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFR ETF DEC74.9K shares0.96%2026-03-312026-05-04
ZJUL INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR JULY45.8K shares-7.53%2026-03-312026-05-04
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INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFER ETF MAR INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFER ETF MAR44.7K sharesnew addition2026-03-312026-05-04
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS1.9K shares-4.94%2026-03-312026-05-04
Sponsored
Sponsored
ZMAR INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR MARCH24.9K shares-42.43%2026-03-312026-05-04
Sponsored
Sponsored
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF10.0K shares-6.76%2026-03-312026-05-04
Sponsored
FSGS FIRST TR EXCHANGE-TRADED FD VI FIRST TRUST SMID GROWTH STRENGTH ETF19.5K shares-1.14%2026-03-312026-05-04
MINT PIMCO ETF TRUST ETF ENHANCED SHORT MATURITY ACTIVE EXCH-TRADED FUND5.5K shares-7.23%2026-03-312026-05-04
Sponsored
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR2.7K shares-6.04%2026-03-312026-05-04
Sponsored
FJAN FIRST TR EXCHANGE ETF TRADED FD VIII FT VEST U.S EQ BUFFER JAN10.3K shares1.98%2026-03-312026-05-04
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Sponsored
Sponsored
PUTNAM TR ETF FRANKLIN MUNI HIGH YIELD PUTNAM TR ETF FRANKLIN MUNI HIGH YIELD39.4K shares-3.99%2026-03-312026-05-04
Sponsored
PNOV INNOVATOR ETFS TR ETF INNOVATOR S&P 500 POWER BUFFER ETF NOVEMBER10.7K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INC COM SOLSTICE ADVANCED MATLS INC COM5.0K shares292.89%2026-03-312026-05-04
Sponsored
ZNOV INNOVATOR ETFS TRUST EQUITY DEFINED PROTN ETF 1 YR NOVEMBER12.7K shares-23.13%2026-03-312026-05-04
Sponsored
Sponsored
INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFFER ETF INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFFER ETF16.1K sharesnew addition2026-03-312026-05-04
Sponsored
LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF6.0K shares-0.77%2026-03-312026-05-04
Sponsored
ROCHE HLDG LTD SPONS ADR (ISIN #US7711951043 SEDOL #B014J8) ROCHE HLDG LTD SPONS ADR (ISIN #US7711951043 SEDOL #B014J8)5.6K shares7.65%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
ZSEP INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR SEP9.4K shares-21.01%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL INVESCO EXCH TRADED FD TR II S&P500 LOW VOL2.2K shares0.00%2026-03-312026-05-04
Sponsored
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS334 shares-10.70%2026-03-312026-05-04
Sponsored
Sponsored
PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF2.7K shares0.00%2026-03-312026-05-04
Sponsored
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS1.6K shares3797.62%2026-03-312026-05-04
Sponsored
Sponsored
DISNEY WALT CO DTD 07/09/2019 6.75per 01/09/2038 DISNEY WALT CO DTD 07/09/2019 6.75per 01/09/2038100.0K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
PNC CAP TR C DTD 06/09/1998 4.49898per 06/01/2028 PNC CAP TR C DTD 06/09/1998 4.49898per 06/01/2028100.0K shares0.00%2026-03-312026-05-04
KEYCORP CAPITAL I DTD 06/25/1998 4.66239per 07/01/2028 KEYCORP CAPITAL I DTD 06/25/1998 4.66239per 07/01/2028100.0K shares0.00%2026-03-312026-05-04
Sponsored
GENERAL MTRS FINL CO INC DTD 09/16/2020 5.7per GENERAL MTRS FINL CO INC DTD 09/16/2020 5.7per100.0K shares0.00%2026-03-312026-05-04
FFEB FIRST TR EXCHANGE ETF TRADED FD VIII FT VEST US EQ BUFFER FEB1.8K shares34.46%2026-03-312026-05-04
BBBI BONDBLOXX ETF TRUST BBB RATED 5-10 YEAR CORPORATE BOND ETF1.9K shares-20.96%2026-03-312026-05-04
Sponsored
Sponsored
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10270 shares0.75%2026-03-312026-05-04
GMAY FT TR EXCHANGE ETF TRADED FD VIII VEST US EQTY MODERATE BUFFER2.2K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
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Sponsored
ACCENTURE PLC IRELAND SHARES CLASS A ACCENTURE PLC IRELAND SHARES CLASS A342 shares-91.96%2026-03-312026-05-04
Sponsored
SPTM STATE STREET SPDR ETF PORTFOLIO S&P 1500 COMPOSITE COM MARKET850 sharesnew addition2026-03-312026-05-04
Sponsored
Sponsored
INVESCO QQQ TR UNIT SER 1
0.56%INVESCO QQQ TR UNIT SER 1
Shares45.8K
Event2026-03-31
Filed2026-05-04
FTCS
-6.63%FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF
Shares283.0K
Event2026-03-31
Filed2026-05-04
SPYM
1.28%SPDR PORTFOLIO S&P 500 ETF
Shares243.0K
Event2026-03-31
Filed2026-05-04
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT
-3.91%INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT
Shares73.6K
Event2026-03-31
Filed2026-05-04
GDEC
-0.31%FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
Shares337.9K
Event2026-03-31
Filed2026-05-04
ARCHER INVT SER TR GROWTH ETF
371.05%ARCHER INVT SER TR GROWTH ETF
Shares474.4K
Event2026-03-31
Filed2026-05-04
BALT
34.89%INNOVATOR ETFS TRUST DEFINED WLT SHLD
Shares308.5K
Event2026-03-31
Filed2026-05-04
JIVE
69.82%J P MORGAN EXCHANGE TRADED FD JPMORGAN INTL VL
Shares98.3K
Event2026-03-31
Filed2026-05-04
AAPL
-1.73%APPLE INC
Shares29.5K
Event2026-03-31
Filed2026-05-04
ZAUG
-17.50%INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF - 1 YR AUG
Shares258.9K
Event2026-03-31
Filed2026-05-04
LLY
-3.43%ELI LILLY & CO
Shares7.5K
Event2026-03-31
Filed2026-05-04
PLD
-0.20%PROLOGIS INC. COM
Shares49.3K
Event2026-03-31
Filed2026-05-04
MSFT
29.33%MICROSOFT CORP
Shares17.5K
Event2026-03-31
Filed2026-05-04
ALPHABET INC CAP STK CL A
28.66%ALPHABET INC CAP STK CL A
Shares20.9K
Event2026-03-31
Filed2026-05-04
FTHI
61.86%FIRST TRUST EXCHANGE-TRADED FUND VI FIRSTTRUST BUYWRITE INCOME ETF
Shares234.9K
Event2026-03-31
Filed2026-05-04
IBTG
0.71%ISHARES TR IBONDS 26 TRM TS
Shares215.2K
Event2026-03-31
Filed2026-05-04
BROADCOM INC COM
-0.42%BROADCOM INC COM
Shares15.7K
Event2026-03-31
Filed2026-05-04
NVDA
20.83%NVIDIA CORPORATION COM
Shares26.4K
Event2026-03-31
Filed2026-05-04
INVESCO EXCHANGE- TRADED FUND TRUST II INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
-0.57%INVESCO EXCHANGE- TRADED FUND TRUST II INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
Shares64.9K
Event2026-03-31
Filed2026-05-04
JPM
1.17%JPMORGAN CHASE &CO. COM
Shares15.0K
Event2026-03-31
Filed2026-05-04
META
0.00%META PLATFORMS INC CLASS A COMMON COM
Shares7.0K
Event2026-03-31
Filed2026-05-04
JNJ
-5.75%JOHNSON &JOHNSON COM
Shares15.5K
Event2026-03-31
Filed2026-05-04
VIG
-9.92%VANGUARD SPECIALIZED FUNDS DIV APP ETF
Shares17.0K
Event2026-03-31
Filed2026-05-04
AMZN
31.69%AMAZON.COM INC
Shares17.5K
Event2026-03-31
Filed2026-05-04
LMT
-7.30%LOCKHEED MARTIN CORP
Shares5.8K
Event2026-03-31
Filed2026-05-04
SGOV
-4.79%ISHARES TR 0-3 MNTH TREASRY
Shares33.1K
Event2026-03-31
Filed2026-05-04
JEPI
-29.78%J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM
Shares58.3K
Event2026-03-31
Filed2026-05-04
ZJAN
996.94%INNOVATOR ETFS TRUST EQUITY 1YR JANUA
Shares118.1K
Event2026-03-31
Filed2026-05-04
XOM
-7.96%EXXON MOBIL CORP COM
Shares18.8K
Event2026-03-31
Filed2026-05-04
IWM
-7.59%ISHARES RUSSELL 2000 ETF
Shares12.7K
Event2026-03-31
Filed2026-05-04
FEMS
1.12%FIRST TR EXCHANGE TRADED ALPHADEX FD II EMERGING MARKETS SMALL CAP ALPHADEX FD
Shares69.1K
Event2026-03-31
Filed2026-05-04
NEE
0.02%NEXTERA ENERGY INC COM USD0.01
Shares31.7K
Event2026-03-31
Filed2026-05-04
MERCK &CO. INC COM
-10.21%MERCK &CO. INC COM
Shares24.1K
Event2026-03-31
Filed2026-05-04
INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFER ETF NOV
0.24%INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFER ETF NOV
Shares151.8K
Event2026-03-31
Filed2026-05-04
VEA
-21.58%VANGUARD DEVELOPED MARKETS INDEX FUND ETF
Shares43.7K
Event2026-03-31
Filed2026-05-04
PWR
0.00%QUANTA SVCS INC
Shares5.1K
Event2026-03-31
Filed2026-05-04
INNOVATOR ETFS TRUST EQUITY DUAL DIRE
0.00%INNOVATOR ETFS TRUST EQUITY DUAL DIRE
Shares126.8K
Event2026-03-31
Filed2026-05-04
UAUG
-18.35%INNOVATOR ETFS TRUST US EQT ULTRA BF
Shares67.8K
Event2026-03-31
Filed2026-05-04
NFTY
-44.35%FIRST TR EXCH TRD ALPHDX FD II INDIA NFTY50 EQW
Shares51.0K
Event2026-03-31
Filed2026-05-04
INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUF ETF JAN
NewINNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUF ETF JAN
Shares136.2K
Event2026-03-31
Filed2026-05-04
ITOT
2.53%ISHARES CORE S&P TOTAL US COM MARKET ETF
Shares17.4K
Event2026-03-31
Filed2026-05-04
FSIG
2.34%FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION INV GRADE CORP ETF USD
Shares127.0K
Event2026-03-31
Filed2026-05-04
WMT
-9.13%WALMART INC COM
Shares18.9K
Event2026-03-31
Filed2026-05-04
JBND
35.84%JP MORGAN ETF TRUST ACTIVE BOND ETF
Shares40.3K
Event2026-03-31
Filed2026-05-04
MA
4.46%MASTERCARD INCORPORATED CL A
Shares4.3K
Event2026-03-31
Filed2026-05-04
NOBL
-10.39%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares19.8K
Event2026-03-31
Filed2026-05-04
IWF
0.25%ISHARES TR RUS 1000 GRW ETF
Shares4.9K
Event2026-03-31
Filed2026-05-04
PFE
0.14%PFIZER INC
Shares73.5K
Event2026-03-31
Filed2026-05-04
FPE
-13.02%FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF
Shares115.8K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
3.71%BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
Shares4.2K
Event2026-03-31
Filed2026-05-04
V
56.12%VISA INC
Shares6.6K
Event2026-03-31
Filed2026-05-04
HII
0.00%Huntington Ingalls Industries, Inc.
Shares5.2K
Event2026-03-31
Filed2026-05-04
IVV
0.87%ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
Shares3.0K
Event2026-03-31
Filed2026-05-04
AEP
0.00%AMERICAN ELECTRIC POWER INC
Shares14.7K
Event2026-03-31
Filed2026-05-04
HD
-0.91%HOME DEPOT INC
Shares5.6K
Event2026-03-31
Filed2026-05-04
GSEP
-0.49%FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT
Shares48.0K
Event2026-03-31
Filed2026-05-04
CVS
0.00%CVS HEALTH CORPORATION
Shares24.4K
Event2026-03-31
Filed2026-05-04
TPL
2.07%TEXAS PAC LD CORP
Shares3.7K
Event2026-03-31
Filed2026-05-04
CVX
-24.99%CHEVRON CORP NEW COM
Shares8.3K
Event2026-03-31
Filed2026-05-04
VEU
-2.52%VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
Shares22.5K
Event2026-03-31
Filed2026-05-04
PFEB
6.52%INNOVATOR ETFS TRUST US EQTY PWR BUF
Shares39.8K
Event2026-03-31
Filed2026-05-04
PEP
0.01%PEPSICO INCORPORATED
Shares10.0K
Event2026-03-31
Filed2026-05-04
BAC
1.43%BANK AMERICA CORP COM
Shares31.8K
Event2026-03-31
Filed2026-05-04
DIS
5.69%DISNEY WALT CO COM
Shares15.9K
Event2026-03-31
Filed2026-05-04
BMY
-0.19%BRISTOL-MYERS SQUIBB CO COM
Shares24.3K
Event2026-03-31
Filed2026-05-04
VANGUARD INDEX FUNDS S&P 500 ETF USD
-23.33%VANGUARD INDEX FUNDS S&P 500 ETF USD
Shares2.4K
Event2026-03-31
Filed2026-05-04
INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFR ETF DEC
0.96%INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFR ETF DEC
Shares74.9K
Event2026-03-31
Filed2026-05-04
ABBV
-2.38%ABBVIE INC
Shares6.5K
Event2026-03-31
Filed2026-05-04
UNH
-12.47%UNITEDHEALTH GROUP INC
Shares5.1K
Event2026-03-31
Filed2026-05-04
OKE
0.00%ONEOK INC COM
Shares14.8K
Event2026-03-31
Filed2026-05-04
ZJUL
-7.53%INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR JULY
Shares45.8K
Event2026-03-31
Filed2026-05-04
GLD
10.22%SPDR GOLD TRUST ETF
Shares3.1K
Event2026-03-31
Filed2026-05-04
SPY
-0.54%STATE STREET SPDR S&P 500 ETF UNITS
Shares2.0K
Event2026-03-31
Filed2026-05-04
FDX
0.00%FEDEX CORPORATION
Shares3.7K
Event2026-03-31
Filed2026-05-04
HDV
0.01%ISHARES CORE HIGH DIVIDEND ETF
Shares9.2K
Event2026-03-31
Filed2026-05-04
KMI
-17.45%KINDER MORGAN INC DEL
Shares37.2K
Event2026-03-31
Filed2026-05-04
F
0.00%FORD MTR CO DEL COM
Shares107.1K
Event2026-03-31
Filed2026-05-04
GJUN
0.00%FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT
Shares31.0K
Event2026-03-31
Filed2026-05-04
VYM
-7.04%VANGUARD WHITEHALL FDS HIGH DIV YLD
Shares8.0K
Event2026-03-31
Filed2026-05-04
ICVT
0.00%ISHARES TRUST CONVERTIBLE BOND ETF
Shares11.7K
Event2026-03-31
Filed2026-05-04
DVY
-1.08%ISHARES SELECT DIVIDEND ETF
Shares7.8K
Event2026-03-31
Filed2026-05-04
MKSI
27.61%MKS Instruments, Inc.
Shares5.1K
Event2026-03-31
Filed2026-05-04
HON
0.00%HONEYWELL INTERNATIONAL INC
Shares5.1K
Event2026-03-31
Filed2026-05-04
EXR
42.56%EXTRA SPACE STORAGE INC
Shares8.7K
Event2026-03-31
Filed2026-05-04
UNP
0.00%UNION PACIFIC CORP
Shares4.7K
Event2026-03-31
Filed2026-05-04
LH
0.00%LABCORP HOLDINGS INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-04
VBR
346.10%VANGUARD SMALL CAP VALUE ETF
Shares5.0K
Event2026-03-31
Filed2026-05-04
VZ
0.73%VERIZON COMMUNICATIONS COM
Shares21.1K
Event2026-03-31
Filed2026-05-04
ZDEK
-13.21%INNOVATOR ETFS TRUST EQUITY DEFINED P
Shares40.4K
Event2026-03-31
Filed2026-05-04
GILD
0.01%GILEAD SCIENCES INC
Shares7.3K
Event2026-03-31
Filed2026-05-04
VWO
-19.89%VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
Shares18.7K
Event2026-03-31
Filed2026-05-04
BP
20.46%BP PLC SPONS ADR
Shares21.3K
Event2026-03-31
Filed2026-05-04
RTX
NewRTX CORP
Shares5.1K
Event2026-03-31
Filed2026-05-04
UMAR
5.12%INNOVATOR ETFS TRUST US EQT ULTRA BF
Shares24.6K
Event2026-03-31
Filed2026-05-04
PLTR
139.91%PALANTIR TECHNOLOGIES INC CL A
Shares6.6K
Event2026-03-31
Filed2026-05-04
IBIT
-0.17%ISHARES BITCOIN TR ETF
Shares24.7K
Event2026-03-31
Filed2026-05-04
COST
-16.65%COSTCO WHOLESALE CORP COM
Shares941
Event2026-03-31
Filed2026-05-04
DUKE ENERGY CORP COM NEW
0.14%DUKE ENERGY CORP COM NEW
Shares7.0K
Event2026-03-31
Filed2026-05-04
BA
0.00%BOEING CO
Shares4.5K
Event2026-03-31
Filed2026-05-04
MFC
0.00%Manulife Financial Corporation
Shares25.7K
Event2026-03-31
Filed2026-05-04
ZFEB
-18.42%INNOVATOR ETFS TRUST EQUITY DEF PROTN
Shares34.7K
Event2026-03-31
Filed2026-05-04
BSV
-2.63%VANGUARD BD INDEX FDS SHORT TRM BOND
Shares11.1K
Event2026-03-31
Filed2026-05-04
VOOG
5.79%VANGUARD S&P 500 ETF GROWTH
Shares2.1K
Event2026-03-31
Filed2026-05-04
APOC
NewINNOVATOR EQUITY TR ETF DEFINED PROTN 6 MO APR/OCT
Shares33.6K
Event2026-03-31
Filed2026-05-04
UJAN
1807.19%INNOVATOR ETFS TRUST US EQT ULTRA BF
Shares20.2K
Event2026-03-31
Filed2026-05-04
INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFER ETF MAR
NewINNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFER ETF MAR
Shares44.7K
Event2026-03-31
Filed2026-05-04
RF
0.00%REGIONS FINANCIAL CORP (NEW)
Shares32.0K
Event2026-03-31
Filed2026-05-04
KO
-21.61%COCA-COLA COMPANY
Shares10.9K
Event2026-03-31
Filed2026-05-04
EPD
0.00%ENTERPRISE PRODUCTS PARTNERS
Shares21.7K
Event2026-03-31
Filed2026-05-04
VUG
-4.94%VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
Shares1.9K
Event2026-03-31
Filed2026-05-04
PG
-20.67%PROCTER AND GAMBLE CO COM
Shares5.6K
Event2026-03-31
Filed2026-05-04
VTI
-32.31%VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
Shares2.5K
Event2026-03-31
Filed2026-05-04
CFG
0.00%Citizens Financial Group, Inc.
Shares13.5K
Event2026-03-31
Filed2026-05-04
IRM
0.00%Iron Mountain Incorporated
Shares7.8K
Event2026-03-31
Filed2026-05-04
KOF
0.00%Coca-Cola FEMSA S.A.B. de C.V. ADR Series L
Shares7.8K
Event2026-03-31
Filed2026-05-04
EXC
0.00%EXELON CORPORATION
Shares15.2K
Event2026-03-31
Filed2026-05-04
SO
0.00%SOUTHERN COMPANY
Shares7.7K
Event2026-03-31
Filed2026-05-04
URI
0.00%UNITED RENTALS INC
Shares1.0K
Event2026-03-31
Filed2026-05-04
TGT
-1.63%TARGET CORP
Shares6.0K
Event2026-03-31
Filed2026-05-04
SHV
4.87%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares6.5K
Event2026-03-31
Filed2026-05-04
IGLB
-0.08%ISHARES TR 10plus YR INVST GRD
Shares14.2K
Event2026-03-31
Filed2026-05-04
FIX
72.41%COMFORT SYS USA INC
Shares500
Event2026-03-31
Filed2026-05-04
USFR
23.84%WISDOMTREE FLTG RATE ETF TREAS FD NEW
Shares13.7K
Event2026-03-31
Filed2026-05-04
ZMAR
-42.43%INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR MARCH
Shares24.9K
Event2026-03-31
Filed2026-05-04
VLO
0.00%VALERO ENERGY CORP NEW (VALERO REFNG & MKTING)
Shares2.7K
Event2026-03-31
Filed2026-05-04
LITE
92900.00%LUMENTUM HOLDINGS INC INC
Shares930
Event2026-03-31
Filed2026-05-04
BND
-27.37%VANGUARD BD INDEX FDS TOTAL BND MRKT
Shares8.8K
Event2026-03-31
Filed2026-05-04
MCD
0.05%MCDONALDS CORP
Shares2.1K
Event2026-03-31
Filed2026-05-04
GAPR
0.00%FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
Shares15.8K
Event2026-03-31
Filed2026-05-04
ADBE
12.24%ADOBE INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-04
LIN
NewLinde PLC. (United Kingdom)
Shares1.3K
Event2026-03-31
Filed2026-05-04
NI
0.00%NISOURCE INC
Shares13.5K
Event2026-03-31
Filed2026-05-04
IEFA
3.05%ISHARES CORE MSCI ETF EAFE ETF
Shares7.0K
Event2026-03-31
Filed2026-05-04
SYK
-2.00%STRYKER CORP
Shares1.9K
Event2026-03-31
Filed2026-05-04
ED
0.02%CONSOLIDATED EDISON INC
Shares5.5K
Event2026-03-31
Filed2026-05-04
ALPHABET INC CAP STK CL C
-21.76%ALPHABET INC CAP STK CL C
Shares2.2K
Event2026-03-31
Filed2026-05-04
BDX
0.00%BECTON DICKINSON & CO
Shares3.9K
Event2026-03-31
Filed2026-05-04
TFC
0.00%TRUIST FINL CORP
Shares13.4K
Event2026-03-31
Filed2026-05-04
FTSM
-6.76%FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF
Shares10.0K
Event2026-03-31
Filed2026-05-04
NET
NewCloudflare, Inc.
Shares2.9K
Event2026-03-31
Filed2026-05-04
CAT
-29.53%CATERPILLAR INC COM
Shares840
Event2026-03-31
Filed2026-05-04
VOE
0.12%VANGUARD MID-CAP VALUE INDEX FUND
Shares3.2K
Event2026-03-31
Filed2026-05-04
KHC
6.58%KRAFT HEINZ CO
Shares26.0K
Event2026-03-31
Filed2026-05-04
AMAT
-0.41%APPLIED MATERIALS INC COM USD0.01
Shares1.7K
Event2026-03-31
Filed2026-05-04
VOOV
0.00%VANGUARD S&P 500 ETF VALUE
Shares2.8K
Event2026-03-31
Filed2026-05-04
FSGS
-1.14%FIRST TR EXCHANGE-TRADED FD VI FIRST TRUST SMID GROWTH STRENGTH ETF
Shares19.5K
Event2026-03-31
Filed2026-05-04
SNOW
5056.94%SNOWFLAKE INC CL A
Shares3.7K
Event2026-03-31
Filed2026-05-04
WPC
0.59%W P CAREY INC
Shares8.2K
Event2026-03-31
Filed2026-05-04
MU
69.79%MICRON TECHNOLOGY INC
Shares1.6K
Event2026-03-31
Filed2026-05-04
QQQM
2.14%INVESCO NASDAQ 100 ETF FD TR II
Shares2.3K
Event2026-03-31
Filed2026-05-04
MINT
-7.23%PIMCO ETF TRUST ETF ENHANCED SHORT MATURITY ACTIVE EXCH-TRADED FUND
Shares5.5K
Event2026-03-31
Filed2026-05-04
XLK
0.00%SELECT SECTOR SPDR ETF TR STATE STREET TCHNLGY
Shares4.1K
Event2026-03-31
Filed2026-05-04
ILCG
3449.38%ISHARES MORNINGSTAR ETF GROWTH
Shares5.7K
Event2026-03-31
Filed2026-05-04
SHEL
89.04%SHELL PLC ADR SPONSORED REPSTG ORD SH
Shares5.8K
Event2026-03-31
Filed2026-05-04
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares2.5K
Event2026-03-31
Filed2026-05-04
FJUN
-0.64%FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
Shares9.5K
Event2026-03-31
Filed2026-05-04
VTV
-6.04%VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
Shares2.7K
Event2026-03-31
Filed2026-05-04
CIEN
NewCiena Corp.
Shares1.4K
Event2026-03-31
Filed2026-05-04
UPS
0.64%UNITED PARCEL SERVICE-B
Shares5.4K
Event2026-03-31
Filed2026-05-04
IEF
-4.68%ISHARES TR 7-10 YR TRSY BD
Shares5.5K
Event2026-03-31
Filed2026-05-04
COHERENT CORP
28.40%COHERENT CORP
Shares2.2K
Event2026-03-31
Filed2026-05-04
XVV
5011.11%ISHARES TR ETF ISHARES ESG SELECT SCREENED S&P 500
Shares10.6K
Event2026-03-31
Filed2026-05-04
FJAN
1.98%FIRST TR EXCHANGE ETF TRADED FD VIII FT VEST U.S EQ BUFFER JAN
Shares10.3K
Event2026-03-31
Filed2026-05-04
HRB
1937.50%H & R BLOCK INC
Shares16.3K
Event2026-03-31
Filed2026-05-04
VSEC
0.00%VSE CORPORATION
Shares2.8K
Event2026-03-31
Filed2026-05-04
IBM
-49.05%INTERNATIONAL BUSINESS MACHINE CORP
Shares2.1K
Event2026-03-31
Filed2026-05-04
VXF
-28.73%VANGUARD EXTENDED MARKETS INDEX FUND
Shares2.5K
Event2026-03-31
Filed2026-05-04
KR
-1.02%KROGER COMPANY COMMON
Shares7.1K
Event2026-03-31
Filed2026-05-04
BDEC
0.00%INNOVATOR ETFS TR ETF S&P 500 BUFFER ETF DECEMBER
Shares10.6K
Event2026-03-31
Filed2026-05-04
NESTLE S A REG ADR
0.53%NESTLE S A REG ADR
Shares5.1K
Event2026-03-31
Filed2026-05-04
VTWO
0.00%VANGUARD RUSSELL ETF 2000
Shares5.0K
Event2026-03-31
Filed2026-05-04
COP
93.06%CONOCOPHILLIPS COM
Shares3.8K
Event2026-03-31
Filed2026-05-04
MAIN
1612.27%MAIN STREET CAPITAL CORP
Shares9.3K
Event2026-03-31
Filed2026-05-04
GPC
0.00%GENUINE PARTS CO COM
Shares4.7K
Event2026-03-31
Filed2026-05-04
FVD
0.00%FIRST TR VALUE LINE ETF
Shares10.4K
Event2026-03-31
Filed2026-05-04
BBMC
NewJPMORGAN ETF TR BETABUILDERS US MID CAP EQUITY ETF
Shares4.5K
Event2026-03-31
Filed2026-05-04
CITIGROUP INC NEW
-6.71%CITIGROUP INC NEW
Shares4.3K
Event2026-03-31
Filed2026-05-04
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares5.6K
Event2026-03-31
Filed2026-05-04
FSLY
NewFastly Inc
Shares16.5K
Event2026-03-31
Filed2026-05-04
TMO
0.00%THERMO FISHER SCIENTIFIC INC
Shares976
Event2026-03-31
Filed2026-05-04
FOCT
0.00%FT TR VIII VEST ETF US EQUITY BUFFER OCTOBER
Shares10.0K
Event2026-03-31
Filed2026-05-04
VICI
0.00%VICI Properties, Inc.
Shares17.5K
Event2026-03-31
Filed2026-05-04
UDEC
-18.71%INNOVATOR ETFS TRUST US EQTY ULTRA B
Shares12.2K
Event2026-03-31
Filed2026-05-04
SAFT
NewSafety Insurance Group, Inc.
Shares6.5K
Event2026-03-31
Filed2026-05-04
VXUS
-31.65%VANGUARD TOTAL INTERNATIONAL COM INDEX FUND
Shares6.1K
Event2026-03-31
Filed2026-05-04
DG
-33.61%DOLLAR GENERAL CORP
Shares4.0K
Event2026-03-31
Filed2026-05-04
VGT
-2.92%VANGUARD WORLD FD INF TECH ETF
Shares664
Event2026-03-31
Filed2026-05-04
CSCO
-13.10%CISCO SYSTEMS INC
Shares6.0K
Event2026-03-31
Filed2026-05-04
PUTNAM TR ETF FRANKLIN MUNI HIGH YIELD
-3.99%PUTNAM TR ETF FRANKLIN MUNI HIGH YIELD
Shares39.4K
Event2026-03-31
Filed2026-05-04
VB
-2.42%VANGUARD SMALL CAP ETF
Shares1.7K
Event2026-03-31
Filed2026-05-04
IYH
0.01%ISHARES ETF U.S. HEALTHCARE
Shares7.4K
Event2026-03-31
Filed2026-05-04
PAUG
0.00%INNOVATOR TR ETF S&P 500 PWR BUFFER AUGUST
Shares10.6K
Event2026-03-31
Filed2026-05-04
CME
0.07%CME GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-04
MAR
-0.74%MARRIOTT INTL INC NEW CL A
Shares1.3K
Event2026-03-31
Filed2026-05-04
SDY
0.57%ST STR SPDR S&P DIV ETF
Shares3.0K
Event2026-03-31
Filed2026-05-04
PGR
0.00%PROGRESSIVE CORP OHIO
Shares2.2K
Event2026-03-31
Filed2026-05-04
PNOV
0.00%INNOVATOR ETFS TR ETF INNOVATOR S&P 500 POWER BUFFER ETF NOVEMBER
Shares10.7K
Event2026-03-31
Filed2026-05-04
NFLX
-37.07%NETFLIX INC
Shares4.5K
Event2026-03-31
Filed2026-05-04
TSLA
-2.31%TESLA INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-04
PKW
0.00%INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV
Shares3.2K
Event2026-03-31
Filed2026-05-04
USEP
-1.06%INNOVATOR ETFS TRUST US EQTY ULTRA B
Shares10.8K
Event2026-03-31
Filed2026-05-04
UJUL
-15.43%INNOVATOR ETFS TRUST US EQT ULTRA BF
Shares10.8K
Event2026-03-31
Filed2026-05-04
PTEN
NewPatterson-UTI Energy Inc
Shares38.1K
Event2026-03-31
Filed2026-05-04
PJAN
26.69%INNOVATOR ETFS TR ETF S&P 500 POWER BUFFER ETF JANUARY
Shares8.9K
Event2026-03-31
Filed2026-05-04
DOC
0.00%HEALTHPEAK PPTYS INC
Shares24.5K
Event2026-03-31
Filed2026-05-04
IGLD
29.64%FIRST TR EXCHANGE-TRADED FD FT VEST GOLD
Shares15.5K
Event2026-03-31
Filed2026-05-04
ABT
-25.78%ABBOTT LABORATORIES
Shares3.8K
Event2026-03-31
Filed2026-05-04
VRT
2783.02%VERTIV HOLDINGS LLC CL A
Shares1.5K
Event2026-03-31
Filed2026-05-04
KAPR
0.00%INNOVATOR ETFS TR ETF RUSSELL 2000 PWR BUFFER ETF APRIL
Shares10.5K
Event2026-03-31
Filed2026-05-04
SOLSTICE ADVANCED MATLS INC COM
292.89%SOLSTICE ADVANCED MATLS INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-04
CLX
0.00%CLOROX COMPANY
Shares3.6K
Event2026-03-31
Filed2026-05-04
AMD
109.78%ADVANCED MICRO DEVICES INC
Shares1.8K
Event2026-03-31
Filed2026-05-04
MPC
540.93%MARATHON PETROLEUM CORP
Shares1.5K
Event2026-03-31
Filed2026-05-04
GOCT
-0.61%FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT
Shares9.5K
Event2026-03-31
Filed2026-05-04
CL
0.00%COLGATE-PALMOLIVE CO
Shares4.2K
Event2026-03-31
Filed2026-05-04
BNDX
-34.48%VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF
Shares7.3K
Event2026-03-31
Filed2026-05-04
FJUL
0.00%FIRST TR ETF VIII FT VEST US EQUITY BUFFER JULY
Shares6.4K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH CORP COM NEW
NewLAM RESEARCH CORP COM NEW
Shares1.6K
Event2026-03-31
Filed2026-05-04
AMT
0.00%AMERICAN TOWER CORP REIT
Shares2.0K
Event2026-03-31
Filed2026-05-04
GLW
-18.90%CORNING INC
Shares2.5K
Event2026-03-31
Filed2026-05-04
GJUL
-4.26%FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
Shares8.3K
Event2026-03-31
Filed2026-05-04
ZNOV
-23.13%INNOVATOR ETFS TRUST EQUITY DEFINED PROTN ETF 1 YR NOVEMBER
Shares12.7K
Event2026-03-31
Filed2026-05-04
DOCS
NewDOXIMITY INC CL A
Shares14.2K
Event2026-03-31
Filed2026-05-04
E
NewEni SpA
Shares5.8K
Event2026-03-31
Filed2026-05-04
MO
-6.60%ALTRIA GROUP INC
Shares4.9K
Event2026-03-31
Filed2026-05-04
DELL
-41.31%DELL TECHNOLOGIES INC CL C
Shares2.0K
Event2026-03-31
Filed2026-05-04
WM
40.00%WASTE MGMT INC DEL
Shares1.4K
Event2026-03-31
Filed2026-05-04
ORKA
NewOruka Therapeutics Inc
Shares6.5K
Event2026-03-31
Filed2026-05-04
IYF
0.00%ISHARES ETF U.S. FINANCIALS
Shares2.7K
Event2026-03-31
Filed2026-05-04
HUBS
NewHubSpot Inc
Shares1.3K
Event2026-03-31
Filed2026-05-04
BBUS
0.00%JPMORGAN ETF BETABUILDERS US EQUITY
Shares2.7K
Event2026-03-31
Filed2026-05-04
FTEC
138.17%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares1.5K
Event2026-03-31
Filed2026-05-04
GAUG
-0.64%FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
Shares8.0K
Event2026-03-31
Filed2026-05-04
UTHR
23.87%United Therapeutics Corp.
Shares519
Event2026-03-31
Filed2026-05-04
FORM
NewFormFactor Inc
Shares3.2K
Event2026-03-31
Filed2026-05-04
TER
NewTeradyne Inc
Shares1.0K
Event2026-03-31
Filed2026-05-04
INNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFFER ETF
NewINNOVATOR ETFS TRUST EQUITY DUAL DIRECTIONAL 15 BUFFER ETF
Shares16.1K
Event2026-03-31
Filed2026-05-04
OXY
399.79%OCCIDENTAL PETE CORP
Shares4.7K
Event2026-03-31
Filed2026-05-04
GMAR
36.66%FIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQT
Shares7.2K
Event2026-03-31
Filed2026-05-04
EOG
1.33%EOG RESOURCES INC
Shares2.1K
Event2026-03-31
Filed2026-05-04
ZJUN
0.00%INNOVATOR ETFS TRUST EQUITY DEFINED PROTN ETF 1 YR JUNE
Shares11.0K
Event2026-03-31
Filed2026-05-04
LMBS
-0.77%FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF
Shares6.0K
Event2026-03-31
Filed2026-05-04
CROWN CASTLE INC
0.00%CROWN CASTLE INC
Shares3.7K
Event2026-03-31
Filed2026-05-04
PANW
22.06%PALO ALTO NETWORKS INC COM USD0.0001
Shares1.8K
Event2026-03-31
Filed2026-05-04
FGD
0.00%FIRST TRUST DOW ETF JONES GLOBAL SELECT DIVIDEND INDEX FUND
Shares9.3K
Event2026-03-31
Filed2026-05-04
DE
0.00%DEERE & CO
Shares524
Event2026-03-31
Filed2026-05-04
MDLZ
0.18%MONDELEZ INTL INC
Shares5.1K
Event2026-03-31
Filed2026-05-04
EQT CORP
3301.48%EQT CORP
Shares4.6K
Event2026-03-31
Filed2026-05-04
WLK
NewWestlake Corp
Shares2.5K
Event2026-03-31
Filed2026-05-04
ADSK
1297.70%AUTODESK INC
Shares1.2K
Event2026-03-31
Filed2026-05-04
FDN
0.00%FIRST TRUST DOW JONE ETF INTERNET INDEX FUND
Shares1.2K
Event2026-03-31
Filed2026-05-04
USMV
0.03%ISHARES TR MSCI USA MIN VOL
Shares3.0K
Event2026-03-31
Filed2026-05-04
BTSG
NewBrightSpring Health Services Inc
Shares6.6K
Event2026-03-31
Filed2026-05-04
INTC
-14.54%INTEL CORP COM USD0.001
Shares6.3K
Event2026-03-31
Filed2026-05-04
ROCHE HLDG LTD SPONS ADR (ISIN #US7711951043 SEDOL #B014J8)
7.65%ROCHE HLDG LTD SPONS ADR (ISIN #US7711951043 SEDOL #B014J8)
Shares5.6K
Event2026-03-31
Filed2026-05-04
IJH
-33.36%ISHARES CORE S&P MID ETF ETF
Shares4.1K
Event2026-03-31
Filed2026-05-04
NIO
6621.71%NIO INC ADR
Shares45.5K
Event2026-03-31
Filed2026-05-04
ADI
3207.69%ANALOG DEVICES INC
Shares860
Event2026-03-31
Filed2026-05-04
FAUG
0.00%FIRST TR FD VIII ETF VEST US EQUITY BUFFER AUGUST
Shares5.2K
Event2026-03-31
Filed2026-05-04
IPGP
NewIPG Photonics Corp
Shares2.3K
Event2026-03-31
Filed2026-05-04
PFIS
NewPeoples Financial Services Corp.
Shares5.0K
Event2026-03-31
Filed2026-05-04
CRS
369.44%CARPENTER TECHNOLOGY CORP
Shares676
Event2026-03-31
Filed2026-05-04
FTI
NewTechnipFMC, Plc.
Shares3.8K
Event2026-03-31
Filed2026-05-04
FLEX
16.92%Flex Ltd
Shares4.0K
Event2026-03-31
Filed2026-05-04
SCHD
-0.43%SCHWAB US DIVIDEND ETF EQUITY
Shares8.5K
Event2026-03-31
Filed2026-05-04
BLACKSTONE INC
6186.11%BLACKSTONE INC
Shares2.3K
Event2026-03-31
Filed2026-05-04
VTIP
-2.53%VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX
Shares5.2K
Event2026-03-31
Filed2026-05-04
GJAN
634.83%FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
Shares6.2K
Event2026-03-31
Filed2026-05-04
LQDA
NewLiquidia Corp
Shares6.9K
Event2026-03-31
Filed2026-05-04
XYZ
4447.87%BLOCK INC CL A
Shares4.3K
Event2026-03-31
Filed2026-05-04
JAJL
305.05%INNOVATOR TR EQUITY ETF DEFINED PROTECTION 6 MO JAN/JUL
Shares8.8K
Event2026-03-31
Filed2026-05-04
TTAN
NewServiceTitan Inc
Shares4.0K
Event2026-03-31
Filed2026-05-04
TTMI
NewTTM Technologies, Inc.
Shares2.6K
Event2026-03-31
Filed2026-05-04
ZSEP
-21.01%INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR SEP
Shares9.4K
Event2026-03-31
Filed2026-05-04
EQNR
NewEquinor ASA
Shares5.9K
Event2026-03-31
Filed2026-05-04
XPO
0.00%XPO Logistics, Inc.
Shares1.3K
Event2026-03-31
Filed2026-05-04
FSEP
0.00%FIRST TR VIII VEST ETF US EQUITY BUFFER SEPTEMBER
Shares4.9K
Event2026-03-31
Filed2026-05-04
FIVE
NewFive Below Inc
Shares1.1K
Event2026-03-31
Filed2026-05-04
ORCL
0.90%ORACLE CORP
Shares1.7K
Event2026-03-31
Filed2026-05-04
PM
0.75%PHILIP MORRIS INTERNATIONAL INC
Shares1.5K
Event2026-03-31
Filed2026-05-04
SARO
NewStandardAero Inc
Shares9.4K
Event2026-03-31
Filed2026-05-04
IDCC
-28.38%Interdigital, Inc.
Shares800
Event2026-03-31
Filed2026-05-04
FLYW
NewFlywire Corp
Shares20.7K
Event2026-03-31
Filed2026-05-04
FIGS
NewFigs Inc
Shares16.2K
Event2026-03-31
Filed2026-05-04
GWRE
NewGuidewire Software Inc
Shares1.6K
Event2026-03-31
Filed2026-05-04
MOG.A
0.00%MOOG, Inc. Class A
Shares808
Event2026-03-31
Filed2026-05-04
IOT
NewSamsara Inc
Shares7.4K
Event2026-03-31
Filed2026-05-04
LPLA
0.00%LPL FINANCIAL HOLDINGS INC
Shares779
Event2026-03-31
Filed2026-05-04
CASY
-5.33%Caseys Genl Stores Inc
Shares320
Event2026-03-31
Filed2026-05-04
PBF
NewPBF Energy Inc
Shares4.9K
Event2026-03-31
Filed2026-05-04
ZOCT
-20.22%INNOVATOR ETFS TRUST EQUITY DEFIN 1YR
Shares8.6K
Event2026-03-31
Filed2026-05-04
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares800
Event2026-03-31
Filed2026-05-04
SITM
NewSitime Corp.
Shares660
Event2026-03-31
Filed2026-05-04
NOCT
0.00%INNOVATOR ETF TR NASDAQ 100 PWR BUFFER ETF OCTOBER
Shares4.0K
Event2026-03-31
Filed2026-05-04
AL
0.00%Air Lease Corp.
Shares3.4K
Event2026-03-31
Filed2026-05-04
RGLD
1428.07%ROYAL GOLD INC
Shares871
Event2026-03-31
Filed2026-05-04
CW
NewCurtis-Wright Corp.
Shares325
Event2026-03-31
Filed2026-05-04
KMB
0.00%KIMBERLY-CLARK CORP
Shares2.3K
Event2026-03-31
Filed2026-05-04
ATI
NewATI inc.
Shares1.5K
Event2026-03-31
Filed2026-05-04
SPH
0.00%SUBURBAN PROPANE PARTNERS L.P.
Shares11.2K
Event2026-03-31
Filed2026-05-04
EMN
14100.00%EASTMAN CHEMICAL CO
Shares2.8K
Event2026-03-31
Filed2026-05-04
STIP
7.20%ISHARES ETF 0-5 YEAR TIPS BOND
Shares2.0K
Event2026-03-31
Filed2026-05-04
UFEB
-76.13%INNOVATOR ETFS TRUST US EQT ULTRA BFR
Shares5.7K
Event2026-03-31
Filed2026-05-04
PRIM
NewPrimoris Services Corp.
Shares1.4K
Event2026-03-31
Filed2026-05-04
WWD
NewWoodward, Inc.
Shares579
Event2026-03-31
Filed2026-05-04
PFF
0.00%ISHARES ETF PFD & INCOME SECS
Shares6.8K
Event2026-03-31
Filed2026-05-04
SMTC
0.00%Semtech Corp.
Shares2.7K
Event2026-03-31
Filed2026-05-04
FNDX
0.40%SCHWAB STRATEGIC TR ETF FUNDAMENTAL US LARGE CO
Shares7.4K
Event2026-03-31
Filed2026-05-04
TWLO
20000.00%TWILIO INC
Shares1.6K
Event2026-03-31
Filed2026-05-04
QRVO
NewQorvo, Inc.
Shares2.6K
Event2026-03-31
Filed2026-05-04
FDEC
-0.02%FIRST TR ETF VIII FT VEST US EQ BUFFER ETF DECEMBER
Shares4.0K
Event2026-03-31
Filed2026-05-04
NVT
NewnVent Electric, Plc.
Shares1.7K
Event2026-03-31
Filed2026-05-04
UAPR
-0.76%INNOVATOR ETFS TRUST US EQT ULTRA BF
Shares5.9K
Event2026-03-31
Filed2026-05-04
SNY
0.00%SANOFI ADR
Shares4.1K
Event2026-03-31
Filed2026-05-04
XLY
0.06%SELECT SECTOR SPDR ETF STATE STREET CONSUMER DISCRETIONARY
Shares1.8K
Event2026-03-31
Filed2026-05-04
FN
NewFabrinet (Thailand)
Shares375
Event2026-03-31
Filed2026-05-04
DFAC
1508.77%DIMENSIONAL TR US ETF CORE EQUITY 2
Shares5.0K
Event2026-03-31
Filed2026-05-04
BFEB
0.00%INNOVATOR ETFS TR ETF S&P 500 BUFFER ETF FEBRUARY
Shares4.0K
Event2026-03-31
Filed2026-05-04
BWXT
3600.00%BWX TECHNOLOGIES CO
Shares925
Event2026-03-31
Filed2026-05-04
KRYS
NewKrystal Biotech, Inc.
Shares730
Event2026-03-31
Filed2026-05-04
QCOM
-43.84%QUALCOMM INC
Shares1.4K
Event2026-03-31
Filed2026-05-04
NOW
491.67%SERVICENOW INC
Shares1.8K
Event2026-03-31
Filed2026-05-04
WFC
0.48%WELLS FARGO CO NEW COM
Shares2.3K
Event2026-03-31
Filed2026-05-04
CTRE
0.00%CARETRUST REIT INC
Shares5.0K
Event2026-03-31
Filed2026-05-04
AMBA
NewAmbarella Inc
Shares3.6K
Event2026-03-31
Filed2026-05-04
VLUE
0.00%ISHARES TR MSCI USA VALUE
Shares1.3K
Event2026-03-31
Filed2026-05-04
VTWV
0.00%VANGUARD RUSSELL ETF 2000 VALUE
Shares1.1K
Event2026-03-31
Filed2026-05-04
PAA
0.00%PLAINS ALL AMERICAN PIPELINE LP
Shares8.0K
Event2026-03-31
Filed2026-05-04
IGSB
0.00%ISHARES TR ETF SHORT TERM CORP BOND
Shares3.4K
Event2026-03-31
Filed2026-05-04
VIOG
0.00%VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH
Shares1.4K
Event2026-03-31
Filed2026-05-04
LKQ
NewLKQ Corp.
Shares6.0K
Event2026-03-31
Filed2026-05-04
SBUX
0.10%STARBUCKS CORP COM USD0.001
Shares1.9K
Event2026-03-31
Filed2026-05-04
GKOS
NewGlaukos Corp.
Shares1.6K
Event2026-03-31
Filed2026-05-04
SOXX
0.19%ISHARES TR ISHARES SEMICDTR
Shares522
Event2026-03-31
Filed2026-05-04
USFD
0.00%US Foods Holdings Corp.
Shares1.8K
Event2026-03-31
Filed2026-05-04
BURL
0.00%Burlington Stores, Inc.
Shares516
Event2026-03-31
Filed2026-05-04
T
-0.26%AT&T INC COM USD1
Shares5.7K
Event2026-03-31
Filed2026-05-04
MCK
0.00%MCKESSON CORPORATION
Shares191
Event2026-03-31
Filed2026-05-04
JPIE
9.05%J P MORGAN EXCHANGE ETF TRADED FD TR INCOME
Shares3.6K
Event2026-03-31
Filed2026-05-04
MKTX
NewMarketaxess Holdings, Inc.
Shares993
Event2026-03-31
Filed2026-05-04
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL
0.00%INVESCO EXCH TRADED FD TR II S&P500 LOW VOL
Shares2.2K
Event2026-03-31
Filed2026-05-04
ZWS
0.00%Zurn Elkay Water Solutions, Corp.
Shares3.6K
Event2026-03-31
Filed2026-05-04
PSX
-14.49%PHILLIPS 66
Shares879
Event2026-03-31
Filed2026-05-04
WAT
NewWATERS CORPORATION
Shares531
Event2026-03-31
Filed2026-05-04
SANM
NewSanmina Corp.
Shares1.2K
Event2026-03-31
Filed2026-05-04
DIA
-10.70%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS
Shares334
Event2026-03-31
Filed2026-05-04
LUMN
23157.89%LUMEN TECHNOLOGIES INC LA
Shares22.1K
Event2026-03-31
Filed2026-05-04
PSTG
-7.77%Everpure, Inc.
Shares2.6K
Event2026-03-31
Filed2026-05-04
JBTM
NewJBT Marel Corp.
Shares1.2K
Event2026-03-31
Filed2026-05-04
IJS
-23.40%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares1.3K
Event2026-03-31
Filed2026-05-04
DT
88.91%Dynatrace, Inc.
Shares4.1K
Event2026-03-31
Filed2026-05-04
GSY
0.00%INVESCO ACTIVELY ETF MANAGED ETF TR ULTRA SHORT DURATION
Shares3.0K
Event2026-03-31
Filed2026-05-04
SGI
NewSomnigroup International, Inc.
Shares2.0K
Event2026-03-31
Filed2026-05-04
IUSV
1089.43%ISHARES ETF CORE S&P U.S. VALUE
Shares1.5K
Event2026-03-31
Filed2026-05-04
LNC
2558.23%LINCOLN NATL CORP IND
Shares4.2K
Event2026-03-31
Filed2026-05-04
TJX
-51.43%TJX COMPANIES INC
Shares933
Event2026-03-31
Filed2026-05-04
EFA
0.00%ISHARES MSCI EAFE ETF
Shares1.5K
Event2026-03-31
Filed2026-05-04
TLN
4090.91%TALEN ENERGY CORP NEW
Shares461
Event2026-03-31
Filed2026-05-04
SLQD
0.00%ISHARES 0-5 YEAR ETF INVESTMENT GRADE CORP BOND
Shares2.9K
Event2026-03-31
Filed2026-05-04
FNDF
0.00%SCHWAB STRATEGIC TR ETF FUNDAMENTAL INTRNTNL EQUITY
Shares3.0K
Event2026-03-31
Filed2026-05-04
SPYV
68.68%STATE STREET SPDR ETF PORTFOLIO S&P 500 VALUE
Shares2.5K
Event2026-03-31
Filed2026-05-04
DGRO
0.05%ISHARES CORE ETF DIVIDEND GROWTH
Shares2.0K
Event2026-03-31
Filed2026-05-04
PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF
0.00%PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF
Shares2.7K
Event2026-03-31
Filed2026-05-04
FSS
0.00%Federal Signal Corporation
Shares1.3K
Event2026-03-31
Filed2026-05-04
AWI
0.00%Armstrong World Industries
Shares837
Event2026-03-31
Filed2026-05-04
SYY
0.11%SYSCO CORPORATION
Shares1.9K
Event2026-03-31
Filed2026-05-04
EAT
0.00%Brinker Intl Inc
Shares930
Event2026-03-31
Filed2026-05-04
ILMN
0.00%Illumina, Inc.
Shares1.1K
Event2026-03-31
Filed2026-05-04
APD
0.00%AIR PRODUCTS & CHEMICALS INC
Shares450
Event2026-03-31
Filed2026-05-04
ADP
-50.31%AUTOMATIC DATA PROCESSING
Shares643
Event2026-03-31
Filed2026-05-04
CF
0.00%CF INDUSTRIES HOLDINGS INC
Shares1.0K
Event2026-03-31
Filed2026-05-04
VCSH
3797.62%VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS
Shares1.6K
Event2026-03-31
Filed2026-05-04
VOT
-27.71%VANGUARD MID-CAP GROWTH INDEX FUND
Shares501
Event2026-03-31
Filed2026-05-04
SHLD
0.00%GLOBAL X FDS DEFENSE ETF TECH
Shares1.8K
Event2026-03-31
Filed2026-05-04
VMBS
-38.46%VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF
Shares2.7K
Event2026-03-31
Filed2026-05-04
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-04
Rb Global, Inc.
0.00%Rb Global, Inc.
Shares1.3K
Event2026-03-31
Filed2026-05-04
CIBR
-6.97%FIRST TR NASDAQ ETF CYBERSECURITY
Shares2.0K
Event2026-03-31
Filed2026-05-04
AIRR
-35.29%FIRST TR RBA ETF AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-04
MGC
0.00%VANGUARD MEGA CAP ETF
Shares504
Event2026-03-31
Filed2026-05-04
SCHR
17.46%SCHWAB STRATEGIC TR ETF INTERMEDIATE-TERM US TREASURY
Shares4.8K
Event2026-03-31
Filed2026-05-04
SDVY
0.47%FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
Shares3.0K
Event2026-03-31
Filed2026-05-04
VCIT
9.06%VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF
Shares1.4K
Event2026-03-31
Filed2026-05-04
VONV
0.08%VANGUARD RUSSELL ETF 1000 VALUE
Shares1.2K
Event2026-03-31
Filed2026-05-04
FNOV
0.00%FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
Shares2.2K
Event2026-03-31
Filed2026-05-04
F-PC
0.00%Ford Motor Co., 6.000per, due 12/01/2059
Shares6.0K
Event2026-03-31
Filed2026-05-04
VIS
0.00%VANGUARD INDUSTRIALS ETF
Shares370
Event2026-03-31
Filed2026-05-04
ENB
5.87%ENBRIDGE INC
Shares2.1K
Event2026-03-31
Filed2026-05-04
PH
357.14%PARKER-HANNIFIN CORP
Shares128
Event2026-03-31
Filed2026-05-04
VHT
0.00%VANGUARD HEALTH CARE ETF
Shares419
Event2026-03-31
Filed2026-05-04
DISNEY WALT CO DTD 07/09/2019 6.75per 01/09/2038
0.00%DISNEY WALT CO DTD 07/09/2019 6.75per 01/09/2038
Shares100.0K
Event2026-03-31
Filed2026-05-04
THC
NewTenet Healthcare Corp.
Shares600
Event2026-03-31
Filed2026-05-04
INVESCO ETF RAFI US 1000
0.00%INVESCO ETF RAFI US 1000
Shares2.4K
Event2026-03-31
Filed2026-05-04
SLB
-71.87%SLB LTD
Shares2.2K
Event2026-03-31
Filed2026-05-04
SCHO
NewSCHWAB STRATEGIC TR ETF SHORT TERM US TREASURY
Shares4.6K
Event2026-03-31
Filed2026-05-04
JAAA
NewJANUS DETROIT STR TR ETF JANUS HENDERSON AAA CLO
Shares2.2K
Event2026-03-31
Filed2026-05-04
TIP
-43.06%ISHARES TIP BOND ETF
Shares997
Event2026-03-31
Filed2026-05-04
CLF
0.00%CLEVELAND-CLIFFS INC NEW
Shares13.0K
Event2026-03-31
Filed2026-05-04
GS
416.00%GOLDMAN SACHS GROUP INC COM USD0.01
Shares129
Event2026-03-31
Filed2026-05-04
VONG
0.00%VANGUARD RUSSELL ETF 1000 GROWTH
Shares978
Event2026-03-31
Filed2026-05-04
COF
0.00%CAPITAL ONE FINANCIAL CORP
Shares586
Event2026-03-31
Filed2026-05-04
QXO
10.00%QXO INC
Shares5.5K
Event2026-03-31
Filed2026-05-04
JPLD
NewJ P MORGAN ETF LTD DURATION BD
Shares2.0K
Event2026-03-31
Filed2026-05-04
SLV
18.30%ISHARES SILVER TR ISHARES
Shares1.5K
Event2026-03-31
Filed2026-05-04
BKR
NewBAKER HUGHES A GE CO
Shares1.7K
Event2026-03-31
Filed2026-05-04
GE AEROSPACE COM NEW
-11.11%GE AEROSPACE COM NEW
Shares360
Event2026-03-31
Filed2026-05-04
ELV
0.00%ELEVANCE HEALTH INC
Shares348
Event2026-03-31
Filed2026-05-04
FBND
17.19%FIDELITY TOTAL BOND ETF
Shares2.2K
Event2026-03-31
Filed2026-05-04
RDVY
167.45%FIRST TRUST RISING ETF DIVIDEND ACHIEVERS
Shares1.5K
Event2026-03-31
Filed2026-05-04
JPST
0.00%J P MORGAN EXCHANGE TRADED FD ULTRA SHRT INC
Shares2.0K
Event2026-03-31
Filed2026-05-04
CEG
0.00%CONSTELLATION ENERGY CORP
Shares360
Event2026-03-31
Filed2026-05-04
VIGI
95.34%VANGUARD INTERNATION ETF DIVIDEND APPRECIA
Shares1.1K
Event2026-03-31
Filed2026-05-04
MLI
NewMUELLER INDUSTRIES INC
Shares900
Event2026-03-31
Filed2026-05-04
AGG
18.93%ISHARES CORE US AGGREGATE BOND ETF
Shares999
Event2026-03-31
Filed2026-05-04
PNC CAP TR C DTD 06/09/1998 4.49898per 06/01/2028
0.00%PNC CAP TR C DTD 06/09/1998 4.49898per 06/01/2028
Shares100.0K
Event2026-03-31
Filed2026-05-04
KEYCORP CAPITAL I DTD 06/25/1998 4.66239per 07/01/2028
0.00%KEYCORP CAPITAL I DTD 06/25/1998 4.66239per 07/01/2028
Shares100.0K
Event2026-03-31
Filed2026-05-04
GENERAL MTRS FINL CO INC DTD 09/16/2020 5.7per
0.00%GENERAL MTRS FINL CO INC DTD 09/16/2020 5.7per
Shares100.0K
Event2026-03-31
Filed2026-05-04
FFEB
34.46%FIRST TR EXCHANGE ETF TRADED FD VIII FT VEST US EQ BUFFER FEB
Shares1.8K
Event2026-03-31
Filed2026-05-04
MBINM
0.00%MERCHANTS BANCORP IND PDF 8.25per D
Shares4.0K
Event2026-03-31
Filed2026-05-04
BBBI
-20.96%BONDBLOXX ETF TRUST BBB RATED 5-10 YEAR CORPORATE BOND ETF
Shares1.9K
Event2026-03-31
Filed2026-05-04
GCT
NewGigaCloud Technology, Inc. Class A
Shares2.1K
Event2026-03-31
Filed2026-05-04
RILYN
0.00%B Riley Financial, Inc., 6.50per, due 09/30/26
Shares4.0K
Event2026-03-31
Filed2026-05-04
OOMA
NewOoma, Inc.
Shares6.6K
Event2026-03-31
Filed2026-05-04
KLAC
-68.60%KLA Corp.
Shares65
Event2026-03-31
Filed2026-05-04
WWW
NewWolverline World Wide, Inc.
Shares5.8K
Event2026-03-31
Filed2026-05-04
UVE
NewUniversal Isurance Holdings
Shares2.8K
Event2026-03-31
Filed2026-05-04
TFSL
0.00%TFS FINL CORP
Shares6.7K
Event2026-03-31
Filed2026-05-04
HCA
0.00%HCA HEALTHCARE INC
Shares199
Event2026-03-31
Filed2026-05-04
PEG
0.09%PUBLIC SVC ENTERPRISE GRP INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-04
TDIV
0.00%FIRST TRUST VI ETF NASDAQ TECH DIVID INDEX FUND
Shares1.0K
Event2026-03-31
Filed2026-05-04
IYK
0.15%ISHARES ETF U.S. CONSUMER STAPLES
Shares1.3K
Event2026-03-31
Filed2026-05-04
SPEM
15.20%SPDR PORTFOLIO ETF EMERGING MARKET
Shares2.0K
Event2026-03-31
Filed2026-05-04
TSM
0.75%TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
Shares270
Event2026-03-31
Filed2026-05-04
SMH
-0.84%VANECK ETF TRUST SEMICONDUCTR ETF
Shares237
Event2026-03-31
Filed2026-05-04
GMAY
0.00%FT TR EXCHANGE ETF TRADED FD VIII VEST US EQTY MODERATE BUFFER
Shares2.2K
Event2026-03-31
Filed2026-05-04
CMC
0.00%COMMERCIAL METALS CO
Shares1.4K
Event2026-03-31
Filed2026-05-04
VNQ
-44.81%VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD
Shares978
Event2026-03-31
Filed2026-05-04
IDEV
6.69%ISHARES TR ETF CORE MSCI INTL DEVELOPED MKTS ETF
Shares1.0K
Event2026-03-31
Filed2026-05-04
BIV
-17.79%VANGUARD BD INDEX FDS INTERMED TERM
Shares1.1K
Event2026-03-31
Filed2026-05-04
STZ
0.00%CONSTELLATION BRANDS INC CL A
Shares572
Event2026-03-31
Filed2026-05-04
DDFS
0.00%INNOVATOR TR ETF EQUITY DUAL DIRECTIONAL 15 BUFFER SEPT
Shares4.1K
Event2026-03-31
Filed2026-05-04
ESLT
NewELBIT SYSTEMS LTD
Shares100
Event2026-03-31
Filed2026-05-04
CAH
330.11%CARDINAL HEALTH INC
Shares400
Event2026-03-31
Filed2026-05-04
KJAN
0.00%INNOVATOR TR ETF RUSSELL 2000 PWR BUFFER ETF JANUARY
Shares2.0K
Event2026-03-31
Filed2026-05-04
IYY
0.19%ISHARES ETF DOW JONES U.S.
Shares523
Event2026-03-31
Filed2026-05-04
EQIN
0.30%COLUMBIA US EQUITY ETF INCOME
Shares1.7K
Event2026-03-31
Filed2026-05-04
GEV
-3.09%GE VERNOVA LLC
Shares94
Event2026-03-31
Filed2026-05-04
SPGP
0.00%INVESCO S&P 500 GARP ETF
Shares758
Event2026-03-31
Filed2026-05-04
ALL
0.26%ALLSTATE CORP COM USD0.01
Shares393
Event2026-03-31
Filed2026-05-04
USIG
0.00%ISHARES TR ETF BROAD USD INBD ETFVT GRADE CORP BD ETF
Shares1.6K
Event2026-03-31
Filed2026-05-04
USXF
0.07%ISHARES TR ETF ESG ADVANCED MSCI USA
Shares1.5K
Event2026-03-31
Filed2026-05-04
GRW
0.00%TCW TR DURABLE ETF GROWTH
Shares2.9K
Event2026-03-31
Filed2026-05-04
USCI
0.00%UNITED STATES ETF COMMODITY INDEX FUND
Shares829
Event2026-03-31
Filed2026-05-04
LOW
-54.79%LOWES COMPANIES INC
Shares330
Event2026-03-31
Filed2026-05-04
NKE
-70.40%NIKE INC CLASS B
Shares1.4K
Event2026-03-31
Filed2026-05-04
IXN
0.00%ISHARES GLOBAL TECH ETF
Shares765
Event2026-03-31
Filed2026-05-04
BSEP
0.00%INNOVATOR ETFS TR ETF S&P 500 BUFFER SEPTEMBER
Shares1.6K
Event2026-03-31
Filed2026-05-04
SRE
0.64%SEMPRA ENERGY
Shares784
Event2026-03-31
Filed2026-05-04
AMZA
0.06%ETFIS SER TR I ETF INFRACAP MLP NEW
Shares1.6K
Event2026-03-31
Filed2026-05-04
IVE
0.28%ISHARES S&P500 VALUE ETF
Shares356
Event2026-03-31
Filed2026-05-04
CRWD
0.00%CROWDSTRIKE HLDGS INC CL A
Shares192
Event2026-03-31
Filed2026-05-04
IMCB
-9.42%ISHARES MORNINGSTAR ETF MID CAP
Shares885
Event2026-03-31
Filed2026-05-04
IVOV
0.00%VANGUARD S&P MID-CAP ETF 400 VALUE
Shares722
Event2026-03-31
Filed2026-05-04
MDY
0.00%SPDR S&P MIDCAP 400 ETF TRUST SERIES N
Shares119
Event2026-03-31
Filed2026-05-04
IWS
0.00%ISHARES RUSSELL ETF MID-CAP VALUE
Shares502
Event2026-03-31
Filed2026-05-04
PSA
0.00%PUBLIC STORAGE INC REIT
Shares267
Event2026-03-31
Filed2026-05-04
PSEP
0.00%INNOVATOR ETFS TR ETF S&P 500 PWR BUFFER SEPTEMBER
Shares1.7K
Event2026-03-31
Filed2026-05-04
EMR
0.00%EMERSON ELECTRIC CO
Shares550
Event2026-03-31
Filed2026-05-04
FITB
22.91%FIFTH THIRD BANCORP
Shares1.5K
Event2026-03-31
Filed2026-05-04
UNOV
0.00%INNOVATOR ETFS TRUST US EQTY ULTRA BU
Shares1.9K
Event2026-03-31
Filed2026-05-04
BROS
-3.45%DUTCH BROS INC CL A
Shares1.4K
Event2026-03-31
Filed2026-05-04
DIVS
0.00%GUINNESS ATKINSON ETF FDS DIVIDEND BUILDER
Shares2.3K
Event2026-03-31
Filed2026-05-04
IWP
0.00%ISHARES ETF RUSSELL MIDCAP GROWTH
Shares547
Event2026-03-31
Filed2026-05-04
ISCG
0.00%ISHARES TR MRGSTR SM CP GR
Shares1.3K
Event2026-03-31
Filed2026-05-04
CGGR
0.00%CAPITAL GRP GROWTH ETF CREATION UNIT
Shares1.7K
Event2026-03-31
Filed2026-05-04
CGDV
0.00%CAPITAL GRP DIVIDEND ETF VALUE CREATION UNIT
Shares1.6K
Event2026-03-31
Filed2026-05-04
SPBO
0.00%STATE STREET SPDR ETF PORTFOLIO CORPORATE BOND
Shares2.4K
Event2026-03-31
Filed2026-05-04
XLE
456.50%SELECT SECTOR SPDR ETF STATE STREET ENERGY SPDR
Shares1.1K
Event2026-03-31
Filed2026-05-04
ACCENTURE PLC IRELAND SHARES CLASS A
-91.96%ACCENTURE PLC IRELAND SHARES CLASS A
Shares342
Event2026-03-31
Filed2026-05-04
NULG
0.00%NUVEEN ESG LARGE CAP ETF GROWTH
Shares742
Event2026-03-31
Filed2026-05-04
XLG
0.00%INVESCO TR ETF S&P 500 TOP 50
Shares1.2K
Event2026-03-31
Filed2026-05-04
SPTM
NewSTATE STREET SPDR ETF PORTFOLIO S&P 1500 COMPOSITE COM MARKET
Shares850
Event2026-03-31
Filed2026-05-04
XLV
-22.62%SELECT SECTOR SPDR ETF STATE STREET HEALTH CARE
Shares455
Event2026-03-31
Filed2026-05-04
ESGD
0.00%ISHARES TR ETF ISHARES ESG AWARE MSCI EAFE ETF
Shares684
Event2026-03-31
Filed2026-05-04
MMM
-77.09%3M CO
Shares450
Event2026-03-31
Filed2026-05-04
TRP
-21.46%TC ENERGY CORP
Shares1.0K
Event2026-03-31
Filed2026-05-04
ULTA
-0.80%ULTA BEAUTY INC
Shares124
Event2026-03-31
Filed2026-05-04
HALO
0.00%HALOZYME THERAPEUTICS INC
Shares1.0K
Event2026-03-31
Filed2026-05-04
IBB
0.00%ISHARES NASDAQ ETF BIOTECHNOLOGY
Shares379
Event2026-03-31
Filed2026-05-04
TOTL
0.00%STATE STREET ETF DOUBLELINE TOTAL RETURN TACTICAL
Shares1.6K
Event2026-03-31
Filed2026-05-04
WMB
426.83%WILLIAMS COMPANIES INC
Shares864
Event2026-03-31
Filed2026-05-04
SHW
0.00%SHERWIN WILLIAMS CO
Shares194
Event2026-03-31
Filed2026-05-04
PAYX
-13.31%PAYCHEX INC
Shares671
Event2026-03-31
Filed2026-05-04
DFIC
NewDIMENSIONAL TR ETF INTERNATIONAL CORE EQUITY 2
Shares1.7K
Event2026-03-31
Filed2026-05-04
BOTZ
0.16%GLOBAL X FUNDS ETF ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
Shares1.8K
Event2026-03-31
Filed2026-05-04
MELI
9.38%MERCADOLIBRE INC COM USD0.001
Shares35
Event2026-03-31
Filed2026-05-04
EME
-76.38%EMCOR GROUP INC
Shares81
Event2026-03-31
Filed2026-05-04
ISHARES GOLD TR ETF ISHARES NEW
0.00%ISHARES GOLD TR ETF ISHARES NEW
Shares673
Event2026-03-31
Filed2026-05-04
ESGU
0.00%ISHARES TRUST ETF ISHARES ESG AWARE MSCI USA
Shares413
Event2026-03-31
Filed2026-05-04
ASML
0.00%ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
Shares44
Event2026-03-31
Filed2026-05-04
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available