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The Analysis of COFG Advisors, LLC's Holdings & P&L

Currently, COFG Advisors, LLC holds 241 types of securities in its portfolio with a total value $404.4M. In the most recent quarter, they have increased their positions in N/A (+60.6K shares, valued at $1.5M), N/A (+30.6K shares, valued at $1.1M), IXUS (+12.6K shares, valued at $1.1M); decreased their positions in N/A (-9.1K shares, valued at $584.4K), ABT (-3.6K shares, valued at $371.0K), PULS (-7.3K shares, valued at $363.0K); initiated new positions in N/A (+60.6K shares, valued at $1.5M), N/A (+30.6K shares, valued at $1.1M), IVVM (+15.4K shares, valued at $523.7K).

1M P&L

+2.8M+0.76%

3M P&L

+11.2M+3.15%

HY P&L

+20.4M+5.89%

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/A267.9M

73.3%

2Consumer Electronics20.2M

5.5%

3Semiconductors13.7M

3.7%

Top Industries by Stock Count

1N/A119 stocks

54.1%

2Asset Management8 stocks

3.6%

3Drug Manufacturers - General7 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DBEF DBX ETF TR556.9K shares0.79%2026-03-312026-05-11

QFLR INNOVATOR ETFS TRUST777.6K shares0.66%2026-03-312026-05-11

BJAN INNOVATOR ETFS TRUST395.5K shares2.83%2026-03-312026-05-11

AAPL APPLE INC79.5K shares-0.92%2026-03-312026-05-11

BAPR INNOVATOR ETFS TRUST374.2K shares-0.72%2026-03-312026-05-11

BJUL INNOVATOR ETFS TRUST361.3K shares-1.93%2026-03-312026-05-11

BOCT INNOVATOR ETFS TRUST371.1K shares-1.59%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T82.2K shares1.77%2026-03-312026-05-11

Sponsored

DGRO ISHARES TR156.9K shares2.12%2026-03-312026-05-11

IVV ISHARES TR14.3K shares-3.05%2026-03-312026-05-11

NVDA NVIDIA CORPORATION50.3K shares2.63%2026-03-312026-05-11

PJAN INNOVATOR ETFS TRUST146.3K shares-0.39%2026-03-312026-05-11

MSFT MICROSOFT CORP16.0K shares5.72%2026-03-312026-05-11

PULS PGIM ETF TR103.5K shares-6.62%2026-03-312026-05-11

SFLR INNOVATOR ETFS TRUST139.0K shares4.61%2026-03-312026-05-11

VONV VANGUARD SCOTTSDALE FDS50.7K shares27.95%2026-03-312026-05-11

Sponsored

AMZN AMAZON COM INC20.9K shares-1.72%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS37.7K shares26.42%2026-03-312026-05-11

IXUS ISHARES TR45.1K shares38.67%2026-03-312026-05-11

ABBV ABBVIE INC17.8K shares-0.31%2026-03-312026-05-11

CGCB CAPITAL GRP FIXED INCM ETF T146.2K shares26.36%2026-03-312026-05-11

IBB ISHARES TR22.6K shares0.07%2026-03-312026-05-11

ALPHABET INC ALPHABET INC12.3K shares1.77%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC39.9K shares0.33%2026-03-312026-05-11

Sponsored

PLTR PALANTIR TECHNOLOGIES INC22.5K shares0.91%2026-03-312026-05-11

MUB ISHARES TR29.9K shares5.90%2026-03-312026-05-11

GLD SPDR GOLD TR7.0K shares4.81%2026-03-312026-05-11

TSLA TESLA INC8.1K shares-0.80%2026-03-312026-05-11

IVW ISHARES TR25.5K shares-0.39%2026-03-312026-05-11

PJUL INNOVATOR ETFS TRUST61.2K shares0.45%2026-03-312026-05-11

SHY ISHARES TR29.6K shares-3.38%2026-03-312026-05-11

VTI VANGUARD INDEX FDS7.5K shares10.18%2026-03-312026-05-11

Sponsored

XOM EXXON MOBIL CORP14.2K shares2.59%2026-03-312026-05-11

RVNU DBX ETF TR95.6K shares0.61%2026-03-312026-05-11

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD186.5K shares-11.03%2026-03-312026-05-11

PAPR INNOVATOR ETFS TRUST57.4K shares-0.26%2026-03-312026-05-11

PAUG INNOVATOR ETFS TRUST52.7K shares0.00%2026-03-312026-05-11

FBTC FIDELITY WISE ORIGIN BITCOIN37.0K shares4.08%2026-03-312026-05-11

IVE ISHARES TR9.9K shares-0.45%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS14.0K shares4.31%2026-03-312026-05-11

Sponsored

PSEP INNOVATOR ETFS TRUST44.6K shares0.00%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR3.3K shares-8.76%2026-03-312026-05-11

META META PLATFORMS INC3.0K shares10.91%2026-03-312026-05-11

VLUE ISHARES TR11.9K shares2.65%2026-03-312026-05-11

ALPHABET INC ALPHABET INC5.7K shares0.70%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC4.7K shares2.22%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO5.3K shares0.95%2026-03-312026-05-11

UNP UNION PAC CORP6.3K shares-11.89%2026-03-312026-05-11

Sponsored

ALLSPRING EXCHANGE TRADED FU ALLSPRING EXCHANGE TRADED FU60.6K sharesnew addition2026-03-312026-05-11

BROADCOM INC BROADCOM INC4.9K shares-0.25%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares3.37%2026-03-312026-05-11

ARM ARM HOLDINGS PLC9.6K shares1.49%2026-03-312026-05-11

PMAY INNOVATOR ETFS TRUST35.3K shares0.00%2026-03-312026-05-11

CELC CELCUITY INC12.3K shares0.00%2026-03-312026-05-11

PJUN INNOVATOR ETFS TRUST33.4K shares-0.05%2026-03-312026-05-11

POCT INNOVATOR ETFS TRUST32.3K shares-0.44%2026-03-312026-05-11

Sponsored

SHYM BLACKROCK ETF TRUST II60.5K shares0.62%2026-03-312026-05-11

NNN NNN REIT INC31.1K shares-1.68%2026-03-312026-05-11

IJH ISHARES TR19.3K shares15.60%2026-03-312026-05-11

PMAR INNOVATOR ETFS TRUST28.6K shares28.43%2026-03-312026-05-11

MCD MCDONALDS CORP3.9K shares0.82%2026-03-312026-05-11

AIQ GLOBAL X FDS25.3K shares6.71%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F23.3K shares26.30%2026-03-312026-05-11

CGMU CAPITAL GRP FIXED INCM ETF T42.8K shares36.63%2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.8K shares0.28%2026-03-312026-05-11

BLACKROCK ETF TRUST BLACKROCK ETF TRUST30.6K sharesnew addition2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC5.4K shares-11.11%2026-03-312026-05-11

IWF ISHARES TR2.6K shares0.08%2026-03-312026-05-11

ABT ABBOTT LABORATORIES10.7K shares-25.33%2026-03-312026-05-11

TCAF T ROWE PRICE ETF INC30.5K shares-6.11%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC8.8K shares4.61%2026-03-312026-05-11

PFEB INNOVATOR ETFS TRUST25.4K shares41.31%2026-03-312026-05-11

Sponsored

SMH VANECK ETF TRUST2.6K shares24.38%2026-03-312026-05-11

BSEP INNOVATOR ETFS TRUST20.9K shares-0.76%2026-03-312026-05-11

BAUG INNOVATOR ETFS TRUST20.6K shares0.00%2026-03-312026-05-11

HIMU BLACKROCK ETF TRUST II20.5K shares-2.00%2026-03-312026-05-11

WMT WALMART INC7.8K shares-3.24%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP3.1K shares1.62%2026-03-312026-05-11

IJR ISHARES TR6.9K shares24.42%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS16.6K shares17.02%2026-03-312026-05-11

Sponsored

PAGP PLAINS GP HLDGS L P32.5K shares1.96%2026-03-312026-05-11

EXC EXELON CORP16.1K shares0.47%2026-03-312026-05-11

MOAT VANECK ETF TRUST8.0K shares-0.36%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR8.4K shares3.26%2026-03-312026-05-11

ZMAR INNOVATOR ETFS TRUST26.6K shares6.53%2026-03-312026-05-11

BOTZ GLOBAL X FDS22.0K shares-3.57%2026-03-312026-05-11

GQI NATIXIS ETF TR12.9K shares15.38%2026-03-312026-05-11

CAT CATERPILLAR INC976 shares-3.27%2026-03-312026-05-11

Sponsored

LLY ELI LILLY & CO739 shares-0.94%2026-03-312026-05-11

AHR AMERICAN HEALTHCARE REIT INC13.9K shares-12.62%2026-03-312026-05-11

IUSV ISHARES TR6.4K shares55.35%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC9.0K shares-23.99%2026-03-312026-05-11

NFLX NETFLIX INC.6.5K shares59.52%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON2.6K shares-1.91%2026-03-312026-05-11

AMGN AMGEN INC1.8K shares0.57%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS9.6K shares19.88%2026-03-312026-05-11

Sponsored

ED CONSOLIDATED EDISON INC5.4K shares-2.45%2026-03-312026-05-11

MQ MARQETA INC149.2K shares0.00%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR12.0K shares-1.12%2026-03-312026-05-11

CVX CHEVRON CORPORATION2.9K shares0.46%2026-03-312026-05-11

GSLC GOLDMAN SACHS ETF TR4.7K shares0.28%2026-03-312026-05-11

BMAY INNOVATOR ETFS TRUST13.0K shares0.00%2026-03-312026-05-11

RTX RTX CORPORATION3.0K shares0.97%2026-03-312026-05-11

SOFI SOFI TECHNOLOGIES INC35.3K shares1.85%2026-03-312026-05-11

Sponsored

BJUN INNOVATOR ETFS TRUST11.9K shares0.69%2026-03-312026-05-11

ARCC ARES CAPITAL CORP30.3K shares-20.09%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR4.9K shares-0.73%2026-03-312026-05-11

FLXR TCW ETF TRUST13.9K shares15.39%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR8.8K shares9.42%2026-03-312026-05-11

BAC BANK AMERICA CORP11.0K shares-6.62%2026-03-312026-05-11

V VISA INC1.7K shares-2.24%2026-03-312026-05-11

IVVM BLACKROCK ETF TRUST II15.4K sharesnew addition2026-03-312026-05-11

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares-0.61%2026-03-312026-05-11

BFEB INNOVATOR ETFS TRUST10.7K shares-2.84%2026-03-312026-05-11

SOXX ISHARES TR1.6K shares-11.10%2026-03-312026-05-11

PNOV INNOVATOR ETFS TRUST12.5K shares-0.57%2026-03-312026-05-11

LOW LOWES COS INC2.1K shares-0.09%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION497 shares3.33%2026-03-312026-05-11

PFE PFIZER INC17.5K shares4.49%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC2.9K shares5.61%2026-03-312026-05-11

Sponsored

USMV ISHARES TR5.1K shares-7.54%2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST12.0K shares0.25%2026-03-312026-05-11

T AT&T INC15.9K shares14.39%2026-03-312026-05-11

VHT VANGUARD WORLD FD1.7K shares4.83%2026-03-312026-05-11

SPYD SPDR SERIES TRUST9.8K shares1.00%2026-03-312026-05-11

QUAL ISHARES TR2.3K shares-6.95%2026-03-312026-05-11

IWD ISHARES TR2.1K shares0.39%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC8.6K shares17.24%2026-03-312026-05-11

Sponsored

BA BOEING CO2.2K shares-4.34%2026-03-312026-05-11

VICI VICI PPTYS INC15.9K shares1.61%2026-03-312026-05-11

DIS DISNEY WALT CO4.3K shares-11.03%2026-03-312026-05-11

VYMI VANGUARD WHITEHALL FDS4.4K shares-2.45%2026-03-312026-05-11

BALT INNOVATOR ETFS TRUST11.8K shares3.24%2026-03-312026-05-11

IGV ISHARES TR4.9K shares13.49%2026-03-312026-05-11

MMM 3M CO2.7K shares-0.04%2026-03-312026-05-11

EFA ISHARES TR4.0K sharesnew addition2026-03-312026-05-11

Sponsored

BMAR INNOVATOR ETFS TRUST7.4K shares5.46%2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL984 shares-2.67%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC981 shares3.70%2026-03-312026-05-11

MS MORGAN STANLEY2.3K shares5.97%2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II1.6K shares0.13%2026-03-312026-05-11

RFLR INNOVATOR ETFS TRUST12.5K shares8.77%2026-03-312026-05-11

ACWV ISHARES INC3.0K shares0.00%2026-03-312026-05-11

ZAUG INNOVATOR ETFS TRUST13.4K shares0.00%2026-03-312026-05-11

Sponsored

MAR MARRIOTT INTL INC NEW1.1K shares2.64%2026-03-312026-05-11

NEE NEXTERA ENERGY INC3.8K shares-1.22%2026-03-312026-05-11

EEMV ISHARES INC5.5K shares0.29%2026-03-312026-05-11

CHY CALAMOS CONV & HIGH INCOME F32.1K shares2.19%2026-03-312026-05-11

ROCKET LAB CORP ROCKET LAB CORP5.4K shares-62.76%2026-03-312026-05-11

ALL ALLSTATE CORP1.6K shares6.19%2026-03-312026-05-11

QCOM QUALCOMM INC2.6K shares-3.83%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-5.23%2026-03-312026-05-11

Sponsored

ORCL ORACLE CORP2.3K shares42.62%2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST5.7K shares0.28%2026-03-312026-05-11

TSLX SIXTH STREET SPECIALTY LENDI17.7K shares-40.50%2026-03-312026-05-11

FSCO FS CREDIT OPPORTUNITIES CORP63.8K shares-6.93%2026-03-312026-05-11

MA MASTERCARD INCORPORATED644 shares-8.78%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares-1.92%2026-03-312026-05-11

VTV VANGUARD INDEX FDS1.6K shares0.62%2026-03-312026-05-11

BUFF INNOVATOR ETFS TRUST6.4K shares8.40%2026-03-312026-05-11

Sponsored

OXY OCCIDENTAL PETE CORP4.9K sharesnew addition2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR2.2K shares26.72%2026-03-312026-05-11

F FORD MTR CO27.1K shares4.89%2026-03-312026-05-11

PHM PULTE GROUP INC2.7K shares2.87%2026-03-312026-05-11

PSTP INNOVATOR ETFS TRUST9.0K shares1.07%2026-03-312026-05-11

VLU SPDR SERIES TRUST1.4K shares0.42%2026-03-312026-05-11

BSVO EA SERIES TRUST12.2K shares0.00%2026-03-312026-05-11

BDEC INNOVATOR ETFS TRUST6.4K shares0.00%2026-03-312026-05-11

Sponsored

TGT TARGET CORP2.5K sharesnew addition2026-03-312026-05-11

OBDC BLUE OWL CAPITAL CORPORATION27.6K shares-27.63%2026-03-312026-05-11

NVO NOVO-NORDISK A S8.2K shares-0.65%2026-03-312026-05-11

PG PROCTER & GAMBLE CO2.1K shares12.69%2026-03-312026-05-11

EEM ISHARES TR5.3K sharesnew addition2026-03-312026-05-11

KO COCA COLA CO3.9K shares0.20%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC835 shares1.33%2026-03-312026-05-11

ITA ISHARES TR1.3K shares9.52%2026-03-312026-05-11

Sponsored

WDI WESTERN ASSET DIVERSIFIED IN21.7K shares-30.44%2026-03-312026-05-11

DE DEERE & CO514 shares2.19%2026-03-312026-05-11

ENB ENBRIDGE INC5.3K shares1.14%2026-03-312026-05-11

DFUV DIMENSIONAL ETF TRUST5.9K shares0.36%2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH ETF7.1K shares6.54%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC10.4K shares0.53%2026-03-312026-05-11

VUG VANGUARD INDEX FDS648 shares-1.52%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR2.1K shares0.14%2026-03-312026-05-11

Sponsored

AMAT APPLIED MATLS INC821 sharesnew addition2026-03-312026-05-11

CRM SALESFORCE INC1.5K shares53.89%2026-03-312026-05-11

TAGG T ROWE PRICE ETF INC6.5K shares0.00%2026-03-312026-05-11

SBUX STARBUCKS CORP3.1K sharesnew addition2026-03-312026-05-11

DINO HF SINCLAIR CORP4.4K shares0.92%2026-03-312026-05-11

MO ALTRIA GROUP INC4.2K shares7.92%2026-03-312026-05-11

VIGI VANGUARD WHITEHALL FDS3.1K shares4.25%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO3.7K shares1.00%2026-03-312026-05-11

Sponsored

HD HOME DEPOT INC820 shares1.86%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC992 sharesnew addition2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC2.4K shares6.71%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP441 shares4.26%2026-03-312026-05-11

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROUP966 shares8.05%2026-03-312026-05-11

WTAI WISDOMTREE TR9.3K shares-11.72%2026-03-312026-05-11

NVG NUVEEN AMT FREE MUN CR INC F20.9K shares-43.85%2026-03-312026-05-11

Sponsored

MUA BLACKROCK MUNIASSETS FD INC23.9K shares-28.41%2026-03-312026-05-11

SPGI S&P GLOBAL INC595 shares2.94%2026-03-312026-05-11

FALN ISHARES TR9.4K shares0.97%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO4.1K shares7.22%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC1.6K shares8.98%2026-03-312026-05-11

IWM ISHARES TR999 shares0.20%2026-03-312026-05-11

ASCE ALLSPRING EXCHANGE TRADED FU8.9K sharesnew addition2026-03-312026-05-11

CSCO CISCO SYS INC3.2K shares1.22%2026-03-312026-05-11

Sponsored

INTC INTEL CORP5.5K sharesnew addition2026-03-312026-05-11

BUFB INNOVATOR ETFS TRUST6.8K shares0.00%2026-03-312026-05-11

TJX TJX COS INC NEW1.5K shares3.51%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR5.2K shares-16.49%2026-03-312026-05-11

GBTC GRAYSCALE BITCOIN TRUST ETF4.5K shares-0.26%2026-03-312026-05-11

USB US BANCORP4.6K shares0.42%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-3.48%2026-03-312026-05-11

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.0K shares0.79%2026-03-312026-05-11

Sponsored

ICSH ISHARES TR4.7K shares0.67%2026-03-312026-05-11

EOG EOG RES INC1.6K shares-31.20%2026-03-312026-05-11

PTA COHEN & STEERS TAX ADVAN PFD12.5K shares2.11%2026-03-312026-05-11

GLTR ABRDN PRECIOUS METALS BASKET1.1K shares-9.72%2026-03-312026-05-11

FETH FIDELITY ETHEREUM FD11.0K shares-24.03%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP1.3K shares1.63%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC674 shares-0.44%2026-03-312026-05-11

SIXG ETF SER SOLUTIONS3.3K sharesnew addition2026-03-312026-05-11

Sponsored

ITOT ISHARES TR1.6K shares0.26%2026-03-312026-05-11

SDVY FIRST TR EXCHANGE TRADED FD5.6K sharesnew addition2026-03-312026-05-11

GHY PGIM GLOBAL HIGH YIELD FD FO18.8K shares-32.46%2026-03-312026-05-11

SPG SIMON PPTY GROUP INC NEW1.2K shares1.13%2026-03-312026-05-11

CW CURTISS WRIGHT CORP314 sharesnew addition2026-03-312026-05-11

STWD STARWOOD PPTY TR INC12.4K shares1.98%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP735 shares-1.61%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST3.0K shares0.24%2026-03-312026-05-11

Sponsored

MMC MARSH & MCLENNAN COS INC1.2K shares-3.89%2026-03-312026-05-11

COWZ PACER FDS TR3.3K sharesnew addition2026-03-312026-05-11

FLKR FRANKLIN TEMPLETON ETF TR5.1K sharesnew addition2026-03-312026-05-11

IQDF FLEXSHARES TR6.4K sharesnew addition2026-03-312026-05-11

DLN WISDOMTREE TR2.2K sharesnew addition2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE707 shares4.12%2026-03-312026-05-11

SLRC SLR INVESTMENT CORP13.8K shares2.85%2026-03-312026-05-11

VODAFONE GROUP PLC VODAFONE GROUP PLC11.2K shares0.37%2026-03-312026-05-11

Sponsored

OPEN OPENDOOR TECHNOLOGIES INC16.2K shares37.36%2026-03-312026-05-11

DBEF

DBX ETF TR

0.79%

Shares556.9K

Event2026-03-31

Filed2026-05-11

QFLR

INNOVATOR ETFS TRUST

0.66%

Shares777.6K

Event2026-03-31

Filed2026-05-11

BJAN

INNOVATOR ETFS TRUST

2.83%

Shares395.5K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-0.92%

Shares79.5K

Event2026-03-31

Filed2026-05-11

BAPR

INNOVATOR ETFS TRUST

-0.72%

Shares374.2K

Event2026-03-31

Filed2026-05-11

BJUL

INNOVATOR ETFS TRUST

-1.93%

Shares361.3K

Event2026-03-31

Filed2026-05-11

BOCT

INNOVATOR ETFS TRUST

-1.59%

Shares371.1K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

1.77%

Shares82.2K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

2.12%

Shares156.9K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-3.05%

Shares14.3K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

2.63%

Shares50.3K

Event2026-03-31

Filed2026-05-11

PJAN

INNOVATOR ETFS TRUST

-0.39%

Shares146.3K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

5.72%

Shares16.0K

Event2026-03-31

Filed2026-05-11

PULS

PGIM ETF TR

-6.62%

Shares103.5K

Event2026-03-31

Filed2026-05-11

SFLR

INNOVATOR ETFS TRUST

4.61%

Shares139.0K

Event2026-03-31

Filed2026-05-11

VONV

VANGUARD SCOTTSDALE FDS

27.95%

Shares50.7K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-1.72%

Shares20.9K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

26.42%

Shares37.7K

Event2026-03-31

Filed2026-05-11

IXUS

ISHARES TR

38.67%

Shares45.1K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-0.31%

Shares17.8K

Event2026-03-31

Filed2026-05-11

CGCB

CAPITAL GRP FIXED INCM ETF T

26.36%

Shares146.2K

Event2026-03-31

Filed2026-05-11

IBB

ISHARES TR

0.07%

Shares22.6K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.77%

Shares12.3K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC

0.33%

Shares39.9K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

0.91%

Shares22.5K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

5.90%

Shares29.9K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

4.81%

Shares7.0K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

-0.80%

Shares8.1K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

-0.39%

Shares25.5K

Event2026-03-31

Filed2026-05-11

PJUL

INNOVATOR ETFS TRUST

0.45%

Shares61.2K

Event2026-03-31

Filed2026-05-11

SHY

ISHARES TR

-3.38%

Shares29.6K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

10.18%

Shares7.5K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

2.59%

Shares14.2K

Event2026-03-31

Filed2026-05-11

RVNU

DBX ETF TR

0.61%

Shares95.6K

Event2026-03-31

Filed2026-05-11

FS SPECIALTY LENDING FD

-11.03%

Shares186.5K

Event2026-03-31

Filed2026-05-11

PAPR

INNOVATOR ETFS TRUST

-0.26%

Shares57.4K

Event2026-03-31

Filed2026-05-11

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares52.7K

Event2026-03-31

Filed2026-05-11

FBTC

FIDELITY WISE ORIGIN BITCOIN

4.08%

Shares37.0K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

-0.45%

Shares9.9K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

4.31%

Shares14.0K

Event2026-03-31

Filed2026-05-11

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares44.6K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-8.76%

Shares3.3K

Event2026-03-31

Filed2026-05-11