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


Currently, CoreCap Advisors, LLC holds 2933 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in SPBO (+717.2K shares, valued at $20.8M), SPSB (+692.4K shares, valued at $20.8M), N/A (+30.2K shares, valued at $18.0M); decreased their positions in XLE (-326.6K shares, valued at $20.0M), QQQM (-57.1K shares, valued at $13.6M), IVV (-13.2K shares, valued at $8.6M); initiated new positions in LDUR (+85.9K shares, valued at $8.2M), N/A (+322.8K shares, valued at $8.0M), LST (+161.6K shares, valued at $6.5M).


1M P&L
+108.6M+3.89%
3M P&L
-117.1M-3.88%
HY P&L
+29.0M+1.01%

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/A2.0B
75.8%
2Semiconductors62.4M
2.4%
3Consumer Electronics41.9M
1.6%

Top Industries by Stock Count

1N/A1330 stocks
48.6%
2Software - Application62 stocks
2.3%
3Biotechnology59 stocks
2.2%
Stock Holdings
VTI
VANGUARD TOTAL STOCK MARKET ETF
4.07%
Shares462.4K
Event2026-03-31
Filed2026-04-07
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
-1.87%
Shares1.4M
Event2026-03-31
Filed2026-04-07
BND
VANGUARD TOTAL BOND MARKET ETF
-1.14%
Shares1.4M
Event2026-03-31
Filed2026-04-07
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
24.07%
Shares155.7K
Event2026-03-31
Filed2026-04-07
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
14.52%
Shares573.0K
Event2026-03-31
Filed2026-04-07
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
10.23%
Shares1.2M
Event2026-03-31
Filed2026-04-07
INVESCO S&P 500 EQUAL WEIGHT ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
2.91%
Shares316.0K
Event2026-03-31
Filed2026-04-07
INVESCO QQQ TRUST SERIES I
INVESCO QQQ TRUST SERIES I
-9.64%
Shares96.3K
Event2026-03-31
Filed2026-04-07
SCHA
SCHWAB U.S. SMALL-CAP ETF
0.48%
Shares1.6M
Event2026-03-31
Filed2026-04-07
GSUS
GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF
5.75%
Shares490.8K
Event2026-03-31
Filed2026-04-07
AAPL
APPLE INC COM
-0.95%
Shares164.7K
Event2026-03-31
Filed2026-04-07
NVDA
NVIDIA CORPORATION COM
-2.71%
Shares239.3K
Event2026-03-31
Filed2026-04-07
IVV
ISHARES CORE S&P 500 ETF
-21.43%
Shares48.3K
Event2026-03-31
Filed2026-04-07
SPY
STATE STREET SPDR S&P 500 ETF
-17.94%
Shares43.6K
Event2026-03-31
Filed2026-04-07
AMZN
AMAZON COM INC COM
1.21%
Shares119.6K
Event2026-03-31
Filed2026-04-07
XHB
STATE STREET SPDR S&P HOMEBUILDERS ETF
-0.72%
Shares238.1K
Event2026-03-31
Filed2026-04-07
IVE
ISHARES S&P 500 VALUE ETF
40.53%
Shares106.5K
Event2026-03-31
Filed2026-04-07
VUG
VANGUARD GROWTH ETF
-27.91%
Shares50.0K
Event2026-03-31
Filed2026-04-07
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
2209.65%
Shares723.7K
Event2026-03-31
Filed2026-04-07
SPBO
STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF
7162.28%
Shares727.2K
Event2026-03-31
Filed2026-04-07
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
1.38%
Shares481.6K
Event2026-03-31
Filed2026-04-07
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
26.08%
Shares268.3K
Event2026-03-31
Filed2026-04-07
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
0.77%
Shares214.2K
Event2026-03-31
Filed2026-04-07
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
-50.25%
Shares323.3K
Event2026-03-31
Filed2026-04-07
IWM
ISHARES RUSSELL 2000 ETF
352.77%
Shares78.2K
Event2026-03-31
Filed2026-04-07
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
7.25%
Shares291.5K
Event2026-03-31
Filed2026-04-07
AVUS
AVANTIS U.S. EQUITY ETF
4.30%
Shares153.0K
Event2026-03-31
Filed2026-04-07
GLD
SPDR GOLD SHARES
-2.93%
Shares39.4K
Event2026-03-31
Filed2026-04-07
IJH
ISHARES CORE S&P MID-CAP ETF
4.09%
Shares249.0K
Event2026-03-31
Filed2026-04-07
VTV
VANGUARD VALUE ETF
-0.93%
Shares83.7K
Event2026-03-31
Filed2026-04-07
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
4.50%
Shares127.9K
Event2026-03-31
Filed2026-04-07
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
40529.66%
Shares132.9K
Event2026-03-31
Filed2026-04-07
IJR
ISHARES CORE S&P SMALL CAP ETF
-26.19%
Shares125.9K
Event2026-03-31
Filed2026-04-07
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
3286.22%
Shares146.0K
Event2026-03-31
Filed2026-04-07
BALT
INNOVATOR DEFINED WEALTH SHIELD ETF
218.95%
Shares423.8K
Event2026-03-31
Filed2026-04-07
VO
VANGUARD MID-CAP ETF
9.44%
Shares48.9K
Event2026-03-31
Filed2026-04-07
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
902.86%
Shares175.7K
Event2026-03-31
Filed2026-04-07
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-0.85%
Shares19.2K
Event2026-03-31
Filed2026-04-07
SCHX
SCHWAB U.S. LARGE-CAP ETF
9.14%
Shares518.2K
Event2026-03-31
Filed2026-04-07
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
18.22%
Shares262.0K
Event2026-03-31
Filed2026-04-07
VTEB
VANGUARD TAX-EXEMPT BOND ETF
6.16%
Shares258.4K
Event2026-03-31
Filed2026-04-07
IVW
ISHARES S&P 500 GROWTH ETF
-20.42%
Shares112.7K
Event2026-03-31
Filed2026-04-07
TSLA
TESLA INC COM
-0.06%
Shares34.1K
Event2026-03-31
Filed2026-04-07
GSEW
GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
7.07%
Shares147.2K
Event2026-03-31
Filed2026-04-07
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
1.15%
Shares110.5K
Event2026-03-31
Filed2026-04-07
MSFT
MICROSOFT CORP COM
-1.80%
Shares32.7K
Event2026-03-31
Filed2026-04-07
BROADCOM INC COM
BROADCOM INC COM
-4.43%
Shares38.7K
Event2026-03-31
Filed2026-04-07
VTC
VANGUARD TOTAL CORPORATE BOND ETF
34.23%
Shares155.1K
Event2026-03-31
Filed2026-04-07
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
6.39%
Shares315.9K
Event2026-03-31
Filed2026-04-07
JNJ
JOHNSON & JOHNSON COM
1.96%
Shares46.9K
Event2026-03-31
Filed2026-04-07
AVSF
AVANTIS SHORT-TERM FIXED INCOME ETF
376.05%
Shares233.4K
Event2026-03-31
Filed2026-04-07
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
-0.80%
Shares250.4K
Event2026-03-31
Filed2026-04-07
XAR
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
-24.04%
Shares42.0K
Event2026-03-31
Filed2026-04-07
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
12.68%
Shares70.8K
Event2026-03-31
Filed2026-04-07
VWO
VANGUARD FTSE EMERGING MARKETS ETF
4.69%
Shares191.4K
Event2026-03-31
Filed2026-04-07
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
-0.35%
Shares169.0K
Event2026-03-31
Filed2026-04-07
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
3.54%
Shares174.5K
Event2026-03-31
Filed2026-04-07
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
-7.09%
Shares33.0K
Event2026-03-31
Filed2026-04-07
EFV
ISHARES MSCI EAFE VALUE ETF
2.30%
Shares126.3K
Event2026-03-31
Filed2026-04-07
META
META PLATFORMS INC CL A
1.25%
Shares16.4K
Event2026-03-31
Filed2026-04-07
XSD
STATE STREET SPDR S&P SEMICONDUCTOR ETF
2.79%
Shares28.5K
Event2026-03-31
Filed2026-04-07
EEM
ISHARES MSCI EMERGING MARKETS ETF
58.76%
Shares163.4K
Event2026-03-31
Filed2026-04-07
ABBV
ABBVIE INC COM
141.56%
Shares42.4K
Event2026-03-31
Filed2026-04-07
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
3.41%
Shares190.9K
Event2026-03-31
Filed2026-04-07
JPM
JPMORGAN CHASE & CO COM
3.55%
Shares30.9K
Event2026-03-31
Filed2026-04-07
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-17.36%
Shares99.2K
Event2026-03-31
Filed2026-04-07
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
330.13%
Shares193.9K
Event2026-03-31
Filed2026-04-07
TJX
TJX COS INC NEW COM
4.05%
Shares55.3K
Event2026-03-31
Filed2026-04-07
UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
5.43%
Shares356.6K
Event2026-03-31
Filed2026-04-07
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
5.28%
Shares45.9K
Event2026-03-31
Filed2026-04-07
CAT
CATERPILLAR INC COM
150.87%
Shares12.4K
Event2026-03-31
Filed2026-04-07
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
-1.25%
Shares190.1K
Event2026-03-31
Filed2026-04-07
GLW
CORNING INC COM
-2.89%
Shares64.2K
Event2026-03-31
Filed2026-04-07
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
6.08%
Shares162.5K
Event2026-03-31
Filed2026-04-07
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
60.69%
Shares172.5K
Event2026-03-31
Filed2026-04-07
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
-2.11%
Shares29.8K
Event2026-03-31
Filed2026-04-07
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
-1.32%
Shares196.9K
Event2026-03-31
Filed2026-04-07
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
New
Shares85.9K
Event2026-03-31
Filed2026-04-07
KENSINGTON CREDIT OPPORTUNITIES ETF
KENSINGTON CREDIT OPPORTUNITIES ETF
New
Shares322.8K
Event2026-03-31
Filed2026-04-07
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
0.61%
Shares271.1K
Event2026-03-31
Filed2026-04-07
PM
PHILIP MORRIS INTL INC COM
6.70%
Shares47.6K
Event2026-03-31
Filed2026-04-07
UBER
UBER TECHNOLOGIES INC COM
64.82%
Shares105.3K
Event2026-03-31
Filed2026-04-07
IBM
INTERNATIONAL BUSINESS MACHS COM
6.76%
Shares30.9K
Event2026-03-31
Filed2026-04-07
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
1.31%
Shares311.2K
Event2026-03-31
Filed2026-04-07
MO
ALTRIA GROUP INC COM
16.21%
Shares109.5K
Event2026-03-31
Filed2026-04-07
NFLX
NETFLIX INC. COM
11.03%
Shares74.8K
Event2026-03-31
Filed2026-04-07
PG
PROCTER & GAMBLE CO COM
3.11%
Shares48.4K
Event2026-03-31
Filed2026-04-07
MERCK & CO INC COM
MERCK & CO INC COM
378.33%
Shares57.8K
Event2026-03-31
Filed2026-04-07
CMI
CUMMINS INC COM
-1.60%
Shares12.9K
Event2026-03-31
Filed2026-04-07
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
6.25%
Shares79.9K
Event2026-03-31
Filed2026-04-07
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
2.06%
Shares146.8K
Event2026-03-31
Filed2026-04-07
GSY
INVESCO ULTRA SHORT DURATION ETF
269553.06%
Shares132.1K
Event2026-03-31
Filed2026-04-07
AEP
AMERICAN ELEC PWR CO INC COM
10.22%
Shares50.5K
Event2026-03-31
Filed2026-04-07
LST
LEUTHOLD SELECT INDUSTRIES ETF
New
Shares161.6K
Event2026-03-31
Filed2026-04-07
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
-1.15%
Shares151.3K
Event2026-03-31
Filed2026-04-07
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-3.64%
Shares92.1K
Event2026-03-31
Filed2026-04-07
GEM
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
4.50%
Shares148.3K
Event2026-03-31
Filed2026-04-07
ET
ENERGY TRANSFER L P COM UT LTD PTN
13.20%
Shares332.0K
Event2026-03-31
Filed2026-04-07
AVLC
AVANTIS U.S. LARGE CAP EQUITY ETF
4.19%
Shares81.6K
Event2026-03-31
Filed2026-04-07
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
12.28%
Shares141.5K
Event2026-03-31
Filed2026-04-07
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
11.24%
Shares156.6K
Event2026-03-31
Filed2026-04-07
CAH
CARDINAL HEALTH INC COM
-5.74%
Shares29.5K
Event2026-03-31
Filed2026-04-07
EPD
ENTERPRISE PRODS PARTNERS L P COM
7.57%
Shares163.3K
Event2026-03-31
Filed2026-04-07
WMT
WALMART INC COM
2.10%
Shares48.8K
Event2026-03-31
Filed2026-04-07
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
5.65%
Shares137.9K
Event2026-03-31
Filed2026-04-07
CVX
CHEVRON CORPORATION COM
7.00%
Shares28.1K
Event2026-03-31
Filed2026-04-07
GILD
GILEAD SCIENCES INC COM
2670.49%
Shares41.6K
Event2026-03-31
Filed2026-04-07
CSCO
CISCO SYS INC COM
-2.42%
Shares74.3K
Event2026-03-31
Filed2026-04-07
KHPI
KENSINGTON HEDGED PREMIUM INCOME ETF
19.70%
Shares237.3K
Event2026-03-31
Filed2026-04-07
SCHH
SCHWAB U.S. REIT ETF
13.02%
Shares264.8K
Event2026-03-31
Filed2026-04-07
TIP
ISHARES TIPS BOND ETF
2.82%
Shares51.5K
Event2026-03-31
Filed2026-04-07
BLV
VANGUARD LONG-TERM BOND ETF
7.65%
Shares82.3K
Event2026-03-31
Filed2026-04-07
TLT
ISHARES 20 YEAR TREASURY BOND ETF
64.60%
Shares64.8K
Event2026-03-31
Filed2026-04-07
EFG
ISHARES MSCI EAFE GROWTH ETF
41.90%
Shares50.3K
Event2026-03-31
Filed2026-04-07
MPLX
MPLX LP COM UNIT REP LTD
4.35%
Shares97.7K
Event2026-03-31
Filed2026-04-07
ADC
AGREE RLTY CORP COM
10.75%
Shares73.5K
Event2026-03-31
Filed2026-04-07
AVIG
AVANTIS CORE FIXED INCOME ETF
11.22%
Shares132.8K
Event2026-03-31
Filed2026-04-07
ILF
ISHARES LATIN AMERICA 40 ETF
1494.27%
Shares154.4K
Event2026-03-31
Filed2026-04-07
PH
PARKER-HANNIFIN CORP COM
-5.86%
Shares6.1K
Event2026-03-31
Filed2026-04-07
GEV
GE VERNOVA INC COM
-2.07%
Shares6.2K
Event2026-03-31
Filed2026-04-07
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-17.84%
Shares174.5K
Event2026-03-31
Filed2026-04-07
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
-4.73%
Shares125.5K
Event2026-03-31
Filed2026-04-07
EWY
ISHARES MSCI SOUTH KOREA ETF
New
Shares43.3K
Event2026-03-31
Filed2026-04-07
INTC
INTEL CORP COM
210.51%
Shares120.0K
Event2026-03-31
Filed2026-04-07
MS
MORGAN STANLEY COM NEW
1.48%
Shares32.1K
Event2026-03-31
Filed2026-04-07
MLI
MUELLER INDS INC COM
3.88%
Shares47.1K
Event2026-03-31
Filed2026-04-07
ORCL
ORACLE CORP COM
11.11%
Shares35.1K
Event2026-03-31
Filed2026-04-07
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
-1.03%
Shares119.0K
Event2026-03-31
Filed2026-04-07
THG
HANOVER INS GROUP INC COM
12.17%
Shares29.2K
Event2026-03-31
Filed2026-04-07
XOM
EXXON MOBIL CORP COM
24.76%
Shares29.8K
Event2026-03-31
Filed2026-04-07
EPOL
ISHARES MSCI POLAND ETF
-1.04%
Shares137.7K
Event2026-03-31
Filed2026-04-07
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
30.15%
Shares166.1K
Event2026-03-31
Filed2026-04-07
COST
COSTCO WHOLESALE CORPORATION COM
4.39%
Shares5.0K
Event2026-03-31
Filed2026-04-07
JHMD
JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF
13.80%
Shares117.9K
Event2026-03-31
Filed2026-04-07
PWR
QUANTA SVCS INC COM
4.73%
Shares9.0K
Event2026-03-31
Filed2026-04-07
UNM
UNUM GROUP COM
14.89%
Shares67.9K
Event2026-03-31
Filed2026-04-07
ORI
OLD REP INTL CORP COM
10.57%
Shares123.0K
Event2026-03-31
Filed2026-04-07
JHML
JOHN HANCOCK MULTIFACTOR LARGE CAP ETF
13.86%
Shares61.8K
Event2026-03-31
Filed2026-04-07
GE AEROSPACE COM NEW
GE AEROSPACE COM NEW
2.57%
Shares17.0K
Event2026-03-31
Filed2026-04-07
PNOV
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
-1.54%
Shares117.4K
Event2026-03-31
Filed2026-04-07
EIS
ISHARES MSCI ISRAEL ETF
-13.38%
Shares41.3K
Event2026-03-31
Filed2026-04-07
DTE
DTE ENERGY CO COM
-48.09%
Shares32.7K
Event2026-03-31
Filed2026-04-07
EWJ
ISHARES MSCI JAPAN ETF
119.73%
Shares55.8K
Event2026-03-31
Filed2026-04-07
AXP
AMERICAN EXPRESS CO COM
-0.64%
Shares15.4K
Event2026-03-31
Filed2026-04-07
PGR
PROGRESSIVE CORP COM
12.06%
Shares23.3K
Event2026-03-31
Filed2026-04-07
MAIN
MAIN STR CAP CORP COM
15.15%
Shares86.9K
Event2026-03-31
Filed2026-04-07
BERKSHIRE HATHAWAY INC DEL CL B NEW
BERKSHIRE HATHAWAY INC DEL CL B NEW
5.36%
Shares9.5K
Event2026-03-31
Filed2026-04-07
IYW
ISHARES U.S. TECHNOLOGY ETF
-41.53%
Shares25.0K
Event2026-03-31
Filed2026-04-07
LAM RESEARCH CORP COM NEW
LAM RESEARCH CORP COM NEW
-21.53%
Shares20.9K
Event2026-03-31
Filed2026-04-07
SPMO
INVESCO S&P 500 MOMENTUM ETF
5.41%
Shares39.5K
Event2026-03-31
Filed2026-04-07
VB
VANGUARD SMALL-CAP ETF
-2.24%
Shares16.5K
Event2026-03-31
Filed2026-04-07
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
6.44%
Shares53.3K
Event2026-03-31
Filed2026-04-07
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
25.41%
Shares247.5K
Event2026-03-31
Filed2026-04-07
PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
16.58%
Shares107.1K
Event2026-03-31
Filed2026-04-07
PLTR
PALANTIR TECHNOLOGIES INC CL A
-11.17%
Shares28.9K
Event2026-03-31
Filed2026-04-07
USRT
ISHARES CORE U.S. REIT ETF
6.16%
Shares71.0K
Event2026-03-31
Filed2026-04-07
ETY
EATON VANCE TAX-MANAGED DIVERS COM
1.96%
Shares300.0K
Event2026-03-31
Filed2026-04-07
KLAC
KLA CORP COM NEW
-0.83%
Shares2.8K
Event2026-03-31
Filed2026-04-07
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
2.97%
Shares52.4K
Event2026-03-31
Filed2026-04-07
GLOV
GOLDMAN SACHS ACTIVEBETA WORLD EQUITY ETF
-6.36%
Shares71.4K
Event2026-03-31
Filed2026-04-07
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
12.93%
Shares85.0K
Event2026-03-31
Filed2026-04-07
SPTL
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
1.62%
Shares140.6K
Event2026-03-31
Filed2026-04-07
AMD
ADVANCED MICRO DEVICES INC COM
-17.16%
Shares18.1K
Event2026-03-31
Filed2026-04-07
BCD
ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF
-18.75%
Shares101.1K
Event2026-03-31
Filed2026-04-07
EXG
EATON VANCE TAX-MANAGED GLOBAL COM
0.89%
Shares414.2K
Event2026-03-31
Filed2026-04-07
SYK
STRYKER CORPORATION COM
0.22%
Shares10.5K
Event2026-03-31
Filed2026-04-07
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-2.73%
Shares7.3K
Event2026-03-31
Filed2026-04-07
MCD
MCDONALDS CORP COM
2.74%
Shares10.9K
Event2026-03-31
Filed2026-04-07
PICK
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
-18.38%
Shares59.6K
Event2026-03-31
Filed2026-04-07
MU
MICRON TECHNOLOGY INC COM
-37.97%
Shares10.0K
Event2026-03-31
Filed2026-04-07
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
-23.99%
Shares29.7K
Event2026-03-31
Filed2026-04-07
KO
COCA COLA CO COM
-0.85%
Shares43.1K
Event2026-03-31
Filed2026-04-07
GSSC
TR ACTIVEBETA US SMALL CAP EQUITY ETF
6.00%
Shares43.6K
Event2026-03-31
Filed2026-04-07
LLY
ELI LILLY & CO COM
-12.01%
Shares3.5K
Event2026-03-31
Filed2026-04-07
FAST
FASTENAL CO COM
-5.55%
Shares68.6K
Event2026-03-31
Filed2026-04-07
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-41.93%
Shares63.1K
Event2026-03-31
Filed2026-04-07
RWJ
INVESCO S&P SMALLCAP 600 REVENUE ETF
3.19%
Shares60.6K
Event2026-03-31
Filed2026-04-07
SMH
VANECK SEMICONDUCTOR ETF
-11.53%
Shares7.9K
Event2026-03-31
Filed2026-04-07
GCOR
GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF
23.18%
Shares73.6K
Event2026-03-31
Filed2026-04-07
MGK
VANGUARD MEGA CAP GROWTH ETF
3.27%
Shares8.2K
Event2026-03-31
Filed2026-04-07
AVSC
AVANTIS U.S SMALL CAP EQUITY ETF
4.61%
Shares48.3K
Event2026-03-31
Filed2026-04-07
THW
ABRDN WORLD HEALTHCARE FUND BEN INT SHS
7.81%
Shares257.0K
Event2026-03-31
Filed2026-04-07
PMAY
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
-4.15%
Shares75.0K
Event2026-03-31
Filed2026-04-07
GS
GOLDMAN SACHS GROUP INC COM
97.64%
Shares3.5K
Event2026-03-31
Filed2026-04-07
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
3.64%
Shares26.6K
Event2026-03-31
Filed2026-04-07
NXG
NXG NEXTGEN INFRASTR INCM FD COM
15.06%
Shares52.8K
Event2026-03-31
Filed2026-04-07
NEM
NEWMONT CORP COM
-9.62%
Shares26.5K
Event2026-03-31
Filed2026-04-07
EATON CORP PLC SHS
EATON CORP PLC SHS
-0.65%
Shares8.0K
Event2026-03-31
Filed2026-04-07
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
14.78%
Shares17.4K
Event2026-03-31
Filed2026-04-07
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
14.54%
Shares77.7K
Event2026-03-31
Filed2026-04-07
VOOG
VANGUARD S&P 500 GROWTH ETF
-4.11%
Shares6.8K
Event2026-03-31
Filed2026-04-07
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
16.61%
Shares82.7K
Event2026-03-31
Filed2026-04-07
ABT
ABBOTT LABORATORIES COM
18.75%
Shares26.3K
Event2026-03-31
Filed2026-04-07
RTX
RTX CORPORATION COM
-4.59%
Shares13.9K
Event2026-03-31
Filed2026-04-07
EMR
EMERSON ELEC CO COM
15.43%
Shares20.2K
Event2026-03-31
Filed2026-04-07
ARISTA NETWORKS INC COM SHS
ARISTA NETWORKS INC COM SHS
-12.26%
Shares21.5K
Event2026-03-31
Filed2026-04-07
BK
BANK NEW YORK MELLON CORP COM
0.84%
Shares21.9K
Event2026-03-31
Filed2026-04-07
IYM
ISHARES U.S. BASIC MATERIALS ETF
6608.80%
Shares14.5K
Event2026-03-31
Filed2026-04-07
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
45.87%
Shares101.9K
Event2026-03-31
Filed2026-04-07
PANW
PALO ALTO NETWORKS INC COM
26.25%
Shares15.7K
Event2026-03-31
Filed2026-04-07
MNST
MONSTER BEVERAGE CORP NEW COM
442.10%
Shares34.4K
Event2026-03-31
Filed2026-04-07
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
1.00%
Shares43.7K
Event2026-03-31
Filed2026-04-07
CDNS
CADENCE DESIGN SYSTEM INC COM
20.18%
Shares8.9K
Event2026-03-31
Filed2026-04-07
AMGN
AMGEN INC COM
-13.28%
Shares7.0K
Event2026-03-31
Filed2026-04-07
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-20.07%
Shares16.5K
Event2026-03-31
Filed2026-04-07
CINF
CINCINNATI FINL CORP COM
37.58%
Shares15.4K
Event2026-03-31
Filed2026-04-07
SLV
ISHARES SILVER TRUST
-51.07%
Shares35.5K
Event2026-03-31
Filed2026-04-07
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
5.35%
Shares26.9K
Event2026-03-31
Filed2026-04-07
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
21.83%
Shares72.7K
Event2026-03-31
Filed2026-04-07
LMT
LOCKHEED MARTIN CORP COM
-6.02%
Shares3.9K
Event2026-03-31
Filed2026-04-07
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
4.49%
Shares33.7K
Event2026-03-31
Filed2026-04-07
TRV
TRAVELERS COMPANIES INC COM
-9.14%
Shares8.1K
Event2026-03-31
Filed2026-04-07
LOW
LOWES COS INC COM
8.44%
Shares9.9K
Event2026-03-31
Filed2026-04-07
CRWD
CROWDSTRIKE HLDGS INC CL A
5.94%
Shares6.0K
Event2026-03-31
Filed2026-04-07
DIS
DISNEY WALT CO COM
-4.16%
Shares23.9K
Event2026-03-31
Filed2026-04-07
PFE
PFIZER INC COM
-8.14%
Shares81.3K
Event2026-03-31
Filed2026-04-07
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
-1.18%
Shares6.7K
Event2026-03-31
Filed2026-04-07
HOMB
HOME BANCSHARES INC COM
-3.43%
Shares84.2K
Event2026-03-31
Filed2026-04-07
MGC
VANGUARD MEGA CAP ETF
0.55%
Shares9.4K
Event2026-03-31
Filed2026-04-07
HD
HOME DEPOT INC COM
4.77%
Shares6.8K
Event2026-03-31
Filed2026-04-07
TXN
TEXAS INSTRS INC COM
13.27%
Shares11.3K
Event2026-03-31
Filed2026-04-07
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
8.61%
Shares26.8K
Event2026-03-31
Filed2026-04-07
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
12.91%
Shares32.4K
Event2026-03-31
Filed2026-04-07
GIGB
GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF
8.73%
Shares46.8K
Event2026-03-31
Filed2026-04-07
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-20.86%
Shares19.6K
Event2026-03-31
Filed2026-04-07
EXPE
EXPEDIA GROUP INC COM NEW
-12.40%
Shares9.2K
Event2026-03-31
Filed2026-04-07
VPU
VANGUARD UTILITIES ETF
11.31%
Shares10.7K
Event2026-03-31
Filed2026-04-07
XLG
INVESCO S&P 500 TOP 50 ETF
17.68%
Shares38.8K
Event2026-03-31
Filed2026-04-07
BUFR
FT VEST LADDERED BUFFER ETF
-9.14%
Shares62.0K
Event2026-03-31
Filed2026-04-07
KR
KROGER CO COM
4.43%
Shares28.7K
Event2026-03-31
Filed2026-04-07
GGUS
MARKETBETA RUSSELL 1000 GROWTH EQUITY ETF
46.81%
Shares35.6K
Event2026-03-31
Filed2026-04-07
IYZ
ISHARES U.S. TELECOMMUNICATIONS ETF
-67.12%
Shares52.3K
Event2026-03-31
Filed2026-04-07
JHEM
JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF
10.54%
Shares59.8K
Event2026-03-31
Filed2026-04-07
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
36.27%
Shares20.2K
Event2026-03-31
Filed2026-04-07
MMM
3M CO COM
-2.44%
Shares13.9K
Event2026-03-31
Filed2026-04-07
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
3.82%
Shares21.7K
Event2026-03-31
Filed2026-04-07
T
AT&T INC COM
-6.28%
Shares68.6K
Event2026-03-31
Filed2026-04-07
BSV
VANGUARD SHORT-TERM BOND ETF
12.64%
Shares25.3K
Event2026-03-31
Filed2026-04-07
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
1.30%
Shares19.7K
Event2026-03-31
Filed2026-04-07
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-38.36%
Shares25.0K
Event2026-03-31
Filed2026-04-07
VDC
VANGUARD CONSUMER STAPLES ETF
8.25%
Shares8.7K
Event2026-03-31
Filed2026-04-07
NEE
NEXTERA ENERGY INC COM
1.82%
Shares21.0K
Event2026-03-31
Filed2026-04-07
DTM
DT MIDSTREAM INC COMMON STOCK
8.78%
Shares14.4K
Event2026-03-31
Filed2026-04-07
NOC
NORTHROP GRUMMAN CORP COM
-9.80%
Shares2.8K
Event2026-03-31
Filed2026-04-07
FTNT
FORTINET INC COM
-1.72%
Shares23.3K
Event2026-03-31
Filed2026-04-07
TGT
TARGET CORP COM
-13.09%
Shares15.6K
Event2026-03-31
Filed2026-04-07
TSCO
TRACTOR SUPPLY CO COM
-4.64%
Shares41.1K
Event2026-03-31
Filed2026-04-07
HSY
HERSHEY CO COM
0.49%
Shares8.7K
Event2026-03-31
Filed2026-04-07
IYH
ISHARES U.S. HEALTHCARE ETF
-49.44%
Shares29.2K
Event2026-03-31
Filed2026-04-07
HOOD
ROBINHOOD MKTS INC COM CL A
37.82%
Shares26.0K
Event2026-03-31
Filed2026-04-07
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
0.98%
Shares36.8K
Event2026-03-31
Filed2026-04-07
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
7.97%
Shares7.4K
Event2026-03-31
Filed2026-04-07
MET
METLIFE INC COM
1.71%
Shares24.8K
Event2026-03-31
Filed2026-04-07
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
5.85%
Shares8.7K
Event2026-03-31
Filed2026-04-07
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
-21.12%
Shares23.0K
Event2026-03-31
Filed2026-04-07
PFN
PIMCO INCOME STRATEGY FD II COM
1.05%
Shares246.6K
Event2026-03-31
Filed2026-04-07
NVG
NUVEEN AMT FREE MUN CR INC FD COM
0.18%
Shares135.8K
Event2026-03-31
Filed2026-04-07
ADI
ANALOG DEVICES INC COM
3.37%
Shares5.2K
Event2026-03-31
Filed2026-04-07
CHRW
C H ROBINSON WORLDWIDE IN COM NEW
10.12%
Shares10.0K
Event2026-03-31
Filed2026-04-07
XLB
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
9.46%
Shares33.1K
Event2026-03-31
Filed2026-04-07
COP
CONOCOPHILLIPS COM
9.50%
Shares12.5K
Event2026-03-31
Filed2026-04-07
JPC
NUVEEN PFD & INCOME OPPORTUNIT COM
-1.79%
Shares218.4K
Event2026-03-31
Filed2026-04-07
BAC
BANK AMERICA CORP COM
-3.89%
Shares33.7K
Event2026-03-31
Filed2026-04-07
AZO
AUTOZONE INC COM
1.89%
Shares486
Event2026-03-31
Filed2026-04-07
CMG
CHIPOTLE MEXICAN GRILL INC COM
0.38%
Shares51.2K
Event2026-03-31
Filed2026-04-07
IUS
INVESCO RAFI STRATEGIC US ETF
-6.76%
Shares28.1K
Event2026-03-31
Filed2026-04-07
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
14.08%
Shares16.1K
Event2026-03-31
Filed2026-04-07
QQQM
INVESCO NASDAQ 100 ETF
-89.35%
Shares6.8K
Event2026-03-31
Filed2026-04-07
ITW
ILLINOIS TOOL WKS INC COM
2.37%
Shares6.2K
Event2026-03-31
Filed2026-04-07
UNP
UNION PAC CORP COM
-9.04%
Shares6.6K
Event2026-03-31
Filed2026-04-07
SLYV
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
-4.16%
Shares17.0K
Event2026-03-31
Filed2026-04-07
CSX
CSX CORP COM
29.06%
Shares38.5K
Event2026-03-31
Filed2026-04-07
SOFI
SOFI TECHNOLOGIES INC COM
364.16%
Shares98.7K
Event2026-03-31
Filed2026-04-07
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
1.23%
Shares29.3K
Event2026-03-31
Filed2026-04-07
SHW
SHERWIN WILLIAMS CO COM
-4.53%
Shares4.9K
Event2026-03-31
Filed2026-04-07
FXL
FIRST TRUST TECHNOLOGY ALPHADEX FUND
-1.80%
Shares9.8K
Event2026-03-31
Filed2026-04-07
HDV
ISHARES CORE HIGH DIVIDEND ETF
0.15%
Shares11.4K
Event2026-03-31
Filed2026-04-07
GPIQ
GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
60.05%
Shares30.9K
Event2026-03-31
Filed2026-04-07
FITE
STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF
-1.64%
Shares17.7K
Event2026-03-31
Filed2026-04-07
FTHI
FIRST TRUST BUYWRITE INCOME ETF
9.04%
Shares66.0K
Event2026-03-31
Filed2026-04-07
CTVA
CORTEVA INC COM
1.93%
Shares18.1K
Event2026-03-31
Filed2026-04-07
GENERAL DYNAMICS CORP COM
GENERAL DYNAMICS CORP COM
0.64%
Shares4.4K
Event2026-03-31
Filed2026-04-07
EWO
ISHARES MSCI AUSTRIA ETF
-71.88%
Shares42.6K
Event2026-03-31
Filed2026-04-07
MGV
VANGUARD MEGA CAP VALUE ETF
9.00%
Shares10.4K
Event2026-03-31
Filed2026-04-07
MA
MASTERCARD INCORPORATED CL A
-4.97%
Shares3.0K
Event2026-03-31
Filed2026-04-07
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-2.47%
Shares32.5K
Event2026-03-31
Filed2026-04-07
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-0.64%
Shares29.5K
Event2026-03-31
Filed2026-04-07
SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
70.41%
Shares65.7K
Event2026-03-31
Filed2026-04-07
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
1.88%
Shares16.9K
Event2026-03-31
Filed2026-04-07
V
VISA INC COM CL A
-10.69%
Shares4.9K
Event2026-03-31
Filed2026-04-07
PPA
INVESCO AEROSPACE & DEFENSE ETF
17.39%
Shares8.9K
Event2026-03-31
Filed2026-04-07
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
1.33%
Shares24.8K
Event2026-03-31
Filed2026-04-07
CSB
VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF
0.64%
Shares23.5K
Event2026-03-31
Filed2026-04-07
VDE
VANGUARD ENERGY ETF
1.35%
Shares8.4K
Event2026-03-31
Filed2026-04-07
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
-2.09%
Shares9.9K
Event2026-03-31
Filed2026-04-07
VOOV
VANGUARD S&P 500 VALUE ETF
11.24%
Shares7.1K
Event2026-03-31
Filed2026-04-07
BMY
BRISTOL-MYERS SQUIBB CO COM
0.47%
Shares23.8K
Event2026-03-31
Filed2026-04-07
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
26.23%
Shares56.2K
Event2026-03-31
Filed2026-04-07
SCHB
SCHWAB U.S. BROAD MARKET ETF
2.11%
Shares55.4K
Event2026-03-31
Filed2026-04-07
VRT
VERTIV HOLDINGS CO COM CL A
-14.10%
Shares5.5K
Event2026-03-31
Filed2026-04-07
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
0.76%
Shares28.3K
Event2026-03-31
Filed2026-04-07
LNG
CHENIERE ENERGY INC COM NEW
9.09%
Shares4.8K
Event2026-03-31
Filed2026-04-07
BLACKROCK INC COM
BLACKROCK INC COM
-67.29%
Shares1.4K
Event2026-03-31
Filed2026-04-07
GDX
VANECK GOLD MINERS ETF
-48.39%
Shares14.9K
Event2026-03-31
Filed2026-04-07
COPX
GLOBAL X COPPER MINERS ETF
New
Shares17.9K
Event2026-03-31
Filed2026-04-07
AVDS
AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF
3.58%
Shares18.8K
Event2026-03-31
Filed2026-04-07
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-4.20%
Shares17.9K
Event2026-03-31
Filed2026-04-07
BA
BOEING CO COM
-8.45%
Shares6.7K
Event2026-03-31
Filed2026-04-07
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
-1.01%
Shares22.0K
Event2026-03-31
Filed2026-04-07
EIPI
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
1.46%
Shares59.2K
Event2026-03-31
Filed2026-04-07
GOVT
ISHARES U.S. TREASURY BOND ETF
272.58%
Shares57.4K
Event2026-03-31
Filed2026-04-07
BLCR
ISHARES LARGE CAP CORE ACTIVE ETF
New
Shares31.6K
Event2026-03-31
Filed2026-04-07
ABRDN PHYSICAL GOLD SHARES ETF
ABRDN PHYSICAL GOLD SHARES ETF
-27.80%
Shares29.0K
Event2026-03-31
Filed2026-04-07
F
FORD MTR CO COM
-6.92%
Shares111.4K
Event2026-03-31
Filed2026-04-07
DLR
DIGITAL RLTY TR INC COM
8.88%
Shares7.1K
Event2026-03-31
Filed2026-04-07
SHLD
GLOBAL X DEFENSE TECH ETF
-54.84%
Shares18.1K
Event2026-03-31
Filed2026-04-07
GROZ
ZACKS FOCUS GROWTH ETF
23.63%
Shares46.5K
Event2026-03-31
Filed2026-04-07
MBB
ISHARES MBS ETF
12.87%
Shares13.4K
Event2026-03-31
Filed2026-04-07
RYAN
RYAN SPECIALTY HOLDINGS INC CL A
3.18%
Shares37.3K
Event2026-03-31
Filed2026-04-07
KMB
KIMBERLY-CLARK CORP COM
4.88%
Shares13.0K
Event2026-03-31
Filed2026-04-07
VGI
VIRTUS GLOBAL MULTI-SECTOR INC COM
16.18%
Shares169.8K
Event2026-03-31
Filed2026-04-07
XCEM
COLUMBIA EM CORE EX-CHINA ETF
-6.60%
Shares30.7K
Event2026-03-31
Filed2026-04-07
FDVV
FIDELITY HIGH DIVIDEND ETF
-23.32%
Shares22.7K
Event2026-03-31
Filed2026-04-07
CME
CME GROUP INC COM
17.94%
Shares4.2K
Event2026-03-31
Filed2026-04-07
IDEF
ISHARES DEFENSE INDUSTRIALS ACTIVE ETF
New
Shares38.0K
Event2026-03-31
Filed2026-04-07
FTC
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
-6.34%
Shares8.0K
Event2026-03-31
Filed2026-04-07
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-1.78%
Shares26.7K
Event2026-03-31
Filed2026-04-07
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
59.66%
Shares48.8K
Event2026-03-31
Filed2026-04-07
UVV
UNIVERSAL CORP VA MTNS BK ENT COM
5.04%
Shares23.0K
Event2026-03-31
Filed2026-04-07
VLU
STATE STREET SPDR S&P 1500 VALUE TILT ETF
4.74%
Shares5.6K
Event2026-03-31
Filed2026-04-07
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
100.53%
Shares12.7K
Event2026-03-31
Filed2026-04-07
PAYX
PAYCHEX INC COM
4.59%
Shares13.0K
Event2026-03-31
Filed2026-04-07
ECL
ECOLAB INC COM
14.48%
Shares4.5K
Event2026-03-31
Filed2026-04-07
NLR
VANECK URANIUM AND NUCLEAR ETF
616.59%
Shares8.9K
Event2026-03-31
Filed2026-04-07
IEFA
ISHARES CORE MSCI EAFE ETF
-7.77%
Shares13.0K
Event2026-03-31
Filed2026-04-07
VZ
VERIZON COMMUNICATIONS INC COM
3.35%
Shares23.4K
Event2026-03-31
Filed2026-04-07
ESGU
ISHARES ESG AWARE MSCI USA ETF
1.40%
Shares8.2K
Event2026-03-31
Filed2026-04-07
CSHI
NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF
11.34%
Shares23.4K
Event2026-03-31
Filed2026-04-07
QCOM
QUALCOMM INC COM
9.32%
Shares9.0K
Event2026-03-31
Filed2026-04-07
DUKE ENERGY CORP NEW COM NEW
DUKE ENERGY CORP NEW COM NEW
40.43%
Shares8.8K
Event2026-03-31
Filed2026-04-07
EVV
EATON VANCE LIMITED DURATION I COM
-5.43%
Shares121.7K
Event2026-03-31
Filed2026-04-07
BDX
BECTON DICKINSON & CO COM
-11.62%
Shares7.3K
Event2026-03-31
Filed2026-04-07
NEA
NUVEEN AMT FREE QLTY MUN INCME COM
48.37%
Shares101.8K
Event2026-03-31
Filed2026-04-07
BNDC
FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND
36.55%
Shares50.8K
Event2026-03-31
Filed2026-04-07
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
19.87%
Shares29.1K
Event2026-03-31
Filed2026-04-07
SO
SOUTHERN CO COM
3.18%
Shares11.6K
Event2026-03-31
Filed2026-04-07
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-5.36%
Shares2.6K
Event2026-03-31
Filed2026-04-07
AVRE
AVANTIS REAL ESTATE ETF
4.23%
Shares25.0K
Event2026-03-31
Filed2026-04-07
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
57.55%
Shares22.0K
Event2026-03-31
Filed2026-04-07
TAN
INVESCO SOLAR ETF
81616.67%
Shares19.6K
Event2026-03-31
Filed2026-04-07
OIH
VANECK OIL SERVICES ETF
-62.10%
Shares2.7K
Event2026-03-31
Filed2026-04-07
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
39.38%
Shares39.0K
Event2026-03-31
Filed2026-04-07
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
0.57%
Shares13.3K
Event2026-03-31
Filed2026-04-07
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-0.66%
Shares18.5K
Event2026-03-31
Filed2026-04-07
ISHARES GOLD TRUST
ISHARES GOLD TRUST
-36.80%
Shares12.2K
Event2026-03-31
Filed2026-04-07
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-16.43%
Shares22.3K
Event2026-03-31
Filed2026-04-07
FITB
FIFTH THIRD BANCORP COM
224.52%
Shares23.0K
Event2026-03-31
Filed2026-04-07
QTUM
DEFIANCE QUANTUM ETF
1146.34%
Shares9.9K
Event2026-03-31
Filed2026-04-07
FJP
FIRST TRUST JAPAN ALPHADEX FUND
New
Shares14.6K
Event2026-03-31
Filed2026-04-07
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
77.97%
Shares21.3K
Event2026-03-31
Filed2026-04-07
UPS
UNITED PARCEL SVCS INC CL B
0.19%
Shares10.7K
Event2026-03-31
Filed2026-04-07
BAUG
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
-1.73%
Shares21.0K
Event2026-03-31
Filed2026-04-07
FBND
FIDELITY TOTAL BOND ETF
25.13%
Shares22.4K
Event2026-03-31
Filed2026-04-07
FPXI
FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
-5.89%
Shares16.5K
Event2026-03-31
Filed2026-04-07
NCV
VIRTUS CONVERTIBLE & INCOME FD COM NEW
326.12%
Shares68.2K
Event2026-03-31
Filed2026-04-07
D
DOMINION ENERGY INC COM
-0.09%
Shares16.2K
Event2026-03-31
Filed2026-04-07
WM
WASTE MGMT INC DEL COM
0.79%
Shares4.3K
Event2026-03-31
Filed2026-04-07
VGLT
VANGUARD LONG-TERM TREASURY ETF
-0.96%
Shares17.8K
Event2026-03-31
Filed2026-04-07
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
15.40%
Shares19.5K
Event2026-03-31
Filed2026-04-07
IWV
ISHARES RUSSELL 3000 ETF
-11.99%
Shares2.6K
Event2026-03-31
Filed2026-04-07
VBK
VANGUARD SMALL-CAP GROWTH ETF
-0.80%
Shares3.2K
Event2026-03-31
Filed2026-04-07
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-80.46%
Shares8.9K
Event2026-03-31
Filed2026-04-07
FTGS
FIRST TRUST GROWTH STRENGTH ETF
-7.98%
Shares28.1K
Event2026-03-31
Filed2026-04-07
MAGS
ROUNDHILL MAGNIFICENT SEVEN ETF
-20.60%
Shares16.4K
Event2026-03-31
Filed2026-04-07
XLRE
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
-1.78%
Shares23.2K
Event2026-03-31
Filed2026-04-07
BNOV
INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER
-1.25%
Shares21.8K
Event2026-03-31
Filed2026-04-07
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-4.92%
Shares9.4K
Event2026-03-31
Filed2026-04-07
GTIP
GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF
8.72%
Shares19.0K
Event2026-03-31
Filed2026-04-07
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
3.07%
Shares4.5K
Event2026-03-31
Filed2026-04-07
FCG
FIRST TRUST NATURAL GAS ETF
New
Shares29.1K
Event2026-03-31
Filed2026-04-07
HON
HONEYWELL INTL INC COM
19.31%
Shares4.1K
Event2026-03-31
Filed2026-04-07
XHS
STATE STREET SPDR S&P HEALTH CARE SERVICES ETF
-2.94%
Shares9.1K
Event2026-03-31
Filed2026-04-07
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
-5.06%
Shares9.7K
Event2026-03-31
Filed2026-04-07
SPYI
NEOS S&P 500 HIGH INCOME ETF
-7.03%
Shares18.4K
Event2026-03-31
Filed2026-04-07
AVES
AVANTIS EMERGING MARKETS VALUE ETF
3.27%
Shares15.1K
Event2026-03-31
Filed2026-04-07
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
1.06%
Shares14.4K
Event2026-03-31
Filed2026-04-07
LCTU
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
1.88%
Shares12.6K
Event2026-03-31
Filed2026-04-07
VIG
VANGUARD DIVIDEND APPRECIATION ETF
11.97%
Shares4.1K
Event2026-03-31
Filed2026-04-07
CEG
CONSTELLATION ENERGY CORP COM
7.01%
Shares3.1K
Event2026-03-31
Filed2026-04-07
MUB
ISHARES NATIONAL MUNI BOND ETF
-1.45%
Shares8.3K
Event2026-03-31
Filed2026-04-07
PDI
PIMCO DYNAMIC INCOME FD SHS
15.34%
Shares51.3K
Event2026-03-31
Filed2026-04-07
FSEP
FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER
-0.22%
Shares17.2K
Event2026-03-31
Filed2026-04-07
PHM
PULTE GROUP INC COM
-0.27%
Shares7.3K
Event2026-03-31
Filed2026-04-07
ICE
INTERCONTINENTAL EXCHANGE INC COM
8.87%
Shares5.4K
Event2026-03-31
Filed2026-04-07
JHSC
JOHN HANCOCK MULTIFACTOR SMALL CAP ETF
11.67%
Shares19.6K
Event2026-03-31
Filed2026-04-07
NOCT
INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER
1.03%
Shares14.8K
Event2026-03-31
Filed2026-04-07
GEMD
GOLDMAN SACHS ACCESS EMERGING MARKETS USD BOND ETF
-11.92%
Shares20.0K
Event2026-03-31
Filed2026-04-07
EOG
EOG RES INC COM
6.48%
Shares5.7K
Event2026-03-31
Filed2026-04-07
JKHY
HENRY JACK & ASSOC INC COM
2.02%
Shares5.2K
Event2026-03-31
Filed2026-04-07
BILS
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-18.99%
Shares8.2K
Event2026-03-31
Filed2026-04-07
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
10.32%
Shares7.3K
Event2026-03-31
Filed2026-04-07
ALB
ALBEMARLE CORP COM
-4.36%
Shares4.5K
Event2026-03-31
Filed2026-04-07
SOXX
ISHARES SEMICONDUCTOR ETF
-67.54%
Shares2.4K
Event2026-03-31
Filed2026-04-07
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
42.90%
Shares17.2K
Event2026-03-31
Filed2026-04-07
NSC
NORFOLK SOUTHN CORP COM
-5.05%
Shares2.8K
Event2026-03-31
Filed2026-04-07
COIN
COINBASE GLOBAL INC COM CL A
11.77%
Shares4.5K
Event2026-03-31
Filed2026-04-07
AMAT
APPLIED MATLS INC COM
-28.15%
Shares2.3K
Event2026-03-31
Filed2026-04-07
WSO
WATSCO INC COM
-9.96%
Shares2.2K
Event2026-03-31
Filed2026-04-07
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
23.70%
Shares15.8K
Event2026-03-31
Filed2026-04-07
ICVT
ISHARES CONVERTIBLE BOND ETF
-4.63%
Shares7.7K
Event2026-03-31
Filed2026-04-07
SNDK
SANDISK CORP COM
-17.76%
Shares1.2K
Event2026-03-31
Filed2026-04-07
DE
DEERE & CO COM
10.38%
Shares1.4K
Event2026-03-31
Filed2026-04-07
ARKX
ARK SPACE & DEFENSE INNOVATION ETF
1556.36%
Shares26.5K
Event2026-03-31
Filed2026-04-07
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
0.80%
Shares17.4K
Event2026-03-31
Filed2026-04-07
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
-80.32%
Shares8.1K
Event2026-03-31
Filed2026-04-07
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-5.70%
Shares3.3K
Event2026-03-31
Filed2026-04-07
AIS
VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF
New
Shares18.3K
Event2026-03-31
Filed2026-04-07
NJAN
INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY
30.10%
Shares14.3K
Event2026-03-31
Filed2026-04-07
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
-8.53%
Shares15.0K
Event2026-03-31
Filed2026-04-07
EMN
EASTMAN CHEM CO COM
-14.52%
Shares10.0K
Event2026-03-31
Filed2026-04-07
DVY
ISHARES SELECT DIVIDEND ETF
-33.96%
Shares5.0K
Event2026-03-31
Filed2026-04-07
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-81.23%
Shares6.8K
Event2026-03-31
Filed2026-04-07
DTCR
GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF
18489.88%
Shares31.2K
Event2026-03-31
Filed2026-04-07
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
0.00%
Shares21.0K
Event2026-03-31
Filed2026-04-07
FOCT
FT VEST U.S. EQUITY BUFFER ETF - OCTOBER
-1.26%
Shares15.6K
Event2026-03-31
Filed2026-04-07
FAPR
FT VEST U.S. EQUITY BUFFER ETF - APRIL
0.32%
Shares16.5K
Event2026-03-31
Filed2026-04-07
FMAR
FT VEST US EQUITY BUFFER ETF - MARCH
-1.27%
Shares15.2K
Event2026-03-31
Filed2026-04-07
IGPT
INVESCO AI AND NEXT GEN SOFTWARE ETF
New
Shares12.7K
Event2026-03-31
Filed2026-04-07
WPM
WHEATON PRECIOUS METALS CORP COM
4.09%
Shares5.6K
Event2026-03-31
Filed2026-04-07
BFEB
INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
115.81%
Shares15.3K
Event2026-03-31
Filed2026-04-07
FJUL
FT VEST U.S. EQUITY BUFFER ETF - JULY
-0.69%
Shares13.3K
Event2026-03-31
Filed2026-04-07
FJUN
FT VEST U.S. EQUITY BUFFER ETF - JUNE
-0.37%
Shares12.8K
Event2026-03-31
Filed2026-04-07
FJAN
FT VEST US EQUITY BUFFER ETF - JANUARY
-1.55%
Shares14.4K
Event2026-03-31
Filed2026-04-07
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
40.89%
Shares14.8K
Event2026-03-31
Filed2026-04-07
ARKQ
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
45571.43%
Shares6.4K
Event2026-03-31
Filed2026-04-07
CL
COLGATE PALMOLIVE CO COM
-12.77%
Shares8.4K
Event2026-03-31
Filed2026-04-07
AIPO
DEFIANCE AI & POWER INFRASTRUCTURE ETF
New
Shares28.8K
Event2026-03-31
Filed2026-04-07
PYPL
PAYPAL HLDGS INC COM
-3.97%
Shares15.9K
Event2026-03-31
Filed2026-04-07
TDTT
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
17.01%
Shares29.6K
Event2026-03-31
Filed2026-04-07
FMAY
FT VEST U.S. EQUITY BUFFER FUND - MAY
-1.26%
Shares13.6K
Event2026-03-31
Filed2026-04-07
FAUG
FT VEST U.S. EQUITY BUFFER ETF - AUGUST
-0.85%
Shares13.8K
Event2026-03-31
Filed2026-04-07
WELL
WELLTOWER INC COM
-0.33%
Shares3.6K
Event2026-03-31
Filed2026-04-07
FNOV
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
-0.98%
Shares13.3K
Event2026-03-31
Filed2026-04-07
DOL
WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND
-0.07%
Shares10.5K
Event2026-03-31
Filed2026-04-07
FFEB
FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
-1.65%
Shares12.7K
Event2026-03-31
Filed2026-04-07
CUBE
CUBESMART COM
-15.56%
Shares19.4K
Event2026-03-31
Filed2026-04-07
ASML
ASML HLDG NV N Y REGISTRY SHS
-32.83%
Shares536
Event2026-03-31
Filed2026-04-07
FDEC
FT VEST US EQUITY BUFFER ETF - DECEMBER
-1.76%
Shares14.2K
Event2026-03-31
Filed2026-04-07
FBCG
FIDELITY BLUE CHIP GROWTH ETF
-2.19%
Shares14.0K
Event2026-03-31
Filed2026-04-07
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
-4.93%
Shares4.2K
Event2026-03-31
Filed2026-04-07
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-0.09%
Shares5.8K
Event2026-03-31
Filed2026-04-07
SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
4.06%
Shares14.7K
Event2026-03-31
Filed2026-04-07
SKOR
FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND
-6.37%
Shares14.1K
Event2026-03-31
Filed2026-04-07
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
1.13%
Shares8.7K
Event2026-03-31
Filed2026-04-07
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
6.66%
Shares6.3K
Event2026-03-31
Filed2026-04-07
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-9.52%
Shares14.2K
Event2026-03-31
Filed2026-04-07
CSL
CARLISLE COS INC COM
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-07
UNH
UNITEDHEALTH GROUP INC COM
-21.99%
Shares2.5K
Event2026-03-31
Filed2026-04-07
ISRG
INTUITIVE SURGICAL INC COM NEW
41.23%
Shares1.4K
Event2026-03-31
Filed2026-04-07
PEP
PEPSICO INC COM
55.12%
Shares4.2K
Event2026-03-31
Filed2026-04-07
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-32.49%
Shares7.9K
Event2026-03-31
Filed2026-04-07
SMBS
SCHWAB MORTGAGE-BACKED SECURITIES ETF
1539.13%
Shares25.6K
Event2026-03-31
Filed2026-04-07
VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF
5.08%
Shares8.6K
Event2026-03-31
Filed2026-04-07
UTWO
US TREASURY 2 YEAR NOTE ETF
27.58%
Shares13.3K
Event2026-03-31
Filed2026-04-07
SON
SONOCO PRODS CO COM
-14.21%
Shares11.8K
Event2026-03-31
Filed2026-04-07
MSIF
MSC INCOME FUND INC COM
319.51%
Shares51.7K
Event2026-03-31
Filed2026-04-07
BJUL
INNOVATOR U.S. EQUITY BUFFER ETF - JULY
-0.46%
Shares12.7K
Event2026-03-31
Filed2026-04-07
SYY
SYSCO CORP COM
53.04%
Shares8.8K
Event2026-03-31
Filed2026-04-07
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-78.60%
Shares11.9K
Event2026-03-31
Filed2026-04-07
CCD
CALAMOS DYNAMIC CONV & INCOME COM
-55.30%
Shares29.2K
Event2026-03-31
Filed2026-04-07
AFL
AFLAC INC COM
33.59%
Shares5.7K
Event2026-03-31
Filed2026-04-07
VTWO
VANGUARD RUSSELL 2000 ETF
350.69%
Shares6.2K
Event2026-03-31
Filed2026-04-07
VLO
VALERO ENERGY CORP COM
106.15%
Shares2.5K
Event2026-03-31
Filed2026-04-07
ED
CONSOLIDATED EDISON INC COM
40.40%
Shares5.4K
Event2026-03-31
Filed2026-04-07
GUT
GABELLI UTIL TR COM
28.99%
Shares99.8K
Event2026-03-31
Filed2026-04-07
IWR
ISHARES RUSSELL MIDCAP ETF
-1.48%
Shares6.2K
Event2026-03-31
Filed2026-04-07
DSI
ISHARES ESG MSCI KLD 400 ETF
1.23%
Shares4.9K
Event2026-03-31
Filed2026-04-07
JHCB
JOHN HANCOCK CORPORATE BOND ETF
25.17%
Shares28.0K
Event2026-03-31
Filed2026-04-07
RGTI
RIGETTI COMPUTING INC COMMON STOCK
111.23%
Shares41.8K
Event2026-03-31
Filed2026-04-07
BJUN
INNOVATOR U.S. EQUITY BUFFER ETF - JUNE
-3.17%
Shares12.7K
Event2026-03-31
Filed2026-04-07
SRV
NXG CUSHING MIDSTREAM ENERGY COM NEW
574.36%
Shares13.2K
Event2026-03-31
Filed2026-04-07
ATO
ATMOS ENERGY CORP COM
35.51%
Shares3.2K
Event2026-03-31
Filed2026-04-07
THE CIGNA GROUP COM
THE CIGNA GROUP COM
127.00%
Shares2.2K
Event2026-03-31
Filed2026-04-07
USXF
ISHARES ESG ADVANCED MSCI USA ETF
-9.52%
Shares10.5K
Event2026-03-31
Filed2026-04-07
JPME
JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF
-3.82%
Shares5.1K
Event2026-03-31
Filed2026-04-07
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-72.81%
Shares1.5K
Event2026-03-31
Filed2026-04-07
BOCT
INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER
-1.68%
Shares12.0K
Event2026-03-31
Filed2026-04-07
DEO
DIAGEO PLC SPON ADR NEW
-18.03%
Shares7.7K
Event2026-03-31
Filed2026-04-07
WFC
WELLS FARGO & CO COM
15.76%
Shares7.1K
Event2026-03-31
Filed2026-04-07
IWD
ISHARES RUSSELL 1000 VALUE ETF
-3.41%
Shares2.6K
Event2026-03-31
Filed2026-04-07
AJAN
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028
0.00%
Shares20.1K
Event2026-03-31
Filed2026-04-07
WDC
WESTERN DIGITAL CORP COM
-80.96%
Shares2.0K
Event2026-03-31
Filed2026-04-07
DAL
DELTA AIR LINES INC COM NEW
-7.30%
Shares8.2K
Event2026-03-31
Filed2026-04-07
NAD
NUVEEN QUALITY MUNCP INCOME FD COM
139.61%
Shares47.4K
Event2026-03-31
Filed2026-04-07
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
-9.72%
Shares10.5K
Event2026-03-31
Filed2026-04-07
EME
EMCOR GROUP INC COM
-1.48%
Shares734
Event2026-03-31
Filed2026-04-07
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
30.90%
Shares2.2K
Event2026-03-31
Filed2026-04-07
FSMD
FIDELITY SMALL-MID MULTIFACTOR ETF
7.99%
Shares11.9K
Event2026-03-31
Filed2026-04-07
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-1.18%
Shares5.0K
Event2026-03-31
Filed2026-04-07
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
4.40%
Shares8.9K
Event2026-03-31
Filed2026-04-07

Call Option Holdings
MICRON TECHNOLOGY INC COM Call
MICRON TECHNOLOGY INC COM
New
Shares1.0K
Event2026-03-31
Filed2026-04-07
MICROSOFT CORP COM Call
MICROSOFT CORP COM
New
Shares100
Event2026-03-31
Filed2026-04-07
ISHARES MSCI SOUTH KOREA ETF Call
ISHARES MSCI SOUTH KOREA ETF
New
Shares100
Event2026-03-31
Filed2026-04-07
SUPER MICRO COMPUTER INC COM NEW Call
SUPER MICRO COMPUTER INC COM NEW
New
Shares100
Event2026-03-31
Filed2026-04-07

Put Option Holdings
No put option holdings data available