Sponsored

The Analysis of GENESIS PRIVATE WEALTH, LLC's Holdings & P&L

Currently, GENESIS PRIVATE WEALTH, LLC holds 182 types of securities in its portfolio with a total value $317.7M. In the most recent quarter, they have increased their positions in IEMG (+22.3K shares, valued at $1.6M), CGDV (+13.2K shares, valued at $559.8K), VTEB (+9.7K shares, valued at $482.7K); decreased their positions in IWF (-3.3K shares, valued at $1.4M), IWM (-5.3K shares, valued at $1.3M), IWD (-5.2K shares, valued at $1.1M); initiated new positions in KMB (+3.2K shares, valued at $309.9K), PAYX (+3.4K shares, valued at $309.6K), VZ (+5.9K shares, valued at $296.0K).

1M P&L

-42.7M-11.95%

3M P&L

-59.0M-15.81%

HY P&L

-44.1M-12.30%

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/A265.3M

87.7%

2Semiconductors4.2M

1.4%

3Drug Manufacturers - General2.9M

1.0%

Top Industries by Stock Count

1N/A76 stocks

48.1%

2Drug Manufacturers - General7 stocks

4.4%

3Credit Services4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR23.1K shares-1.24%2026-03-312026-04-16

FBND FIDELITY MERRIMACK STR TR313.4K shares-0.65%2026-03-312026-04-16

IWF ISHARES TR31.1K shares-9.51%2026-03-312026-04-16

IWD ISHARES TR61.6K shares-7.80%2026-03-312026-04-16

GLD SPDR GOLD TR28.0K shares-1.35%2026-03-312026-04-16

PTRB PGIM ETF TR222.6K shares-0.04%2026-03-312026-04-16

CGGR CAPITAL GROUP GROWTH ETF227.8K shares0.26%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS157.2K shares6.56%2026-03-312026-04-16

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD112.2K shares0.07%2026-03-312026-04-16

JMBS JANUS DETROIT STR TR168.2K shares0.99%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR292.8K shares0.24%2026-03-312026-04-16

BIV VANGUARD BD INDEX FDS92.6K shares7.03%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS32.0K shares-0.21%2026-03-312026-04-16

IEFA ISHARES TR74.1K shares2.75%2026-03-312026-04-16

LMBS FIRST TR EXCHANGE-TRADED FD131.1K shares-0.32%2026-03-312026-04-16

MUNI PIMCO ETF TR117.4K shares1.88%2026-03-312026-04-16

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD117.3K shares0.12%2026-03-312026-04-16

VOE VANGUARD INDEX FDS31.3K shares-0.48%2026-03-312026-04-16

VOT VANGUARD INDEX FDS21.9K shares-0.23%2026-03-312026-04-16

VXUS VANGUARD STAR FDS71.9K shares-1.52%2026-03-312026-04-16

VO VANGUARD INDEX FDS17.9K shares1.25%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T26.6K shares-0.34%2026-03-312026-04-16

IEMG ISHARES INC71.6K shares45.14%2026-03-312026-04-16

AGG ISHARES TR48.6K shares-9.08%2026-03-312026-04-16

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD39.3K shares-1.29%2026-03-312026-04-16

VGIT VANGUARD SCOTTSDALE FDS65.3K shares-2.89%2026-03-312026-04-16

IUSB ISHARES TR81.2K shares-3.21%2026-03-312026-04-16

GSLC GOLDMAN SACHS ETF TR29.2K shares-8.82%2026-03-312026-04-16

CGDV CAPITAL GROUP DIVIDEND VALUE85.6K shares18.17%2026-03-312026-04-16

SDVY FIRST TR EXCHANGE TRADED FD86.3K shares2.14%2026-03-312026-04-16

NVDA NVIDIA CORPORATION18.1K shares-1.71%2026-03-312026-04-16

VTES VANGUARD WELLINGTON FD30.8K shares-0.07%2026-03-312026-04-16

Sponsored

IJH ISHARES TR39.9K shares0.32%2026-03-312026-04-16

MUST COLUMBIA ETF TR I129.4K shares2.27%2026-03-312026-04-16

PULS PGIM ETF TR51.7K shares0.16%2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS52.1K shares0.81%2026-03-312026-04-16

SPGP INVESCO EXCHANGE TRADED FD T23.1K shares-9.48%2026-03-312026-04-16

MSFT MICROSOFT CORP6.7K shares-5.76%2026-03-312026-04-16

SPTS SPDR SERIES TRUST81.1K shares-8.54%2026-03-312026-04-16

VHT VANGUARD WORLD FD8.1K shares-8.92%2026-03-312026-04-16

Sponsored

USHY ISHARES TR56.1K shares10.85%2026-03-312026-04-16

AAPL APPLE INC8.0K shares26.35%2026-03-312026-04-16

PDBC INVESCO ACTVELY MNGD ETC FD103.1K shares0.96%2026-03-312026-04-16

HGER HARBOR ETF TRUST56.7K shares0.15%2026-03-312026-04-16

AMZN AMAZON COM INC8.1K shares-3.53%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS24.9K shares-11.71%2026-03-312026-04-16

ALPHABET INC ALPHABET INC5.5K shares-12.46%2026-03-312026-04-16

IJK ISHARES TR15.6K shares0.00%2026-03-312026-04-16

Sponsored

EMB ISHARES TR16.5K shares-7.32%2026-03-312026-04-16

CLSE TRUST FOR PROFESSIONAL MANAG51.8K shares28.26%2026-03-312026-04-16

FMDE FIDELITY COVINGTON TRUST40.5K shares23.22%2026-03-312026-04-16

FSMB FIRST TR EXCH TRADED FD III72.7K shares2.37%2026-03-312026-04-16

VTEI VANGUARD MUN BD FDS13.7K shares8.62%2026-03-312026-04-16

ILOW AB ACTIVE ETFS INC31.1K shares25.10%2026-03-312026-04-16

BROADCOM INC BROADCOM INC4.1K shares0.73%2026-03-312026-04-16

IJJ ISHARES TR9.3K shares0.00%2026-03-312026-04-16

Sponsored

META META PLATFORMS INC2.0K shares5.35%2026-03-312026-04-16

ITOT ISHARES TR7.7K shares10.81%2026-03-312026-04-16

HDV ISHARES TR7.9K shares-0.68%2026-03-312026-04-16

JTEK J P MORGAN EXCHANGE TRADED F13.1K shares35.13%2026-03-312026-04-16

VMBS VANGUARD SCOTTSDALE FDS20.9K shares1.15%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS12.9K shares-1.43%2026-03-312026-04-16

MA MASTERCARD INCORPORATED1.8K shares-3.58%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F16.3K shares-17.87%2026-03-312026-04-16

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares2.09%2026-03-312026-04-16

ALPHABET INC ALPHABET INC2.8K shares4.98%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO2.5K shares-2.47%2026-03-312026-04-16

USMV ISHARES TR8.0K shares-2.20%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR5.5K shares0.13%2026-03-312026-04-16

XOM EXXON MOBIL CORP4.1K shares-21.91%2026-03-312026-04-16

ASML ASML HLDG NV523 shares19.68%2026-03-312026-04-16

VUG VANGUARD INDEX FDS1.6K shares3.31%2026-03-312026-04-16

Sponsored

TOTALENERGIES SE TOTALENERGIES SE7.4K shares6.86%2026-03-312026-04-16

EVSM MORGAN STANLEY ETF TRUST13.3K shares-27.52%2026-03-312026-04-16

VTWO VANGUARD SCOTTSDALE FDS6.2K shares3.95%2026-03-312026-04-16

JMST J P MORGAN EXCHANGE TRADED F12.1K shares-0.27%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE2.1K shares3.36%2026-03-312026-04-16

VBK VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-16

CVX CHEVRON CORPORATION2.8K shares9.69%2026-03-312026-04-16

PLD PROLOGIS INC.4.1K shares-7.54%2026-03-312026-04-16

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T20.1K shares16.02%2026-03-312026-04-16

VTV VANGUARD INDEX FDS2.8K shares2.38%2026-03-312026-04-16

SDY SPDR SERIES TRUST3.7K shares-1.71%2026-03-312026-04-16

BTI BRITISH AMERN TOB PLC9.0K shares16.93%2026-03-312026-04-16

LLY ELI LILLY & CO570 shares3.83%2026-03-312026-04-16

RTX RTX CORPORATION2.7K shares14.61%2026-03-312026-04-16

GILD GILEAD SCIENCES INC3.5K shares-12.39%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC2.9K shares-22.33%2026-03-312026-04-16

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares-2.77%2026-03-312026-04-16

WFC WELLS FARGO & CO5.6K shares1.71%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC2.1K shares15.16%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC902 shares-2.28%2026-03-312026-04-16

THE CIGNA GROUP THE CIGNA GROUP1.6K shares87.54%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON1.8K shares-31.86%2026-03-312026-04-16

USB US BANCORP8.2K shares-2.08%2026-03-312026-04-16

PEP PEPSICO INC2.7K shares33.81%2026-03-312026-04-16

Sponsored

ABBV ABBVIE INC1.9K shares-2.08%2026-03-312026-04-16

KLAC KLA CORP282 shares-4.08%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR4.4K shares-8.64%2026-03-312026-04-16

SNY SANOFI SA8.1K shares27.39%2026-03-312026-04-16

IWM ISHARES TR1.6K shares-77.22%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC2.2K shares48.20%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC4.4K shares60.63%2026-03-312026-04-16

GEV GE VERNOVA INC425 shares0.71%2026-03-312026-04-16

Sponsored

V VISA INC1.2K shares2.19%2026-03-312026-04-16

AMGN AMGEN INC1.0K shares-23.87%2026-03-312026-04-16

COP CONOCOPHILLIPS2.7K shares20.04%2026-03-312026-04-16

IJS ISHARES TR3.0K shares0.00%2026-03-312026-04-16

FE FIRSTENERGY CORP6.9K shares24.74%2026-03-312026-04-16

APH AMPHENOL CORP2.7K shares-36.25%2026-03-312026-04-16

JMUB J P MORGAN EXCHANGE TRADED F6.8K shares2.72%2026-03-312026-04-16

PGR PROGRESSIVE CORP1.7K shares32.02%2026-03-312026-04-16

Sponsored

BLACKROCK INC BLACKROCK INC350 shares35.14%2026-03-312026-04-16

FTGC FIRST TR EXCHANGE TRAD FD VI11.5K shares0.78%2026-03-312026-04-16

ENB ENBRIDGE INC6.1K shares-12.67%2026-03-312026-04-16

PFE PFIZER INC11.7K shares14.57%2026-03-312026-04-16

WRB BERKLEY W R CORP4.9K shares-1.01%2026-03-312026-04-16

GLDM WORLD GOLD TR3.5K shares-6.13%2026-03-312026-04-16

KKR & CO INC KKR & CO INC3.4K shares9.79%2026-03-312026-04-16

MCK MCKESSON CORP360 shares14.29%2026-03-312026-04-16

Sponsored

SO SOUTHERN CO3.2K shares-1.23%2026-03-312026-04-16

KMB KIMBERLY-CLARK CORP3.2K sharesnew addition2026-03-312026-04-16

PAYX PAYCHEX INC3.4K sharesnew addition2026-03-312026-04-16

BA BOEING CO1.5K shares3.72%2026-03-312026-04-16

BAC BANK AMERICA CORP6.1K shares-2.05%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC5.9K sharesnew addition2026-03-312026-04-16

CAT CATERPILLAR INC409 shares-24.95%2026-03-312026-04-16

CB CHUBB LTD SWITZ886 shares-2.53%2026-03-312026-04-16

Sponsored

AMT AMERICAN TOWER CORP1.7K sharesnew addition2026-03-312026-04-16

TFC TRUIST FINL CORP6.2K shares-16.05%2026-03-312026-04-16

CME CME GROUP INC969 sharesnew addition2026-03-312026-04-16

SPOT SPOTIFY TECHNOLOGY S A590 shares12.60%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC2.3K shares17.93%2026-03-312026-04-16

JKHY HENRY JACK & ASSOC INC1.8K shares3.71%2026-03-312026-04-16

ARISTA NETWORKS INC ARISTA NETWORKS INC2.3K shares36.31%2026-03-312026-04-16

UNP UNION PAC CORP1.1K shares4.45%2026-03-312026-04-16

Sponsored

HELO J P MORGAN EXCHANGE TRADED F4.3K shares2.89%2026-03-312026-04-16

COF CAPITAL ONE FINL CORP1.5K shares3.27%2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS3.5K shares9.83%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC3.0K shares-2.94%2026-03-312026-04-16

JHPI JOHN HANCOCK EXCHANGE TRADED12.0K shares0.00%2026-03-312026-04-16

ABT ABBOTT LABORATORIES2.6K shares-2.60%2026-03-312026-04-16

MNST MONSTER BEVERAGE CORP NEW3.7K shares33.09%2026-03-312026-04-16

NDAQ NASDAQ INC3.1K shares39.53%2026-03-312026-04-16

Sponsored

AON PLC AON PLC809 shares25.62%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC1.3K sharesnew addition2026-03-312026-04-16

AXP AMERICAN EXPRESS CO853 shares4.79%2026-03-312026-04-16

TRMB TRIMBLE INC3.8K shares-14.20%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC4.3K sharesnew addition2026-03-312026-04-16

TRP TC ENERGY CORP3.9K shares-3.46%2026-03-312026-04-16

NATIONAL GRID PLC NATIONAL GRID PLC2.9K shares-32.13%2026-03-312026-04-16

POOL POOL CORP1.2K sharesnew addition2026-03-312026-04-16

Sponsored

IQLT ISHARES TR5.3K shares-1.46%2026-03-312026-04-16

SHOP SHOPIFY INC2.0K shares12.72%2026-03-312026-04-16

SSD SIMPSON MFG INC1.4K sharesnew addition2026-03-312026-04-16

NDSN NORDSON CORP908 shares-7.63%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC672 sharesnew addition2026-03-312026-04-16

EFX EQUIFAX INC1.3K sharesnew addition2026-03-312026-04-16

HWM HOWMET AEROSPACE INC1.0K shares-27.94%2026-03-312026-04-16

UNILEVER PLC UNILEVER PLC4.1K sharesnew addition2026-03-312026-04-16

Sponsored

TXN TEXAS INSTRS INC1.2K shares-14.84%2026-03-312026-04-16

MKL MARKEL GROUP INC121 shares-4.72%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC273 shares-7.46%2026-03-312026-04-16

CSL CARLISLE COS INC692 shares8.81%2026-03-312026-04-16

ADSK AUTODESK INC958 sharesnew addition2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC2.0K shares-2.75%2026-03-312026-04-16

D DOMINION ENERGY INC3.7K shares-2.13%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP660 shares-21.62%2026-03-312026-04-16

Sponsored

AMCOR PLC AMCOR PLC5.7K sharesnew addition2026-03-312026-04-16

NFLX NETFLIX INC.2.3K sharesnew addition2026-03-312026-04-16

BURL BURLINGTON STORES INC681 shares-15.72%2026-03-312026-04-16

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.9K sharesnew addition2026-03-312026-04-16

NEE NEXTERA ENERGY INC2.3K sharesnew addition2026-03-312026-04-16

VTI VANGUARD INDEX FDS669 shares-2.19%2026-03-312026-04-16

CACI CACI INTL INC387 shares-18.18%2026-03-312026-04-16

LII LENNOX INTL INC453 shares1.34%2026-03-312026-04-16

Sponsored

FLRN SPDR SERIES TRUST6.7K shares-1.10%2026-03-312026-04-16

LNG CHENIERE ENERGY INC726 sharesnew addition2026-03-312026-04-16

IBKR INTERACTIVE BROKERS GROUP IN3.1K sharesnew addition2026-03-312026-04-16

MS MORGAN STANLEY1.2K shares-11.21%2026-03-312026-04-16

LINDE PLC LINDE PLC407 sharesnew addition2026-03-312026-04-16

SAN BANCO SANTANDER SA11.8K shares2.78%2026-03-312026-04-16

IVV

ISHARES TR

-1.24%

Shares23.1K

Event2026-03-31

Filed2026-04-16

FBND

FIDELITY MERRIMACK STR TR

-0.65%

Shares313.4K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

-9.51%

Shares31.1K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

-7.80%

Shares61.6K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

-1.35%

Shares28.0K

Event2026-03-31

Filed2026-04-16

PTRB

PGIM ETF TR

-0.04%

Shares222.6K

Event2026-03-31

Filed2026-04-16

CGGR

CAPITAL GROUP GROWTH ETF

0.26%

Shares227.8K

Event2026-03-31

Filed2026-04-16

VTEB

VANGUARD MUN BD FDS

6.56%

Shares157.2K

Event2026-03-31

Filed2026-04-16

RDVY

FIRST TR EXCHANGE TRADED FD

0.07%

Shares112.2K

Event2026-03-31

Filed2026-04-16

JMBS

JANUS DETROIT STR TR

0.99%

Shares168.2K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

0.24%

Shares292.8K

Event2026-03-31

Filed2026-04-16

BIV

VANGUARD BD INDEX FDS

7.03%

Shares92.6K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

-0.21%

Shares32.0K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

2.75%

Shares74.1K

Event2026-03-31

Filed2026-04-16

LMBS

FIRST TR EXCHANGE-TRADED FD

-0.32%

Shares131.1K

Event2026-03-31

Filed2026-04-16

MUNI

PIMCO ETF TR

1.88%

Shares117.4K

Event2026-03-31

Filed2026-04-16

FDL

FIRST TR EXCHANGE-TRADED FD

0.12%

Shares117.3K

Event2026-03-31

Filed2026-04-16

VOE

VANGUARD INDEX FDS

-0.48%

Shares31.3K

Event2026-03-31

Filed2026-04-16

VOT

VANGUARD INDEX FDS

-0.23%

Shares21.9K

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

-1.52%

Shares71.9K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

1.25%

Shares17.9K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

-0.34%

Shares26.6K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

45.14%

Shares71.6K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

-9.08%

Shares48.6K

Event2026-03-31

Filed2026-04-16

AIRR

FIRST TR EXCHANGE TRADED FD

-1.29%

Shares39.3K

Event2026-03-31

Filed2026-04-16

VGIT

VANGUARD SCOTTSDALE FDS

-2.89%

Shares65.3K

Event2026-03-31

Filed2026-04-16

IUSB

ISHARES TR

-3.21%

Shares81.2K

Event2026-03-31

Filed2026-04-16

GSLC

GOLDMAN SACHS ETF TR

-8.82%

Shares29.2K

Event2026-03-31

Filed2026-04-16

CGDV

CAPITAL GROUP DIVIDEND VALUE

18.17%

Shares85.6K

Event2026-03-31

Filed2026-04-16

SDVY

FIRST TR EXCHANGE TRADED FD

2.14%

Shares86.3K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-1.71%

Shares18.1K

Event2026-03-31

Filed2026-04-16

VTES

VANGUARD WELLINGTON FD

-0.07%

Shares30.8K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

0.32%

Shares39.9K

Event2026-03-31

Filed2026-04-16

MUST

COLUMBIA ETF TR I

2.27%

Shares129.4K

Event2026-03-31

Filed2026-04-16

PULS

PGIM ETF TR

0.16%

Shares51.7K

Event2026-03-31

Filed2026-04-16

BNDX

VANGUARD CHARLOTTE FDS

0.81%

Shares52.1K

Event2026-03-31

Filed2026-04-16

SPGP

INVESCO EXCHANGE TRADED FD T

-9.48%

Shares23.1K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-5.76%

Shares6.7K

Event2026-03-31

Filed2026-04-16

SPTS

SPDR SERIES TRUST

-8.54%

Shares81.1K

Event2026-03-31

Filed2026-04-16

VHT

VANGUARD WORLD FD

-8.92%

Shares8.1K

Event2026-03-31

Filed2026-04-16

USHY

ISHARES TR

10.85%

Shares56.1K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

26.35%

Shares8.0K

Event2026-03-31

Filed2026-04-16

PDBC

INVESCO ACTVELY MNGD ETC FD

0.96%

Shares103.1K

Event2026-03-31

Filed2026-04-16

HGER

HARBOR ETF TRUST

0.15%

Shares56.7K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-3.53%

Shares8.1K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

-11.71%

Shares24.9K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-12.46%

Shares5.5K

Event2026-03-31

Filed2026-04-16

IJK

ISHARES TR

0.00%

Shares15.6K

Event2026-03-31

Filed2026-04-16

EMB

ISHARES TR

-7.32%

Shares16.5K

Event2026-03-31

Filed2026-04-16

CLSE

TRUST FOR PROFESSIONAL MANAG

28.26%

Shares51.8K

Event2026-03-31

Filed2026-04-16

FMDE

FIDELITY COVINGTON TRUST

23.22%

Shares40.5K

Event2026-03-31

Filed2026-04-16

FSMB

FIRST TR EXCH TRADED FD III

2.37%

Shares72.7K

Event2026-03-31

Filed2026-04-16

VTEI

VANGUARD MUN BD FDS

8.62%

Shares13.7K

Event2026-03-31

Filed2026-04-16

ILOW

AB ACTIVE ETFS INC

25.10%

Shares31.1K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

0.73%

Shares4.1K

Event2026-03-31

Filed2026-04-16

IJJ

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-16