Sponsored
The Analysis of CREATIVE FINANCIAL DESIGNS INC /ADV's Holdings & P&L
Currently, CREATIVE FINANCIAL DESIGNS INC /ADV holds 2162 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in VTV (+221.1K shares, valued at $43.4M), PTL (+130.9K shares, valued at $32.8M), JBND (+233.5K shares, valued at $12.6M); decreased their positions in SPYV (-692.8K shares, valued at $39.2M), PYLD (-534.9K shares, valued at $14.0M), VGSH (-188.6K shares, valued at $11.0M); initiated new positions in JBND (+233.5K shares, valued at $12.6M), MBSF (+349.6K shares, valued at $8.9M), EVSD (+139.4K shares, valued at $7.1M).
1M P&L
+40.4M+2.44%
3M P&L
-239.6M-12.37%
HY P&L
-165.9M-8.91%
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/A1.3B
83.7%
2Consumer Electronics31.6M
2.0%
3Drug Manufacturers - General30.6M
1.9%
Top Industries by Stock Count
1N/A1013 stocks
50.2%
2Banks - Regional37 stocks
1.8%
3Software - Infrastructure33 stocks
1.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF353.3K shares3.68%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST140.6K shares1.11%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FIS TRUST FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF FIS TRUST FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF114.6K sharesnew addition2026-03-312026-04-13
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW5.7K shares-1.91%2026-03-312026-04-13
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF12.4K shares56.93%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF30.6K shares6.26%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF11.8K shares-40.53%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF5.0K shares-18.42%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
OAEM ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI11.1K shares4.90%2026-03-312026-04-13
Sponsored
FEDERAL RLTY INVT TR NEW SH BEN INT NEW FEDERAL RLTY INVT TR NEW SH BEN INT NEW4.1K shares403.60%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
CERY STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E11.0K shares-13.36%2026-03-312026-04-13
SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF17.4K shares136.18%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
FRANKLIN SHORT-TERM MUNICIPAL INCOME ETF FRANKLIN SHORT-TERM MUNICIPAL INCOME ETF35.1K sharesnew addition2026-03-312026-04-13
Sponsored
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF7.9K shares-0.38%2026-03-312026-04-13
Sponsored
CSPF COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF11.8K sharesnew addition2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
BDVL ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT10.6K sharesnew addition2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS566 shares16.70%2026-03-312026-04-13
Sponsored
VTV
90.66%VANGUARD VALUE ETF
Shares465.1K
Event2026-03-31
Filed2026-04-13
VGIT
5.71%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares711.4K
Event2026-03-31
Filed2026-04-13
BKIE
8.32%BNY MELLON INTERNATIONAL EQUITY ETF
Shares445.1K
Event2026-03-31
Filed2026-04-13
PTL
831.41%INSPIRE 500 ETF
Shares146.6K
Event2026-03-31
Filed2026-04-13
AAPL
-0.33%APPLE INC COM
Shares124.4K
Event2026-03-31
Filed2026-04-13
SPTS
3.12%STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
Shares1.0M
Event2026-03-31
Filed2026-04-13
VONG
-8.98%VANGUARD RUSSELL 1000 GROWTH ETF
Shares263.7K
Event2026-03-31
Filed2026-04-13
TPIF
30.12%TIMOTHY PLAN INTERNATIONAL ETF
Shares778.8K
Event2026-03-31
Filed2026-04-13
AMZN
7.28%AMAZON COM INC COM
Shares129.0K
Event2026-03-31
Filed2026-04-13
LLY
-0.96%ELI LILLY & CO COM
Shares28.3K
Event2026-03-31
Filed2026-04-13
VUG
3.58%VANGUARD GROWTH ETF
Shares58.4K
Event2026-03-31
Filed2026-04-13
IBD
7.02%INSPIRE CORPORATE BOND ETF
Shares1.1M
Event2026-03-31
Filed2026-04-13
VCSH
2.63%VANGUARD SHORT TERM CORP BOND FD ETF
Shares316.5K
Event2026-03-31
Filed2026-04-13
SLQD
-3.88%ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares469.6K
Event2026-03-31
Filed2026-04-13
CGDV
-10.55%CAPITAL GROUP DIVIDEND VALUE ETF
Shares554.7K
Event2026-03-31
Filed2026-04-13
FBND
-0.04%FIDELITY TOTAL BOND ETF
Shares478.0K
Event2026-03-31
Filed2026-04-13
GLRY
75.65%INSPIRE GROWTH ETF
Shares587.5K
Event2026-03-31
Filed2026-04-13
VPU
2.96%VANGUARD UTILITIES ETF
Shares106.7K
Event2026-03-31
Filed2026-04-13
MGK
3.13%VANGUARD MEGA CAP GROWTH ETF
Shares54.1K
Event2026-03-31
Filed2026-04-13
SPHQ
-9.93%INVESCO S&P 500 QUALITY ETF
Shares226.5K
Event2026-03-31
Filed2026-04-13
UITB
1.53%VICTORYSHARES CORE INTERMEDIATE BOND ETF
Shares361.1K
Event2026-03-31
Filed2026-04-13
PIZ
0.46%INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF
Shares342.7K
Event2026-03-31
Filed2026-04-13
VGSH
-41.39%VANGUARD SHORT-TERM TREASURY ETF
Shares267.0K
Event2026-03-31
Filed2026-04-13
COWZ
3.07%PACER US CASH COWS 100 ETF
Shares249.5K
Event2026-03-31
Filed2026-04-13
IMCB
3.88%ISHARES MORNINGSTAR MID-CAP ETF
Shares186.4K
Event2026-03-31
Filed2026-04-13
PTNQ
0.98%PACER TRENDPILOT 100 ETF
Shares185.3K
Event2026-03-31
Filed2026-04-13
VWO
3.70%VANGUARD FTSE EMERGING MARKETS ETF
Shares239.9K
Event2026-03-31
Filed2026-04-13
JBND
NewJPMORGAN ACTIVE BOND ETF
Shares233.5K
Event2026-03-31
Filed2026-04-13
INVESCO QQQ TRUST SERIES I
3.23%INVESCO QQQ TRUST SERIES I
Shares21.6K
Event2026-03-31
Filed2026-04-13
TPSC
-0.69%TIMOTHY PLAN US SMALL CAP CORE ETF
Shares289.5K
Event2026-03-31
Filed2026-04-13
WWJD
-13.39%INSPIRE INTERNATIONAL ETF
Shares328.1K
Event2026-03-31
Filed2026-04-13
IUSV
2.39%ISHARES CORE S&P US VALUE ETF
Shares119.4K
Event2026-03-31
Filed2026-04-13
IMCG
-0.46%ISHARES MORNINGSTAR MID-CAP GROWTH ETF
Shares152.7K
Event2026-03-31
Filed2026-04-13
VCIT
1901.82%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares139.7K
Event2026-03-31
Filed2026-04-13
VANGUARD S&P 500 ETF
2.60%VANGUARD S&P 500 ETF
Shares18.7K
Event2026-03-31
Filed2026-04-13
SPSB
3.68%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares353.3K
Event2026-03-31
Filed2026-04-13
BUFR
89.11%FT VEST LADDERED BUFFER ETF
Shares314.0K
Event2026-03-31
Filed2026-04-13
VEA
16.78%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares161.3K
Event2026-03-31
Filed2026-04-13
NVDA
-2.47%NVIDIA CORPORATION COM
Shares58.5K
Event2026-03-31
Filed2026-04-13
ELCV
-37.99%EVENTIDE HIGH DIVIDEND ETF
Shares348.8K
Event2026-03-31
Filed2026-04-13
FDLS
58.26%INSPIRE FIDELIS MULTI FACTOR ETF
Shares271.5K
Event2026-03-31
Filed2026-04-13
EFV
-3.26%ISHARES MSCI EAFE VALUE INDEX ETF
Shares129.6K
Event2026-03-31
Filed2026-04-13
USTB
0.57%VICTORYSHARES SHORT-TERM BOND ETF
Shares185.9K
Event2026-03-31
Filed2026-04-13
LQTI
5.43%FT VEST INVESTMENT GRADE & TARGET INCOME ETF
Shares470.2K
Event2026-03-31
Filed2026-04-13
SPYV
-81.00%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares162.5K
Event2026-03-31
Filed2026-04-13
VYM
1.45%VANGUARD HIGH DIVIDEND YIELD
Shares60.8K
Event2026-03-31
Filed2026-04-13
MBSF
NewREGAN FLOATING RATE MBS ETF
Shares349.6K
Event2026-03-31
Filed2026-04-13
AVUV
6.31%AVANTIS U.S. SMALL CAP VALUE ETF
Shares74.0K
Event2026-03-31
Filed2026-04-13
VGT
-5.09%VANGUARD INFORMATION TECHNOLOGY ETF
Shares11.5K
Event2026-03-31
Filed2026-04-13
TPLC
197.76%TIMOTHY PLAN US LARGE/MID CAP CORE ETF
Shares167.8K
Event2026-03-31
Filed2026-04-13
SCHZ
5.47%SCHWAB US AGGREGATE BOND ETF
Shares332.3K
Event2026-03-31
Filed2026-04-13
CAT
2.34%CATERPILLAR INC COM
Shares10.5K
Event2026-03-31
Filed2026-04-13
EDIV
1.44%STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
Shares188.5K
Event2026-03-31
Filed2026-04-13
CGMS
2.39%CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
Shares271.9K
Event2026-03-31
Filed2026-04-13
IJH
3.70%ISHARES CORE S&P MID CAP ETF
Shares109.6K
Event2026-03-31
Filed2026-04-13
EVSD
NewEATON VANCE SHORT DURATION INCOME ETF
Shares139.4K
Event2026-03-31
Filed2026-04-13
JPIB
1.11%JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
Shares140.6K
Event2026-03-31
Filed2026-04-13
JPST
-6.89%JPMORGAN ULTRA-SHORT INCOME ETF
Shares130.6K
Event2026-03-31
Filed2026-04-13
JMEE
0.54%JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
Shares98.8K
Event2026-03-31
Filed2026-04-13
SPEM
-0.47%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares134.7K
Event2026-03-31
Filed2026-04-13
SPY
-3.84%STATE STREET SPDR S&P 500 ETF
Shares9.6K
Event2026-03-31
Filed2026-04-13
CGUS
3.96%CAPITAL GROUP CORE EQUITY ETF
Shares160.2K
Event2026-03-31
Filed2026-04-13
SCHG
-1.85%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares205.0K
Event2026-03-31
Filed2026-04-13
FDG
-1.04%AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF
Shares51.8K
Event2026-03-31
Filed2026-04-13
XLE
2.61%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares95.9K
Event2026-03-31
Filed2026-04-13
ALPHABET INC CAP STK CL A
-0.32%ALPHABET INC CAP STK CL A
Shares20.4K
Event2026-03-31
Filed2026-04-13
IEFA
4.79%ISHARES CORE MSCI EAFE ETF
Shares64.3K
Event2026-03-31
Filed2026-04-13
KNG
4.50%FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
Shares116.1K
Event2026-03-31
Filed2026-04-13
CVX
-6.43%CHEVRON CORPORATION COM
Shares27.0K
Event2026-03-31
Filed2026-04-13
VBK
5.55%VANGUARD SMALL CAP GROWTH ETF
Shares18.4K
Event2026-03-31
Filed2026-04-13
PTBD
2.58%PACER TRENDPILOT US BOND ETF
Shares284.8K
Event2026-03-31
Filed2026-04-13
IQLT
0.15%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares115.2K
Event2026-03-31
Filed2026-04-13
DYNF
2.04%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares91.2K
Event2026-03-31
Filed2026-04-13
SDVD
4.05%FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
Shares244.0K
Event2026-03-31
Filed2026-04-13
RDVI
6.13%FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
Shares203.0K
Event2026-03-31
Filed2026-04-13
BUFQ
7.39%FT VEST LADDERED NASDAQ BUFFER ETF
Shares143.4K
Event2026-03-31
Filed2026-04-13
STIP
-14.31%ISHARES 0-5 YEAR TIPS BOND ETF
Shares48.1K
Event2026-03-31
Filed2026-04-13
FLRT
8.54%PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF
Shares105.0K
Event2026-03-31
Filed2026-04-13
PPA
-2.54%INVESCO AEROSPACE & DEFENSE ETF
Shares29.3K
Event2026-03-31
Filed2026-04-13
XLF
1.76%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares91.1K
Event2026-03-31
Filed2026-04-13
MGV
-15.71%VANGUARD MEGA CAP VALUE ETF
Shares29.9K
Event2026-03-31
Filed2026-04-13
MSFT
2.65%MICROSOFT CORP COM
Shares11.5K
Event2026-03-31
Filed2026-04-13
SPAB
2.18%STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
Shares165.7K
Event2026-03-31
Filed2026-04-13
XMMO
3.60%INVESCO S&P MIDCAP MOMENTUM ETF
Shares28.9K
Event2026-03-31
Filed2026-04-13
VO
1.51%VANGUARD MID-CAP ETF
Shares14.3K
Event2026-03-31
Filed2026-04-13
FLV
-0.12%AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF
Shares53.7K
Event2026-03-31
Filed2026-04-13
ILTB
-0.61%ISHARES CORE 10 YEAR USD BOND ETF
Shares83.4K
Event2026-03-31
Filed2026-04-13
IYW
-24.80%ISHARES U.S. TECHNOLOGY ETF
Shares22.4K
Event2026-03-31
Filed2026-04-13
VSS
2.65%VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
Shares27.6K
Event2026-03-31
Filed2026-04-13
VFMV
2.23%VANGUARD U.S. MINIMUM VOLATILITY ETF
Shares30.1K
Event2026-03-31
Filed2026-04-13
VTEB
16.24%VANGUARD TAX-EXEMPT BOND ETF
Shares80.0K
Event2026-03-31
Filed2026-04-13
JIVE
NewJPMORGAN INTERNATIONAL VALUE ETF
Shares45.0K
Event2026-03-31
Filed2026-04-13
DGRO
1.62%ISHARES CORE DIVIDEND GROWTH ETF
Shares54.7K
Event2026-03-31
Filed2026-04-13
HYEM
2.56%VANECK EMERGING MARKETS HIGH YIELD BOND ETF
Shares192.1K
Event2026-03-31
Filed2026-04-13
ALTO
-3.45%ALTO INGREDIENTS INC COM
Shares769.9K
Event2026-03-31
Filed2026-04-13
BIBL
-70.47%INSPIRE 100 ETF
Shares78.8K
Event2026-03-31
Filed2026-04-13
SPYM
12.26%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares47.9K
Event2026-03-31
Filed2026-04-13
GARP
NewISHARES MSCI USA QUALITY GARP ETF
Shares56.7K
Event2026-03-31
Filed2026-04-13
VHT
1.50%VANGUARD HEALTH CARE ETF
Shares13.2K
Event2026-03-31
Filed2026-04-13
TSLA
-8.64%TESLA INC COM
Shares9.7K
Event2026-03-31
Filed2026-04-13
IHI
1.82%ISHARES U.S. MEDICAL DEVICES ETF
Shares67.0K
Event2026-03-31
Filed2026-04-13
CGMU
25.96%CAPITAL GROUP MUNICIPAL INCOME ETF
Shares128.8K
Event2026-03-31
Filed2026-04-13
FIS TRUST FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF
NewFIS TRUST FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF
Shares114.6K
Event2026-03-31
Filed2026-04-13
CITIGROUP INC COM NEW
0.66%CITIGROUP INC COM NEW
Shares29.7K
Event2026-03-31
Filed2026-04-13
SCHR
24.80%SCHWAB INTERMEDIATE-TERM US TREASURY ETF
Shares135.3K
Event2026-03-31
Filed2026-04-13
TLT
13.56%ISHARES 20 YEAR TREASURY BOND ETF
Shares38.6K
Event2026-03-31
Filed2026-04-13
RDVY
1.53%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares48.9K
Event2026-03-31
Filed2026-04-13
IWL
-2.45%ISHARES RUSSELL TOP 200 ETF
Shares20.3K
Event2026-03-31
Filed2026-04-13
VBR
-7.94%VANGUARD SMALL CAP VALUE ETF
Shares15.0K
Event2026-03-31
Filed2026-04-13
SCHF
13.59%SCHWAB INTERNATIONAL EQUITY ETF
Shares129.8K
Event2026-03-31
Filed2026-04-13
VB
-2.25%VANGUARD SMALL-CAP ETF
Shares12.2K
Event2026-03-31
Filed2026-04-13
DUKE ENERGY CORP NEW COM NEW
1.27%DUKE ENERGY CORP NEW COM NEW
Shares24.1K
Event2026-03-31
Filed2026-04-13
XLRE
2.59%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares74.2K
Event2026-03-31
Filed2026-04-13
XOM
-3.60%EXXON MOBIL CORP COM
Shares17.8K
Event2026-03-31
Filed2026-04-13
ALPHABET INC CAP STK CL C
-2.92%ALPHABET INC CAP STK CL C
Shares10.3K
Event2026-03-31
Filed2026-04-13
TPHD
-34.00%TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
Shares71.1K
Event2026-03-31
Filed2026-04-13
USRT
1.53%ISHARES CORE U.S. REIT ETF
Shares48.9K
Event2026-03-31
Filed2026-04-13
XLK
-39.20%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares21.2K
Event2026-03-31
Filed2026-04-13
FIS CHRISTIAN STOCK FUND
14.47%FIS CHRISTIAN STOCK FUND
Shares85.4K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL CL B NEW
-1.91%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares5.7K
Event2026-03-31
Filed2026-04-13
MUB
-3.25%ISHARES NATIONAL MUNI BOND ETF
Shares25.6K
Event2026-03-31
Filed2026-04-13
IVW
2.99%ISHARES S&P 500 GROWTH ETF
Shares23.8K
Event2026-03-31
Filed2026-04-13
GPIQ
0.35%GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
Shares51.2K
Event2026-03-31
Filed2026-04-13
PINS
67.46%PINTEREST INC CL A
Shares137.0K
Event2026-03-31
Filed2026-04-13
FLIN
3.36%FRANKLIN FTSE INDIA ETF
Shares75.5K
Event2026-03-31
Filed2026-04-13
KO
23.94%COCA COLA CO COM
Shares32.4K
Event2026-03-31
Filed2026-04-13
PTLC
1.05%PACER TRENDPILOT US LARGE CAP ETF
Shares46.3K
Event2026-03-31
Filed2026-04-13
VOT
11.17%VANGUARD MID-CAP GROWTH ETF
Shares9.4K
Event2026-03-31
Filed2026-04-13
INVESCO S&P 500 EQUAL WEIGHT ETF
56.93%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares12.4K
Event2026-03-31
Filed2026-04-13
PLTR
10.26%PALANTIR TECHNOLOGIES INC CL A
Shares16.3K
Event2026-03-31
Filed2026-04-13
ESUM
29.24%EVENTIDE US MARKET ETF
Shares88.6K
Event2026-03-31
Filed2026-04-13
KEYS
-2.44%KEYSIGHT TECHNOLOGIES INC COM
Shares8.1K
Event2026-03-31
Filed2026-04-13
COST
4.67%COSTCO WHOLESALE CORPORATION COM
Shares2.3K
Event2026-03-31
Filed2026-04-13
MBB
-2.10%ISHARES MBS ETF
Shares24.0K
Event2026-03-31
Filed2026-04-13
SDVY
2.99%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares56.9K
Event2026-03-31
Filed2026-04-13
PEP
16.98%PEPSICO INC COM
Shares14.4K
Event2026-03-31
Filed2026-04-13
SCHO
2.26%SCHWAB SHORT-TERM US TREASURY ETF
Shares90.4K
Event2026-03-31
Filed2026-04-13
SCHX
0.51%SCHWAB U.S. LARGE-CAP ETF
Shares85.1K
Event2026-03-31
Filed2026-04-13
OKE
0.43%ONEOK INC NEW COM
Shares24.0K
Event2026-03-31
Filed2026-04-13
JHMM
-1.18%JOHN HANCOCK MULTIFACTOR MID CAP ETF
Shares31.8K
Event2026-03-31
Filed2026-04-13
ONEV
32.52%STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF
Shares15.7K
Event2026-03-31
Filed2026-04-13
IVE
10.12%ISHARES S&P 500 VALUE ETF
Shares9.9K
Event2026-03-31
Filed2026-04-13
XMHQ
4.82%INVESCO S&P MIDCAP QUALITY ETF
Shares20.3K
Event2026-03-31
Filed2026-04-13
EQWL
3.55%INVESCO S&P 100 EQUAL WEIGHT ETF
Shares18.1K
Event2026-03-31
Filed2026-04-13
GEV
-3.89%GE VERNOVA INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-13
AMGN
-22.67%AMGEN INC COM
Shares5.9K
Event2026-03-31
Filed2026-04-13
IOO
-38.88%ISHARES GLOBAL 100 ETF
Shares17.0K
Event2026-03-31
Filed2026-04-13
T
-5.61%AT&T INC COM
Shares70.0K
Event2026-03-31
Filed2026-04-13
PSC
-13.99%PRINCIPAL U.S. SMALL-CAP ETF
Shares35.3K
Event2026-03-31
Filed2026-04-13
ISMD
-72.48%INSPIRE SMALL/MID CAP ETF
Shares50.0K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC COM
-4.30%MERCK & CO INC COM
Shares16.5K
Event2026-03-31
Filed2026-04-13
PYPL
10.23%PAYPAL HLDGS INC COM
Shares43.7K
Event2026-03-31
Filed2026-04-13
IVV
-14.80%ISHARES CORE S&P 500 ETF
Shares3.0K
Event2026-03-31
Filed2026-04-13
FMDE
16.67%FIDELITY ENHANCED MID CAP ETF
Shares54.1K
Event2026-03-31
Filed2026-04-13
UBER
2.56%UBER TECHNOLOGIES INC COM
Shares26.7K
Event2026-03-31
Filed2026-04-13
FDRR
4.39%FIDELITY DIVIDEND ETF FOR RISING RATES
Shares32.5K
Event2026-03-31
Filed2026-04-13
BROADCOM INC COM
3.41%BROADCOM INC COM
Shares6.2K
Event2026-03-31
Filed2026-04-13
AMCOR PLC COM NEW
NewAMCOR PLC COM NEW
Shares47.7K
Event2026-03-31
Filed2026-04-13
CGW
2.75%INVESCO S&P GLOBAL WATER INDEX ETF
Shares29.4K
Event2026-03-31
Filed2026-04-13
OWL
6131.98%BLUE OWL CAPITAL INC COM CL A
Shares201.7K
Event2026-03-31
Filed2026-04-13
FLOT
-3.18%ISHARES FLOATING RATE BOND ETF
Shares35.5K
Event2026-03-31
Filed2026-04-13
WMT
64.85%WALMART INC COM
Shares14.4K
Event2026-03-31
Filed2026-04-13
IDHQ
3.35%INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF
Shares49.5K
Event2026-03-31
Filed2026-04-13
IUSB
5.47%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares37.3K
Event2026-03-31
Filed2026-04-13
SPMO
-10.47%INVESCO S&P 500 MOMENTUM ETF
Shares15.3K
Event2026-03-31
Filed2026-04-13
TFC
0.55%TRUIST FINL CORP COM
Shares37.3K
Event2026-03-31
Filed2026-04-13
VTI
5.24%VANGUARD TOTAL STOCK MARKET ETF
Shares5.3K
Event2026-03-31
Filed2026-04-13
ILDR
-20.69%FIRST TRUST INNOVATION LEADERS ETF
Shares56.2K
Event2026-03-31
Filed2026-04-13
BLES
10.99%INSPIRE GLOBAL HOPE ETF
Shares37.4K
Event2026-03-31
Filed2026-04-13
RY
-2.40%ROYAL BK CDA COM
Shares10.2K
Event2026-03-31
Filed2026-04-13
VTIP
-1.13%VANGUARD SHORT TERM INFL-PROTECTED
Shares33.0K
Event2026-03-31
Filed2026-04-13
UPS
-2.55%UNITED PARCEL SVCS INC CL B
Shares16.6K
Event2026-03-31
Filed2026-04-13
PR
1.73%PERMIAN RESOURCES CORP CLASS A COM
Shares76.4K
Event2026-03-31
Filed2026-04-13
TROW
31.40%PRICE T ROWE GROUP INC COM
Shares17.8K
Event2026-03-31
Filed2026-04-13
QUAL
-16.04%ISHARES MSCI USA QUALITY FACTOR ETF
Shares8.2K
Event2026-03-31
Filed2026-04-13
PSA
3.86%PUBLIC STORAGE OPER CO COM
Shares5.7K
Event2026-03-31
Filed2026-04-13
BINC
3.63%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares29.8K
Event2026-03-31
Filed2026-04-13
SCMB
3.09%SCHWAB MUNICIPAL BOND ETF
Shares60.6K
Event2026-03-31
Filed2026-04-13
IBM
-11.93%INTERNATIONAL BUSINESS MACHS COM
Shares6.3K
Event2026-03-31
Filed2026-04-13
PG
7.70%PROCTER & GAMBLE CO COM
Shares10.5K
Event2026-03-31
Filed2026-04-13
RWL
NewINVESCO S&P 500 REVENUE ETF
Shares13.2K
Event2026-03-31
Filed2026-04-13
NJUL
0.00%INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY
Shares21.1K
Event2026-03-31
Filed2026-04-13
ILCG
1.21%ISHARES MORNINGSTAR GROWTH ETF
Shares15.3K
Event2026-03-31
Filed2026-04-13
PLD
-3.28%PROLOGIS INC. COM
Shares11.1K
Event2026-03-31
Filed2026-04-13
JPM
1.51%JPMORGAN CHASE & CO COM
Shares5.0K
Event2026-03-31
Filed2026-04-13
VWOB
1.30%VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
Shares22.1K
Event2026-03-31
Filed2026-04-13
GLD
-23.88%SPDR GOLD ETF
Shares3.4K
Event2026-03-31
Filed2026-04-13
HBAN
6.60%HUNTINGTON BANCSHARES INC COM
Shares92.2K
Event2026-03-31
Filed2026-04-13
TSM
1.41%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares4.3K
Event2026-03-31
Filed2026-04-13
XTEN
6.26%BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
Shares30.6K
Event2026-03-31
Filed2026-04-13
JAAA
3.07%JANUS HENDERSON AAA CLO ETF
Shares27.8K
Event2026-03-31
Filed2026-04-13
VIOG
-0.01%VANGUARD S&P SMALL-CAP 600 GROWTH ETF
Shares11.2K
Event2026-03-31
Filed2026-04-13
WY
6.84%WEYERHAEUSER CO COM NEW
Shares56.8K
Event2026-03-31
Filed2026-04-13
FTCS
3.50%FIRST TRUST CAPITAL STRENGTH ETF
Shares14.9K
Event2026-03-31
Filed2026-04-13
FRTY
-0.55%ALGER MID CAP 40 ETF
Shares70.9K
Event2026-03-31
Filed2026-04-13
VIS
25.62%VANGUARD INDUSTRIALS ETF
Shares4.3K
Event2026-03-31
Filed2026-04-13
TXN
5.17%TEXAS INSTRS INC COM
Shares6.9K
Event2026-03-31
Filed2026-04-13
SCHE
-0.04%SCHWAB EMERGING MARKETS EQUITY ETF
Shares40.4K
Event2026-03-31
Filed2026-04-13
JIRE
-6.29%JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
Shares17.4K
Event2026-03-31
Filed2026-04-13
HD
2.83%HOME DEPOT INC COM
Shares4.0K
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC SHS
-17.17%MEDTRONIC PLC SHS
Shares15.0K
Event2026-03-31
Filed2026-04-13
REZ
5.69%ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
Shares15.5K
Event2026-03-31
Filed2026-04-13
ICVT
10.59%ISHARES CONVERTIBLE BOND ETF
Shares12.6K
Event2026-03-31
Filed2026-04-13
CORO
NewISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
Shares40.0K
Event2026-03-31
Filed2026-04-13
VIG
0.12%VANGUARD DIVIDEND APPRECIATION ETF
Shares5.9K
Event2026-03-31
Filed2026-04-13
BAI
14.30%ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
Shares38.4K
Event2026-03-31
Filed2026-04-13
AVEM
20.38%AVANTIS EMERGING MARKETS EQUITY ETF
Shares15.4K
Event2026-03-31
Filed2026-04-13
SGOV
693.19%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares12.3K
Event2026-03-31
Filed2026-04-13
LMT
-53.55%LOCKHEED MARTIN CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-13
PBTP
3.80%INVESCO 0-5 YR US TIPS ETF
Shares47.2K
Event2026-03-31
Filed2026-04-13
SPHY
0.42%STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
Shares52.3K
Event2026-03-31
Filed2026-04-13
AMD
5.08%ADVANCED MICRO DEVICES INC COM
Shares5.9K
Event2026-03-31
Filed2026-04-13
WTAI
-5.43%WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND
Shares42.2K
Event2026-03-31
Filed2026-04-13
AFL
56.52%AFLAC INC COM
Shares10.8K
Event2026-03-31
Filed2026-04-13
CSX
-3.07%CSX CORP COM
Shares28.6K
Event2026-03-31
Filed2026-04-13
SCHP
-5.24%SCHWAB US TIPS ETF
Shares43.1K
Event2026-03-31
Filed2026-04-13
ISRG
907.69%INTUITIVE SURGICAL INC COM NEW
Shares2.5K
Event2026-03-31
Filed2026-04-13
NOC
3.59%NORTHROP GRUMMAN CORP COM
Shares1.7K
Event2026-03-31
Filed2026-04-13
JNJ
-0.84%JOHNSON & JOHNSON COM
Shares4.6K
Event2026-03-31
Filed2026-04-13
COWG
11.56%PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
Shares32.3K
Event2026-03-31
Filed2026-04-13
SCHV
140.80%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares35.6K
Event2026-03-31
Filed2026-04-13
VGUS
83.94%VANGUARD ULTRA-SHORT TREASURY ETF
Shares14.3K
Event2026-03-31
Filed2026-04-13
FNDX
-0.96%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares37.7K
Event2026-03-31
Filed2026-04-13
VTWO
109.98%VANGUARD RUSSELL 2000 ETF
Shares10.1K
Event2026-03-31
Filed2026-04-13
IRM
7007.19%IRON MTN INC DEL COM
Shares9.9K
Event2026-03-31
Filed2026-04-13
MU
7.68%MICRON TECHNOLOGY INC COM
Shares3.0K
Event2026-03-31
Filed2026-04-13
XLC
1.72%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares8.7K
Event2026-03-31
Filed2026-04-13
DVN
722.77%DEVON ENERGY CORP NEW COM
Shares19.1K
Event2026-03-31
Filed2026-04-13
SPDW
14.90%SPDR S&P WORLD EX-US
Shares20.6K
Event2026-03-31
Filed2026-04-13
BIL
-8.20%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares10.2K
Event2026-03-31
Filed2026-04-13
EATON CORP PLC SHS
2.19%EATON CORP PLC SHS
Shares2.6K
Event2026-03-31
Filed2026-04-13
NOCT
1.36%INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER
Shares16.4K
Event2026-03-31
Filed2026-04-13
CRWD
-2.48%CROWDSTRIKE HLDGS INC CL A
Shares2.4K
Event2026-03-31
Filed2026-04-13
BND
3.40%VANGUARD TOTAL BOND MARKET ETF
Shares12.5K
Event2026-03-31
Filed2026-04-13
NEE
-24.42%NEXTERA ENERGY INC COM
Shares9.8K
Event2026-03-31
Filed2026-04-13
SILA
-8.54%SILA REALTY TRUST INC COMMON STOCK
Shares38.4K
Event2026-03-31
Filed2026-04-13
XLU
4.16%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares19.7K
Event2026-03-31
Filed2026-04-13
XLI
1.55%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares5.6K
Event2026-03-31
Filed2026-04-13
SPYG
29.94%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares9.2K
Event2026-03-31
Filed2026-04-13
LHX
-3.34%L3HARRIS TECHNOLOGIES INC COM
Shares2.6K
Event2026-03-31
Filed2026-04-13
BAC
2.44%BANK AMERICA CORP COM
Shares18.2K
Event2026-03-31
Filed2026-04-13
CRM
3.03%SALESFORCE INC COM
Shares4.7K
Event2026-03-31
Filed2026-04-13
META
-19.85%META PLATFORMS INC CL A
Shares1.5K
Event2026-03-31
Filed2026-04-13
PANW
1.13%PALO ALTO NETWORKS INC COM
Shares5.5K
Event2026-03-31
Filed2026-04-13
LQD
5.46%ISHARES IBOXX CORPORATE BOND ETF
Shares8.0K
Event2026-03-31
Filed2026-04-13
VXUS
62.16%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares11.2K
Event2026-03-31
Filed2026-04-13
INVESCO S&P 500 LOW VOLATILITY ETF
-40.53%INVESCO S&P 500 LOW VOLATILITY ETF
Shares11.8K
Event2026-03-31
Filed2026-04-13
GLDM
-11.53%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares9.3K
Event2026-03-31
Filed2026-04-13
NAPR
0.00%INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL
Shares15.5K
Event2026-03-31
Filed2026-04-13
JANU
-19.78%ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF
Shares31.0K
Event2026-03-31
Filed2026-04-13
USB
-0.26%US BANCORP COM NEW
Shares15.9K
Event2026-03-31
Filed2026-04-13
HRL
-55.78%HORMEL FOODS CORP COM
Shares36.4K
Event2026-03-31
Filed2026-04-13
AGZ
-11.84%ISHARES AGENCY BOND ETF
Shares7.5K
Event2026-03-31
Filed2026-04-13
KMB
-50.84%KIMBERLY-CLARK CORP COM
Shares8.5K
Event2026-03-31
Filed2026-04-13
EVTR
-0.52%EATON VANCE TOTAL RETURN BOND ETF
Shares16.0K
Event2026-03-31
Filed2026-04-13
SLB
-0.57%SLB LIMITED COM STK
Shares15.7K
Event2026-03-31
Filed2026-04-13
SDCI
15.15%USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND
Shares29.6K
Event2026-03-31
Filed2026-04-13
SCHA
11.09%SCHWAB U.S. SMALL-CAP ETF
Shares27.7K
Event2026-03-31
Filed2026-04-13
ACWX
12927.78%ISHARES MSCI ACWI EX U.S. ETF
Shares11.7K
Event2026-03-31
Filed2026-04-13
FIXD
-36.51%FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
Shares18.2K
Event2026-03-31
Filed2026-04-13
SUB
-2.52%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares7.4K
Event2026-03-31
Filed2026-04-13
MCD
-20.30%MCDONALDS CORP COM
Shares2.5K
Event2026-03-31
Filed2026-04-13
ORCL
-12.41%ORACLE CORP COM
Shares5.3K
Event2026-03-31
Filed2026-04-13
FTF
19.10%FRANKLIN LTD DURATION INCOME T COM
Shares133.9K
Event2026-03-31
Filed2026-04-13
IYK
12.19%ISHARES U.S. CONSUMER STAPLES ETF
Shares11.1K
Event2026-03-31
Filed2026-04-13
ATO
-23.43%ATMOS ENERGY CORP COM
Shares4.2K
Event2026-03-31
Filed2026-04-13
RSG
1.82%REPUBLIC SVCS INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-13
FEOE
NewFIRST EAGLE OVERSEAS EQUITY ETF
Shares15.3K
Event2026-03-31
Filed2026-04-13
QGRW
1.92%WISDOMTREE U.S. QUALITY GROWTH FUND
Shares14.4K
Event2026-03-31
Filed2026-04-13
V
18.05%VISA INC COM CL A
Shares2.5K
Event2026-03-31
Filed2026-04-13
IMTM
-7.50%ISHARES MSCI INTL MOMENTUM FACTOR ETF
Shares15.9K
Event2026-03-31
Filed2026-04-13
IAGG
10.86%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares14.9K
Event2026-03-31
Filed2026-04-13
SCHI
-1.14%SCHWAB 5-10 YEAR CORPORATE BOND ETF
Shares32.8K
Event2026-03-31
Filed2026-04-13
NJAN
0.00%INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY
Shares13.9K
Event2026-03-31
Filed2026-04-13
WPM
-7.53%WHEATON PRECIOUS METALS CORP COM
Shares5.6K
Event2026-03-31
Filed2026-04-13
THRO
8.77%ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
Shares20.3K
Event2026-03-31
Filed2026-04-13
GOVT
116.96%ISHARES U.S. TREASURY BOND ETF
Shares31.9K
Event2026-03-31
Filed2026-04-13
XSVM
5.63%INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF
Shares12.0K
Event2026-03-31
Filed2026-04-13
FV
-46.64%FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
Shares11.7K
Event2026-03-31
Filed2026-04-13
SLV
-53.52%ISHARES SILVER TRUST
Shares10.2K
Event2026-03-31
Filed2026-04-13
FIX
-6.12%COMFORT SYS USA INC COM
Shares506
Event2026-03-31
Filed2026-04-13
APD
-27.40%AIR PRODUCTS AND CHEMICALS INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-13
IJS
-1.62%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares5.8K
Event2026-03-31
Filed2026-04-13
IJR
-10.68%ISHARES CORE S&P SMALL CAP ETF
Shares5.5K
Event2026-03-31
Filed2026-04-13
CLM
3.15%CORNERSTONE STRATEGIC INVESTME COM
Shares94.0K
Event2026-03-31
Filed2026-04-13
FSCO
-9.04%FS CREDIT OPPORTUNITIES CORP COMMON STOCK
Shares134.1K
Event2026-03-31
Filed2026-04-13
VDC
-1.90%VANGUARD CONSUMER STAPLES ETF
Shares3.0K
Event2026-03-31
Filed2026-04-13
CMI
2.93%CUMMINS INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-13
IEF
43.76%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares7.0K
Event2026-03-31
Filed2026-04-13
IWF
-1.76%ISHARES RUSSELL 1000 GROWTH ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
BIV
3.10%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares8.6K
Event2026-03-31
Filed2026-04-13
FPE
-2.14%FIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares36.4K
Event2026-03-31
Filed2026-04-13
BKH
228.92%BLACK HILLS CORP COM
Shares9.3K
Event2026-03-31
Filed2026-04-13
UNP
-1.03%UNION PAC CORP COM
Shares2.6K
Event2026-03-31
Filed2026-04-13
SPMD
36.08%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares10.6K
Event2026-03-31
Filed2026-04-13
PJUL
-2.43%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
Shares13.6K
Event2026-03-31
Filed2026-04-13
SYY
-24.32%SYSCO CORP COM
Shares8.7K
Event2026-03-31
Filed2026-04-13
PPG
-27.40%PPG INDS INC COM
Shares5.8K
Event2026-03-31
Filed2026-04-13
PM
4.60%PHILIP MORRIS INTL INC COM
Shares3.8K
Event2026-03-31
Filed2026-04-13
VENTURE GLOBAL INC COM CL A
10666.85%VENTURE GLOBAL INC COM CL A
Shares39.3K
Event2026-03-31
Filed2026-04-13
FNDF
-2.39%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares12.7K
Event2026-03-31
Filed2026-04-13
SHYG
19.31%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares14.6K
Event2026-03-31
Filed2026-04-13
TIPX
1.84%STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF
Shares32.0K
Event2026-03-31
Filed2026-04-13
MTUM
-28.11%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares2.6K
Event2026-03-31
Filed2026-04-13
VZ
-55.67%VERIZON COMMUNICATIONS INC COM
Shares12.2K
Event2026-03-31
Filed2026-04-13
AIRR
-22.65%FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares5.5K
Event2026-03-31
Filed2026-04-13
VOOV
0.03%VANGUARD S&P 500 VALUE ETF
Shares3.0K
Event2026-03-31
Filed2026-04-13
ES
-28.12%EVERSOURCE ENERGY COM
Shares8.7K
Event2026-03-31
Filed2026-04-13
GS
1.73%GOLDMAN SACHS GROUP INC COM
Shares704
Event2026-03-31
Filed2026-04-13
DOV
192.10%DOVER CORP COM
Shares2.8K
Event2026-03-31
Filed2026-04-13
XLSR
-0.75%STATE STREET US SECTOR ROTATION ETF
Shares10.1K
Event2026-03-31
Filed2026-04-13
ABT
202.41%ABBOTT LABORATORIES COM
Shares5.7K
Event2026-03-31
Filed2026-04-13
IEMG
-55.31%ISHARES CORE MSCI EMERGING MKTS
Shares8.3K
Event2026-03-31
Filed2026-04-13
AGZD
-3.65%WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
Shares25.0K
Event2026-03-31
Filed2026-04-13
EVENTIDE LARGE CAP VALUE ETF
72.25%EVENTIDE LARGE CAP VALUE ETF
Shares21.3K
Event2026-03-31
Filed2026-04-13
XLV
-82.57%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares3.8K
Event2026-03-31
Filed2026-04-13
PNR
174.74%PENTAIR PLC SHS
Shares6.4K
Event2026-03-31
Filed2026-04-13
NNOV
1.02%INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER
Shares19.8K
Event2026-03-31
Filed2026-04-13
CINF
305.81%CINCINNATI FINL CORP COM
Shares3.5K
Event2026-03-31
Filed2026-04-13
FISR
12.04%STATE STREET FIXED INCOME SECTOR ROTATION ETF
Shares21.3K
Event2026-03-31
Filed2026-04-13
FJAN
-3.72%FT VEST US EQUITY BUFFER ETF - JANUARY
Shares10.9K
Event2026-03-31
Filed2026-04-13
XLY
-18.42%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares5.0K
Event2026-03-31
Filed2026-04-13
ESS
-25.12%ESSEX PPTY TR INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-13
AEP
9.76%AMERICAN ELEC PWR CO INC COM
Shares4.2K
Event2026-03-31
Filed2026-04-13
STANLEY BLACK & DECKER INC COM
-31.15%STANLEY BLACK & DECKER INC COM
Shares7.6K
Event2026-03-31
Filed2026-04-13
SHOP
-5.25%SHOPIFY INC CL A SUB VTG SHS
Shares4.5K
Event2026-03-31
Filed2026-04-13
VTES
-15.88%VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
Shares5.3K
Event2026-03-31
Filed2026-04-13
FUTY
10.19%FIDELITY MSCI UTILITIES INDEX ETF
Shares9.0K
Event2026-03-31
Filed2026-04-13
SHW
105.47%SHERWIN WILLIAMS CO COM
Shares1.7K
Event2026-03-31
Filed2026-04-13
XME
15.46%STATE STREET SPDR S&P METALS & MINING ETF
Shares4.9K
Event2026-03-31
Filed2026-04-13
EMHC
1.66%STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF
Shares20.9K
Event2026-03-31
Filed2026-04-13
SHLD
47.37%GLOBAL X DEFENSE TECH ETF
Shares7.3K
Event2026-03-31
Filed2026-04-13
VRT
-4.98%VERTIV HOLDINGS CO COM CL A
Shares2.0K
Event2026-03-31
Filed2026-04-13
ISCG
-8.73%ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
Shares9.2K
Event2026-03-31
Filed2026-04-13
GRPM
4.52%INVESCO S&P MIDCAP 400 GARP ETF
Shares4.3K
Event2026-03-31
Filed2026-04-13
AWK
3386.67%AMERICAN WTR WKS CO INC NEW COM
Shares3.7K
Event2026-03-31
Filed2026-04-13
CGGR
38.13%CAPITAL GROUP GROWTH ETF
Shares12.4K
Event2026-03-31
Filed2026-04-13
SRLN
2.50%STATE STREET BLACKSTONE SENIOR LOAN ETF
Shares12.2K
Event2026-03-31
Filed2026-04-13
LGLV
-2.48%STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF
Shares2.7K
Event2026-03-31
Filed2026-04-13
CL
2212.90%COLGATE PALMOLIVE CO COM
Shares5.7K
Event2026-03-31
Filed2026-04-13
EELV
190.41%INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF
Shares17.4K
Event2026-03-31
Filed2026-04-13
KORP
-23.96%AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF
Shares10.5K
Event2026-03-31
Filed2026-04-13
MPC
-4.73%MARATHON PETE CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-13
CAPE
-0.96%DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF
Shares15.4K
Event2026-03-31
Filed2026-04-13
SPSM
-7.47%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares9.8K
Event2026-03-31
Filed2026-04-13
IEUR
63.02%ISHARES CORE MSCI EUROPE ETF
Shares6.8K
Event2026-03-31
Filed2026-04-13
AMAT
-1.29%APPLIED MATLS INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-13
FNV
0.00%FRANCO NEV CORP COM
Shares1.9K
Event2026-03-31
Filed2026-04-13
GNOM
-12.90%GLOBAL X GENOMICS & BIOTECHNOLOGY ETF
Shares10.6K
Event2026-03-31
Filed2026-04-13
VT
14.75%VANGUARD TOTAL WORLD STOCK ETF
Shares3.3K
Event2026-03-31
Filed2026-04-13
MMM
-3.06%3M CO COM
Shares3.1K
Event2026-03-31
Filed2026-04-13
COP
2.16%CONOCOPHILLIPS COM
Shares3.4K
Event2026-03-31
Filed2026-04-13
VV
-4.34%VANGUARD LARGE-CAP ETF
Shares1.5K
Event2026-03-31
Filed2026-04-13
LOW
-60.46%LOWES COS INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-13
OAEM
4.90%ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI
Shares11.1K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE COM NEW
0.64%GE AEROSPACE COM NEW
Shares1.6K
Event2026-03-31
Filed2026-04-13
GENERAL DYNAMICS CORP COM
217.94%GENERAL DYNAMICS CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-13
MKC
-25.26%MCCORMICK & CO INC COM NON VTG
Shares8.6K
Event2026-03-31
Filed2026-04-13
XLP
-6.77%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares5.3K
Event2026-03-31
Filed2026-04-13
AOK
-27.71%ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF
Shares10.8K
Event2026-03-31
Filed2026-04-13
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
403.60%FEDERAL RLTY INVT TR NEW SH BEN INT NEW
Shares4.1K
Event2026-03-31
Filed2026-04-13
CBSH
NewCOMMERCE BANCSHARES INC COM
Shares8.8K
Event2026-03-31
Filed2026-04-13
RTX
11.45%RTX CORPORATION COM
Shares2.2K
Event2026-03-31
Filed2026-04-13
BLCR
NewISHARES LARGE CAP CORE ACTIVE ETF
Shares10.4K
Event2026-03-31
Filed2026-04-13
INTC
-3.44%INTEL CORP COM
Shares9.7K
Event2026-03-31
Filed2026-04-13
CLX
3820.95%CLOROX CO DEL COM
Shares4.1K
Event2026-03-31
Filed2026-04-13
RLY
-9.43%STATE STREET MULTI-ASSET REAL RETURN ETF
Shares11.8K
Event2026-03-31
Filed2026-04-13
CEG
7.33%CONSTELLATION ENERGY CORP COM
Shares1.5K
Event2026-03-31
Filed2026-04-13
ORLY
-0.33%OREILLY AUTOMOTIVE INC COM
Shares4.5K
Event2026-03-31
Filed2026-04-13
PH
-2.30%PARKER-HANNIFIN CORP COM
Shares468
Event2026-03-31
Filed2026-04-13
SMH
-89.40%VANECK SEMICONDUCTOR ETF
Shares1.1K
Event2026-03-31
Filed2026-04-13
RSPM
24.47%INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
Shares10.8K
Event2026-03-31
Filed2026-04-13
ED
-57.90%CONSOLIDATED EDISON INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-13
BTAL
-20.90%AGF U.S. MARKET NEUTRAL ANTI-BETA FUND
Shares29.4K
Event2026-03-31
Filed2026-04-13
WCBR
7.93%WISDOMTREE CYBERSECURITY FUND
Shares16.3K
Event2026-03-31
Filed2026-04-13
PFE
13.70%PFIZER INC COM
Shares14.5K
Event2026-03-31
Filed2026-04-13
NWN
438.19%NORTHWEST NAT HLDG CO COM
Shares7.7K
Event2026-03-31
Filed2026-04-13
XLG
-68.80%INVESCO S&P 500 TOP 50 ETF
Shares7.4K
Event2026-03-31
Filed2026-04-13
PJAN
0.00%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
Shares8.8K
Event2026-03-31
Filed2026-04-13
SOXX
2.33%ISHARES SEMICONDUCTOR ETF
Shares1.2K
Event2026-03-31
Filed2026-04-13
BLOK
1.10%AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares8.1K
Event2026-03-31
Filed2026-04-13
BDYN
NewISHARES DYNAMIC EQUITY ACTIVE ETF
Shares16.4K
Event2026-03-31
Filed2026-04-13
SCHH
3.26%SCHWAB U.S. REIT ETF
Shares18.3K
Event2026-03-31
Filed2026-04-13
ABBV
2.27%ABBVIE INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-13
VOOG
-13.20%VANGUARD S&P 500 GROWTH ETF
Shares960
Event2026-03-31
Filed2026-04-13
CERY
-13.36%STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E
Shares11.0K
Event2026-03-31
Filed2026-04-13
SPLB
136.18%STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF
Shares17.4K
Event2026-03-31
Filed2026-04-13
BOND
-42.68%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares4.1K
Event2026-03-31
Filed2026-04-13
AIQ
-6.67%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares8.2K
Event2026-03-31
Filed2026-04-13
PSEP
0.00%INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
Shares8.8K
Event2026-03-31
Filed2026-04-13
WCLD
6.75%WISDOMTREE CLOUD COMPUTING FUND
Shares13.8K
Event2026-03-31
Filed2026-04-13
PAPR
0.00%INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
Shares9.4K
Event2026-03-31
Filed2026-04-13
MARVELL TECHNOLOGY INC COM
11.55%MARVELL TECHNOLOGY INC COM
Shares3.8K
Event2026-03-31
Filed2026-04-13
BARRICK MNG CORP COM SHS
0.00%BARRICK MNG CORP COM SHS
Shares9.1K
Event2026-03-31
Filed2026-04-13
DFIS
317.02%DIMENSIONAL INTERNATIONAL SMALL CAP ETF
Shares11.0K
Event2026-03-31
Filed2026-04-13
TRFK
NewPACER DATA AND DIGITAL REVOLUTION ETF
Shares5.9K
Event2026-03-31
Filed2026-04-13
PFEB
-7.07%INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
Shares9.2K
Event2026-03-31
Filed2026-04-13
FVD
1.32%FIRST TRUST VALUE LINE DIVIDEND FUND
Shares7.8K
Event2026-03-31
Filed2026-04-13
QTUM
7.96%DEFIANCE QUANTUM ETF
Shares3.4K
Event2026-03-31
Filed2026-04-13
AG
-33.44%FIRST MAJESTIC SILVER CORP COM
Shares16.9K
Event2026-03-31
Filed2026-04-13
ITW
319.94%ILLINOIS TOOL WKS INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-13
CRF
6.06%CORNERSTONE TOTAL RETURN FD COM
Shares52.0K
Event2026-03-31
Filed2026-04-13
KJAN
0.00%INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
Shares8.7K
Event2026-03-31
Filed2026-04-13
EVSM
220.22%EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
Shares7.1K
Event2026-03-31
Filed2026-04-13
QCOM
21.93%QUALCOMM INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-13
UCON
-22.21%FIRST TRUST SMITH UNCONSTRAINED BOND ETF
Shares14.3K
Event2026-03-31
Filed2026-04-13
FUL
1011.43%FULLER H B CO COM
Shares5.7K
Event2026-03-31
Filed2026-04-13
PYLD
-97.54%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares13.5K
Event2026-03-31
Filed2026-04-13
FRANKLIN SHORT-TERM MUNICIPAL INCOME ETF
NewFRANKLIN SHORT-TERM MUNICIPAL INCOME ETF
Shares35.1K
Event2026-03-31
Filed2026-04-13
FFOG
1.01%FRANKLIN FOCUSED GROWTH ETF FOCUSED GROWTH ETF
Shares8.4K
Event2026-03-31
Filed2026-04-13
EPD
0.71%ENTERPRISE PRODS PARTNERS L P COM
Shares9.1K
Event2026-03-31
Filed2026-04-13
BSV
-20.73%VANGUARD SHORT TERM BOND
Shares4.4K
Event2026-03-31
Filed2026-04-13
DFUS
0.25%DIMENSIONAL U.S. EQUITY MARKET ETF
Shares4.8K
Event2026-03-31
Filed2026-04-13
WM
1.72%WASTE MGMT INC DEL COM
Shares1.5K
Event2026-03-31
Filed2026-04-13
VOE
36.65%VANGUARD MID-CAP VALUE ETF
Shares1.8K
Event2026-03-31
Filed2026-04-13
SPXC
11.75%SPX TECHNOLOGIES INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-13
CGCB
-0.26%CAPITAL GROUP CORE BOND ETF
Shares12.8K
Event2026-03-31
Filed2026-04-13
TEUCRIUM WHEAT FUND
NewTEUCRIUM WHEAT FUND
Shares14.0K
Event2026-03-31
Filed2026-04-13
GPC
208.73%GENUINE PARTS CO COM
Shares3.0K
Event2026-03-31
Filed2026-04-13
TSSI
-31.24%TSS INC DEL COM
Shares24.6K
Event2026-03-31
Filed2026-04-13
LVHI
-0.38%FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
Shares7.9K
Event2026-03-31
Filed2026-04-13
ROP
403.95%ROPER TECHNOLOGIES INC COM
Shares892
Event2026-03-31
Filed2026-04-13
BA
36.87%BOEING CO COM
Shares1.6K
Event2026-03-31
Filed2026-04-13
WIA
0.00%WESTERN ASSET INFLT LNK INC FD COM SH BEN INT
Shares38.6K
Event2026-03-31
Filed2026-04-13
DTD
2.42%WISDOMTREE U.S. TOTAL DIVIDEND FUND
Shares3.6K
Event2026-03-31
Filed2026-04-13
EQT CORP COM
-27.93%EQT CORP COM
Shares4.9K
Event2026-03-31
Filed2026-04-13
TFPM
-22.99%TRIPLE FLAG PRECIOUS METAL COM
Shares8.9K
Event2026-03-31
Filed2026-04-13
FDIS
-11.50%FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
Shares3.3K
Event2026-03-31
Filed2026-04-13
CALF
-55.10%PACER US SMALL CAP CASH COWS ETF
Shares6.9K
Event2026-03-31
Filed2026-04-13
GCOW
416.58%PACER GLOBAL CASH COWS DIVIDEND ETF
Shares6.6K
Event2026-03-31
Filed2026-04-13
CSPF
NewCOHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF
Shares11.8K
Event2026-03-31
Filed2026-04-13
GRC
-9.38%GORMAN RUPP CO COM
Shares4.8K
Event2026-03-31
Filed2026-04-13
AGG
30.75%ISHARES AGGREGATE BOND ETF
Shares3.0K
Event2026-03-31
Filed2026-04-13
LAM RESEARCH CORP COM NEW
-0.71%LAM RESEARCH CORP COM NEW
Shares1.4K
Event2026-03-31
Filed2026-04-13
BP
-12.43%BP PLC SPONSORED ADR
Shares6.3K
Event2026-03-31
Filed2026-04-13
IBB
-35.73%ISHARES BIOTECHNOLOGY ETF
Shares1.8K
Event2026-03-31
Filed2026-04-13
CSCO
25.96%CISCO SYS INC COM
Shares3.8K
Event2026-03-31
Filed2026-04-13
EVIM
99.86%EATON VANCE INTERMEDIATE MUNICIPAL INCOME ETF
Shares5.6K
Event2026-03-31
Filed2026-04-13
SCCO
-15.25%SOUTHERN COPPER CORP COM
Shares1.7K
Event2026-03-31
Filed2026-04-13
SCYB
6.35%SCHWAB HIGH YIELD BOND ETF
Shares11.2K
Event2026-03-31
Filed2026-04-13
VCLT
90.99%VANGUARD LONG-TERM CORPORATE BOND ETF
Shares3.9K
Event2026-03-31
Filed2026-04-13
ITOT
0.80%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares2.0K
Event2026-03-31
Filed2026-04-13
FTGC
41.69%FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
Shares10.0K
Event2026-03-31
Filed2026-04-13
SHY
74.59%ISHARES 1-3 YR TREASURY BOND ETF
Shares3.5K
Event2026-03-31
Filed2026-04-13
NUE
-2.22%NUCOR CORP COM
Shares1.7K
Event2026-03-31
Filed2026-04-13
FTGS
-16.96%FIRST TRUST GROWTH STRENGTH ETF
Shares8.2K
Event2026-03-31
Filed2026-04-13
FSS
14.24%FEDERAL SIGNAL CORP COM
Shares2.6K
Event2026-03-31
Filed2026-04-13
OEF
-3.54%ISHARES S&P 100 ETF
Shares871
Event2026-03-31
Filed2026-04-13
EBND
1.80%SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF
Shares13.3K
Event2026-03-31
Filed2026-04-13
IXUS
-2.67%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares3.2K
Event2026-03-31
Filed2026-04-13
UNH
11.80%UNITEDHEALTH GROUP INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-13
FEZ
-15.30%STATE STREET SPDR EURO STOXX 50 ETF
Shares4.4K
Event2026-03-31
Filed2026-04-13
GILD
11.53%GILEAD SCIENCES INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-13
AGGY
3.48%WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
Shares6.3K
Event2026-03-31
Filed2026-04-13
ARISTA NETWORKS INC COM SHS
13.10%ARISTA NETWORKS INC COM SHS
Shares2.2K
Event2026-03-31
Filed2026-04-13
SCHQ
73.37%SCHWAB LONG-TERM U.S. TREASURY ETF
Shares8.4K
Event2026-03-31
Filed2026-04-13
IXP
0.00%ISHARES GLOBAL COMM SERVICES ETF
Shares2.3K
Event2026-03-31
Filed2026-04-13
BDVL
NewISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT
Shares10.6K
Event2026-03-31
Filed2026-04-13
DGRW
-10.32%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares2.9K
Event2026-03-31
Filed2026-04-13
FELG
75.52%FIDELITY ENHANCED LARGE CAP GROWTH ETF
Shares6.8K
Event2026-03-31
Filed2026-04-13
FTEC
-4.04%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares1.2K
Event2026-03-31
Filed2026-04-13
IBHF
0.33%ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF
Shares10.9K
Event2026-03-31
Filed2026-04-13
FITB
32.91%FIFTH THIRD BANCORP COM
Shares5.4K
Event2026-03-31
Filed2026-04-13
VST
12.50%VISTRA CORP COM
Shares1.7K
Event2026-03-31
Filed2026-04-13
HWM
-18.38%HOWMET AEROSPACE INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-13
BTI
2.50%BRITISH AMERN TOB PLC SPONSORED ADR
Shares4.2K
Event2026-03-31
Filed2026-04-13
ET
19.93%ENERGY TRANSFER L P COM UT LTD PTN
Shares12.8K
Event2026-03-31
Filed2026-04-13
CRWV
66.84%COREWEAVE INC COM CL A
Shares3.2K
Event2026-03-31
Filed2026-04-13
HSCZ
22.99%ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF
Shares6.2K
Event2026-03-31
Filed2026-04-13
SCHW
2.98%SCHWAB CHARLES CORP COM
Shares2.6K
Event2026-03-31
Filed2026-04-13
PAMC
-10.20%PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF
Shares5.1K
Event2026-03-31
Filed2026-04-13
VDE
609.64%VANGUARD ENERGY ETF
Shares1.4K
Event2026-03-31
Filed2026-04-13
IWP
61.06%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares1.9K
Event2026-03-31
Filed2026-04-13
DXYZ
31.64%DESTINY TECH100 INC COM SHS
Shares9.0K
Event2026-03-31
Filed2026-04-13
LNG
-8.42%CHENIERE ENERGY INC
Shares848
Event2026-03-31
Filed2026-04-13
O
-73.91%REALTY INCOME CORP COM
Shares3.9K
Event2026-03-31
Filed2026-04-13
TNC
34.35%TENNANT CO COM
Shares3.6K
Event2026-03-31
Filed2026-04-13
APH
12.85%AMPHENOL CORP CL A
Shares1.9K
Event2026-03-31
Filed2026-04-13
PMAY
14.48%INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
Shares5.9K
Event2026-03-31
Filed2026-04-13
CSL
-1.67%CARLISLE COS INC COM
Shares705
Event2026-03-31
Filed2026-04-13
NBIS
29.09%NEBIUS GROUP N.V. SHS CLASS A
Shares2.3K
Event2026-03-31
Filed2026-04-13
CMF
95.71%ISHARES CALIFORNIA MUNI BOND ETF
Shares4.1K
Event2026-03-31
Filed2026-04-13
UOCT
0.00%INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER
Shares6.1K
Event2026-03-31
Filed2026-04-13
CGSD
120.14%CAPITAL GROUP SHORT DURATION INCOME ETF
Shares9.0K
Event2026-03-31
Filed2026-04-13
APRW
0.37%ALLIANZIM U.S. EQUITY BUFFER20 APR ETF
Shares6.5K
Event2026-03-31
Filed2026-04-13
DOC
37.91%HEALTHPEAK PROPERTIES INC COM
Shares14.0K
Event2026-03-31
Filed2026-04-13
DIS
6.02%DISNEY WALT CO COM
Shares2.4K
Event2026-03-31
Filed2026-04-13
SEI
2.68%SOLARIS ENERGY INFRAS INC COM CL A
Shares4.0K
Event2026-03-31
Filed2026-04-13
VXF
1.77%VANGUARD EXTENDED MARKET ETF
Shares1.1K
Event2026-03-31
Filed2026-04-13
XLB
-2.07%STATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares4.5K
Event2026-03-31
Filed2026-04-13
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
16.70%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares566
Event2026-03-31
Filed2026-04-13
VYMI
-1.71%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares2.4K
Event2026-03-31
Filed2026-04-13
EMR
-78.17%EMERSON ELEC CO COM
Shares1.7K
Event2026-03-31
Filed2026-04-13
CPRY
5.94%CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY
Shares8.0K
Event2026-03-31
Filed2026-04-13
SYSB
180.23%ISHARES SYSTEMATIC BOND ETF
Shares2.5K
Event2026-03-31
Filed2026-04-13
WTTR
-8.19%SELECT WATER SOLUTIONS INC CL A COM
Shares14.2K
Event2026-03-31
Filed2026-04-13
EMB
-24.29%ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares2.3K
Event2026-03-31
Filed2026-04-13
FYLD
-8.14%CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
Shares5.7K
Event2026-03-31
Filed2026-04-13
SNOV
-37.92%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER
Shares8.6K
Event2026-03-31
Filed2026-04-13
PSX
-1.95%PHILLIPS 66 COM
Shares1.2K
Event2026-03-31
Filed2026-04-13
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