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The Analysis of EVOLUTION WEALTH MANAGEMENT INC.'s Holdings & P&L

Currently, EVOLUTION WEALTH MANAGEMENT INC. holds 935 types of securities in its portfolio with a total value $170.1M. In the most recent quarter, they have increased their positions in N/A (+27.1K shares, valued at $2.4M), LALT (+88.2K shares, valued at $2.1M), SPMO (+9.0K shares, valued at $1.5M); decreased their positions in SGOV (-5.5K shares, valued at $553.9K), DYNF (-5.6K shares, valued at $379.3K), OVL (-5.6K shares, valued at $314.4K); initiated new positions in LALT (+88.2K shares, valued at $2.1M), BOXX (+8.4K shares, valued at $983.7K), TAXX (+5.9K shares, valued at $299.1K).

1M P&L

+6.1M+4.62%

3M P&L

+1.9M+1.39%

HY P&L

+1.6M+1.16%

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/A129.2M

86.6%

2Semiconductors3.3M

2.2%

3Consumer Electronics1.7M

1.2%

Top Industries by Stock Count

1N/A481 stocks

56.4%

2Utilities - Regulated Electric16 stocks

1.9%

3Semiconductors15 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST134.4K shares25.28%2026-06-302026-07-21

SFLR INNOVATOR ETFS TRUST218.6K shares-2.79%2026-06-302026-07-21

PSFF PACER FDS TR234.8K shares-2.88%2026-06-302026-07-21

SPD SIMPLIFY EXCHANGE TRADED FUN135.7K shares3.75%2026-06-302026-07-21

SPMO INVESCO EXCH TRADED FD TR II33.1K shares37.14%2026-06-302026-07-21

QQQM INVESCO EXCH TRADED FD TR II17.3K shares30.49%2026-06-302026-07-21

SPYC SIMPLIFY EXCHANGE TRADED FUN108.8K shares5.96%2026-06-302026-07-21

OVB LISTED FDS TR217.2K shares22.08%2026-06-302026-07-21

Sponsored

SPBW AIM ETF PRODUCTS TRUST145.3K shares16.06%2026-06-302026-07-21

EFG ISHARES TR26.7K shares34.95%2026-06-302026-07-21

AGGH SIMPLIFY EXCHANGE TRADED FUN163.5K shares20.13%2026-06-302026-07-21

EFV ISHARES TR42.6K shares34.00%2026-06-302026-07-21

HEQT SIMPLIFY EXCHANGE TRADED FUN83.9K shares12.22%2026-06-302026-07-21

VOO VANGUARD INDEX FDS4.1K shares-9.10%2026-06-302026-07-21

ISHARES TR ISHARES TR3.4K shares1.23%2026-06-302026-07-21

LALT FIRST TR EXCHNG TRADED FD VI88.2K sharesnew addition2026-06-302026-07-21

Sponsored

OVL LISTED FDS TR36.5K shares-13.21%2026-06-302026-07-21

VTHR VANGUARD SCOTTSDALE FDS5.8K shares0.00%2026-06-302026-07-21

NVDA NVIDIA CORPORATION9.8K shares-9.72%2026-06-302026-07-21

DBEF DBX ETF TR34.2K shares10.85%2026-06-302026-07-21

AAPL APPLE INC6.0K shares3.60%2026-06-302026-07-21

SCHX SCHWAB STRATEGIC TR58.4K shares0.96%2026-06-302026-07-21

AVLV AMERICAN CENTY ETF TR18.0K shares48.23%2026-06-302026-07-21

HYS PIMCO ETF TR16.7K shares12.76%2026-06-302026-07-21

Sponsored

PSTP INNOVATOR ETFS TRUST41.5K shares-4.29%2026-06-302026-07-21

IFRA ISHARES TR22.2K shares42.52%2026-06-302026-07-21

VUG VANGUARD INDEX FDS15.9K shares603.77%2026-06-302026-07-21

MSFT MICROSOFT CORP3.5K shares3.47%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.7K shares64.20%2026-06-302026-07-21

AMZN AMAZON COM INC5.1K shares31.86%2026-06-302026-07-21

QUAL ISHARES TR5.5K shares-11.79%2026-06-302026-07-21

QQQ INVESCO QQQ TR1.5K shares-19.54%2026-06-302026-07-21

Sponsored

BOXX EA SERIES TRUST8.4K sharesnew addition2026-06-302026-07-21

SGOV ISHARES TR9.6K shares-36.35%2026-06-302026-07-21

IVW ISHARES TR6.9K shares-9.58%2026-06-302026-07-21

QFLR INNOVATOR ETFS TRUST25.8K shares-17.55%2026-06-302026-07-21

DYNF BLACKROCK ETF TRUST13.4K shares-29.36%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR28.1K shares-9.08%2026-06-302026-07-21

BROADCOM INC BROADCOM INC2.3K shares57.06%2026-06-302026-07-21

DMAY FIRST TR EXCHNG TRADED FD VI18.3K shares-0.03%2026-06-302026-07-21

Sponsored

XLG INVESCO EXCHANGE TRADED FD T13.5K shares-17.65%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC669 shares39.38%2026-06-302026-07-21

GOOGL ALPHABET INC2.1K shares6.50%2026-06-302026-07-21

OVT LISTED FDS TR34.9K shares28.89%2026-06-302026-07-21

DOCT FIRST TR EXCHNG TRADED FD VI15.9K shares-0.53%2026-06-302026-07-21

DDWM WISDOMTREE TR15.1K shares1.50%2026-06-302026-07-21

DTD WISDOMTREE TR7.4K shares3.76%2026-06-302026-07-21

LRCX LAM RESEARCH CORP1.6K shares1.62%2026-06-302026-07-21

Sponsored

XLSR SSGA ACTIVE TR9.5K shares-5.73%2026-06-302026-07-21

SPDW SPDR INDEX SHS FDS12.0K shares11.64%2026-06-302026-07-21

PAYM ELEVATION SERIES TRUST23.7K shares34.26%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares-4.71%2026-06-302026-07-21

AIRR FIRST TR EXCHANGE TRADED FD4.2K shares21.06%2026-06-302026-07-21

IWB ISHARES TR1.4K shares0.00%2026-06-302026-07-21

IYW ISHARES TR2.2K shares-0.64%2026-06-302026-07-21

BAC BANK AMERICA CORP9.5K shares29.99%2026-06-302026-07-21

Sponsored

IWY ISHARES TR1.9K shares0.00%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS2.2K shares43.79%2026-06-302026-07-21

DJAN FIRST TR EXCHNG TRADED FD VI11.5K shares-0.05%2026-06-302026-07-21

SPEM SPDR INDEX SHS FDS10.1K shares6.46%2026-06-302026-07-21

DJUL FIRST TR EXCHNG TRADED FD VI10.4K shares-2.12%2026-06-302026-07-21

ACII INNOVATOR ETFS TRUST20.4K shares4.84%2026-06-302026-07-21

RDVY FIRST TR EXCHANGE TRADED FD6.1K shares0.00%2026-06-302026-07-21

LISTED FDS TR LISTED FDS TR21.6K shares4300.61%2026-06-302026-07-21

Sponsored

GLD SPDR GOLD TR1.2K shares3.83%2026-06-302026-07-21

EMXC ISHARES INC4.4K shares-5.31%2026-06-302026-07-21

DHS WISDOMTREE TR3.9K shares1.75%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS6.1K shares2.32%2026-06-302026-07-21

ZFEB INNOVATOR ETFS TRUST16.7K shares-0.01%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.3K shares61.17%2026-06-302026-07-21

LLY ELI LILLY & CO359 shares11.15%2026-06-302026-07-21

DJUN FIRST TR EXCHNG TRADED FD VI8.2K shares-0.06%2026-06-302026-07-21

Sponsored

IGSB ISHARES TR7.6K shares4.41%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T1.8K shares209.11%2026-06-302026-07-21

IUSB ISHARES TR8.3K shares-11.64%2026-06-302026-07-21

AVUS AMERICAN CENTY ETF TR2.9K shares-1.89%2026-06-302026-07-21

VGT VANGUARD WORLD FD3.0K shares2033.33%2026-06-302026-07-21

ZAUG INNOVATOR ETFS TRUST13.1K shares-2.82%2026-06-302026-07-21

SCHZ SCHWAB STRATEGIC TR15.5K shares-2.04%2026-06-302026-07-21

XMHQ INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-06-302026-07-21

Sponsored

DNOV FIRST TR EXCHNG TRADED FD VI6.9K shares-0.01%2026-06-302026-07-21

ZMAY INNOVATOR ETFS TRUST13.3K shares40.49%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL687 shares-15.81%2026-06-302026-07-21

VTV VANGUARD INDEX FDS1.5K shares9.02%2026-06-302026-07-21

TUA SIMPLIFY EXCHANGE TRADED FUN16.4K shares-9.29%2026-06-302026-07-21

HMOP HARTFORD FDS EXCHANGE TRADED8.5K shares10.04%2026-06-302026-07-21

BILZ PIMCO ETF TR3.2K shares14.21%2026-06-302026-07-21

IVE ISHARES TR1.4K shares-22.09%2026-06-302026-07-21

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED4.1K shares0.00%2026-06-302026-07-21

DAUG FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2026-06-302026-07-21

AEE AMEREN CORP2.7K shares0.00%2026-06-302026-07-21

IQDG WISDOMTREE TR7.0K shares2.16%2026-06-302026-07-21

UAUG INNOVATOR ETFS TRUST7.2K shares0.00%2026-06-302026-07-21

HD HOME DEPOT INC858 shares63.12%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON1.2K shares81.37%2026-06-302026-07-21

ISHARES TR ISHARES TR3.1K shares10.24%2026-06-302026-07-21

Sponsored

DSEP FIRST TR EXCHNG TRADED FD VI6.3K shares-4.50%2026-06-302026-07-21

TAXX BONDBLOXX ETF TRUST5.9K sharesnew addition2026-06-302026-07-21

AAUS EA SERIES TRUST4.8K sharesnew addition2026-06-302026-07-21

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD13.7K sharesnew addition2026-06-302026-07-21

SMH VANECK ETF TRUST423 shares-18.34%2026-06-302026-07-21

MINO PIMCO ETF TR6.0K shares58.42%2026-06-302026-07-21

PAUG INNOVATOR ETFS TRUST5.9K shares-5.73%2026-06-302026-07-21

TSLA TESLA INC630 shares9.95%2026-06-302026-07-21

Sponsored

GOOG ALPHABET INC720 shares8.93%2026-06-302026-07-21

ZJUL INNOVATOR ETFS TRUST8.4K shares0.00%2026-06-302026-07-21

MBB ISHARES TR2.7K shares2.61%2026-06-302026-07-21

DDEC FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2026-06-302026-07-21

SPMD SPDR SERIES TRUST3.6K shares-23.34%2026-06-302026-07-21

BSEP INNOVATOR ETFS TRUST4.4K shares-16.91%2026-06-302026-07-21

IJH ISHARES TR2.8K shares0.00%2026-06-302026-07-21

BUFT FIRST TR EXCHNG TRADED FD VI8.3K shares-0.04%2026-06-302026-07-21

Sponsored

AMD ADVANCED MICRO DEVICES INC370 shares5.11%2026-06-302026-07-21

SPSM SPDR SERIES TRUST3.7K shares-3.60%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW1.6K shares176.22%2026-06-302026-07-21

JPST J P MORGAN EXCHANGE TRADED F4.1K shares-18.00%2026-06-302026-07-21

FTSM FIRST TR EXCHANGE-TRADED FD3.4K shares-0.78%2026-06-302026-07-21

ADP AUTOMATIC DATA PROCESSING IN913 shares-0.22%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC355 shares-16.27%2026-06-302026-07-21

PDEC INNOVATOR ETFS TRUST4.3K shares0.00%2026-06-302026-07-21

Sponsored

PG PROCTER & GAMBLE CO1.3K shares219.04%2026-06-302026-07-21

IEF ISHARES TR2.1K shares18.61%2026-06-302026-07-21

FELC FIDELITY COVINGTON TRUST4.6K shares0.00%2026-06-302026-07-21

VYM VANGUARD WHITEHALL FDS1.2K shares30.37%2026-06-302026-07-21

MARM FIRST TR EXCHNG TRADED FD VI5.5K shares-0.86%2026-06-302026-07-21

ZMAR INNOVATOR ETFS TRUST6.6K shares0.00%2026-06-302026-07-21

MGV VANGUARD WORLD FD1.1K shares-9.21%2026-06-302026-07-21

LCTU BLACKROCK ETF TRUST2.3K shares34.19%2026-06-302026-07-21

Sponsored

ABBVIE INC ABBVIE INC735 shares11.20%2026-06-302026-07-21

ISHARES TR ISHARES TR1.8K shares86.90%2026-06-302026-07-21

NJUL INNOVATOR ETFS TRUST2.3K shares-1.98%2026-06-302026-07-21

MUB ISHARES TR1.6K sharesnew addition2026-06-302026-07-21

TCHP T ROWE PRICE EXCHANGE-TRADED3.5K shares0.00%2026-06-302026-07-21

UCON FIRST TR EXCHNG TRADED FD VI7.0K shares-1.15%2026-06-302026-07-21

DON WISDOMTREE TR3.1K shares-1.95%2026-06-302026-07-21

IEMG ISHARES INC2.1K shares-7.81%2026-06-302026-07-21

Sponsored

DGS WISDOMTREE TR2.7K shares2.45%2026-06-302026-07-21

XLE SELECT SECTOR SPDR TR3.3K shares-30.48%2026-06-302026-07-21

MCD MCDONALDS CORP633 shares4.28%2026-06-302026-07-21

VB VANGUARD INDEX FDS559 shares2.95%2026-06-302026-07-21

SHOP SHOPIFY INC1.5K shares540.26%2026-06-302026-07-21

DEM WISDOMTREE TR3.1K shares-1.53%2026-06-302026-07-21

AGGY WISDOMTREE TR3.8K shares1.52%2026-06-302026-07-21

ETN EATON CORP PLC386 shares5.18%2026-06-302026-07-21

Sponsored

BLK BLACKROCK INC170 shares18.06%2026-06-302026-07-21

NOC NORTHROP GRUMMAN CORP318 shares4.61%2026-06-302026-07-21

ZDEK INNOVATOR ETFS TRUST6.1K shares0.00%2026-06-302026-07-21

BOCT INNOVATOR ETFS TRUST3.0K shares0.00%2026-06-302026-07-21

DDFL INNOVATOR ETFS TRUST7.3K shares0.00%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC151 shares-2.58%2026-06-302026-07-21

DLS WISDOMTREE TR1.8K shares0.84%2026-06-302026-07-21

PAVE GLOBAL X FDS2.5K shares1.02%2026-06-302026-07-21

Sponsored

LONZ PIMCO ETF TR2.9K shares-17.25%2026-06-302026-07-21

BINC BLACKROCK ETF TRUST II2.7K shares-18.36%2026-06-302026-07-21

DE DEERE & CO222 shares217.14%2026-06-302026-07-21

DES WISDOMTREE TR3.5K shares-2.56%2026-06-302026-07-21

GDEC FIRST TR EXCHNG TRADED FD VI3.5K shares-7.99%2026-06-302026-07-21

DAPR FIRST TR EXCHNG TRADED FD VI3.4K shares-11.43%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F2.3K shares-1.45%2026-06-302026-07-21

LTPZ PIMCO ETF TR2.7K shares-5.62%2026-06-302026-07-21

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.2K shares29.46%2026-06-302026-07-21

CHAT TIDAL TRUST II1.4K shares0.00%2026-06-302026-07-21

ABT ABBOTT LABORATORIES1.5K shares3.40%2026-06-302026-07-21

ARK ETF TR ARK ETF TR1.0K sharesnew addition2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS2.6K sharesnew addition2026-06-302026-07-21

DSI ISHARES TR925 shares40.79%2026-06-302026-07-21

AUGM FIRST TR EXCHNG TRADED FD VI3.7K shares0.00%2026-06-302026-07-21

ZAPR INNOVATOR ETFS TRUST4.9K sharesnew addition2026-06-302026-07-21

Sponsored

VXUS VANGUARD STAR FDS1.5K shares203.03%2026-06-302026-07-21

SBUX STARBUCKS CORP1.3K shares32.49%2026-06-302026-07-21

SPYI NEOS ETF TRUST2.4K shares-14.77%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC1.1K shares86.43%2026-06-302026-07-21

IWF ISHARES TR1.0K shares200.89%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC690 shares25.91%2026-06-302026-07-21

VONG VANGUARD SCOTTSDALE FDS976 shares0.00%2026-06-302026-07-21

AOM ISHARES TR2.5K shares-2.06%2026-06-302026-07-21

Sponsored

JANW AIM ETF PRODUCTS TRUST3.1K shares19.06%2026-06-302026-07-21

QYLD GLOBAL X FDS6.6K shares0.02%2026-06-302026-07-21

OCTM FIRST TR EXCHNG TRADED FD VI3.5K shares-0.08%2026-06-302026-07-21

AVUV AMERICAN CENTY ETF TR949 shares155.80%2026-06-302026-07-21

GLW CORNING INC461 shares21.00%2026-06-302026-07-21

SPYV SPDR SERIES TRUST1.9K shares11.34%2026-06-302026-07-21

MTGP WISDOMTREE TR2.7K shares0.00%2026-06-302026-07-21

GWX SPDR INDEX SHS FDS2.6K shares-3.60%2026-06-302026-07-21

Sponsored

JUNM FIRST TR EXCHNG TRADED FD VI3.3K shares0.00%2026-06-302026-07-21

AVDE AMERICAN CENTY ETF TR1.3K shares-3.31%2026-06-302026-07-21

DGRW WISDOMTREE TR1.2K shares0.00%2026-06-302026-07-21

BIL SPDR SERIES TRUST1.2K shares-52.94%2026-06-302026-07-21

MRK MERCK & CO INC876 shares167.07%2026-06-302026-07-21

SLV ISHARES SILVER TR2.1K shares7.89%2026-06-302026-07-21

VV VANGUARD INDEX FDS325 shares0.00%2026-06-302026-07-21

MO ALTRIA GROUP INC1.6K shares72.53%2026-06-302026-07-21

Sponsored

IAU ISHARES GOLD TR1.5K shares238.89%2026-06-302026-07-21

CLM CORNERSTONE STRATEGIC INVEST14.6K shares-25.00%2026-06-302026-07-21

GNOV FIRST TR EXCHNG TRADED FD VI2.6K shares0.00%2026-06-302026-07-21

KO COCA COLA CO1.3K shares80.51%2026-06-302026-07-21

VISA INC VISA INC318 shares25.20%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS1.5K shares5.32%2026-06-302026-07-21

FIIG FIRST TR EXCHANGE-TRADED FD5.1K shares0.00%2026-06-302026-07-21

EAGG ISHARES TR2.2K shares52.55%2026-06-302026-07-21

Sponsored

RLI RLI CORP1.8K shares0.00%2026-06-302026-07-21

DXYZ DESTINY TECH100 INC4.0K shares5.88%2026-06-302026-07-21

ENB ENBRIDGE INC1.9K shares66.17%2026-06-302026-07-21

WELL WELLTOWER INC447 shares75.98%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP199 shares22.09%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC2.4K shares23.74%2026-06-302026-07-21

VCIT VANGUARD SCOTTSDALE FDS1.2K shares-0.98%2026-06-302026-07-21

USXF ISHARES TR1.4K shares39.88%2026-06-302026-07-21

Sponsored

GFEB FIRST TR EXCHNG TRADED FD VI2.3K shares0.00%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED193 shares14.20%2026-06-302026-07-21

MUNI PIMCO ETF TR1.9K shares1.51%2026-06-302026-07-21

DFEB FIRST TR EXCHNG TRADED FD VI1.9K shares0.00%2026-06-302026-07-21

ZJUN INNOVATOR ETFS TRUST3.5K shares78.83%2026-06-302026-07-21

VOE VANGUARD INDEX FDS473 shares17.08%2026-06-302026-07-21

INTC INTEL CORP669 shares76.05%2026-06-302026-07-21

UFEB INNOVATOR ETFS TRUST2.4K shares0.00%2026-06-302026-07-21

Sponsored

CINF CINCINNATI FINL CORP500 shares0.00%2026-06-302026-07-21

TFC TRUIST FINL CORP1.8K shares141.57%2026-06-302026-07-21

TXN TEXAS INSTRS INC307 shares13.70%2026-06-302026-07-21

QTUM ETF SER SOLUTIONS551 shares0.00%2026-06-302026-07-21

TDIV FIRST TR EXCHANGE TRADED FD792 shares2.46%2026-06-302026-07-21

GOVT ISHARES TR4.0K shares1.34%2026-06-302026-07-21

CVX CHEVRON CORPORATION548 shares21.78%2026-06-302026-07-21

DECM FIRST TR EXCHNG TRADED FD VI2.7K shares0.00%2026-06-302026-07-21

Sponsored

IBM INTERNATIONAL BUSINESS MACHS318 shares-1.85%2026-06-302026-07-21

SUSC ISHARES TR3.8K shares45.64%2026-06-302026-07-21

CMI CUMMINS INC124 shares0.00%2026-06-302026-07-21

UMAY INNOVATOR ETFS TRUST2.3K shares285.67%2026-06-302026-07-21

SCHG SCHWAB STRATEGIC TR2.6K shares4.08%2026-06-302026-07-21

EW EDWARDS LIFESCIENCES CORP960 shares0.00%2026-06-302026-07-21

ICVT ISHARES TR696 shares0.00%2026-06-302026-07-21

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WTMF WISDOMTREE TR404 shares0.00%2026-06-302026-07-21

CSX CSX CORP346 shares11.97%2026-06-302026-07-21

PPI INVESTMENT MANAGERS SER TR I770 shares0.00%2026-06-302026-07-21

IWR ISHARES TR148 shares0.00%2026-06-302026-07-21

BMY BRISTOL-MYERS SQUIBB CO283 shares117.69%2026-06-302026-07-21

Sponsored

SHEL SHELL PLC209 shares-20.53%2026-06-302026-07-21

JEPI J P MORGAN EXCHANGE TRADED F285 shares0.00%2026-06-302026-07-21

BUFR FIRST TR EXCHNG TRADED FD VI440 shares0.00%2026-06-302026-07-21

GLP GLOBAL PARTNERS LP345 shares0.00%2026-06-302026-07-21

SPDR SERIES TRUST

25.28%

Shares134.4K

Event2026-06-30

Filed2026-07-21

SFLR

INNOVATOR ETFS TRUST

-2.79%

Shares218.6K

Event2026-06-30

Filed2026-07-21

PSFF

PACER FDS TR

-2.88%

Shares234.8K

Event2026-06-30

Filed2026-07-21

SPD

SIMPLIFY EXCHANGE TRADED FUN

3.75%

Shares135.7K

Event2026-06-30

Filed2026-07-21

SPMO

INVESCO EXCH TRADED FD TR II

37.14%

Shares33.1K

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO EXCH TRADED FD TR II

30.49%

Shares17.3K

Event2026-06-30

Filed2026-07-21

SPYC

SIMPLIFY EXCHANGE TRADED FUN

5.96%

Shares108.8K

Event2026-06-30

Filed2026-07-21

OVB

LISTED FDS TR

22.08%

Shares217.2K

Event2026-06-30

Filed2026-07-21

SPBW

AIM ETF PRODUCTS TRUST

16.06%

Shares145.3K

Event2026-06-30

Filed2026-07-21

EFG

ISHARES TR

34.95%

Shares26.7K

Event2026-06-30

Filed2026-07-21

AGGH

SIMPLIFY EXCHANGE TRADED FUN

20.13%

Shares163.5K

Event2026-06-30

Filed2026-07-21

EFV

ISHARES TR

34.00%

Shares42.6K

Event2026-06-30

Filed2026-07-21

HEQT

SIMPLIFY EXCHANGE TRADED FUN

12.22%

Shares83.9K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

-9.10%

Shares4.1K

Event2026-06-30

Filed2026-07-21

ISHARES TR

1.23%

Shares3.4K

Event2026-06-30

Filed2026-07-21

LALT

FIRST TR EXCHNG TRADED FD VI

New

Shares88.2K

Event2026-06-30

Filed2026-07-21

OVL

LISTED FDS TR

-13.21%

Shares36.5K

Event2026-06-30

Filed2026-07-21

VTHR

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-9.72%

Shares9.8K

Event2026-06-30

Filed2026-07-21

DBEF

DBX ETF TR

10.85%

Shares34.2K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

3.60%

Shares6.0K

Event2026-06-30

Filed2026-07-21

SCHX

SCHWAB STRATEGIC TR

0.96%

Shares58.4K

Event2026-06-30

Filed2026-07-21

AVLV

AMERICAN CENTY ETF TR

48.23%

Shares18.0K

Event2026-06-30

Filed2026-07-21

HYS

PIMCO ETF TR

12.76%

Shares16.7K

Event2026-06-30

Filed2026-07-21

PSTP

INNOVATOR ETFS TRUST

-4.29%

Shares41.5K

Event2026-06-30

Filed2026-07-21

IFRA

ISHARES TR

42.52%

Shares22.2K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

603.77%

Shares15.9K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

3.47%

Shares3.5K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

64.20%

Shares1.7K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

31.86%

Shares5.1K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

-11.79%

Shares5.5K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

-19.54%

Shares1.5K

Event2026-06-30

Filed2026-07-21

BOXX

EA SERIES TRUST

New

Shares8.4K

Event2026-06-30

Filed2026-07-21

SGOV

ISHARES TR

-36.35%

Shares9.6K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

-9.58%

Shares6.9K

Event2026-06-30

Filed2026-07-21

QFLR

INNOVATOR ETFS TRUST

-17.55%

Shares25.8K

Event2026-06-30

Filed2026-07-21

DYNF

BLACKROCK ETF TRUST

-29.36%

Shares13.4K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

-9.08%

Shares28.1K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

57.06%

Shares2.3K

Event2026-06-30

Filed2026-07-21

DMAY

FIRST TR EXCHNG TRADED FD VI

-0.03%

Shares18.3K

Event2026-06-30

Filed2026-07-21

XLG

INVESCO EXCHANGE TRADED FD T

-17.65%

Shares13.5K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

39.38%

Shares669

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

6.50%

Shares2.1K

Event2026-06-30

Filed2026-07-21

OVT

LISTED FDS TR

28.89%

Shares34.9K

Event2026-06-30

Filed2026-07-21

DOCT

FIRST TR EXCHNG TRADED FD VI

-0.53%

Shares15.9K

Event2026-06-30

Filed2026-07-21

DDWM

WISDOMTREE TR

1.50%

Shares15.1K

Event2026-06-30

Filed2026-07-21

DTD

WISDOMTREE TR

3.76%

Shares7.4K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

1.62%

Shares1.6K

Event2026-06-30

Filed2026-07-21

XLSR

SSGA ACTIVE TR

-5.73%

Shares9.5K

Event2026-06-30

Filed2026-07-21

SPDW

SPDR INDEX SHS FDS

11.64%

Shares12.0K

Event2026-06-30

Filed2026-07-21

PAYM

ELEVATION SERIES TRUST

34.26%

Shares23.7K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-4.71%

Shares1.6K

Event2026-06-30

Filed2026-07-21

AIRR

FIRST TR EXCHANGE TRADED FD

21.06%

Shares4.2K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

IYW

ISHARES TR

-0.64%

Shares2.2K

Event2026-06-30

Filed2026-07-21

BAC

BANK AMERICA CORP

29.99%

Shares9.5K

Event2026-06-30

Filed2026-07-21

IWY

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

43.79%

Shares2.2K

Event2026-06-30

Filed2026-07-21

DJAN

FIRST TR EXCHNG TRADED FD VI

-0.05%

Shares11.5K

Event2026-06-30

Filed2026-07-21

SPEM

SPDR INDEX SHS FDS

6.46%

Shares10.1K

Event2026-06-30

Filed2026-07-21

DJUL

FIRST TR EXCHNG TRADED FD VI

-2.12%

Shares10.4K

Event2026-06-30

Filed2026-07-21

ACII

INNOVATOR ETFS TRUST

4.84%

Shares20.4K

Event2026-06-30

Filed2026-07-21

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-21

LISTED FDS TR

4300.61%

Shares21.6K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

3.83%

Shares1.2K

Event2026-06-30

Filed2026-07-21

EMXC

ISHARES INC

-5.31%

Shares4.4K

Event2026-06-30

Filed2026-07-21

DHS

WISDOMTREE TR

1.75%

Shares3.9K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

2.32%

Shares6.1K

Event2026-06-30

Filed2026-07-21

ZFEB

INNOVATOR ETFS TRUST

-0.01%

Shares16.7K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

61.17%

Shares1.3K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

11.15%

Shares359

Event2026-06-30

Filed2026-07-21

DJUN

FIRST TR EXCHNG TRADED FD VI

-0.06%

Shares8.2K

Event2026-06-30

Filed2026-07-21

IGSB

ISHARES TR

4.41%

Shares7.6K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

209.11%

Shares1.8K

Event2026-06-30

Filed2026-07-21

IUSB

ISHARES TR

-11.64%

Shares8.3K

Event2026-06-30

Filed2026-07-21

AVUS

AMERICAN CENTY ETF TR

-1.89%

Shares2.9K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

2033.33%

Shares3.0K

Event2026-06-30

Filed2026-07-21

ZAUG

INNOVATOR ETFS TRUST

-2.82%

Shares13.1K

Event2026-06-30

Filed2026-07-21

SCHZ

SCHWAB STRATEGIC TR

-2.04%

Shares15.5K

Event2026-06-30

Filed2026-07-21

XMHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

DNOV

FIRST TR EXCHNG TRADED FD VI

-0.01%

Shares6.9K

Event2026-06-30

Filed2026-07-21

ZMAY

INNOVATOR ETFS TRUST

40.49%

Shares13.3K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-15.81%

Shares687

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

9.02%

Shares1.5K

Event2026-06-30

Filed2026-07-21

TUA

SIMPLIFY EXCHANGE TRADED FUN

-9.29%

Shares16.4K

Event2026-06-30

Filed2026-07-21

HMOP

HARTFORD FDS EXCHANGE TRADED

10.04%

Shares8.5K

Event2026-06-30

Filed2026-07-21

BILZ

PIMCO ETF TR

14.21%

Shares3.2K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

-22.09%

Shares1.4K

Event2026-06-30

Filed2026-07-21

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-21

DAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-21

AEE

AMEREN CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

IQDG

WISDOMTREE TR

2.16%

Shares7.0K

Event2026-06-30

Filed2026-07-21

UAUG

INNOVATOR ETFS TRUST

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

63.12%

Shares858

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

81.37%

Shares1.2K

Event2026-06-30

Filed2026-07-21

ISHARES TR

10.24%

Shares3.1K

Event2026-06-30

Filed2026-07-21

DSEP

FIRST TR EXCHNG TRADED FD VI

-4.50%

Shares6.3K

Event2026-06-30

Filed2026-07-21

TAXX

BONDBLOXX ETF TRUST

New

Shares5.9K

Event2026-06-30

Filed2026-07-21

AAUS

EA SERIES TRUST

New

Shares4.8K

Event2026-06-30

Filed2026-07-21

FIRST TR EXCHANGE-TRADED FD

New

Shares13.7K

Event2026-06-30

Filed2026-07-21

SMH

VANECK ETF TRUST

-18.34%

Shares423

Event2026-06-30

Filed2026-07-21

MINO

PIMCO ETF TR

58.42%

Shares6.0K

Event2026-06-30

Filed2026-07-21

PAUG

INNOVATOR ETFS TRUST

-5.73%

Shares5.9K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

9.95%

Shares630

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

8.93%

Shares720

Event2026-06-30

Filed2026-07-21

ZJUL

INNOVATOR ETFS TRUST

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-21

MBB

ISHARES TR

2.61%

Shares2.7K

Event2026-06-30

Filed2026-07-21

DDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-21

SPMD

SPDR SERIES TRUST

-23.34%

Shares3.6K

Event2026-06-30

Filed2026-07-21

BSEP

INNOVATOR ETFS TRUST

-16.91%

Shares4.4K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-21

BUFT

FIRST TR EXCHNG TRADED FD VI

-0.04%

Shares8.3K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

5.11%

Shares370

Event2026-06-30

Filed2026-07-21

SPSM

SPDR SERIES TRUST

-3.60%

Shares3.7K

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

176.22%

Shares1.6K

Event2026-06-30

Filed2026-07-21

JPST

J P MORGAN EXCHANGE TRADED F

-18.00%

Shares4.1K

Event2026-06-30

Filed2026-07-21

FTSM

FIRST TR EXCHANGE-TRADED FD

-0.78%

Shares3.4K

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING IN

-0.22%

Shares913

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-16.27%

Shares355

Event2026-06-30

Filed2026-07-21

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

219.04%

Shares1.3K

Event2026-06-30

Filed2026-07-21

IEF

ISHARES TR

18.61%

Shares2.1K

Event2026-06-30

Filed2026-07-21

FELC

FIDELITY COVINGTON TRUST

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

30.37%

Shares1.2K

Event2026-06-30

Filed2026-07-21

MARM

FIRST TR EXCHNG TRADED FD VI

-0.86%

Shares5.5K

Event2026-06-30

Filed2026-07-21

ZMAR

INNOVATOR ETFS TRUST

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-21

MGV

VANGUARD WORLD FD

-9.21%

Shares1.1K

Event2026-06-30

Filed2026-07-21

LCTU

BLACKROCK ETF TRUST

34.19%

Shares2.3K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

11.20%

Shares735

Event2026-06-30

Filed2026-07-21

ISHARES TR

86.90%

Shares1.8K

Event2026-06-30

Filed2026-07-21

NJUL

INNOVATOR ETFS TRUST

-1.98%

Shares2.3K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-21

TCHP

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

UCON

FIRST TR EXCHNG TRADED FD VI

-1.15%

Shares7.0K

Event2026-06-30

Filed2026-07-21

DON

WISDOMTREE TR

-1.95%

Shares3.1K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

-7.81%

Shares2.1K

Event2026-06-30

Filed2026-07-21

DGS

WISDOMTREE TR

2.45%

Shares2.7K

Event2026-06-30

Filed2026-07-21

XLE

SELECT SECTOR SPDR TR

-30.48%

Shares3.3K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

4.28%

Shares633

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

2.95%

Shares559

Event2026-06-30

Filed2026-07-21

SHOP

SHOPIFY INC

540.26%

Shares1.5K

Event2026-06-30

Filed2026-07-21

DEM

WISDOMTREE TR

-1.53%

Shares3.1K

Event2026-06-30

Filed2026-07-21

AGGY

WISDOMTREE TR

1.52%

Shares3.8K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

5.18%

Shares386

Event2026-06-30

Filed2026-07-21

BLK

BLACKROCK INC

18.06%

Shares170

Event2026-06-30

Filed2026-07-21

NOC

NORTHROP GRUMMAN CORP

4.61%

Shares318

Event2026-06-30

Filed2026-07-21

ZDEK

INNOVATOR ETFS TRUST

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-21

BOCT

INNOVATOR ETFS TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

DDFL

INNOVATOR ETFS TRUST

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

-2.58%

Shares151

Event2026-06-30

Filed2026-07-21

DLS

WISDOMTREE TR

0.84%

Shares1.8K

Event2026-06-30

Filed2026-07-21

PAVE

GLOBAL X FDS

1.02%

Shares2.5K

Event2026-06-30

Filed2026-07-21

LONZ

PIMCO ETF TR

-17.25%

Shares2.9K

Event2026-06-30

Filed2026-07-21

BINC

BLACKROCK ETF TRUST II

-18.36%

Shares2.7K

Event2026-06-30

Filed2026-07-21

DEERE & CO

217.14%

Shares222

Event2026-06-30

Filed2026-07-21

DES

WISDOMTREE TR

-2.56%

Shares3.5K

Event2026-06-30

Filed2026-07-21

GDEC

FIRST TR EXCHNG TRADED FD VI

-7.99%

Shares3.5K

Event2026-06-30

Filed2026-07-21

DAPR

FIRST TR EXCHNG TRADED FD VI

-11.43%

Shares3.4K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

-1.45%

Shares2.3K

Event2026-06-30

Filed2026-07-21

LTPZ

PIMCO ETF TR

-5.62%

Shares2.7K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

29.46%

Shares1.2K

Event2026-06-30

Filed2026-07-21

CHAT

TIDAL TRUST II

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES

3.40%

Shares1.5K

Event2026-06-30

Filed2026-07-21

ARK ETF TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-21

DSI

ISHARES TR

40.79%

Shares925

Event2026-06-30

Filed2026-07-21

AUGM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-21

ZAPR

INNOVATOR ETFS TRUST

New

Shares4.9K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

203.03%

Shares1.5K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

32.49%

Shares1.3K

Event2026-06-30

Filed2026-07-21

SPYI

NEOS ETF TRUST

-14.77%

Shares2.4K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

86.43%

Shares1.1K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

200.89%

Shares1.0K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

25.91%

Shares690

Event2026-06-30

Filed2026-07-21

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares976

Event2026-06-30

Filed2026-07-21

AOM

ISHARES TR

-2.06%

Shares2.5K

Event2026-06-30

Filed2026-07-21

JANW

AIM ETF PRODUCTS TRUST

19.06%

Shares3.1K

Event2026-06-30

Filed2026-07-21

QYLD

GLOBAL X FDS

0.02%

Shares6.6K

Event2026-06-30

Filed2026-07-21

OCTM

FIRST TR EXCHNG TRADED FD VI

-0.08%

Shares3.5K

Event2026-06-30

Filed2026-07-21

AVUV

AMERICAN CENTY ETF TR

155.80%

Shares949

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

21.00%

Shares461

Event2026-06-30

Filed2026-07-21

SPYV

SPDR SERIES TRUST

11.34%

Shares1.9K

Event2026-06-30

Filed2026-07-21

MTGP

WISDOMTREE TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

GWX

SPDR INDEX SHS FDS

-3.60%

Shares2.6K

Event2026-06-30

Filed2026-07-21

JUNM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-21

AVDE

AMERICAN CENTY ETF TR

-3.31%

Shares1.3K

Event2026-06-30

Filed2026-07-21

DGRW

WISDOMTREE TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

BIL

SPDR SERIES TRUST

-52.94%

Shares1.2K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

167.07%

Shares876

Event2026-06-30

Filed2026-07-21

SLV

ISHARES SILVER TR

7.89%

Shares2.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.00%

Shares325

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

72.53%

Shares1.6K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

238.89%

Shares1.5K

Event2026-06-30

Filed2026-07-21

CLM

CORNERSTONE STRATEGIC INVEST

-25.00%

Shares14.6K

Event2026-06-30

Filed2026-07-21

GNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

80.51%

Shares1.3K

Event2026-06-30

Filed2026-07-21

VISA INC

25.20%

Shares318

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

5.32%

Shares1.5K

Event2026-06-30

Filed2026-07-21

FIIG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-21

EAGG

ISHARES TR

52.55%

Shares2.2K

Event2026-06-30

Filed2026-07-21

RLI

RLI CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

DXYZ

DESTINY TECH100 INC

5.88%

Shares4.0K

Event2026-06-30

Filed2026-07-21

ENB

ENBRIDGE INC

66.17%

Shares1.9K

Event2026-06-30

Filed2026-07-21

WELL

WELLTOWER INC

75.98%

Shares447

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

22.09%

Shares199

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

23.74%

Shares2.4K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

-0.98%

Shares1.2K

Event2026-06-30

Filed2026-07-21

USXF

ISHARES TR

39.88%

Shares1.4K

Event2026-06-30

Filed2026-07-21

GFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

14.20%

Shares193

Event2026-06-30

Filed2026-07-21

MUNI

PIMCO ETF TR

1.51%

Shares1.9K

Event2026-06-30

Filed2026-07-21

DFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

ZJUN

INNOVATOR ETFS TRUST

78.83%

Shares3.5K

Event2026-06-30

Filed2026-07-21

VOE

VANGUARD INDEX FDS

17.08%

Shares473

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

76.05%

Shares669

Event2026-06-30

Filed2026-07-21

UFEB

INNOVATOR ETFS TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

CINF

CINCINNATI FINL CORP

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

TFC

TRUIST FINL CORP

141.57%

Shares1.8K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

13.70%

Shares307

Event2026-06-30

Filed2026-07-21

QTUM

ETF SER SOLUTIONS

0.00%

Shares551

Event2026-06-30

Filed2026-07-21

TDIV

FIRST TR EXCHANGE TRADED FD

2.46%

Shares792

Event2026-06-30

Filed2026-07-21

GOVT

ISHARES TR

1.34%

Shares4.0K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

21.78%

Shares548

Event2026-06-30

Filed2026-07-21

DECM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

-1.85%

Shares318

Event2026-06-30

Filed2026-07-21

SUSC

ISHARES TR

45.64%

Shares3.8K

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

0.00%

Shares124

Event2026-06-30

Filed2026-07-21

UMAY

INNOVATOR ETFS TRUST

285.67%

Shares2.3K

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR

4.08%

Shares2.6K

Event2026-06-30

Filed2026-07-21

EDWARDS LIFESCIENCES CORP

0.00%

Shares960

Event2026-06-30

Filed2026-07-21

ICVT

ISHARES TR

0.00%

Shares696

Event2026-06-30

Filed2026-07-21

FDEC

FIRST TR EXCHNG TRADED FD VI

-4.93%

Shares1.5K

Event2026-06-30

Filed2026-07-21

JAJL

INNOVATOR ETFS TRUST

-2.39%

Shares2.8K

Event2026-06-30

Filed2026-07-21

ESGD

ISHARES TR

0.00%

Shares799

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

84.95%

Shares172

Event2026-06-30

Filed2026-07-21

MRSK

NORTHERN LIGHTS FD TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-21

ONEZ

ELEVATION SERIES TRUST

22.96%

Shares3.0K

Event2026-06-30

Filed2026-07-21

AIQ

GLOBAL X FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

ESGE

ISHARES INC

14.14%

Shares1.4K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

4.29%

Shares73

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

54.55%

Shares408

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV

2.63%

Shares39

Event2026-06-30

Filed2026-07-21

BNDX

VANGUARD CHARLOTTE FDS

46.30%

Shares1.6K

Event2026-06-30

Filed2026-07-21

AT&T INC

81.31%

Shares3.7K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

-1.01%

Shares879

Event2026-06-30

Filed2026-07-21

CIBR

FIRST TR EXCHANGE-TRADED FD

-32.51%

Shares849

Event2026-06-30

Filed2026-07-21

BOEING CO

15.03%

Shares352

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

13.91%

Shares344

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION TECHN CORP

New

Shares443

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC

12.44%

Shares253

Event2026-06-30

Filed2026-07-21

BOTZ

GLOBAL X FDS

102.04%

Shares2.0K

Event2026-06-30

Filed2026-07-21

PSX

PHILLIPS 66

35.49%

Shares439

Event2026-06-30

Filed2026-07-21

AOK

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

BSV

VANGUARD BD INDEX FDS

8.12%

Shares945

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB STRATEGIC TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC

94.34%

Shares618

Event2026-06-30

Filed2026-07-21

XME

SPDR SERIES TRUST

0.00%

Shares679

Event2026-06-30

Filed2026-07-21

RFDA

ALPS ETF TR

14.59%

Shares1.0K

Event2026-06-30

Filed2026-07-21

QHY

WISDOMTREE TR

-6.79%

Shares1.6K

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST

16.34%

Shares470

Event2026-06-30

Filed2026-07-21

NUE

NUCOR CORP

145.04%

Shares321

Event2026-06-30

Filed2026-07-21

CPAG

RBB FD INC

New

Shares696

Event2026-06-30

Filed2026-07-21

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares317

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

30.23%

Shares168

Event2026-06-30

Filed2026-07-21

TLT

ISHARES TR

-0.39%

Shares772

Event2026-06-30

Filed2026-07-21

ESGU

ISHARES TR

41.11%

Shares405

Event2026-06-30

Filed2026-07-21

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

ZSEP

INNOVATOR ETFS TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

WORLD GOLD TR

0.00%

Shares827

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

458.33%

Shares804

Event2026-06-30

Filed2026-07-21

RAA

ETF OPPORTUNITIES TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

CERY

SPDR SERIES TRUST

-3.37%

Shares1.9K

Event2026-06-30

Filed2026-07-21

XBI

SPDR SERIES TRUST

0.00%

Shares401

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

7.64%

Shares465

Event2026-06-30

Filed2026-07-21

DTCR

GLOBAL X FDS

16.92%

Shares2.1K

Event2026-06-30

Filed2026-07-21

XMLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares940

Event2026-06-30

Filed2026-07-21

AVSC

AMERICAN CENTY ETF TR

0.00%

Shares839

Event2026-06-30

Filed2026-07-21

QBER

ELEVATION SERIES TRUST

-13.49%

Shares2.6K

Event2026-06-30

Filed2026-07-21

HACK

AMPLIFY ETF TR

0.00%

Shares580

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

69.62%

Shares536

Event2026-06-30

Filed2026-07-21

BOND

PIMCO ETF TR

6.66%

Shares657

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

-6.56%

Shares171

Event2026-06-30

Filed2026-07-21

NTR

NUTRIEN LTD

125.88%

Shares960

Event2026-06-30

Filed2026-07-21

TMUS

T-MOBILE US INC

3.52%

Shares353

Event2026-06-30

Filed2026-07-21

FLRG

FIDELITY COVINGTON TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

GAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC

16.16%

Shares115

Event2026-06-30

Filed2026-07-21

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares597

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

-14.04%

Shares49

Event2026-06-30

Filed2026-07-21

FOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

FIRST TR EXCHANGE TRADED FD

0.00%

Shares750

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

25.19%

Shares164

Event2026-06-30

Filed2026-07-21

IGV

ISHARES TR

505.00%

Shares605

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

77.60%

Shares563

Event2026-06-30

Filed2026-07-21

USEP

INNOVATOR ETFS TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

UJUL

INNOVATOR ETFS TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

UNOV

INNOVATOR ETFS TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

DDFS

INNOVATOR ETFS TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

VHT

VANGUARD WORLD FD

0.00%

Shares177

Event2026-06-30

Filed2026-07-21

FMB

FIRST TR EXCH TRADED FD III

12.65%

Shares1.0K

Event2026-06-30

Filed2026-07-21

UFO

PROCURE ETF TRUST II

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

EEM

ISHARES TR

0.00%

Shares768

Event2026-06-30

Filed2026-07-21

SHYG

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

DXJ

WISDOMTREE TR

0.00%

Shares301

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

98.06%

Shares204

Event2026-06-30

Filed2026-07-21

OVLH

LISTED FDS TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

POWL

POWELL INDS INC

172.73%

Shares180

Event2026-06-30

Filed2026-07-21

EUSB

ISHARES TR

52.56%

Shares1.2K

Event2026-06-30

Filed2026-07-21

USHY

ISHARES TR

-5.27%

Shares1.4K

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

-9.29%

Shares508

Event2026-06-30

Filed2026-07-21

JMTG

J P MORGAN EXCHANGE TRADED F

0.00%

Shares992

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

53.16%

Shares703

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

0.00%

Shares250

Event2026-06-30

Filed2026-07-21

FLRN

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

BIV

VANGUARD BD INDEX FDS

6.71%

Shares652

Event2026-06-30

Filed2026-07-21

DMXF

ISHARES TR

40.57%

Shares589

Event2026-06-30

Filed2026-07-21

VRIG

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

SOXX

ISHARES TR

0.00%

Shares76

Event2026-06-30

Filed2026-07-21

IUSG

ISHARES TR

6.58%

Shares259

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES INC

27.37%

Shares121

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

-15.79%

Shares128

Event2026-06-30

Filed2026-07-21

CGUS

CAPITAL GROUP CORE EQUITY ET

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

RFDI

FIRST TR EXCH TRADED FD III

15.92%

Shares546

Event2026-06-30

Filed2026-07-21

SHLD

GLOBAL X FDS

0.00%

Shares793

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC

9.00%

Shares109

Event2026-06-30

Filed2026-07-21

ELD

WISDOMTREE TR

-7.88%

Shares1.6K

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

-8.70%

Shares189

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC

13.82%

Shares799

Event2026-06-30

Filed2026-07-21

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares785

Event2026-06-30

Filed2026-07-21

IREN

IREN LIMITED

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

0.00%

Shares836

Event2026-06-30

Filed2026-07-21

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares540

Event2026-06-30

Filed2026-07-21

PFEB

INNOVATOR ETFS TRUST

-0.77%

Shares1.0K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

0.00%

Shares145

Event2026-06-30

Filed2026-07-21

XHB

SPDR SERIES TRUST

0.00%

Shares370

Event2026-06-30

Filed2026-07-21

SSO

PROSHARES TR

0.00%

Shares630

Event2026-06-30

Filed2026-07-21

GMAY

FIRST TR EXCHNG TRADED FD VI

78.62%

Shares986

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS INC

25.13%

Shares249

Event2026-06-30

Filed2026-07-21

MOO

VANECK ETF TRUST

0.00%

Shares527

Event2026-06-30

Filed2026-07-21

BCX

BLACKROCK RES & COMMODITIES

New

Shares3.6K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

35.66%

Shares194

Event2026-06-30

Filed2026-07-21

PRU

PRUDENTIAL FINL INC

155.24%

Shares365

Event2026-06-30

Filed2026-07-21

FORD MTR CO

-17.52%

Shares2.8K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-23.64%

Shares42

Event2026-06-30

Filed2026-07-21

ORC

ORCHID IS CAP INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-21

VRTX

VERTEX PHARMACEUTICALS INC

50.00%

Shares78

Event2026-06-30

Filed2026-07-21

VLO

VALERO ENERGY CORP

-9.82%

Shares147

Event2026-06-30

Filed2026-07-21

EMB

ISHARES TR

-0.75%

Shares395

Event2026-06-30

Filed2026-07-21

VANGUARD INTL EQUITY INDEX F

0.00%

Shares242

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

3.45%

Shares120

Event2026-06-30

Filed2026-07-21

FYX

FIRST TR EXCHANGE-TRADED ALP

New

Shares260

Event2026-06-30

Filed2026-07-21

SBAR

SIMPLIFY EXCHANGE TRADED FUN

-86.97%

Shares1.5K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

12.50%

Shares72

Event2026-06-30

Filed2026-07-21

SYY

SYSCO CORP

0.00%

Shares447

Event2026-06-30

Filed2026-07-21

FITB

FIFTH THIRD BANCORP

0.76%

Shares662

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

300.00%

Shares200

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

0.00%

Shares249

Event2026-06-30

Filed2026-07-21

NTSX

WISDOMTREE TR

0.00%

Shares623

Event2026-06-30

Filed2026-07-21

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares637

Event2026-06-30

Filed2026-07-21

KROGER CO

18.50%

Shares647

Event2026-06-30

Filed2026-07-21

VMBS

VANGUARD SCOTTSDALE FDS

3.65%

Shares767

Event2026-06-30

Filed2026-07-21

BSX

BOSTON SCIENTIFIC CORP

-4.98%

Shares839

Event2026-06-30

Filed2026-07-21

VNLA

JANUS DETROIT STR TR

0.00%

Shares727

Event2026-06-30

Filed2026-07-21

AMERIPRISE FINL INC

0.00%

Shares77

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

-2.83%

Shares103

Event2026-06-30

Filed2026-07-21

FNX

FIRST TR EXCHANGE-TRADED ALP

New

Shares237

Event2026-06-30

Filed2026-07-21

IUSV

ISHARES TR

11.03%

Shares312

Event2026-06-30

Filed2026-07-21

SNXFX

ATAIBECKLEY INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-21

CTAS

CINTAS CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP

0.00%

Shares142

Event2026-06-30

Filed2026-07-21

ODFL

OLD DOMINION FREIGHT LINE IN

2.00%

Shares153

Event2026-06-30

Filed2026-07-21

FSMB

FIRST TR EXCH TRADED FD III

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

FIW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares298

Event2026-06-30

Filed2026-07-21

IDEV

ISHARES TR

New

Shares365

Event2026-06-30

Filed2026-07-21

RFG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

MAYW

AIM ETF PRODUCTS TRUST

New

Shares924

Event2026-06-30

Filed2026-07-21

PHYL

PGIM ETF TR

0.00%

Shares920

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

41.94%

Shares44

Event2026-06-30

Filed2026-07-21

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares180

Event2026-06-30

Filed2026-07-21

ROYAL CARIBBEAN GROUP

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

TFLO

ISHARES TR

0.00%

Shares626

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL

7.79%

Shares166

Event2026-06-30

Filed2026-07-21

EBAY

EBAY INC.

48.68%

Shares281

Event2026-06-30

Filed2026-07-21

LOUP

INNOVATOR ETFS TRUST

0.00%

Shares315

Event2026-06-30

Filed2026-07-21

AEM

AGNICO EAGLE MINES LTD

New

Shares200

Event2026-06-30

Filed2026-07-21

REALTY INCOME CORP

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

LCTD

BLACKROCK ETF TRUST

40.63%

Shares533

Event2026-06-30

Filed2026-07-21

QCLN

FIRST TR EXCHANGE-TRADED FD

New

Shares500

Event2026-06-30

Filed2026-07-21

JNK

SPDR SERIES TRUST

0.00%

Shares318

Event2026-06-30

Filed2026-07-21

PFFD

GLOBAL X FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

27.16%

Shares1.3K

Event2026-06-30

Filed2026-07-21

SELECT SECTOR SPDR TR

-49.62%

Shares670

Event2026-06-30

Filed2026-07-21

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares220

Event2026-06-30

Filed2026-07-21

XOVR

ENTREPRENEURSHARES SERIES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

MINT

PIMCO ETF TR

0.00%

Shares296

Event2026-06-30

Filed2026-07-21

KJUL

INNOVATOR ETFS TRUST

0.00%

Shares878

Event2026-06-30

Filed2026-07-21

VPU

VANGUARD WORLD FD

New

Shares150

Event2026-06-30

Filed2026-07-21

IFEB

INNOVATOR ETFS TRUST

0.00%

Shares935

Event2026-06-30

Filed2026-07-21

BUFG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares989

Event2026-06-30

Filed2026-07-21

QQQJ

INVESCO EXCH TRADED FD TR II

New

Shares632

Event2026-06-30

Filed2026-07-21

MSI

MOTOROLA SOLUTIONS INC

78.95%

Shares68

Event2026-06-30

Filed2026-07-21

FMHI

FIRST TR EXCH TRADED FD III

0.00%

Shares582

Event2026-06-30

Filed2026-07-21

XEL

XCEL ENERGY INC

0.00%

Shares349

Event2026-06-30

Filed2026-07-21

DAL

DELTA AIR LINES INC

0.00%

Shares297

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELEC PWR CO INC

1.00%

Shares203

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares124

Event2026-06-30

Filed2026-07-21

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares336

Event2026-06-30

Filed2026-07-21

VANECK ETF TRUST

0.00%

Shares362

Event2026-06-30

Filed2026-07-21

SNDK

SANDISK CORP

0.00%

Shares12

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares122

Event2026-06-30

Filed2026-07-21

CHW

CALAMOS GBL DYN INCOME FUND

New

Shares3.0K

Event2026-06-30

Filed2026-07-21

SCHA

SCHWAB STRATEGIC TR

14.95%

Shares738

Event2026-06-30

Filed2026-07-21

SCHB

SCHWAB STRATEGIC TR

129.18%

Shares919

Event2026-06-30

Filed2026-07-21

VICI

VICI PPTYS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares254

Event2026-06-30

Filed2026-07-21

TIP

ISHARES TR

0.00%

Shares239

Event2026-06-30

Filed2026-07-21

CDE

COEUR MNG INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

0.00%

Shares271

Event2026-06-30

Filed2026-07-21

BLV

VANGUARD BD INDEX FDS

49.20%

Shares373

Event2026-06-30

Filed2026-07-21

XLI

SELECT SECTOR SPDR TR

10.40%

Shares138

Event2026-06-30

Filed2026-07-21

NVS

NOVARTIS AG

552.00%

Shares163

Event2026-06-30

Filed2026-07-21

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares87

Event2026-06-30

Filed2026-07-21

CLOA

BLACKROCK ETF TRUST II

New

Shares490

Event2026-06-30

Filed2026-07-21

ICOP

ISHARES TR

0.00%

Shares516

Event2026-06-30

Filed2026-07-21

CTA

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares979

Event2026-06-30

Filed2026-07-21

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares600

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

134.43%

Shares143

Event2026-06-30

Filed2026-07-21

GSY

INVESCO ACTIVELY MANAGED EXC

New

Shares500

Event2026-06-30

Filed2026-07-21

FLOT

ISHARES TR

0.00%

Shares491

Event2026-06-30

Filed2026-07-21

INNOVATOR ETFS TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

9.64%

Shares91

Event2026-06-30

Filed2026-07-21

KMI

KINDER MORGAN INC DEL

4166.67%

Shares768

Event2026-06-30

Filed2026-07-21

SNOWFLAKE INC

0.00%

Shares96

Event2026-06-30

Filed2026-07-21

BLOK

AMPLIFY ETF TR

208.73%

Shares389

Event2026-06-30

Filed2026-07-21

SETM

SPROTT FDS TR

0.00%

Shares780

Event2026-06-30

Filed2026-07-21

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

11.18%

Shares169

Event2026-06-30

Filed2026-07-21

CIEN

CIENA CORP

0.00%

Shares48

Event2026-06-30

Filed2026-07-21

CMG

CHIPOTLE MEXICAN GRILL INC

5.69%

Shares687

Event2026-06-30

Filed2026-07-21

EXC

EXELON CORP

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

6340.00%

Shares322

Event2026-06-30

Filed2026-07-21

HOOD

ROBINHOOD MKTS INC

-81.23%

Shares231

Event2026-06-30

Filed2026-07-21

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares224

Event2026-06-30

Filed2026-07-21

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares40

Event2026-06-30

Filed2026-07-21

XSOE

WISDOMTREE TR

0.00%

Shares469

Event2026-06-30

Filed2026-07-21

ENERGY TRANSFER L P

213.54%

Shares1.2K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

-64.99%

Shares293

Event2026-06-30

Filed2026-07-21

PULS

PGIM ETF TR

0.00%

Shares461

Event2026-06-30

Filed2026-07-21

FCTE

ETF OPPORTUNITIES TRUST

0.00%

Shares776

Event2026-06-30

Filed2026-07-21

IBIT

ISHARES BITCOIN TRUST ETF

-67.79%

Shares666

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO

6.67%

Shares64

Event2026-06-30

Filed2026-07-21

RFFC

ALPS ETF TR

0.00%

Shares289

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

12.87%

Shares114

Event2026-06-30

Filed2026-07-21

WASTE MGMT INC DEL

102.08%

Shares97

Event2026-06-30

Filed2026-07-21

UNM

UNUM GROUP

0.00%

Shares241

Event2026-06-30

Filed2026-07-21

RSG

REPUBLIC SVCS INC

48.53%

Shares101

Event2026-06-30

Filed2026-07-21

USAU

U S GOLD CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

33.94%

Shares146

Event2026-06-30

Filed2026-07-21

FABRINET

-92.96%

Shares38

Event2026-06-30

Filed2026-07-21

TGT

TARGET CORP

203.77%

Shares161

Event2026-06-30

Filed2026-07-21

JUNW

AIM ETF PRODUCTS TRUST

New

Shares604

Event2026-06-30

Filed2026-07-21

THE CIGNA GROUP

17.19%

Shares75

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL SVCS INC

1.07%

Shares189

Event2026-06-30

Filed2026-07-21

COPX

GLOBAL X FDS

0.00%

Shares264

Event2026-06-30

Filed2026-07-21

ETR

ENTERGY CORP NEW

443.75%

Shares174

Event2026-06-30

Filed2026-07-21

DYNEX CAP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

APOLLO GLOBAL MGMT INC

0.00%

Shares166

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

115.79%

Shares205

Event2026-06-30

Filed2026-07-21

KRP

KIMBELL RTY PARTNERS LP

285.71%

Shares1.4K

Event2026-06-30

Filed2026-07-21

CCL

CARNIVAL CORP LTD

New

Shares683

Event2026-06-30

Filed2026-07-21

INVESCO EXCH TRADED FD TR II

677.36%

Shares824

Event2026-06-30

Filed2026-07-21

XOMETRY INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-21

LTC

LTC PPTYS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

ORIX CORP

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

CGGO

CAPITAL GROUP GBL GROWTH EQT

New

Shares443

Event2026-06-30

Filed2026-07-21

SCSB

STERLING CAP FDS

0.00%

Shares750

Event2026-06-30

Filed2026-07-21

FEBW

AIM ETF PRODUCTS TRUST

New

Shares526

Event2026-06-30

Filed2026-07-21

SPYG

SPDR SERIES TRUST

-83.28%

Shares156

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

57.75%

Shares224

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

98.36%

Shares121

Event2026-06-30

Filed2026-07-21

NVTS

NAVITAS SEMICONDUCTOR CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

TRIN

TRINITY CAP INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

RKLB

ROCKET LAB CORP

33.59%

Shares175

Event2026-06-30

Filed2026-07-21

WTV

WISDOMTREE TR

0.00%

Shares173

Event2026-06-30

Filed2026-07-21

SIL

GLOBAL X FDS

0.00%

Shares227

Event2026-06-30

Filed2026-07-21

DOMINION ENERGY INC

-10.80%

Shares256

Event2026-06-30

Filed2026-07-21

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares572

Event2026-06-30

Filed2026-07-21

DECW

AIM ETF PRODUCTS TRUST

New

Shares477

Event2026-06-30

Filed2026-07-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares32

Event2026-06-30

Filed2026-07-21

TC ENERGY CORP

-17.97%

Shares251

Event2026-06-30

Filed2026-07-21

WTMF

WISDOMTREE TR

0.00%

Shares404

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

11.97%

Shares346

Event2026-06-30

Filed2026-07-21

PPI

INVESTMENT MANAGERS SER TR I

0.00%

Shares770

Event2026-06-30

Filed2026-07-21

IWR

ISHARES TR

0.00%

Shares148

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL-MYERS SQUIBB CO

117.69%

Shares283

Event2026-06-30

Filed2026-07-21

SHEL

SHELL PLC

-20.53%

Shares209

Event2026-06-30

Filed2026-07-21

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares285

Event2026-06-30

Filed2026-07-21

BUFR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares440

Event2026-06-30

Filed2026-07-21

GLP

GLOBAL PARTNERS LP

0.00%

Shares345

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available