Sponsored
The Analysis of BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Holdings & P&L
Currently, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds 724 types of securities in its portfolio with a total value $695.6M. In the most recent quarter, they have increased their positions in N/A (+6.7K shares, valued at $3.9M), XBJA (+96.4K shares, valued at $3.0M), CET (+38.4K shares, valued at $1.9M); decreased their positions in SPY (-7.1K shares, valued at $4.6M), ADX (-30.1K shares, valued at $658.7K), N/A (-2.0K shares, valued at $465.0K); initiated new positions in MPWR (+523 shares, valued at $571.8K), MCK (+543 shares, valued at $469.9K), FCFS (+2.4K shares, valued at $441.8K).
1M P&L
+12.3M+2.75%
3M P&L
+17.6M+3.96%
HY P&L
+34.4M+8.06%
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/A583.2M
90.6%
2Asset Management12.4M
1.9%
3Consumer Electronics7.7M
1.2%
Top Industries by Stock Count
1N/A437 stocks
63.7%
2Asset Management13 stocks
1.9%
3Software - Application12 stocks
1.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF49.6K shares-0.16%2026-03-312026-05-11
Sponsored
XBJA INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY183.9K shares110.20%2026-03-312026-05-11
Sponsored
XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH104.8K shares11.55%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BLACKROCK TECH AND PRIVATE EQU SHS BEN INT BLACKROCK TECH AND PRIVATE EQU SHS BEN INT306.1K shares27.44%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER29.7K shares6.78%2026-03-312026-05-11
Sponsored
ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC89.6K shares2.72%2026-03-312026-05-11
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW2.1K shares7.05%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XSEP FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER10.9K shares-1.80%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
PIMCO NEW YORK MUN FD II COM PIMCO NEW YORK MUN FD II COM33.5K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XJAN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY3.3K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS209 shares0.00%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER2.0K shares0.00%2026-03-312026-05-11
Sponsored
HERZFELD CARIBBEAN BASIN FD COM HERZFELD CARIBBEAN BASIN FD COM4.3K sharesnew addition2026-03-312026-05-11
YDEC FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER2.5K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY1.5K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY976 sharesnew addition2026-03-312026-05-11
Sponsored
IMAR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH1.1K sharesnew addition2026-03-312026-05-11
Sponsored
XAI OCTAGN FLT RAT & ALT INM T COM SHS BENF INT XAI OCTAGN FLT RAT & ALT INM T COM SHS BENF INT1.7K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
SPY
-3.16%STATE STREET SPDR S&P 500 ETF
Shares217.1K
Event2026-03-31
Filed2026-05-11
GAM
0.85%GENERAL AMERN INVS CO INC COM
Shares817.5K
Event2026-03-31
Filed2026-05-11
SCHX
-0.24%SCHWAB U.S. LARGE-CAP ETF
Shares815.8K
Event2026-03-31
Filed2026-05-11
ADX
-3.26%ADAMS DIVERSIFIED EQUITY FD COM
Shares894.2K
Event2026-03-31
Filed2026-05-11
CET
12.34%CENTRAL SECS CORP COM
Shares349.9K
Event2026-03-31
Filed2026-05-11
SCHB
-1.26%SCHWAB U.S. BROAD MARKET ETF
Shares597.4K
Event2026-03-31
Filed2026-05-11
TY
2.16%TRI CONTL CORP COM
Shares430.0K
Event2026-03-31
Filed2026-05-11
IWM
6.80%ISHARES RUSSELL 2000 ETF
Shares49.8K
Event2026-03-31
Filed2026-05-11
VTI
10.94%VANGUARD TOTAL STOCK MARKET ETF
Shares36.4K
Event2026-03-31
Filed2026-05-11
RVT
0.23%ROYCE SMALL CAP TRUST INC COM
Shares653.8K
Event2026-03-31
Filed2026-05-11
SPYM
12.55%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares139.7K
Event2026-03-31
Filed2026-05-11
INVESCO S&P 500 EQUAL WEIGHT ETF
-0.16%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares49.6K
Event2026-03-31
Filed2026-05-11
DIA
16.84%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares20.5K
Event2026-03-31
Filed2026-05-11
ASA
0.99%ASA GOLD AND PRECIOUS MTLS LMT SHS
Shares144.8K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TRUST SERIES I
93.79%INVESCO QQQ TRUST SERIES I
Shares13.9K
Event2026-03-31
Filed2026-05-11
VANGUARD S&P 500 ETF
10.11%VANGUARD S&P 500 ETF
Shares12.4K
Event2026-03-31
Filed2026-05-11
AAPL
3.14%APPLE INC COM
Shares29.1K
Event2026-03-31
Filed2026-05-11
RMT
12.64%ROYCE MICRO-CAP TR INC COM
Shares631.7K
Event2026-03-31
Filed2026-05-11
IVV
4.21%ISHARES CORE S&P 500 ETF
Shares10.1K
Event2026-03-31
Filed2026-05-11
STEW
7.21%SRH TOTAL RETURN FUND INC COM
Shares350.7K
Event2026-03-31
Filed2026-05-11
XBJA
110.20%INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY
Shares183.9K
Event2026-03-31
Filed2026-05-11
BRW
5.42%SABA CAPITAL INCOME & OPRNT FD SHS NEW
Shares802.0K
Event2026-03-31
Filed2026-05-11
APTUS OCTOBER BUFFER ETF
24.68%APTUS OCTOBER BUFFER ETF
Shares214.4K
Event2026-03-31
Filed2026-05-11
SCHA
-0.64%SCHWAB U.S. SMALL-CAP ETF
Shares178.7K
Event2026-03-31
Filed2026-05-11
NBXG
8.55%NEUBERGER NEXT GENERATION COMMON STOCK
Shares391.5K
Event2026-03-31
Filed2026-05-11
FMAR
-1.00%FT VEST US EQUITY BUFFER ETF - MARCH
Shares92.5K
Event2026-03-31
Filed2026-05-11
GDV
6.51%GABELLI DIVID & INCOME TR COM
Shares159.0K
Event2026-03-31
Filed2026-05-11
SCHV
-3.74%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares139.8K
Event2026-03-31
Filed2026-05-11
SCHM
-0.41%SCHWAB U.S. MID-CAP ETF
Shares137.1K
Event2026-03-31
Filed2026-05-11
XMAR
11.55%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH
Shares104.8K
Event2026-03-31
Filed2026-05-11
SPE
5.73%SPECIAL OPPORTUNITIES FD INC COM
Shares294.9K
Event2026-03-31
Filed2026-05-11
MSFT
15.96%MICROSOFT CORP COM
Shares10.8K
Event2026-03-31
Filed2026-05-11
BJUN
-4.31%INNOVATOR U.S. EQUITY BUFFER ETF - JUNE
Shares85.2K
Event2026-03-31
Filed2026-05-11
BSTZ
12.26%BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT
Shares166.1K
Event2026-03-31
Filed2026-05-11
XBOC
0.40%INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER
Shares111.0K
Event2026-03-31
Filed2026-05-11
NFJ
2.36%VIRTUS DIVIDEND INTEREST & PR COM
Shares289.0K
Event2026-03-31
Filed2026-05-11
OCTW
-2.13%ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF
Shares92.3K
Event2026-03-31
Filed2026-05-11
XBJL
-3.49%INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JULY
Shares83.4K
Event2026-03-31
Filed2026-05-11
PEO
-2.28%ADAM NAT RES FD INC COM
Shares113.4K
Event2026-03-31
Filed2026-05-11
JNJ
10.07%JOHNSON & JOHNSON COM
Shares12.7K
Event2026-03-31
Filed2026-05-11
POCT
-7.44%INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
Shares72.0K
Event2026-03-31
Filed2026-05-11
BMAY
-1.18%INNOVATOR U.S. EQUITY BUFFER ETF - MAY
Shares68.3K
Event2026-03-31
Filed2026-05-11
XLE
-8.05%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares47.4K
Event2026-03-31
Filed2026-05-11
MEGI
20.11%NYLI CBRE GBL INFR MEGTRNDS TR COM
Shares195.2K
Event2026-03-31
Filed2026-05-11
GRX
5.54%GABELLI HEALTHCARE & WELLNESS SHS
Shares308.9K
Event2026-03-31
Filed2026-05-11
AMZN
39.99%AMAZON COM INC COM
Shares13.2K
Event2026-03-31
Filed2026-05-11
SCHD
-2.73%SCHWAB US DIVIDEND EQUITY ETF
Shares86.0K
Event2026-03-31
Filed2026-05-11
ABRDN PHYSICAL GOLD SHARES ETF
-0.40%ABRDN PHYSICAL GOLD SHARES ETF
Shares58.7K
Event2026-03-31
Filed2026-05-11
SABA
14.58%SABA CAPITAL INCOME & OPPORTUN COM NEW
Shares306.6K
Event2026-03-31
Filed2026-05-11
EMO
-2.41%CLEARBRIDGE ENERGY MIDSTREAM O COM
Shares47.8K
Event2026-03-31
Filed2026-05-11
PJUL
-0.51%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
Shares53.9K
Event2026-03-31
Filed2026-05-11
BJUL
-1.11%INNOVATOR U.S. EQUITY BUFFER ETF - JULY
Shares49.8K
Event2026-03-31
Filed2026-05-11
NVDA
7.45%NVIDIA CORPORATION COM
Shares14.0K
Event2026-03-31
Filed2026-05-11
PSFM
-1.71%PACER SWAN SOS FLEX (APRIL) ETF
Shares75.1K
Event2026-03-31
Filed2026-05-11
GGZ
7.11%GABELLI GLOBAL SMALL & MID CAP COM
Shares158.5K
Event2026-03-31
Filed2026-05-11
BAPR
-2.28%INNOVATOR U.S. EQUITY BUFFER ETF - APRIL
Shares48.4K
Event2026-03-31
Filed2026-05-11
PJAN
0.24%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
Shares51.0K
Event2026-03-31
Filed2026-05-11
VEA
0.00%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares36.3K
Event2026-03-31
Filed2026-05-11
BCV
10.76%BANCROFT FD LTD COM
Shares107.9K
Event2026-03-31
Filed2026-05-11
ECF
4.21%ELLSWORTH GROWTH & INCOME FD COM
Shares208.2K
Event2026-03-31
Filed2026-05-11
BMEZ
27.96%BLACKROCK HEALTH SCIENCES TERM COM SHS
Shares157.9K
Event2026-03-31
Filed2026-05-11
BJAN
6.69%INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
Shares42.4K
Event2026-03-31
Filed2026-05-11
FAPR
-3.86%FT VEST U.S. EQUITY BUFFER ETF - APRIL
Shares49.7K
Event2026-03-31
Filed2026-05-11
IWF
-0.10%ISHARES RUSSELL 1000 GROWTH ETF
Shares5.2K
Event2026-03-31
Filed2026-05-11
SCHG
3.18%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares72.1K
Event2026-03-31
Filed2026-05-11
FUND
7.29%SPROTT FOCUS TR INC COM
Shares215.6K
Event2026-03-31
Filed2026-05-11
BLACKROCK TECH AND PRIVATE EQU SHS BEN INT
27.44%BLACKROCK TECH AND PRIVATE EQU SHS BEN INT
Shares306.1K
Event2026-03-31
Filed2026-05-11
PFEB
-0.38%INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
Shares50.3K
Event2026-03-31
Filed2026-05-11
DMA
3.35%DESTRA MULTI-ALTERNATIVE FD COMMON SHARES
Shares246.7K
Event2026-03-31
Filed2026-05-11
BMAR
3.69%INNOVATOR U.S. EQUITY BUFFER ETF - MARCH
Shares36.6K
Event2026-03-31
Filed2026-05-11
XOM
10.38%EXXON MOBIL CORP COM
Shares11.3K
Event2026-03-31
Filed2026-05-11
FJUN
-0.88%FT VEST U.S. EQUITY BUFFER ETF - JUNE
Shares33.9K
Event2026-03-31
Filed2026-05-11
BOCT
4.32%INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER
Shares39.6K
Event2026-03-31
Filed2026-05-11
GLD
2.73%SPDR GOLD SHARES
Shares4.1K
Event2026-03-31
Filed2026-05-11
DPG
58.09%DUFF & PHELPS UTLITY AND INFST COM
Shares120.6K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CAP STK CL C
-0.70%ALPHABET INC CAP STK CL C
Shares6.0K
Event2026-03-31
Filed2026-05-11
PMAR
4.40%INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
Shares38.4K
Event2026-03-31
Filed2026-05-11
BSEP
-1.83%INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
Shares35.3K
Event2026-03-31
Filed2026-05-11
PNOV
-1.87%INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
Shares41.5K
Event2026-03-31
Filed2026-05-11
BFEB
-0.77%INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
Shares33.4K
Event2026-03-31
Filed2026-05-11
BUFR
8.80%FT VEST LADDERED BUFFER ETF
Shares46.7K
Event2026-03-31
Filed2026-05-11
ASG
157.45%LIBERTY ALL-STAR GROWTH FD INC COM
Shares329.9K
Event2026-03-31
Filed2026-05-11
GLQ
8.62%CLOUGH GLOBAL EQUITY FD COM
Shares207.8K
Event2026-03-31
Filed2026-05-11
BAUG
-2.92%INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
Shares31.8K
Event2026-03-31
Filed2026-05-11
OCTT
2.14%ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF
Shares36.2K
Event2026-03-31
Filed2026-05-11
KOCT
14.76%INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER
Shares44.5K
Event2026-03-31
Filed2026-05-11
GLO
6.63%CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT
Shares259.8K
Event2026-03-31
Filed2026-05-11
HQL
14.05%ABRDN LIFE SCIENCES INVESTORS SH BEN INT
Shares87.9K
Event2026-03-31
Filed2026-05-11
RGT
10.15%ROYCE GLOBAL TRUST INC COM
Shares106.4K
Event2026-03-31
Filed2026-05-11
FSEP
3.18%FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER
Shares27.9K
Event2026-03-31
Filed2026-05-11
SPXX
40002.00%NUVEEN S&P 500 DYNAMIC OVERWRI COM
Shares80.2K
Event2026-03-31
Filed2026-05-11
FJUL
-6.42%FT VEST U.S. EQUITY BUFFER ETF - JULY
Shares22.4K
Event2026-03-31
Filed2026-05-11
VB
-0.67%VANGUARD SMALL-CAP ETF
Shares4.6K
Event2026-03-31
Filed2026-05-11
XDEC
6.78%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER
Shares29.7K
Event2026-03-31
Filed2026-05-11
HEQ
11.58%JOHN HANCOCK DIVERSIFIED INCOM COM
Shares109.3K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CAP STK CL A
1.78%ALPHABET INC CAP STK CL A
Shares4.1K
Event2026-03-31
Filed2026-05-11
JPM
4.61%JPMORGAN CHASE & CO COM
Shares4.0K
Event2026-03-31
Filed2026-05-11
VO
0.18%VANGUARD MID-CAP ETF
Shares4.0K
Event2026-03-31
Filed2026-05-11
GF
8.24%NEW GERMANY FD INC COM
Shares108.7K
Event2026-03-31
Filed2026-05-11
FAUG
-3.33%FT VEST U.S. EQUITY BUFFER ETF - AUGUST
Shares21.4K
Event2026-03-31
Filed2026-05-11
IVW
-0.02%ISHARES S&P 500 GROWTH ETF
Shares9.7K
Event2026-03-31
Filed2026-05-11
IWN
-3.34%ISHARES RUSSELL 2000 VALUE ETF
Shares5.8K
Event2026-03-31
Filed2026-05-11
ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC
2.72%ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC
Shares89.6K
Event2026-03-31
Filed2026-05-11
KJAN
8524.00%INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
Shares25.9K
Event2026-03-31
Filed2026-05-11
GLW
0.55%CORNING INC COM
Shares7.5K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL CL B NEW
7.05%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares2.1K
Event2026-03-31
Filed2026-05-11
FJAN
105.07%FT VEST US EQUITY BUFFER ETF - JANUARY
Shares20.1K
Event2026-03-31
Filed2026-05-11
QCOM
2257.96%QUALCOMM INC COM
Shares7.9K
Event2026-03-31
Filed2026-05-11
XJUN
-0.73%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE
Shares23.4K
Event2026-03-31
Filed2026-05-11
PAPR
-1.78%INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
Shares24.9K
Event2026-03-31
Filed2026-05-11
EOD
1.01%ALLSPRING GLOBAL DIVIDEND OPPO COM
Shares169.0K
Event2026-03-31
Filed2026-05-11
JOF
5.86%JAPAN SMALLER CAPITALIZATION F COM
Shares90.1K
Event2026-03-31
Filed2026-05-11
GLV
9.94%CLOUGH GLOBAL DIVID & INCOME F COM
Shares164.6K
Event2026-03-31
Filed2026-05-11
WMT
-0.31%WALMART INC COM
Shares7.6K
Event2026-03-31
Filed2026-05-11
CEG
0.99%CONSTELLATION ENERGY CORP COM
Shares3.4K
Event2026-03-31
Filed2026-05-11
FDEC
6.80%FT VEST US EQUITY BUFFER ETF - DECEMBER
Shares18.9K
Event2026-03-31
Filed2026-05-11
MXE
3.65%MEXICO EQUITY & INCOME FD COM
Shares70.9K
Event2026-03-31
Filed2026-05-11
TSLA
-1.21%TESLA INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-11
CHW
23.08%CALAMOS GBL DYN INCOME FUND COM
Shares122.7K
Event2026-03-31
Filed2026-05-11
ZTR
91.03%VIRTUS TOTAL RETURN FD INC COM
Shares130.6K
Event2026-03-31
Filed2026-05-11
V
0.80%VISA INC COM CL A
Shares2.8K
Event2026-03-31
Filed2026-05-11
WTRG
0.00%ESSENTIAL UTILS INC COM
Shares20.4K
Event2026-03-31
Filed2026-05-11
HFRO
9.69%HIGHLAND OPPS & INCOME FD HIGHLAND INCOME
Shares139.2K
Event2026-03-31
Filed2026-05-11
LEO
-0.94%BNY MELLON STRATEGIC MUNS INC COM
Shares126.2K
Event2026-03-31
Filed2026-05-11
SLV
-2.26%ISHARES SILVER TRUST
Shares11.4K
Event2026-03-31
Filed2026-05-11
JANT
90.92%ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF
Shares18.9K
Event2026-03-31
Filed2026-05-11
MYN
2325.24%BLACKROCK MUNIYIELD N Y QUALIT COM
Shares77.2K
Event2026-03-31
Filed2026-05-11
FMAY
-2.16%FT VEST U.S. EQUITY BUFFER FUND - MAY
Shares13.9K
Event2026-03-31
Filed2026-05-11
META
3.84%META PLATFORMS INC CL A
Shares1.3K
Event2026-03-31
Filed2026-05-11
RA
1.98%BROOKFIELD REAL ASSETS INCOME SHS BEN INT
Shares56.4K
Event2026-03-31
Filed2026-05-11
JANW
7.03%ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF
Shares19.7K
Event2026-03-31
Filed2026-05-11
CASY
0.00%CASEYS GEN STORES INC COM
Shares984
Event2026-03-31
Filed2026-05-11
BOE
14.72%BLACKROCK ENHANCED GLOBAL COM
Shares64.6K
Event2026-03-31
Filed2026-05-11
FNOV
101.08%FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
Shares13.0K
Event2026-03-31
Filed2026-05-11
HD
-1.05%HOME DEPOT INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
FOCT
7.63%FT VEST U.S. EQUITY BUFFER ETF - OCTOBER
Shares14.0K
Event2026-03-31
Filed2026-05-11
ITOT
1.61%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares4.7K
Event2026-03-31
Filed2026-05-11
QUAL
19.12%ISHARES MSCI USA QUALITY FACTOR ETF
Shares3.5K
Event2026-03-31
Filed2026-05-11
DSM
-11.30%BNY MELLON STRATEGIC MUN BD FD COM
Shares109.1K
Event2026-03-31
Filed2026-05-11
VOE
-0.93%VANGUARD MID-CAP VALUE ETF
Shares3.5K
Event2026-03-31
Filed2026-05-11
PAUG
-3.19%INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
Shares15.2K
Event2026-03-31
Filed2026-05-11
VTWO
0.00%VANGUARD RUSSELL 2000 ETF
Shares6.4K
Event2026-03-31
Filed2026-05-11
CPZ
14.53%CALAMOS LNG SHR EQT DYNAMIC TR COM
Shares45.8K
Event2026-03-31
Filed2026-05-11
OEF
-5.73%ISHARES S&P 100 ETF
Shares1.9K
Event2026-03-31
Filed2026-05-11
BNOV
-0.27%INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER
Shares14.2K
Event2026-03-31
Filed2026-05-11
VTV
-16.19%VANGUARD VALUE ETF
Shares3.0K
Event2026-03-31
Filed2026-05-11
IJR
8.01%ISHARES CORE S&P SMALL CAP ETF
Shares4.8K
Event2026-03-31
Filed2026-05-11
SCHF
7.75%SCHWAB INTERNATIONAL EQUITY ETF
Shares23.6K
Event2026-03-31
Filed2026-05-11
PSMO
-2.44%PACER SWAN SOS MODERATE (OCTOBER) ETF
Shares19.1K
Event2026-03-31
Filed2026-05-11
MPWR
NewMONOLITHIC PWR SYS INC COM
Shares523
Event2026-03-31
Filed2026-05-11
SCHC
4.29%SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
Shares12.0K
Event2026-03-31
Filed2026-05-11
SCHE
-0.84%SCHWAB EMERGING MARKETS EQUITY ETF
Shares16.7K
Event2026-03-31
Filed2026-05-11
AOD
-44.12%ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT
Shares59.5K
Event2026-03-31
Filed2026-05-11
NCV
44.53%VIRTUS CONVERTIBLE & INCOME FD COM NEW
Shares36.8K
Event2026-03-31
Filed2026-05-11
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares2.6K
Event2026-03-31
Filed2026-05-11
DMB
-2.81%BNY MELLON MUN BD INFRASTRUCTU COM SHS
Shares51.6K
Event2026-03-31
Filed2026-05-11
COST
47.01%COSTCO WHOLESALE CORPORATION COM
Shares541
Event2026-03-31
Filed2026-05-11
VIG
-5.80%VANGUARD DIVIDEND APPRECIATION ETF
Shares2.5K
Event2026-03-31
Filed2026-05-11
KJUL
0.00%INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY
Shares16.5K
Event2026-03-31
Filed2026-05-11
LLY
28.48%ELI LILLY & CO COM
Shares573
Event2026-03-31
Filed2026-05-11
ORCL
-1.03%ORACLE CORP COM
Shares3.6K
Event2026-03-31
Filed2026-05-11
SWZ
36.83%TOTAL RETURN SECURITIES FUND COM
Shares88.3K
Event2026-03-31
Filed2026-05-11
CSX
-4.41%CSX CORP COM
Shares12.3K
Event2026-03-31
Filed2026-05-11
NBH
-1.26%NEUBERGER MUN FD INC COM
Shares49.8K
Event2026-03-31
Filed2026-05-11
TYG
-37.94%TORTOISE ENERGY INFRSTRCTR CP COM
Shares10.1K
Event2026-03-31
Filed2026-05-11
VFL
-1.84%ABRDN NATL MUN INCOME FD SH BEN INT
Shares49.7K
Event2026-03-31
Filed2026-05-11
ETW
57.84%EATON VANCE TAX-MANAGED GLOBAL COM
Shares55.9K
Event2026-03-31
Filed2026-05-11
EXC
-0.19%EXELON CORP COM
Shares9.9K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TRUST
0.00%ISHARES GOLD TRUST
Shares5.5K
Event2026-03-31
Filed2026-05-11
APTUS JANUARY BUFFER ETF
-0.65%APTUS JANUARY BUFFER ETF
Shares19.1K
Event2026-03-31
Filed2026-05-11
PJUN
-0.02%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
Shares11.4K
Event2026-03-31
Filed2026-05-11
MAYT
-0.62%ALLIANZIM U.S. EQUITY BUFFER10 MAY ETF
Shares12.8K
Event2026-03-31
Filed2026-05-11
IBIT
-3.19%ISHARES BITCOIN TRUST ETF
Shares12.3K
Event2026-03-31
Filed2026-05-11
MCK
NewMCKESSON CORP COM
Shares543
Event2026-03-31
Filed2026-05-11
APRT
41.19%ALLIANZIM U.S. EQUITY BUFFER10 APR ETF
Shares11.0K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC COM NEW
270.62%CITIGROUP INC COM NEW
Shares4.1K
Event2026-03-31
Filed2026-05-11
XSEP
-1.80%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER
Shares10.9K
Event2026-03-31
Filed2026-05-11
GDL
15.77%GDL FD COM SH BEN IT
Shares54.3K
Event2026-03-31
Filed2026-05-11
VHT
-0.30%VANGUARD HEALTH CARE ETF
Shares1.6K
Event2026-03-31
Filed2026-05-11
FCFS
NewFIRSTCASH HOLDINGS INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-11
TJX
0.00%TJX COS INC NEW COM
Shares2.8K
Event2026-03-31
Filed2026-05-11
CRS
NewCARPENTER TECHNOLOGY CORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
CSCO
-8.34%CISCO SYS INC COM
Shares5.6K
Event2026-03-31
Filed2026-05-11
PMAY
-2.71%INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
Shares10.7K
Event2026-03-31
Filed2026-05-11
BAC
-2.04%BANK OF AMER CORP COM
Shares8.7K
Event2026-03-31
Filed2026-05-11
NBIS
-10.01%NEBIUS GROUP N.V. SHS CLASS A
Shares4.0K
Event2026-03-31
Filed2026-05-11
SIVR
0.00%ABRDN PHYSICAL SILVER SHARES ETF
Shares5.7K
Event2026-03-31
Filed2026-05-11
IWD
-22.85%ISHARES RUSSELL 1000 VALUE ETF
Shares1.9K
Event2026-03-31
Filed2026-05-11
WFC
23.74%WELLS FARGO & CO COM
Shares5.1K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC COM
38.75%MERCK & CO INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-11
HON
0.11%HONEYWELL INTL INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-11
SPYV
-11.72%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares7.1K
Event2026-03-31
Filed2026-05-11
PCF
1.40%HIGH INCOME SECS FD SHS BEN INT
Shares72.1K
Event2026-03-31
Filed2026-05-11
SCHK
0.81%SCHWAB 1000 INDEX ETF
Shares12.5K
Event2026-03-31
Filed2026-05-11
NMAI
-16.62%NUVEEN MULTI ASSET INCOME FUND COM
Shares31.5K
Event2026-03-31
Filed2026-05-11
IBM
107.65%INTERNATIONAL BUSINESS MACHS COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
APG
NewAPI GROUP CORP COM STK
Shares9.5K
Event2026-03-31
Filed2026-05-11
CXE
2.33%MFS HIGH INCOME MUN TR SH BEN INT
Shares103.1K
Event2026-03-31
Filed2026-05-11
LAM RESEARCH CORP COM NEW
2.37%LAM RESEARCH CORP COM NEW
Shares1.8K
Event2026-03-31
Filed2026-05-11
HQH
-18.35%ABRDN HEALTHCARE INVESTORS SH BEN INT
Shares20.9K
Event2026-03-31
Filed2026-05-11
FNX
0.00%FIRST TRUST MID CAP CORE ALPHADEX FUND
Shares2.9K
Event2026-03-31
Filed2026-05-11
PSMJ
-0.09%PACER SWAN SOS MODERATE (JULY) ETF
Shares11.6K
Event2026-03-31
Filed2026-05-11
VSEC
NewVSE CORP COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
AMKR
NewAMKOR TECHNOLOGY INC COM
Shares8.1K
Event2026-03-31
Filed2026-05-11
MS
0.00%MORGAN STANLEY COM NEW
Shares2.2K
Event2026-03-31
Filed2026-05-11
AFB
0.00%ALLIANCEBERNSTEIN NATL MUN INM COM
Shares33.7K
Event2026-03-31
Filed2026-05-11
TDIV
14.98%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares3.8K
Event2026-03-31
Filed2026-05-11
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares515
Event2026-03-31
Filed2026-05-11
BROADCOM INC COM
42.59%BROADCOM INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
EEA
30.80%EUROPEAN EQUITY FD INC COM
Shares35.5K
Event2026-03-31
Filed2026-05-11
BUFB
1.47%INNOVATOR LADDERED ALLOCATION BUFFER ETF
Shares9.8K
Event2026-03-31
Filed2026-05-11
GEV
38.06%GE VERNOVA INC COM
Shares399
Event2026-03-31
Filed2026-05-11
AEF
0.00%ABRDN EMERGING MARKETS EX CHIN COM
Shares47.6K
Event2026-03-31
Filed2026-05-11
BDEC
163.88%INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
Shares7.2K
Event2026-03-31
Filed2026-05-11
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares887
Event2026-03-31
Filed2026-05-11
IJH
-4.03%ISHARES CORE S&P MID-CAP ETF
Shares5.0K
Event2026-03-31
Filed2026-05-11
KSEP
10.55%INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER
Shares11.9K
Event2026-03-31
Filed2026-05-11
BTT
0.00%BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
Shares14.6K
Event2026-03-31
Filed2026-05-11
XAR
2.05%STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
VWO
-0.13%VANGUARD FTSE EMERGING MARKETS ETF
Shares5.9K
Event2026-03-31
Filed2026-05-11
EMF
0.00%TEMPLETON EMERGING MKTS FD COM
Shares18.2K
Event2026-03-31
Filed2026-05-11
UNP
9.43%UNION PAC CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-11
GJUN
-1.33%FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE
Shares7.7K
Event2026-03-31
Filed2026-05-11
ADBE
1864.52%ADOBE INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-11
DBC
0.00%INVESCO DB COMMODITY INDEX TRACKING FUND
Shares10.2K
Event2026-03-31
Filed2026-05-11
USMV
204.55%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares3.1K
Event2026-03-31
Filed2026-05-11
JULT
-7.06%ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF
Shares6.6K
Event2026-03-31
Filed2026-05-11
HACK
-4.92%AMPLIFY CYBERSECURITY ETF
Shares3.9K
Event2026-03-31
Filed2026-05-11
LRN
71.62%STRIDE INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
IJS
0.00%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares2.4K
Event2026-03-31
Filed2026-05-11
ETO
2.97%EATON VANCE TAX-ADVANTAGED GLO COM
Shares10.8K
Event2026-03-31
Filed2026-05-11
XLV
-17.84%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-11
PLTR
-9.68%PALANTIR TECHNOLOGIES INC CL A
Shares1.9K
Event2026-03-31
Filed2026-05-11
TMO
0.91%THERMO FISHER SCIENTIFIC INC COM
Shares557
Event2026-03-31
Filed2026-05-11
NCZ
165.63%VIRTUS CONVERTIBLE & INC FD II COM NEW
Shares20.0K
Event2026-03-31
Filed2026-05-11
XLI
1.37%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares1.6K
Event2026-03-31
Filed2026-05-11
INTC
0.34%INTEL CORP COM
Shares5.9K
Event2026-03-31
Filed2026-05-11
IIF
-0.24%MORGAN STANLEY INDIA INVT FD COM
Shares12.7K
Event2026-03-31
Filed2026-05-11
PSFJ
-1.24%PACER SWAN SOS FLEX (JULY) ETF
Shares8.0K
Event2026-03-31
Filed2026-05-11
TSM
8.20%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares765
Event2026-03-31
Filed2026-05-11
GAUG
-2.91%FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
Shares6.7K
Event2026-03-31
Filed2026-05-11
PG
17.67%PROCTER & GAMBLE CO COM
Shares1.8K
Event2026-03-31
Filed2026-05-11
XTJA
-3.43%INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY
Shares8.4K
Event2026-03-31
Filed2026-05-11
XBAP
0.00%INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL
Shares6.5K
Event2026-03-31
Filed2026-05-11
MXF
128.42%MEXICO FD INC COM
Shares12.0K
Event2026-03-31
Filed2026-05-11
DGRO
0.00%ISHARES CORE DIVIDEND GROWTH ETF
Shares3.6K
Event2026-03-31
Filed2026-05-11
PCQ
0.00%PIMCO CALIF MUN INCOME FD COM
Shares28.7K
Event2026-03-31
Filed2026-05-11
MO
0.00%ALTRIA GROUP INC COM
Shares3.7K
Event2026-03-31
Filed2026-05-11
FEBT
52.51%ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF
Shares6.4K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE COM NEW
0.97%GE AEROSPACE COM NEW
Shares837
Event2026-03-31
Filed2026-05-11
PEP
0.00%PEPSICO INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
NIE
51.12%VIRTUS EQUITY & CONV INCM FD COM
Shares10.1K
Event2026-03-31
Filed2026-05-11
APRZ
NewTRUESHARES STRUCTURED OUTCOME (APRIL) ETF
Shares6.5K
Event2026-03-31
Filed2026-05-11
AMGN
0.15%AMGEN INC COM
Shares658
Event2026-03-31
Filed2026-05-11
DIS
0.13%DISNEY WALT CO COM
Shares2.4K
Event2026-03-31
Filed2026-05-11
PIMCO NEW YORK MUN FD II COM
NewPIMCO NEW YORK MUN FD II COM
Shares33.5K
Event2026-03-31
Filed2026-05-11
ESEA
-1.37%EUROSEAS LTD SHS
Shares3.4K
Event2026-03-31
Filed2026-05-11
RTX
3.72%RTX CORPORATION COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
AMD
1.76%ADVANCED MICRO DEVICES INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-11
ARISTA NETWORKS INC COM SHS
0.00%ARISTA NETWORKS INC COM SHS
Shares1.7K
Event2026-03-31
Filed2026-05-11
MU
1.81%MICRON TECHNOLOGY INC COM
Shares620
Event2026-03-31
Filed2026-05-11
MFM
0.00%MFS MUN INCOME TR SH BEN INT
Shares38.6K
Event2026-03-31
Filed2026-05-11
USA
38.87%LIBERTY ALL STAR EQUITY FD SH BEN INT
Shares37.2K
Event2026-03-31
Filed2026-05-11
BBW
-0.68%BUILD-A-BEAR WORKSHOP INC COM
Shares5.5K
Event2026-03-31
Filed2026-05-11
MDY
0.00%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares332
Event2026-03-31
Filed2026-05-11
ABBV
129.27%ABBVIE INC COM
Shares940
Event2026-03-31
Filed2026-05-11
EJAN
1183.12%INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY
Shares5.9K
Event2026-03-31
Filed2026-05-11
CEF
15.98%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
Shares4.2K
Event2026-03-31
Filed2026-05-11
WSFS
0.00%WSFS FINL CORP COM
Shares3.0K
Event2026-03-31
Filed2026-05-11
TBLD
-31.29%THORNBURG INCM BUILDER OPP TR COM
Shares9.2K
Event2026-03-31
Filed2026-05-11
TWN
17.93%TAIWAN FD INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-11
SYY
0.00%SYSCO CORP COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
GJAN
NewFT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN
Shares4.6K
Event2026-03-31
Filed2026-05-11
PFE
-14.98%PFIZER INC COM
Shares6.8K
Event2026-03-31
Filed2026-05-11
MART
28.80%ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF
Shares4.9K
Event2026-03-31
Filed2026-05-11
MVST
-8.80%MICROVAST HOLDINGS INC COM
Shares125.5K
Event2026-03-31
Filed2026-05-11
VIS
0.00%VANGUARD INDUSTRIALS ETF
Shares602
Event2026-03-31
Filed2026-05-11
MTUM
3571.43%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares771
Event2026-03-31
Filed2026-05-11
GS
-59.48%GOLDMAN SACHS GROUP INC COM
Shares218
Event2026-03-31
Filed2026-05-11
MA
0.28%MASTERCARD INCORPORATED CL A
Shares364
Event2026-03-31
Filed2026-05-11
PNC
2.64%PNC FINL SVCS GROUP INC COM
Shares855
Event2026-03-31
Filed2026-05-11
CMCSA
19.24%COMCAST CORP NEW CL A
Shares6.2K
Event2026-03-31
Filed2026-05-11
BGY
-8.84%BLACKROCK ENHANCED INTL DIV TR COM BENE INTER
Shares32.2K
Event2026-03-31
Filed2026-05-11
MUC
0.00%BLACKROCK MUNIHLDNGS CALI COM
Shares16.6K
Event2026-03-31
Filed2026-05-11
NVBT
0.00%ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF
Shares4.8K
Event2026-03-31
Filed2026-05-11
ABT
74.19%ABBOTT LABORATORIES COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
GNT
-26.67%GAMCO NAT RES GOLD & INCOME TR SH BEN INT
Shares20.4K
Event2026-03-31
Filed2026-05-11
LASR
NewNLIGHT INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-11
VFH
0.00%VANGUARD FINANCIALS ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
XLF
0.32%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares3.1K
Event2026-03-31
Filed2026-05-11
AIO
36060.00%VIRTUS ARTIFICIAL INTELLIGENCE COM
Shares7.2K
Event2026-03-31
Filed2026-05-11
PSEP
-5.30%INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
Shares3.6K
Event2026-03-31
Filed2026-05-11
BA
67.32%BOEING CO COM
Shares773
Event2026-03-31
Filed2026-05-11
CB
0.00%CHUBB LTD SWITZ COM
Shares463
Event2026-03-31
Filed2026-05-11
DOCT
-17.19%FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER
Shares3.5K
Event2026-03-31
Filed2026-05-11
KJUN
0.00%INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JUNE
Shares5.3K
Event2026-03-31
Filed2026-05-11
XLK
1.84%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares1.1K
Event2026-03-31
Filed2026-05-11
HGLB
7.03%HIGHLAND GLOBAL ALLOCATION FD COM
Shares18.3K
Event2026-03-31
Filed2026-05-11
IEMG
47.32%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares2.1K
Event2026-03-31
Filed2026-05-11
GMAR
133.38%FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH
Shares3.5K
Event2026-03-31
Filed2026-05-11
RDVY
0.00%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares2.1K
Event2026-03-31
Filed2026-05-11
EFV
0.00%ISHARES MSCI EAFE VALUE ETF
Shares1.9K
Event2026-03-31
Filed2026-05-11
QSPT
-0.62%FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER
Shares4.6K
Event2026-03-31
Filed2026-05-11
QBTS
-0.41%D-WAVE QUANTUM INC COM
Shares9.7K
Event2026-03-31
Filed2026-05-11
APH
325.68%AMPHENOL CORP CL A
Shares1.1K
Event2026-03-31
Filed2026-05-11
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares1.5K
Event2026-03-31
Filed2026-05-11
SBUX
96.77%STARBUCKS CORP COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
XAUG
0.00%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - AUGUST
Shares3.7K
Event2026-03-31
Filed2026-05-11
CIBR
0.00%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares2.1K
Event2026-03-31
Filed2026-05-11
TPZ
-4.35%TORTOISE ESSENTIAL ENERGY FUND
Shares6.1K
Event2026-03-31
Filed2026-05-11
NOVZ
102.63%TRUESHARES STRUCTURED OUTCOME (NOVEMBER) ETF
Shares3.2K
Event2026-03-31
Filed2026-05-11
JCI
2.25%JOHNSON CTLS INTL PLC SHS
Shares1.0K
Event2026-03-31
Filed2026-05-11
BMO
0.00%BANK MONTREAL MEDIUM COM
Shares960
Event2026-03-31
Filed2026-05-11
SBI
0.00%WESTERN ASSET INTER MUNI COM
Shares16.8K
Event2026-03-31
Filed2026-05-11
JUNT
-0.08%ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF
Shares3.6K
Event2026-03-31
Filed2026-05-11
QTUM
7.88%DEFIANCE QUANTUM ETF
Shares1.2K
Event2026-03-31
Filed2026-05-11
GSEP
0.00%FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER
Shares3.3K
Event2026-03-31
Filed2026-05-11
VUG
0.00%VANGUARD GROWTH ETF
Shares284
Event2026-03-31
Filed2026-05-11
GILT
-6.23%GILAT SATELLITE NETWORKS LTD SHS NEW
Shares8.2K
Event2026-03-31
Filed2026-05-11
GDX
-35.18%VANECK GOLD MINERS ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
XJAN
NewFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY
Shares3.3K
Event2026-03-31
Filed2026-05-11
XLU
4.08%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares2.5K
Event2026-03-31
Filed2026-05-11
PSFO
0.00%PACER SWAN SOS FLEX (OCTOBER) ETF
Shares3.7K
Event2026-03-31
Filed2026-05-11
KGC
353.08%KINROSS GOLD CORP COM
Shares3.8K
Event2026-03-31
Filed2026-05-11
PAVE
0.00%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares2.3K
Event2026-03-31
Filed2026-05-11
FEBW
25.76%ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF
Shares3.4K
Event2026-03-31
Filed2026-05-11
AUGT
1.59%ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF
Shares3.2K
Event2026-03-31
Filed2026-05-11
QQEW
0.00%FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF
Shares876
Event2026-03-31
Filed2026-05-11
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares841
Event2026-03-31
Filed2026-05-11
SMAY
-17.36%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY
Shares4.1K
Event2026-03-31
Filed2026-05-11
GAPR
0.00%FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR
Shares2.6K
Event2026-03-31
Filed2026-05-11
DJAN
-29.86%FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
Shares2.5K
Event2026-03-31
Filed2026-05-11
EFG
9.97%ISHARES MSCI EAFE GROWTH ETF
Shares949
Event2026-03-31
Filed2026-05-11
NVR
0.00%NVR INC COM
Shares16
Event2026-03-31
Filed2026-05-11
BUFD
1471.06%FT VEST LADDERED DEEP BUFFER ETF
Shares3.7K
Event2026-03-31
Filed2026-05-11
CVX
601.41%CHEVRON CORPORATION COM
Shares498
Event2026-03-31
Filed2026-05-11
TGT
-22.73%TARGET CORP COM
Shares850
Event2026-03-31
Filed2026-05-11
UBER
0.00%UBER TECHNOLOGIES INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-11
XTAP
-6.22%INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF
Shares2.4K
Event2026-03-31
Filed2026-05-11
COWZ
0.00%PACER US CASH COWS 100 ETF
Shares1.6K
Event2026-03-31
Filed2026-05-11
CVS
0.00%CVS HEALTH CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-11
INFL
-9.76%HORIZON KINETICS INFLATION BENEFICIARIES ETF
Shares1.9K
Event2026-03-31
Filed2026-05-11
CSQ
NewCalamos Strategic Total Return
Shares5.6K
Event2026-03-31
Filed2026-05-11
DFEB
NewFT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
Shares2.0K
Event2026-03-31
Filed2026-05-11
PRME
NewPRIME MEDICINE INC COM
Shares27.0K
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP COM
0.00%GENERAL DYNAMICS CORP COM
Shares267
Event2026-03-31
Filed2026-05-11
FEBZ
150.10%TRUESHARES STRUCTURED OUTCOME (FEBRUARY) ETF
Shares2.5K
Event2026-03-31
Filed2026-05-11
USB
0.00%US BANCORP COM NEW
Shares1.7K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC SHS
3.73%EATON CORP PLC SHS
Shares250
Event2026-03-31
Filed2026-05-11
SCD
-23.72%LMP CAP & INCOME FD INC COM
Shares6.0K
Event2026-03-31
Filed2026-05-11
DECZ
91.00%TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF
Shares2.3K
Event2026-03-31
Filed2026-05-11
XTOC
0.00%INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER
Shares2.7K
Event2026-03-31
Filed2026-05-11
STRL
5.94%STERLING INFRASTRUCTURE INC COM
Shares214
Event2026-03-31
Filed2026-05-11
IHAK
0.00%ISHARES CYBERSECURITY & TECH ETF
Shares2.0K
Event2026-03-31
Filed2026-05-11
PDEC
0.00%INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
Shares2.0K
Event2026-03-31
Filed2026-05-11
BCX
-45.79%BLACKROCK RES & COMMODITIES ST SHS
Shares7.0K
Event2026-03-31
Filed2026-05-11
NFLX
3.53%NETFLIX INC. COM
Shares880
Event2026-03-31
Filed2026-05-11
IVOO
-2.16%VANGUARD S&P MID-CAP 400 ETF
Shares724
Event2026-03-31
Filed2026-05-11
NOCT
0.00%INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER
Shares1.5K
Event2026-03-31
Filed2026-05-11
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
0.00%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares209
Event2026-03-31
Filed2026-05-11
NJAN
0.00%INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY
Shares1.5K
Event2026-03-31
Filed2026-05-11
BUFF
0.00%INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
Shares1.6K
Event2026-03-31
Filed2026-05-11
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares559
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY PLC ORD SHS
5.15%TE CONNECTIVITY PLC ORD SHS
Shares388
Event2026-03-31
Filed2026-05-11
PAYX
0.00%PAYCHEX INC COM
Shares877
Event2026-03-31
Filed2026-05-11
QJUN
0.00%FT VEST NASDAQ-100 BUFFER ETF - JUNE
Shares2.6K
Event2026-03-31
Filed2026-05-11
VV
0.00%VANGUARD LARGE-CAP ETF
Shares267
Event2026-03-31
Filed2026-05-11
SOFI
209.07%SOFI TECHNOLOGIES INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-11
CGO
NewCalamos Global Total Ret
Shares7.1K
Event2026-03-31
Filed2026-05-11
OCFC
0.00%OCEANFIRST FINL CORP COM
Shares4.3K
Event2026-03-31
Filed2026-05-11
DMAR
NewFT VEST US EQUITY DEEP BUFFER ETF - MARCH
Shares1.8K
Event2026-03-31
Filed2026-05-11
SOXQ
0.00%INVESCO PHLX SEMICONDUCTOR ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
CMU
-0.02%MFS HIGH YIELD MUN TR SH BEN INT
Shares20.9K
Event2026-03-31
Filed2026-05-11
SKYY
0.00%FIRST TRUST CLOUD COMPUTING ETF
Shares684
Event2026-03-31
Filed2026-05-11
ISRG
6.00%INTUITIVE SURGICAL INC COM NEW
Shares159
Event2026-03-31
Filed2026-05-11
CRDO
-77.58%CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares779
Event2026-03-31
Filed2026-05-11
DELL
-78.66%DELL TECHNOLOGIES INC CL C
Shares439
Event2026-03-31
Filed2026-05-11
IOCT
0.00%INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER
Shares2.0K
Event2026-03-31
Filed2026-05-11
FSCO
0.00%FS CREDIT OPPORTUNITIES CORP COMMON STOCK
Shares13.9K
Event2026-03-31
Filed2026-05-11
LHX
0.00%L3HARRIS TECHNOLOGIES INC COM
Shares205
Event2026-03-31
Filed2026-05-11
VOTE
0.00%TCW TRANSFORM 500 ETF
Shares923
Event2026-03-31
Filed2026-05-11
TXN
79.00%TEXAS INSTRS INC COM
Shares358
Event2026-03-31
Filed2026-05-11
SPE-PC
0.00%SPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C
Shares2.8K
Event2026-03-31
Filed2026-05-11
NVBW
0.00%ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF
Shares2.0K
Event2026-03-31
Filed2026-05-11
HERZFELD CARIBBEAN BASIN FD COM
NewHERZFELD CARIBBEAN BASIN FD COM
Shares4.3K
Event2026-03-31
Filed2026-05-11
PM
0.00%PHILIP MORRIS INTL INC COM
Shares400
Event2026-03-31
Filed2026-05-11
NKE
-11.86%NIKE INC CL B
Shares1.2K
Event2026-03-31
Filed2026-05-11
YDEC
NewFT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER
Shares2.5K
Event2026-03-31
Filed2026-05-11
MAR
0.00%MARRIOTT INTL INC NEW CL A
Shares200
Event2026-03-31
Filed2026-05-11
PRU
0.00%PRUDENTIAL FINL INC COM
Shares666
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC COM
0.00%BLACKSTONE INC COM
Shares551
Event2026-03-31
Filed2026-05-11
KO
68.89%COCA COLA CO COM
Shares809
Event2026-03-31
Filed2026-05-11
PSFD
18.94%PACER SWAN SOS FLEX (JANUARY) ETF
Shares1.7K
Event2026-03-31
Filed2026-05-11
PGZ
4.31%PRINCIPAL REAL ESTATE INCOME SHS BEN INT
Shares6.1K
Event2026-03-31
Filed2026-05-11
WIW
0.00%WESTERN AST INFL LKD OPP & INM COM
Shares6.9K
Event2026-03-31
Filed2026-05-11
BLOK
0.00%AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares1.2K
Event2026-03-31
Filed2026-05-11
TDF
0.00%TEMPLETON DRAGON FD INC COM
Shares5.5K
Event2026-03-31
Filed2026-05-11
UNH
-6.14%UNITEDHEALTH GROUP INC COM
Shares214
Event2026-03-31
Filed2026-05-11
COHERENT CORP COM
-89.01%COHERENT CORP COM
Shares241
Event2026-03-31
Filed2026-05-11
QVAL
0.00%ALPHA ARCHITECT US QUANTITATIVE VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-11
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP COM
Shares695
Event2026-03-31
Filed2026-05-11
RY
0.00%ROYAL BK CDA COM
Shares345
Event2026-03-31
Filed2026-05-11
SEPT
0.00%ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF
Shares1.6K
Event2026-03-31
Filed2026-05-11
MYI
NewBLACKROCK MUNIYIELD QUALITY FD COM
Shares5.2K
Event2026-03-31
Filed2026-05-11
IWL
-6.04%ISHARES RUSSELL TOP 200 ETF
Shares342
Event2026-03-31
Filed2026-05-11
FULT
0.00%FULTON FINL CORP PA COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
CELESTICA INC COM
39.57%CELESTICA INC COM
Shares194
Event2026-03-31
Filed2026-05-11
IJAN
NewINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY
Shares1.5K
Event2026-03-31
Filed2026-05-11
FMN
0.00%FEDERATED HERMES PREM MUNI INM COM
Shares4.9K
Event2026-03-31
Filed2026-05-11
CHTR
-16.15%CHARTER COMMUNICATIONS INC CL A
Shares244
Event2026-03-31
Filed2026-05-11
LNC
0.00%LINCOLN NATL CORP IND COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
MMM
0.00%3M CO COM
Shares354
Event2026-03-31
Filed2026-05-11
VYM
0.00%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares334
Event2026-03-31
Filed2026-05-11
LMT
-76.40%LOCKHEED MARTIN CORP COM
Shares80
Event2026-03-31
Filed2026-05-11
BMY
0.25%BRISTOL-MYERS SQUIBB CO COM
Shares798
Event2026-03-31
Filed2026-05-11
GRF
17.56%EAGLE CAP GROWTH FD INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-11
FFEB
0.00%FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
Shares840
Event2026-03-31
Filed2026-05-11
NPCT
-65.90%NUVEEN CORE PLUS IMPACT FUND COM BEN INT
Shares4.6K
Event2026-03-31
Filed2026-05-11
TD
0.00%TORONTO DOMINION BK ONT COM NEW
Shares500
Event2026-03-31
Filed2026-05-11
VBR
-14.40%VANGUARD SMALL CAP VALUE ETF
Shares214
Event2026-03-31
Filed2026-05-11
BBAI
12.95%BIGBEAR AI HLDGS INC COM
Shares13.1K
Event2026-03-31
Filed2026-05-11
SEE
0.00%SEALED AIR CORP NEW COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
SYF
0.00%SYNCHRONY FINANCIAL COM
Shares655
Event2026-03-31
Filed2026-05-11
KF
-9.17%KOREA FD INC COM NEW
Shares990
Event2026-03-31
Filed2026-05-11
IBUY
0.00%AMPLIFY ONLINE RETAIL ETF
Shares705
Event2026-03-31
Filed2026-05-11
PPG
0.00%PPG INDS INC COM
Shares400
Event2026-03-31
Filed2026-05-11
BKNG
0.00%BOOKING HOLDINGS INC COM
Shares10
Event2026-03-31
Filed2026-05-11
EPAM
0.00%EPAM SYS INC COM
Shares309
Event2026-03-31
Filed2026-05-11
BLACKROCK INC COM
10.26%BLACKROCK INC COM
Shares43
Event2026-03-31
Filed2026-05-11
KAPR
0.00%INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL
Shares1.1K
Event2026-03-31
Filed2026-05-11
EPD
121.86%ENTERPRISE PRODS PARTNERS L P COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
BANX
NewARROWMARK FINANCIAL CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
NQP
-76.44%NUVEEN PA INVT QUALITY MUN FD COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
FT
0.00%FRANKLIN UNVL TR SH BEN INT
Shares4.9K
Event2026-03-31
Filed2026-05-11
GSLC
0.00%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares315
Event2026-03-31
Filed2026-05-11
EVT
-78.14%EATON VANCE TAX ADVT DIV INCM COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
MTZ
-92.19%MASTEC INC COM
Shares120
Event2026-03-31
Filed2026-05-11
MTB
0.00%M & T BK CORP COM
Shares182
Event2026-03-31
Filed2026-05-11
CRWD
-57.33%CROWDSTRIKE HLDGS INC CL A
Shares96
Event2026-03-31
Filed2026-05-11
F
0.00%FORD MTR CO COM
Shares3.2K
Event2026-03-31
Filed2026-05-11
PSMD
-5.03%PACER SWAN SOS MODERATE (JANUARY) ETF
Shares1.2K
Event2026-03-31
Filed2026-05-11
SOXX
28.41%ISHARES SEMICONDUCTOR ETF
Shares113
Event2026-03-31
Filed2026-05-11
DECT
0.00%ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF
Shares1.0K
Event2026-03-31
Filed2026-05-11
TIP
151.13%ISHARES TIPS BOND ETF
Shares334
Event2026-03-31
Filed2026-05-11
EBAY
0.00%EBAY INC. COM
Shares402
Event2026-03-31
Filed2026-05-11
QQQE
1.09%DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF
Shares370
Event2026-03-31
Filed2026-05-11
AEM
-10.10%AGNICO EAGLE MINES LTD COM
Shares178
Event2026-03-31
Filed2026-05-11
RSPT
0.00%INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
Shares769
Event2026-03-31
Filed2026-05-11
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares79
Event2026-03-31
Filed2026-05-11
NUE
0.00%NUCOR CORP COM
Shares200
Event2026-03-31
Filed2026-05-11
IJUL
NewINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY
Shares976
Event2026-03-31
Filed2026-05-11
GJUL
0.00%FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY
Shares807
Event2026-03-31
Filed2026-05-11
MMU
-22.04%WESTERN ASSET MANAGED MUNS FD COM
Shares3.2K
Event2026-03-31
Filed2026-05-11
MHD
866.00%BLACKROCK MUNIHOLDINGS FD INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-11
RCG
204.16%RENN FD INC COM
Shares10.0K
Event2026-03-31
Filed2026-05-11
LITE
NewLUMENTUM HLDGS INC COM
Shares46
Event2026-03-31
Filed2026-05-11
IHD
-73.53%VOYA EMERGING MKTS HIGH DIVID COM
Shares4.8K
Event2026-03-31
Filed2026-05-11
IMAR
NewINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH
Shares1.1K
Event2026-03-31
Filed2026-05-11
SNOW
0.00%SNOWFLAKE INC COM SHS
Shares209
Event2026-03-31
Filed2026-05-11
MAYZ
NewTRUESHARES STRUCTURED OUTCOME (MAY) ETF
Shares982
Event2026-03-31
Filed2026-05-11
DAUG
232.56%FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
Shares715
Event2026-03-31
Filed2026-05-11
NPKI
-5.27%NPK INTERNATIONAL INC COM SHS
Shares2.1K
Event2026-03-31
Filed2026-05-11
VZ
0.00%VERIZON COMMUNICATIONS INC COM
Shares614
Event2026-03-31
Filed2026-05-11
SIXO
0.00%ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF
Shares912
Event2026-03-31
Filed2026-05-11
QMOM
0.00%ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF
Shares450
Event2026-03-31
Filed2026-05-11
APP
16.67%APPLOVIN CORP COM CL A
Shares77
Event2026-03-31
Filed2026-05-11
SFEB
0.00%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY
Shares1.3K
Event2026-03-31
Filed2026-05-11
AAOI
-12.75%APPLIED OPTOELECTRONICS INC COM
Shares349
Event2026-03-31
Filed2026-05-11
XAI OCTAGN FLT RAT & ALT INM T COM SHS BENF INT
NewXAI OCTAGN FLT RAT & ALT INM T COM SHS BENF INT
Shares1.7K
Event2026-03-31
Filed2026-05-11
TTMI
0.00%TTM TECHNOLOGIES INC COM
Shares302
Event2026-03-31
Filed2026-05-11
SIL
0.00%GLOBAL X SILVER MINERS ETF
Shares326
Event2026-03-31
Filed2026-05-11
MPA
0.00%BLACKROCK MUNIYIELD PA QUALITY COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
PSX
-3.61%PHILLIPS 66 COM
Shares160
Event2026-03-31
Filed2026-05-11
CTVA
0.00%CORTEVA INC COM
Shares348
Event2026-03-31
Filed2026-05-11
MAYW
-5.30%ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF
Shares858
Event2026-03-31
Filed2026-05-11
ETJ
105.88%EATON VANCE RISK-MANAGED DIVER COM
Shares3.5K
Event2026-03-31
Filed2026-05-11
LGLV
0.00%STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF
Shares160
Event2026-03-31
Filed2026-05-11
T
-67.43%AT&T INC COM
Shares975
Event2026-03-31
Filed2026-05-11
FAN
0.00%FIRST TRUST GLOBAL WIND ENERGY ETF
Shares1.1K
Event2026-03-31
Filed2026-05-11
MARZ
NewTRUESHARES STRUCTURED OUTCOME (MARCH) ETF
Shares838
Event2026-03-31
Filed2026-05-11
FFA
17.48%FIRST TR ENHANCED EQUITY COM
Shares1.4K
Event2026-03-31
Filed2026-05-11
KMI
0.00%KINDER MORGAN INC DEL COM
Shares817
Event2026-03-31
Filed2026-05-11
BOTZ
80.04%GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
Shares821
Event2026-03-31
Filed2026-05-11
ITA
0.00%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares123
Event2026-03-31
Filed2026-05-11
CIEN
NewCIENA CORP COM NEW
Shares68
Event2026-03-31
Filed2026-05-11
MFC
0.00%MANULIFE FINL CORP COM
Shares746
Event2026-03-31
Filed2026-05-11
ATI
31.58%ATI INC COM
Shares175
Event2026-03-31
Filed2026-05-11
APRW
0.00%ALLIANZIM U.S. EQUITY BUFFER20 APR ETF
Shares692
Event2026-03-31
Filed2026-05-11
AUGW
-24.00%ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF
Shares760
Event2026-03-31
Filed2026-05-11
BETZ
0.00%ROUNDHILL SPORTS BETTING & IGAMING ETF
Shares1.4K
Event2026-03-31
Filed2026-05-11
TTWO
-38.27%TAKE-TWO INTERACTIVE SOFTWARE COM
Shares121
Event2026-03-31
Filed2026-05-11
AGX
-25.86%ARGAN INC COM
Shares43
Event2026-03-31
Filed2026-05-11
EAT
10.07%BRINKER INTL INC COM
Shares164
Event2026-03-31
Filed2026-05-11
BARRICK MNG CORP COM SHS
NewBARRICK MNG CORP COM SHS
Shares569
Event2026-03-31
Filed2026-05-11
GOCT
20.00%FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER
Shares600
Event2026-03-31
Filed2026-05-11
WM
0.00%WASTE MGMT INC DEL COM
Shares100
Event2026-03-31
Filed2026-05-11
NTLA
0.00%INTELLIA THERAPEUTICS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-11
ESPO
0.00%VANECK VIDEO GAMING AND ESPORTS ETF
Shares246
Event2026-03-31
Filed2026-05-11
PDX
53.11%PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT
Shares1.0K
Event2026-03-31
Filed2026-05-11
IXN
0.00%ISHARES GLOBAL TECH ETF
Shares222
Event2026-03-31
Filed2026-05-11
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