Sponsored
The Analysis of HARBOUR INVESTMENTS, INC.'s Holdings & P&L
Currently, HARBOUR INVESTMENTS, INC. holds 4673 types of securities in its portfolio with a total value $6.5B. In the most recent quarter, they have increased their positions in IVE (+241.9K shares, valued at $51.1M), IVW (+439.2K shares, valued at $49.7M), DFAI (+1.3M shares, valued at $49.3M); decreased their positions in N/A (-67.1K shares, valued at $40.1M), BND (-339.0K shares, valued at $25.0M), VGT (-21.9K shares, valued at $15.3M); initiated new positions in N/A (+296.7K shares, valued at $4.9M), SSO (+83.6K shares, valued at $4.3M), TOK (+26.9K shares, valued at $3.6M).
1M P&L
+112.0M+2.53%
3M P&L
-439.0M-8.83%
HY P&L
-205.2M-4.33%
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/A3.4B
78.9%
2Drug Manufacturers - General90.7M
2.1%
3Consumer Electronics73.8M
1.7%
Top Industries by Stock Count
1N/A1883 stocks
52.1%
2Biotechnology75 stocks
2.1%
3Banks - Regional73 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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LIBERTY ONE TACTICAL INCOME ETF LIBERTY ONE TACTICAL INCOME ETF1.4M shares28.12%2026-03-312026-05-15
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INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF119.1K shares37.03%2026-03-312026-05-15
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MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND217.4K shares-0.02%2026-03-312026-05-15
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Sponsored
Q3 ALL-SEASON TACTICAL ADVANTAGE ETF Q3 ALL-SEASON TACTICAL ADVANTAGE ETF742.2K shares192684.42%2026-03-312026-05-15
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW33.5K shares65.18%2026-03-312026-05-15
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ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF186.2K shares39.93%2026-03-312026-05-15
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GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX46.4K shares51.56%2026-03-312026-05-15
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BLUEROCK PVT REAL ESTATE FD COM BLUEROCK PVT REAL ESTATE FD COM296.7K sharesnew addition2026-03-312026-05-15
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SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF58.7K shares-3.16%2026-03-312026-05-15
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF213.7K shares120.25%2026-03-312026-05-15
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DDFL INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS200.1K shares19.53%2026-03-312026-05-15
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FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF153.2K shares1030.42%2026-03-312026-05-15
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IFEB INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY114.0K shares37883.67%2026-03-312026-05-15
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CERY STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E94.4K shares38.80%2026-03-312026-05-15
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LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF81.6K shares33.30%2026-03-312026-05-15
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ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER118.8K shares-39.62%2026-03-312026-05-15
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Sponsored
XAPR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - APRIL79.2K shares-4.45%2026-03-312026-05-15
Sponsored
Sponsored
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF81.6K shares45.28%2026-03-312026-05-15
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Sponsored
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY70.2K shares41.69%2026-03-312026-05-15
Sponsored
CPRO CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER93.6K shares7.82%2026-03-312026-05-15
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Sponsored
XIDE FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER80.5K shares29.03%2026-03-312026-05-15
XJAN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY65.1K shares1.20%2026-03-312026-05-15
Sponsored
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY124.2K sharesnew addition2026-03-312026-05-15
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS5.7K shares382.99%2026-03-312026-05-15
Sponsored
XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER53.1K shares99.92%2026-03-312026-05-15
Sponsored
YDEC FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER80.8K shares25.36%2026-03-312026-05-15
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FICS FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF50.5K shares-14.71%2026-03-312026-05-15
VANGUARD S&P 500 ETF
-14.52%VANGUARD S&P 500 ETF
Shares395.2K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TRUST SERIES I
0.97%INVESCO QQQ TRUST SERIES I
Shares278.2K
Event2026-03-31
Filed2026-05-15
SDVY
41.04%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares3.8M
Event2026-03-31
Filed2026-05-15
AAPL
69.61%APPLE INC COM
Shares459.6K
Event2026-03-31
Filed2026-05-15
UCON
15.70%FIRST TRUST SMITH UNCONSTRAINED BOND ETF
Shares4.1M
Event2026-03-31
Filed2026-05-15
AVEM
48.39%AVANTIS EMERGING MARKETS EQUITY ETF
Shares1.1M
Event2026-03-31
Filed2026-05-15
BUFR
5.41%FT VEST LADDERED BUFFER ETF
Shares2.6M
Event2026-03-31
Filed2026-05-15
IJH
0.27%ISHARES CORE S&P MID-CAP ETF
Shares1.3M
Event2026-03-31
Filed2026-05-15
IVV
44.24%ISHARES CORE S&P 500 ETF
Shares123.5K
Event2026-03-31
Filed2026-05-15
CGCP
14.13%CAPITAL GROUP CORE PLUS INCOME ETF
Shares3.2M
Event2026-03-31
Filed2026-05-15
SPY
13.67%STATE STREET SPDR S&P 500 ETF
Shares97.2K
Event2026-03-31
Filed2026-05-15
RDVY
53.27%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares887.2K
Event2026-03-31
Filed2026-05-15
IVW
469.40%ISHARES S&P 500 GROWTH ETF
Shares532.8K
Event2026-03-31
Filed2026-05-15
IVE
594.11%ISHARES S&P 500 VALUE ETF
Shares282.6K
Event2026-03-31
Filed2026-05-15
SCHD
19.37%SCHWAB US DIVIDEND EQUITY ETF
Shares1.9M
Event2026-03-31
Filed2026-05-15
FTCB
179.53%FIRST TRUST CORE INVESTMENT GRADE ETF
Shares2.8M
Event2026-03-31
Filed2026-05-15
NVDA
29.72%NVIDIA CORPORATION COM
Shares330.5K
Event2026-03-31
Filed2026-05-15
SPYM
11.55%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares741.6K
Event2026-03-31
Filed2026-05-15
PG
39.89%PROCTER & GAMBLE CO COM
Shares387.3K
Event2026-03-31
Filed2026-05-15
VUG
57.07%VANGUARD GROWTH ETF
Shares121.3K
Event2026-03-31
Filed2026-05-15
VTI
50.29%VANGUARD TOTAL STOCK MARKET ETF
Shares160.8K
Event2026-03-31
Filed2026-05-15
DFAI
13938.14%DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
Shares1.3M
Event2026-03-31
Filed2026-05-15
ABBV
32.55%ABBVIE INC COM
Shares228.0K
Event2026-03-31
Filed2026-05-15
AVDE
25.63%AVANTIS INTERNATIONAL EQUITY ETF
Shares543.5K
Event2026-03-31
Filed2026-05-15
CGDV
44.05%CAPITAL GROUP DIVIDEND VALUE ETF
Shares1.1M
Event2026-03-31
Filed2026-05-15
SCHX
0.33%SCHWAB U.S. LARGE-CAP ETF
Shares1.8M
Event2026-03-31
Filed2026-05-15
MSFT
52.95%MICROSOFT CORP COM
Shares122.0K
Event2026-03-31
Filed2026-05-15
VEA
14.22%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares672.5K
Event2026-03-31
Filed2026-05-15
FTCS
9.58%FIRST TRUST CAPITAL STRENGTH ETF
Shares439.7K
Event2026-03-31
Filed2026-05-15
DUHP
80.46%DIMENSIONAL US HIGH PROFITABILITY ETF
Shares1.1M
Event2026-03-31
Filed2026-05-15
VIG
211.92%VANGUARD DIVIDEND APPRECIATION ETF
Shares183.3K
Event2026-03-31
Filed2026-05-15
AMZN
36.74%AMAZON COM INC COM
Shares188.6K
Event2026-03-31
Filed2026-05-15
LIBERTY ONE TACTICAL INCOME ETF
28.12%LIBERTY ONE TACTICAL INCOME ETF
Shares1.4M
Event2026-03-31
Filed2026-05-15
LMBS
38.14%FIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares730.6K
Event2026-03-31
Filed2026-05-15
CGGR
34.15%CAPITAL GROUP GROWTH ETF
Shares874.4K
Event2026-03-31
Filed2026-05-15
FBND
72.99%FIDELITY TOTAL BOND ETF
Shares764.0K
Event2026-03-31
Filed2026-05-15
CGBL
58.73%CAPITAL GROUP CORE BALANCED ETF
Shares970.6K
Event2026-03-31
Filed2026-05-15
JBND
290.89%JPMORGAN ACTIVE BOND ETF
Shares606.3K
Event2026-03-31
Filed2026-05-15
COWZ
25.41%PACER US CASH COWS 100 ETF
Shares486.0K
Event2026-03-31
Filed2026-05-15
DFSV
26.54%DIMENSIONAL US SMALL CAP VALUE ETF
Shares866.6K
Event2026-03-31
Filed2026-05-15
VGT
-33.56%VANGUARD INFORMATION TECHNOLOGY ETF
Shares43.4K
Event2026-03-31
Filed2026-05-15
AIRR
21.70%FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares265.1K
Event2026-03-31
Filed2026-05-15
GLD
12.79%SPDR GOLD SHARES
Shares67.2K
Event2026-03-31
Filed2026-05-15
JQUA
22537.10%JPMORGAN U.S. QUALITY FACTOR ETF
Shares469.3K
Event2026-03-31
Filed2026-05-15
BNDX
33.63%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares588.1K
Event2026-03-31
Filed2026-05-15
SCHB
8.77%SCHWAB U.S. BROAD MARKET ETF
Shares1.1M
Event2026-03-31
Filed2026-05-15
CAT
250.10%CATERPILLAR INC COM
Shares37.5K
Event2026-03-31
Filed2026-05-15
LLY
2.68%ELI LILLY & CO COM
Shares27.5K
Event2026-03-31
Filed2026-05-15
VXUS
21.03%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares314.7K
Event2026-03-31
Filed2026-05-15
BUFD
33.58%FT VEST LADDERED DEEP BUFFER ETF
Shares857.7K
Event2026-03-31
Filed2026-05-15
RDVI
48.75%FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
Shares934.8K
Event2026-03-31
Filed2026-05-15
VTV
34.20%VANGUARD VALUE ETF
Shares120.9K
Event2026-03-31
Filed2026-05-15
FVD
11.56%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares495.2K
Event2026-03-31
Filed2026-05-15
AGG
224.93%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares234.4K
Event2026-03-31
Filed2026-05-15
INVESCO S&P 500 EQUAL WEIGHT ETF
37.03%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares119.1K
Event2026-03-31
Filed2026-05-15
FDL
29.37%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares445.1K
Event2026-03-31
Filed2026-05-15
XOM
111.60%EXXON MOBIL CORP COM
Shares131.3K
Event2026-03-31
Filed2026-05-15
JPST
11.51%JPMORGAN ULTRA-SHORT INCOME ETF
Shares438.6K
Event2026-03-31
Filed2026-05-15
MINT
-0.02%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares217.4K
Event2026-03-31
Filed2026-05-15
MGV
3.29%VANGUARD MEGA CAP VALUE ETF
Shares142.8K
Event2026-03-31
Filed2026-05-15
DFCF
74.80%DIMENSIONAL CORE FIXED INCOME ETF
Shares486.5K
Event2026-03-31
Filed2026-05-15
SCHG
37.51%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares703.8K
Event2026-03-31
Filed2026-05-15
ABT
37.10%ABBOTT LABORATORIES COM
Shares192.6K
Event2026-03-31
Filed2026-05-15
ALPHABET INC CAP STK CL A
22.10%ALPHABET INC CAP STK CL A
Shares68.1K
Event2026-03-31
Filed2026-05-15
JNJ
41.74%JOHNSON & JOHNSON COM
Shares79.7K
Event2026-03-31
Filed2026-05-15
JPM
48.52%JPMORGAN CHASE & CO COM
Shares64.4K
Event2026-03-31
Filed2026-05-15
DIVI
593.36%FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
Shares471.6K
Event2026-03-31
Filed2026-05-15
VWO
12.74%VANGUARD FTSE EMERGING MARKETS ETF
Shares342.7K
Event2026-03-31
Filed2026-05-15
JEPI
32.64%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares319.1K
Event2026-03-31
Filed2026-05-15
VGSH
21.58%VANGUARD SHORT-TERM TREASURY ETF
Shares304.2K
Event2026-03-31
Filed2026-05-15
ALPHABET INC CAP STK CL C
44.57%ALPHABET INC CAP STK CL C
Shares72.0K
Event2026-03-31
Filed2026-05-15
CGUS
-9.17%CAPITAL GROUP CORE EQUITY ETF
Shares458.9K
Event2026-03-31
Filed2026-05-15
RWL
36.36%INVESCO S&P 500 REVENUE ETF
Shares152.8K
Event2026-03-31
Filed2026-05-15
VO
50.73%VANGUARD MID-CAP ETF
Shares60.0K
Event2026-03-31
Filed2026-05-15
Q3 ALL-SEASON TACTICAL ADVANTAGE ETF
192684.42%Q3 ALL-SEASON TACTICAL ADVANTAGE ETF
Shares742.2K
Event2026-03-31
Filed2026-05-15
FTSM
24.37%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares282.8K
Event2026-03-31
Filed2026-05-15
COST
34.97%COSTCO WHOLESALE CORPORATION COM
Shares16.7K
Event2026-03-31
Filed2026-05-15
IUSB
374.47%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares358.0K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL CL B NEW
65.18%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares33.5K
Event2026-03-31
Filed2026-05-15
DFAS
38.61%DIMENSIONAL U.S. SMALL CAP ETF
Shares224.7K
Event2026-03-31
Filed2026-05-15
SPHQ
34.78%INVESCO S&P 500 QUALITY ETF
Shares208.3K
Event2026-03-31
Filed2026-05-15
WMT
71.28%WALMART INC COM
Shares125.9K
Event2026-03-31
Filed2026-05-15
MCD
40.71%MCDONALDS CORP COM
Shares50.0K
Event2026-03-31
Filed2026-05-15
BROADCOM INC COM
43.55%BROADCOM INC COM
Shares49.4K
Event2026-03-31
Filed2026-05-15
IJR
25.02%ISHARES CORE S&P SMALL CAP ETF
Shares120.8K
Event2026-03-31
Filed2026-05-15
VYM
54.07%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares100.5K
Event2026-03-31
Filed2026-05-15
GDX
-7.75%VANECK GOLD MINERS ETF
Shares160.4K
Event2026-03-31
Filed2026-05-15
CGGO
64.89%CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
Shares437.8K
Event2026-03-31
Filed2026-05-15
VCSH
160.94%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares182.4K
Event2026-03-31
Filed2026-05-15
BALT
-6.93%INNOVATOR DEFINED WEALTH SHIELD ETF
Shares430.3K
Event2026-03-31
Filed2026-05-15
TSLA
50.55%TESLA INC COM
Shares38.2K
Event2026-03-31
Filed2026-05-15
DE
190.99%DEERE & CO COM
Shares25.2K
Event2026-03-31
Filed2026-05-15
SPDW
18.65%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares309.7K
Event2026-03-31
Filed2026-05-15
BND
-63.90%VANGUARD TOTAL BOND MARKET ETF
Shares191.5K
Event2026-03-31
Filed2026-05-15
ESGU
3.08%ISHARES ESG AWARE MSCI USA ETF
Shares97.0K
Event2026-03-31
Filed2026-05-15
BUFQ
-0.92%FT VEST LADDERED NASDAQ BUFFER ETF
Shares377.7K
Event2026-03-31
Filed2026-05-15
CGDG
37.57%CAPITAL GROUP DIVIDEND GROWERS ETF
Shares364.2K
Event2026-03-31
Filed2026-05-15
CVX
55.21%CHEVRON CORPORATION COM
Shares63.1K
Event2026-03-31
Filed2026-05-15
ESN
17.24%ESSENTIAL 40 STOCK ETF
Shares727.1K
Event2026-03-31
Filed2026-05-15
VBR
209.04%VANGUARD SMALL CAP VALUE ETF
Shares57.5K
Event2026-03-31
Filed2026-05-15
LNT
9.14%ALLIANT ENERGY CORP COM
Shares169.0K
Event2026-03-31
Filed2026-05-15
SMH
-52.63%VANECK SEMICONDUCTOR ETF
Shares31.5K
Event2026-03-31
Filed2026-05-15
EVTR
7204.32%EATON VANCE TOTAL RETURN BOND ETF
Shares236.9K
Event2026-03-31
Filed2026-05-15
HD
58.98%HOME DEPOT INC COM
Shares36.2K
Event2026-03-31
Filed2026-05-15
VZ
9.65%VERIZON COMMUNICATIONS INC COM
Shares236.0K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC COM
154.53%WEC ENERGY GROUP INC COM
Shares102.0K
Event2026-03-31
Filed2026-05-15
DFGR
31.85%DIMENSIONAL GLOBAL REAL ESTATE ETF
Shares434.8K
Event2026-03-31
Filed2026-05-15
PVAL
40.30%PUTNAM FOCUSED LARGE CAP VALUE ETF
Shares241.4K
Event2026-03-31
Filed2026-05-15
VGK
3.80%VANGUARD FTSE EUROPE ETF
Shares135.8K
Event2026-03-31
Filed2026-05-15
T
23.79%AT&T INC COM
Shares385.2K
Event2026-03-31
Filed2026-05-15
QYLD
17.19%GLOBAL X NASDAQ 100 COVERED CALL ETF
Shares641.4K
Event2026-03-31
Filed2026-05-15
PLTR
31.48%PALANTIR TECHNOLOGIES INC CL A
Shares74.9K
Event2026-03-31
Filed2026-05-15
JSI
0.74%JANUS HENDERSON SECURITIZED INCOME ETF
Shares210.8K
Event2026-03-31
Filed2026-05-15
VB
71.02%VANGUARD SMALL-CAP ETF
Shares41.1K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW COM NEW
38.91%DUKE ENERGY CORP NEW COM NEW
Shares82.0K
Event2026-03-31
Filed2026-05-15
BOND
12.66%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares116.3K
Event2026-03-31
Filed2026-05-15
SPYG
2.51%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares107.6K
Event2026-03-31
Filed2026-05-15
GRNY
91.23%FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
Shares438.6K
Event2026-03-31
Filed2026-05-15
META
30.21%META PLATFORMS INC CL A
Shares18.3K
Event2026-03-31
Filed2026-05-15
KO
27.21%COCA COLA CO COM
Shares137.1K
Event2026-03-31
Filed2026-05-15
XLSR
13.18%STATE STREET US SECTOR ROTATION ETF
Shares180.2K
Event2026-03-31
Filed2026-05-15
SPEM
11.66%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares220.9K
Event2026-03-31
Filed2026-05-15
DYNF
6.90%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares176.8K
Event2026-03-31
Filed2026-05-15
XLE
61.86%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares165.2K
Event2026-03-31
Filed2026-05-15
SO
27.56%SOUTHERN CO COM
Shares104.0K
Event2026-03-31
Filed2026-05-15
SPMO
-17.49%INVESCO S&P 500 MOMENTUM ETF
Shares89.1K
Event2026-03-31
Filed2026-05-15
XLK
45.80%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares75.0K
Event2026-03-31
Filed2026-05-15
MGK
64.59%VANGUARD MEGA CAP GROWTH ETF
Shares26.8K
Event2026-03-31
Filed2026-05-15
PULS
-0.70%PGIM ULTRA SHORT BOND ETF
Shares196.1K
Event2026-03-31
Filed2026-05-15
VPU
77.45%VANGUARD UTILITIES ETF
Shares48.9K
Event2026-03-31
Filed2026-05-15
DFUS
381.16%DIMENSIONAL U.S. EQUITY MARKET ETF
Shares134.2K
Event2026-03-31
Filed2026-05-15
KNG
17.67%FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
Shares194.5K
Event2026-03-31
Filed2026-05-15
CGMS
17.19%CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
Shares344.3K
Event2026-03-31
Filed2026-05-15
VOE
62.27%VANGUARD MID-CAP VALUE ETF
Shares50.8K
Event2026-03-31
Filed2026-05-15
MU
53.06%MICRON TECHNOLOGY INC COM
Shares27.6K
Event2026-03-31
Filed2026-05-15
CGCB
61.18%CAPITAL GROUP CORE BOND ETF
Shares353.8K
Event2026-03-31
Filed2026-05-15
XMHQ
19.94%INVESCO S&P MIDCAP QUALITY ETF
Shares89.5K
Event2026-03-31
Filed2026-05-15
DGRO
61.41%ISHARES CORE DIVIDEND GROWTH ETF
Shares130.9K
Event2026-03-31
Filed2026-05-15
QQQM
34.84%INVESCO NASDAQ 100 ETF
Shares38.7K
Event2026-03-31
Filed2026-05-15
THIR
8471.44%THOR INDEX ROTATION ETF
Shares291.1K
Event2026-03-31
Filed2026-05-15
CGCV
503.72%CAPITAL GROUP CONSERVATIVE EQUITY ETF
Shares302.8K
Event2026-03-31
Filed2026-05-15
IWM
38.73%ISHARES RUSSELL 2000 ETF
Shares34.6K
Event2026-03-31
Filed2026-05-15
QTEC
2.45%FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
Shares39.6K
Event2026-03-31
Filed2026-05-15
WFC
233.16%WELLS FARGO & CO COM
Shares106.0K
Event2026-03-31
Filed2026-05-15
IEMG
269.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares120.9K
Event2026-03-31
Filed2026-05-15
MBB
9.38%ISHARES MBS ETF
Shares88.5K
Event2026-03-31
Filed2026-05-15
SCHP
7.27%SCHWAB US TIPS ETF
Shares315.6K
Event2026-03-31
Filed2026-05-15
WM
21.15%WASTE MGMT INC DEL COM
Shares36.5K
Event2026-03-31
Filed2026-05-15
SLV
120.54%ISHARES SILVER TRUST
Shares122.2K
Event2026-03-31
Filed2026-05-15
ABRDN PHYSICAL GOLD SHARES ETF
39.93%ABRDN PHYSICAL GOLD SHARES ETF
Shares186.2K
Event2026-03-31
Filed2026-05-15
XLF
11.63%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares166.0K
Event2026-03-31
Filed2026-05-15
DFSD
36.61%DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
Shares169.5K
Event2026-03-31
Filed2026-05-15
BUFF
30.04%INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
Shares164.1K
Event2026-03-31
Filed2026-05-15
SYK
247.66%STRYKER CORPORATION COM
Shares24.6K
Event2026-03-31
Filed2026-05-15
SECT
2641.57%MAIN SECTOR ROTATION ETF
Shares133.1K
Event2026-03-31
Filed2026-05-15
PYLD
107.14%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares306.2K
Event2026-03-31
Filed2026-05-15
ITA
50.68%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares36.7K
Event2026-03-31
Filed2026-05-15
VBK
19.79%VANGUARD SMALL-CAP GROWTH ETF
Shares26.5K
Event2026-03-31
Filed2026-05-15
MDIV
16.27%MULTI-ASSET DIVERSIFIED INCOME INDEX FUND
Shares486.7K
Event2026-03-31
Filed2026-05-15
V
35.31%VISA INC COM CL A
Shares26.0K
Event2026-03-31
Filed2026-05-15
DIA
33.60%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares16.9K
Event2026-03-31
Filed2026-05-15
LOW
283.95%LOWES COS INC COM
Shares33.0K
Event2026-03-31
Filed2026-05-15
JAAA
-5.61%JANUS HENDERSON AAA CLO ETF
Shares154.0K
Event2026-03-31
Filed2026-05-15
AMD
33.78%ADVANCED MICRO DEVICES INC COM
Shares37.7K
Event2026-03-31
Filed2026-05-15
FPE
2.11%FIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares428.6K
Event2026-03-31
Filed2026-05-15
GRID
51.56%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares46.4K
Event2026-03-31
Filed2026-05-15
UNH
25.82%UNITEDHEALTH GROUP INC COM
Shares27.9K
Event2026-03-31
Filed2026-05-15
BSV
23.21%VANGUARD SHORT-TERM BOND ETF
Shares95.4K
Event2026-03-31
Filed2026-05-15
TLT
609.00%ISHARES 20 YEAR TREASURY BOND ETF
Shares86.3K
Event2026-03-31
Filed2026-05-15
CAH
-1.33%CARDINAL HEALTH INC COM
Shares35.0K
Event2026-03-31
Filed2026-05-15
FTC
101.62%FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
Shares47.3K
Event2026-03-31
Filed2026-05-15
IEFA
53.45%ISHARES CORE MSCI EAFE ETF
Shares80.5K
Event2026-03-31
Filed2026-05-15
RTX
39.54%RTX CORPORATION COM
Shares37.7K
Event2026-03-31
Filed2026-05-15
MO
106.71%ALTRIA GROUP INC COM
Shares109.9K
Event2026-03-31
Filed2026-05-15
PEP
38.06%PEPSICO INC COM
Shares46.6K
Event2026-03-31
Filed2026-05-15
MDY
20.84%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares11.7K
Event2026-03-31
Filed2026-05-15
XLU
114.98%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares155.4K
Event2026-03-31
Filed2026-05-15
FTA
-24.44%FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
Shares76.0K
Event2026-03-31
Filed2026-05-15
MTUM
-16.18%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares29.2K
Event2026-03-31
Filed2026-05-15
VPL
0.68%VANGUARD FTSE PACIFIC ETF
Shares71.6K
Event2026-03-31
Filed2026-05-15
RWJ
12.36%INVESCO S&P SMALLCAP 600 REVENUE ETF
Shares138.5K
Event2026-03-31
Filed2026-05-15
SPSM
47.16%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares143.9K
Event2026-03-31
Filed2026-05-15
IDMO
-4.87%INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
Shares124.8K
Event2026-03-31
Filed2026-05-15
TSM
54.00%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares20.2K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TRUST
27.94%ISHARES GOLD TRUST
Shares76.8K
Event2026-03-31
Filed2026-05-15
VV
19.62%VANGUARD LARGE-CAP ETF
Shares22.6K
Event2026-03-31
Filed2026-05-15
TDIV
39.89%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares71.6K
Event2026-03-31
Filed2026-05-15
GS
-12.32%GOLDMAN SACHS GROUP INC COM
Shares7.9K
Event2026-03-31
Filed2026-05-15
VTEB
168.54%VANGUARD TAX-EXEMPT BOND ETF
Shares133.0K
Event2026-03-31
Filed2026-05-15
GDEC
14.96%FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER
Shares178.8K
Event2026-03-31
Filed2026-05-15
IWN
7.02%ISHARES RUSSELL 2000 VALUE ETF
Shares34.8K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC SHS
39.37%EATON CORP PLC SHS
Shares18.4K
Event2026-03-31
Filed2026-05-15
XLI
15.43%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares39.7K
Event2026-03-31
Filed2026-05-15
CGGE
90.04%CAPITAL GROUP GLOBAL EQUITY ETF
Shares208.7K
Event2026-03-31
Filed2026-05-15
VT
147.20%VANGUARD TOTAL WORLD STOCK ETF
Shares46.0K
Event2026-03-31
Filed2026-05-15
VMBS
22.84%VANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares134.8K
Event2026-03-31
Filed2026-05-15
VHT
23.74%VANGUARD HEALTH CARE ETF
Shares23.2K
Event2026-03-31
Filed2026-05-15
IYW
15.38%ISHARES U.S. TECHNOLOGY ETF
Shares34.6K
Event2026-03-31
Filed2026-05-15
HON
52.91%HONEYWELL INTL INC COM
Shares27.8K
Event2026-03-31
Filed2026-05-15
NFLX
16.73%NETFLIX INC. COM
Shares64.7K
Event2026-03-31
Filed2026-05-15
AMAT
587.43%APPLIED MATLS INC COM
Shares18.2K
Event2026-03-31
Filed2026-05-15
AOA
21.53%ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
Shares69.6K
Event2026-03-31
Filed2026-05-15
FSK
34.07%FS KKR CAP CORP COM
Shares598.9K
Event2026-03-31
Filed2026-05-15
XLV
45.27%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares41.3K
Event2026-03-31
Filed2026-05-15
IVOG
6.29%VANGUARD S&P MID-CAP 400 GROWTH ETF
Shares47.8K
Event2026-03-31
Filed2026-05-15
SPMD
96.57%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares100.8K
Event2026-03-31
Filed2026-05-15
IWP
26.87%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares46.4K
Event2026-03-31
Filed2026-05-15
MCK
26.93%MCKESSON CORP COM
Shares6.8K
Event2026-03-31
Filed2026-05-15
CSCO
93.23%CISCO SYS INC COM
Shares76.4K
Event2026-03-31
Filed2026-05-15
ORCL
36.06%ORACLE CORP COM
Shares40.0K
Event2026-03-31
Filed2026-05-15
IQLT
8.93%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares126.4K
Event2026-03-31
Filed2026-05-15
ITOT
4.85%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares40.2K
Event2026-03-31
Filed2026-05-15
PAVE
16.40%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares112.5K
Event2026-03-31
Filed2026-05-15
SPYV
-5.86%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares100.2K
Event2026-03-31
Filed2026-05-15
SCIO
268.96%FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF
Shares273.8K
Event2026-03-31
Filed2026-05-15
DNOV
45.01%FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
Shares117.7K
Event2026-03-31
Filed2026-05-15
GEV
23.09%GE VERNOVA INC COM
Shares6.5K
Event2026-03-31
Filed2026-05-15
XJH
10.25%ISHARES ESG SELECT SCREENED S&P MID-CAP ETF
Shares124.0K
Event2026-03-31
Filed2026-05-15
VIOO
3.37%VANGUARD S&P SMALL-CAP 600 ETF
Shares49.0K
Event2026-03-31
Filed2026-05-15
NOC
-3.07%NORTHROP GRUMMAN CORP COM
Shares8.2K
Event2026-03-31
Filed2026-05-15
VGIT
32.30%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares93.7K
Event2026-03-31
Filed2026-05-15
FENI
18.96%FIDELITY ENHANCED INTERNATIONAL ETF
Shares149.5K
Event2026-03-31
Filed2026-05-15
FPX
17.05%FIRST TRUST US EQUITY OPPORTUNITIES ETF
Shares34.6K
Event2026-03-31
Filed2026-05-15
FTGS
12.58%FIRST TRUST GROWTH STRENGTH ETF
Shares161.2K
Event2026-03-31
Filed2026-05-15
TCAF
542.17%T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares152.7K
Event2026-03-31
Filed2026-05-15
IWY
3.52%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares21.8K
Event2026-03-31
Filed2026-05-15
FFLC
11.39%FIDELITY FUNDAMENTAL LARGE CAP CORE ETF
Shares105.6K
Event2026-03-31
Filed2026-05-15
IVOO
-1.97%VANGUARD S&P MID-CAP 400 ETF
Shares46.6K
Event2026-03-31
Filed2026-05-15
JPIE
21.59%JPMORGAN INCOME ETF
Shares115.5K
Event2026-03-31
Filed2026-05-15
BUFZ
57.08%FT VEST LADDERED MODERATE BUFFER ETF
Shares201.4K
Event2026-03-31
Filed2026-05-15
JEPQ
32.64%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares94.0K
Event2026-03-31
Filed2026-05-15
IGEB
9.93%ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
Shares115.6K
Event2026-03-31
Filed2026-05-15
EPS
24.14%WISDOMTREE U.S. LARGECAP FUND
Shares75.7K
Event2026-03-31
Filed2026-05-15
TOTL
14.40%STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
Shares128.6K
Event2026-03-31
Filed2026-05-15
LMT
43.55%LOCKHEED MARTIN CORP COM
Shares8.4K
Event2026-03-31
Filed2026-05-15
DDEC
26.86%FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER
Shares114.5K
Event2026-03-31
Filed2026-05-15
PPA
23.75%INVESCO AEROSPACE & DEFENSE ETF
Shares30.4K
Event2026-03-31
Filed2026-05-15
VGLT
-53.18%VANGUARD LONG-TERM TREASURY ETF
Shares91.0K
Event2026-03-31
Filed2026-05-15
MA
1.91%MASTERCARD INCORPORATED CL A
Shares10.0K
Event2026-03-31
Filed2026-05-15
FFEB
32.19%FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
Shares89.3K
Event2026-03-31
Filed2026-05-15
FDVV
100.40%FIDELITY HIGH DIVIDEND ETF
Shares89.2K
Event2026-03-31
Filed2026-05-15
BLUEROCK PVT REAL ESTATE FD COM
NewBLUEROCK PVT REAL ESTATE FD COM
Shares296.7K
Event2026-03-31
Filed2026-05-15
RPM
3987.57%RPM INTL INC COM
Shares49.3K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE COM NEW
86.16%GE AEROSPACE COM NEW
Shares17.3K
Event2026-03-31
Filed2026-05-15
WCMI
44.17%FIRST TRUST WCM INTERNATIONAL EQUITY ETF
Shares289.6K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC COM
30.71%MERCK & CO INC COM
Shares40.0K
Event2026-03-31
Filed2026-05-15
JAVA
3.21%JPMORGAN ACTIVE VALUE ETF
Shares67.1K
Event2026-03-31
Filed2026-05-15
SPBU
29.96%ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF
Shares176.9K
Event2026-03-31
Filed2026-05-15
FTSL
-20.22%FIRST TRUST SENIOR LOAN FUND
Shares107.2K
Event2026-03-31
Filed2026-05-15
COP
143.03%CONOCOPHILLIPS COM
Shares36.0K
Event2026-03-31
Filed2026-05-15
PSLV
-11.93%SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
Shares194.7K
Event2026-03-31
Filed2026-05-15
GSEW
17.54%GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
Shares55.2K
Event2026-03-31
Filed2026-05-15
SOXX
25.60%ISHARES SEMICONDUCTOR ETF
Shares14.2K
Event2026-03-31
Filed2026-05-15
CPSL
417.25%CALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETF
Shares170.8K
Event2026-03-31
Filed2026-05-15
SPTM
-3.16%STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Shares58.7K
Event2026-03-31
Filed2026-05-15
SDVD
120.25%FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
Shares213.7K
Event2026-03-31
Filed2026-05-15
MGEE
26.69%MGE ENERGY INC COM
Shares59.7K
Event2026-03-31
Filed2026-05-15
CIBR
-0.37%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares73.5K
Event2026-03-31
Filed2026-05-15
EEM
-20.65%ISHARES MSCI EMERGING MARKETS ETF
Shares81.1K
Event2026-03-31
Filed2026-05-15
IBM
68.42%INTERNATIONAL BUSINESS MACHS COM
Shares18.9K
Event2026-03-31
Filed2026-05-15
PM
130.40%PHILIP MORRIS INTL INC COM
Shares27.7K
Event2026-03-31
Filed2026-05-15
SPYX
1.89%STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
Shares85.9K
Event2026-03-31
Filed2026-05-15
HYLS
114.00%FIRST TRUST TACTICAL HIGH YIELD ETF
Shares112.2K
Event2026-03-31
Filed2026-05-15
FBCG
16.64%FIDELITY BLUE CHIP GROWTH ETF
Shares90.3K
Event2026-03-31
Filed2026-05-15
IWF
24.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares10.6K
Event2026-03-31
Filed2026-05-15
CRWD
37.34%CROWDSTRIKE HLDGS INC CL A
Shares11.3K
Event2026-03-31
Filed2026-05-15
VCIT
36.86%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares53.3K
Event2026-03-31
Filed2026-05-15
FMAR
13.08%FT VEST US EQUITY BUFFER ETF - MARCH
Shares90.7K
Event2026-03-31
Filed2026-05-15
NEE
31.28%NEXTERA ENERGY INC COM
Shares47.1K
Event2026-03-31
Filed2026-05-15
GSLC
6.03%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares34.7K
Event2026-03-31
Filed2026-05-15
SSO
NewPROSHARES ULTRA S&P 500
Shares83.6K
Event2026-03-31
Filed2026-05-15
CGXU
9.19%CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
Shares145.5K
Event2026-03-31
Filed2026-05-15
NLR
27.59%VANECK URANIUM AND NUCLEAR ETF
Shares32.2K
Event2026-03-31
Filed2026-05-15
SLYG
33.94%STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
Shares44.2K
Event2026-03-31
Filed2026-05-15
HDV
51.32%ISHARES CORE HIGH DIVIDEND ETF
Shares30.9K
Event2026-03-31
Filed2026-05-15
KR
-1.94%KROGER CO COM
Shares57.4K
Event2026-03-31
Filed2026-05-15
AVUV
16.00%AVANTIS U.S. SMALL CAP VALUE ETF
Shares37.6K
Event2026-03-31
Filed2026-05-15
ESGV
13.66%VANGUARD ESG U.S. STOCK ETF
Shares36.8K
Event2026-03-31
Filed2026-05-15
BIL
37.67%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares45.1K
Event2026-03-31
Filed2026-05-15
DDFL
19.53%INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS
Shares200.1K
Event2026-03-31
Filed2026-05-15
SDY
98.27%STATE STREET SPDR S&P DIVIDEND ETF
Shares28.0K
Event2026-03-31
Filed2026-05-15
JCPB
24.94%JPMORGAN CORE PLUS BOND ETF
Shares86.7K
Event2026-03-31
Filed2026-05-15
PFE
46.61%PFIZER INC COM
Shares143.4K
Event2026-03-31
Filed2026-05-15
MGC
106.93%VANGUARD MEGA CAP ETF
Shares17.0K
Event2026-03-31
Filed2026-05-15
CASY
5.82%CASEYS GEN STORES INC COM
Shares5.5K
Event2026-03-31
Filed2026-05-15
BAC
147.00%BANK OF AMER CORP COM
Shares82.3K
Event2026-03-31
Filed2026-05-15
FDD
53.30%FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND
Shares223.5K
Event2026-03-31
Filed2026-05-15
STRL
-1.89%STERLING INFRASTRUCTURE INC COM
Shares9.7K
Event2026-03-31
Filed2026-05-15
VOX
-22.55%VANGUARD COMMUNICATION SERVICES ETF
Shares21.8K
Event2026-03-31
Filed2026-05-15
UITB
0.73%VICTORYSHARES CORE INTERMEDIATE BOND ETF
Shares83.1K
Event2026-03-31
Filed2026-05-15
XME
56.44%STATE STREET SPDR S&P METALS & MINING ETF
Shares36.2K
Event2026-03-31
Filed2026-05-15
BP
27.28%BP PLC SPONSORED ADR
Shares83.1K
Event2026-03-31
Filed2026-05-15
DVY
135.78%ISHARES SELECT DIVIDEND ETF
Shares25.7K
Event2026-03-31
Filed2026-05-15
DFEB
13.41%FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
Shares82.1K
Event2026-03-31
Filed2026-05-15
PLD
16.36%PROLOGIS INC. COM
Shares29.4K
Event2026-03-31
Filed2026-05-15
IDV
67.19%ISHARES INTERNATIONAL SELECT DIVIDEND ETF
Shares91.1K
Event2026-03-31
Filed2026-05-15
QUAL
-26.13%ISHARES MSCI USA QUALITY FACTOR ETF
Shares20.2K
Event2026-03-31
Filed2026-05-15
IAGG
310.65%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares77.1K
Event2026-03-31
Filed2026-05-15
VDC
113.75%VANGUARD CONSUMER STAPLES ETF
Shares17.2K
Event2026-03-31
Filed2026-05-15
BIV
19.79%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares49.9K
Event2026-03-31
Filed2026-05-15
GLDM
-31.99%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares41.3K
Event2026-03-31
Filed2026-05-15
VOT
48.44%VANGUARD MID-CAP GROWTH ETF
Shares14.8K
Event2026-03-31
Filed2026-05-15
MOAT
34.52%VANECK MORNINGSTAR WIDE MOAT ETF
Shares39.3K
Event2026-03-31
Filed2026-05-15
CGMM
119.67%CAPITAL GROUP U.S. SMALL AND MID CAP ETF
Shares128.7K
Event2026-03-31
Filed2026-05-15
TUG
-39.61%STF TACTICAL GROWTH ETF
Shares101.3K
Event2026-03-31
Filed2026-05-15
RSG
-9.44%REPUBLIC SVCS INC COM
Shares17.2K
Event2026-03-31
Filed2026-05-15
SCYB
90.51%SCHWAB HIGH YIELD BOND ETF
Shares144.3K
Event2026-03-31
Filed2026-05-15
CEG
42.69%CONSTELLATION ENERGY CORP COM
Shares13.4K
Event2026-03-31
Filed2026-05-15
BLV
9.44%VANGUARD LONG-TERM BOND ETF
Shares53.7K
Event2026-03-31
Filed2026-05-15
FIXD
23.25%FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
Shares84.5K
Event2026-03-31
Filed2026-05-15
FSEP
13.59%FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER
Shares73.1K
Event2026-03-31
Filed2026-05-15
CGIE
145.22%CAPITAL GROUP INTERNATIONAL EQUITY ETF
Shares108.6K
Event2026-03-31
Filed2026-05-15
ESML
3.29%ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
Shares77.4K
Event2026-03-31
Filed2026-05-15
FTHI
43.95%FIRST TRUST BUYWRITE INCOME ETF
Shares158.3K
Event2026-03-31
Filed2026-05-15
FLOT
8.90%ISHARES FLOATING RATE BOND ETF
Shares71.3K
Event2026-03-31
Filed2026-05-15
SCHF
17.06%SCHWAB INTERNATIONAL EQUITY ETF
Shares146.7K
Event2026-03-31
Filed2026-05-15
ENB
430.54%ENBRIDGE INC COM
Shares67.0K
Event2026-03-31
Filed2026-05-15
FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF
1030.42%FIRST TRUST NEW CONSTRUCTS CORE EARNINGS LEADERS ETF
Shares153.2K
Event2026-03-31
Filed2026-05-15
FTXL
-18.77%FIRST TRUST NASDAQ SEMICONDUCTOR ETF
Shares24.4K
Event2026-03-31
Filed2026-05-15
SUSB
-2.06%ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
Shares142.9K
Event2026-03-31
Filed2026-05-15
ILDR
470.71%FIRST TRUST INNOVATION LEADERS ETF
Shares120.2K
Event2026-03-31
Filed2026-05-15
TOK
NewISHARES MSCI KOKUSAI ETF
Shares26.9K
Event2026-03-31
Filed2026-05-15
SIL
351.19%GLOBAL X SILVER MINERS ETF
Shares39.6K
Event2026-03-31
Filed2026-05-15
DMAR
160.71%FT VEST US EQUITY DEEP BUFFER ETF - MARCH
Shares84.0K
Event2026-03-31
Filed2026-05-15
NBIS
16.56%NEBIUS GROUP N.V. SHS CLASS A
Shares33.9K
Event2026-03-31
Filed2026-05-15
FTLS
-6.28%FIRST TRUST LONG/SHORT EQUITY ETF
Shares49.8K
Event2026-03-31
Filed2026-05-15
XLP
141.19%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares42.6K
Event2026-03-31
Filed2026-05-15
CGNG
55.91%CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
Shares110.1K
Event2026-03-31
Filed2026-05-15
SCHZ
14.42%SCHWAB US AGGREGATE BOND ETF
Shares149.1K
Event2026-03-31
Filed2026-05-15
INCM
513.31%FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
Shares120.4K
Event2026-03-31
Filed2026-05-15
IGV
45.99%ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares42.9K
Event2026-03-31
Filed2026-05-15
REGL
15.61%PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
Shares39.7K
Event2026-03-31
Filed2026-05-15
FDT
329.43%FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
Shares39.3K
Event2026-03-31
Filed2026-05-15
IFEB
37883.67%INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY
Shares114.0K
Event2026-03-31
Filed2026-05-15
MGOV
8.61%FIRST TRUST INTERMEDIATE GOVERNMENT OPPORTUNITIES ETF
Shares167.5K
Event2026-03-31
Filed2026-05-15
O
-18.16%REALTY INCOME CORP COM
Shares55.4K
Event2026-03-31
Filed2026-05-15
VYMI
145.47%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares35.9K
Event2026-03-31
Filed2026-05-15
APRJ
6.28%INNOVATOR PREMIUM INCOME 30 BARRIER ETF - APRIL
Shares137.5K
Event2026-03-31
Filed2026-05-15
USMV
59.66%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares36.3K
Event2026-03-31
Filed2026-05-15
APRH
6.19%INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL
Shares137.3K
Event2026-03-31
Filed2026-05-15
OCTH
6.13%INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER
Shares142.8K
Event2026-03-31
Filed2026-05-15
ET
33.32%ENERGY TRANSFER L P COM UT LTD PTN
Shares172.9K
Event2026-03-31
Filed2026-05-15
GILD
22.35%GILEAD SCIENCES INC COM
Shares23.9K
Event2026-03-31
Filed2026-05-15
CERY
38.80%STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E
Shares94.4K
Event2026-03-31
Filed2026-05-15
LVHI
33.30%FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
Shares81.6K
Event2026-03-31
Filed2026-05-15
FNX
90.71%FIRST TRUST MID CAP CORE ALPHADEX FUND
Shares25.8K
Event2026-03-31
Filed2026-05-15
UUP
NewINVESCO DB US DOLLAR INDEX BULLISH FUND
Shares117.8K
Event2026-03-31
Filed2026-05-15
BA
108.95%BOEING CO COM
Shares16.4K
Event2026-03-31
Filed2026-05-15
OCTJ
6.95%INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER
Shares136.8K
Event2026-03-31
Filed2026-05-15
IEI
9.41%ISHARES 3-7 YEAR TREASURY BOND ETF
Shares26.9K
Event2026-03-31
Filed2026-05-15
FOCT
44.28%FT VEST U.S. EQUITY BUFFER ETF - OCTOBER
Shares67.0K
Event2026-03-31
Filed2026-05-15
XMLV
25.73%INVESCO S&P MIDCAP LOW VOLATILITY ETF
Shares50.5K
Event2026-03-31
Filed2026-05-15
PSFF
-0.36%PACER SWAN SOS FUND OF FUNDS ETF
Shares98.9K
Event2026-03-31
Filed2026-05-15
ZFEB
4.13%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY
Shares124.7K
Event2026-03-31
Filed2026-05-15
BMY
58.40%BRISTOL-MYERS SQUIBB CO COM
Shares52.2K
Event2026-03-31
Filed2026-05-15
FTGC
12.77%FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
Shares109.1K
Event2026-03-31
Filed2026-05-15
FISR
57.54%STATE STREET FIXED INCOME SECTOR ROTATION ETF
Shares121.4K
Event2026-03-31
Filed2026-05-15
CB
-4.02%CHUBB LTD SWITZ COM
Shares9.6K
Event2026-03-31
Filed2026-05-15
PWR
23.30%QUANTA SVCS INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-15
SFLR
-21.09%INNOVATOR EQUITY MANAGED FLOOR ETF
Shares87.2K
Event2026-03-31
Filed2026-05-15
DIS
73.44%DISNEY WALT CO COM
Shares32.0K
Event2026-03-31
Filed2026-05-15
ROUS
396.92%HARTFORD MULTIFACTOR US EQUITY ETF
Shares52.1K
Event2026-03-31
Filed2026-05-15
AMGN
41.52%AMGEN INC COM
Shares8.7K
Event2026-03-31
Filed2026-05-15
ZDEK
-39.62%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER
Shares118.8K
Event2026-03-31
Filed2026-05-15
INTC
95.18%INTEL CORP COM
Shares68.9K
Event2026-03-31
Filed2026-05-15
EMLP
5.32%FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
Shares69.5K
Event2026-03-31
Filed2026-05-15
DXUV
NewDIMENSIONAL US VECTOR EQUITY ETF
Shares51.1K
Event2026-03-31
Filed2026-05-15
VEU
38.55%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares40.4K
Event2026-03-31
Filed2026-05-15
IOO
2.93%ISHARES GLOBAL 100 ETF
Shares25.1K
Event2026-03-31
Filed2026-05-15
IDEV
105.86%ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
Shares36.2K
Event2026-03-31
Filed2026-05-15
ZNOV
27.13%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER
Shares113.4K
Event2026-03-31
Filed2026-05-15
DOCT
39.58%FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER
Shares69.3K
Event2026-03-31
Filed2026-05-15
F
65.48%FORD MTR CO COM
Shares260.5K
Event2026-03-31
Filed2026-05-15
BUFT
12.68%FT VEST BUFFERED ALLOCATION DEFENSIVE ETF
Shares121.0K
Event2026-03-31
Filed2026-05-15
TGT
229.73%TARGET CORP COM
Shares24.6K
Event2026-03-31
Filed2026-05-15
MDLZ
-12.38%MONDELEZ INTL INC CL A
Shares51.7K
Event2026-03-31
Filed2026-05-15
PAPR
5.09%INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
Shares74.8K
Event2026-03-31
Filed2026-05-15
AOR
3.57%ISHARES CORE 60/40 BALANCED ALLOCATION ETF
Shares46.1K
Event2026-03-31
Filed2026-05-15
TRFK
41.23%PACER DATA AND DIGITAL REVOLUTION ETF
Shares47.8K
Event2026-03-31
Filed2026-05-15
GOVT
64.88%ISHARES U.S. TREASURY BOND ETF
Shares129.6K
Event2026-03-31
Filed2026-05-15
CHI
15.02%CALAMOS CONV OPPORTUNITIES & I SH BEN INT
Shares275.5K
Event2026-03-31
Filed2026-05-15
PFF
61.98%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares97.3K
Event2026-03-31
Filed2026-05-15
QDPL
31.66%PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
Shares73.5K
Event2026-03-31
Filed2026-05-15
DMAY
31.41%FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY
Shares65.0K
Event2026-03-31
Filed2026-05-15
XAPR
-4.45%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - APRIL
Shares79.2K
Event2026-03-31
Filed2026-05-15
HEFA
11483.45%ISHARES CURRENCY HEDGED MSCI EAFE ETF
Shares68.6K
Event2026-03-31
Filed2026-05-15
RNP
13.31%COHEN & STEERS REIT & PFD & COM
Shares147.2K
Event2026-03-31
Filed2026-05-15
AXP
59.86%AMERICAN EXPRESS CO COM
Shares9.6K
Event2026-03-31
Filed2026-05-15
NOBL
52.27%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares27.3K
Event2026-03-31
Filed2026-05-15
COWG
-77.26%PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
Shares85.7K
Event2026-03-31
Filed2026-05-15
EFV
-8.50%ISHARES MSCI EAFE VALUE ETF
Shares38.8K
Event2026-03-31
Filed2026-05-15
HELO
2.78%JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Shares45.0K
Event2026-03-31
Filed2026-05-15
BRK.A
NewBERKSHIRE HATHAWAY INC DEL CL A
Shares4
Event2026-03-31
Filed2026-05-15
PHYS
13.01%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
Shares80.7K
Event2026-03-31
Filed2026-05-15
QDIV
13.49%GLOBAL X S&P 500 QUALITY DIVIDEND ETF
Shares77.8K
Event2026-03-31
Filed2026-05-15
FJUN
11.17%FT VEST U.S. EQUITY BUFFER ETF - JUNE
Shares49.4K
Event2026-03-31
Filed2026-05-15
TQQQ
17598.15%PROSHARES ULTRAPRO QQQ
Shares66.9K
Event2026-03-31
Filed2026-05-15
FNOV
20.95%FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
Shares52.2K
Event2026-03-31
Filed2026-05-15
IUSG
24.19%ISHARES CORE S&P U.S. GROWTH ETF
Shares17.8K
Event2026-03-31
Filed2026-05-15
MMM
110.02%3M CO COM
Shares18.9K
Event2026-03-31
Filed2026-05-15
NUE
219.37%NUCOR CORP COM
Shares16.2K
Event2026-03-31
Filed2026-05-15
SPIB
45.28%STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Shares81.6K
Event2026-03-31
Filed2026-05-15
QDEC
-4.89%FT VEST NASDAQ-100 BUFFER ETF - DECEMBER
Shares87.0K
Event2026-03-31
Filed2026-05-15
KMB
29.36%KIMBERLY-CLARK CORP COM
Shares28.3K
Event2026-03-31
Filed2026-05-15
XEL
52.36%XCEL ENERGY INC COM
Shares34.2K
Event2026-03-31
Filed2026-05-15
TJX
20.45%TJX COS INC NEW COM
Shares17.0K
Event2026-03-31
Filed2026-05-15
UNP
45.71%UNION PAC CORP COM
Shares11.1K
Event2026-03-31
Filed2026-05-15
ESGE
4.71%ISHARES ESG AWARE MSCI EM ETF
Shares59.3K
Event2026-03-31
Filed2026-05-15
ITB
1053.19%ISHARES U.S. HOME CONSTRUCTION ETF
Shares29.8K
Event2026-03-31
Filed2026-05-15
USB
95.56%US BANCORP COM NEW
Shares51.9K
Event2026-03-31
Filed2026-05-15
ALLW
758.24%STATE STREET BRIDGEWATER ALL WEATHER ETF
Shares93.4K
Event2026-03-31
Filed2026-05-15
GCOW
60.39%PACER GLOBAL CASH COWS DIVIDEND ETF
Shares58.2K
Event2026-03-31
Filed2026-05-15
MUB
132.77%ISHARES NATIONAL MUNI BOND ETF
Shares25.2K
Event2026-03-31
Filed2026-05-15
HYG
461.18%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares33.2K
Event2026-03-31
Filed2026-05-15
CGMU
29.58%CAPITAL GROUP MUNICIPAL INCOME ETF
Shares97.1K
Event2026-03-31
Filed2026-05-15
TFI
7.97%STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF
Shares57.8K
Event2026-03-31
Filed2026-05-15
PH
153.56%PARKER-HANNIFIN CORP COM
Shares2.9K
Event2026-03-31
Filed2026-05-15
FSCO
20.42%FS CREDIT OPPORTUNITIES CORP COMMON STOCK
Shares510.5K
Event2026-03-31
Filed2026-05-15
QJUN
0.88%FT VEST NASDAQ-100 BUFFER ETF - JUNE
Shares83.0K
Event2026-03-31
Filed2026-05-15
DFIC
381.12%DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Shares73.0K
Event2026-03-31
Filed2026-05-15
VCR
237.62%VANGUARD CONSUMER DISCRETIONARY ETF
Shares7.1K
Event2026-03-31
Filed2026-05-15
MPC
140.68%MARATHON PETE CORP COM
Shares10.5K
Event2026-03-31
Filed2026-05-15
IJK
453.49%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares25.4K
Event2026-03-31
Filed2026-05-15
IJAN
41.69%INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY
Shares70.2K
Event2026-03-31
Filed2026-05-15
CPRO
7.82%CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER
Shares93.6K
Event2026-03-31
Filed2026-05-15
DLS
3.23%WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
Shares31.2K
Event2026-03-31
Filed2026-05-15
FXZ
15.23%FIRST TRUST MATERIALS ALPHADEX FUND
Shares33.2K
Event2026-03-31
Filed2026-05-15
SPAB
41.45%STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
Shares98.5K
Event2026-03-31
Filed2026-05-15
RSPU
16.81%INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
Shares30.8K
Event2026-03-31
Filed2026-05-15
COF
-32.03%CAPITAL ONE FINL CORP COM
Shares13.7K
Event2026-03-31
Filed2026-05-15
FYC
22.46%FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND
Shares25.7K
Event2026-03-31
Filed2026-05-15
GWX
8.25%STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF
Shares58.2K
Event2026-03-31
Filed2026-05-15
VNQ
22.63%VANGUARD REAL ESTATE ETF
Shares27.6K
Event2026-03-31
Filed2026-05-15
XBI
1783.09%STATE STREET SPDR S&P BIOTECH ETF
Shares19.2K
Event2026-03-31
Filed2026-05-15
DSEP
60.61%FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER
Shares55.2K
Event2026-03-31
Filed2026-05-15
AGGY
23.09%WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
Shares55.9K
Event2026-03-31
Filed2026-05-15
ROM
1.14%PROSHARES ULTRA TECHNOLOGY
Shares30.9K
Event2026-03-31
Filed2026-05-15
MSI
-4.99%MOTOROLA SOLUTIONS INC COM NEW
Shares5.6K
Event2026-03-31
Filed2026-05-15
PNC
123.13%PNC FINL SVCS GROUP INC COM
Shares11.6K
Event2026-03-31
Filed2026-05-15
SCHO
-21.04%SCHWAB SHORT-TERM US TREASURY ETF
Shares99.1K
Event2026-03-31
Filed2026-05-15
ASB
138.03%ASSOCIATED BANC-CORP COM
Shares92.9K
Event2026-03-31
Filed2026-05-15
CL
21.82%COLGATE PALMOLIVE CO COM
Shares28.2K
Event2026-03-31
Filed2026-05-15
FDEC
15.02%FT VEST US EQUITY BUFFER ETF - DECEMBER
Shares48.1K
Event2026-03-31
Filed2026-05-15
XIDE
29.03%FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER
Shares80.5K
Event2026-03-31
Filed2026-05-15
IUSV
9.68%ISHARES CORE S&P US VALUE ETF
Shares23.3K
Event2026-03-31
Filed2026-05-15
DJAN
114.21%FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
Shares55.8K
Event2026-03-31
Filed2026-05-15
CGIC
243.83%CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF
Shares71.2K
Event2026-03-31
Filed2026-05-15
XJAN
1.20%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY
Shares65.1K
Event2026-03-31
Filed2026-05-15
FMB
60.91%FIRST TRUST MANAGED MUNICIPAL ETF
Shares46.2K
Event2026-03-31
Filed2026-05-15
DAPR
-7.98%FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL
Shares58.8K
Event2026-03-31
Filed2026-05-15
DON
30.23%WISDOMTREE U.S. MIDCAP DIVIDEND FUND
Shares44.4K
Event2026-03-31
Filed2026-05-15
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY
NewINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY
Shares124.2K
Event2026-03-31
Filed2026-05-15
UPS
108.91%UNITED PARCEL SVCS INC CL B
Shares23.5K
Event2026-03-31
Filed2026-05-15
MDYG
460.52%STATE STREET SPDR S&P 400 MID CAP GROWTH ETF
Shares24.1K
Event2026-03-31
Filed2026-05-15
AFL
13.34%AFLAC INC COM
Shares21.0K
Event2026-03-31
Filed2026-05-15
CGSD
67.00%CAPITAL GROUP SHORT DURATION INCOME ETF
Shares89.3K
Event2026-03-31
Filed2026-05-15
BANK FIRST CORPORATION COM
NewBANK FIRST CORPORATION COM
Shares17.0K
Event2026-03-31
Filed2026-05-15
DAL
606.42%DELTA AIR LINES INC COM NEW
Shares34.6K
Event2026-03-31
Filed2026-05-15
FHLC
7.87%FIDELITY MSCI HEALTH CARE INDEX ETF
Shares32.1K
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
382.99%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares5.7K
Event2026-03-31
Filed2026-05-15
SYY
-31.50%SYSCO CORP COM
Shares31.2K
Event2026-03-31
Filed2026-05-15
SKYY
138.77%FIRST TRUST CLOUD COMPUTING ETF
Shares20.3K
Event2026-03-31
Filed2026-05-15
LGLV
171.30%STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF
Shares12.5K
Event2026-03-31
Filed2026-05-15
FCEF
204.41%FIRST TRUST INCOME OPPORTUNITIES ETF
Shares98.0K
Event2026-03-31
Filed2026-05-15
HSY
12.44%HERSHEY CO COM
Shares10.6K
Event2026-03-31
Filed2026-05-15
EUDG
3.17%WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND
Shares60.6K
Event2026-03-31
Filed2026-05-15
DGRW
8.40%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares25.1K
Event2026-03-31
Filed2026-05-15
XLRE
235.67%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares53.8K
Event2026-03-31
Filed2026-05-15
LHX
80.50%L3HARRIS TECHNOLOGIES INC COM
Shares6.3K
Event2026-03-31
Filed2026-05-15
NEA
272.93%NUVEEN AMT FREE QLTY MUN INCME COM
Shares194.8K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC COM NEW
158.63%CITIGROUP INC COM NEW
Shares19.0K
Event2026-03-31
Filed2026-05-15
XDEC
99.92%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER
Shares53.1K
Event2026-03-31
Filed2026-05-15
ASTRAZENECA PLC ORD
NewASTRAZENECA PLC ORD
Shares10.9K
Event2026-03-31
Filed2026-05-15
OSIS
-6.80%OSI SYSTEMS INC COM
Shares8.0K
Event2026-03-31
Filed2026-05-15
YDEC
25.36%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER
Shares80.8K
Event2026-03-31
Filed2026-05-15
ALL
216.60%ALLSTATE CORP COM
Shares10.2K
Event2026-03-31
Filed2026-05-15
SBUX
57.12%STARBUCKS CORP COM
Shares23.6K
Event2026-03-31
Filed2026-05-15
AEP
62.14%AMERICAN ELEC PWR CO INC COM
Shares16.1K
Event2026-03-31
Filed2026-05-15
SPTL
7.62%STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
Shares80.0K
Event2026-03-31
Filed2026-05-15
IWR
224.71%ISHARES RUSSELL MIDCAP ETF
Shares21.6K
Event2026-03-31
Filed2026-05-15
XIJN
13.27%FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - JUNE
Shares68.2K
Event2026-03-31
Filed2026-05-15
TXN
12.27%TEXAS INSTRS INC COM
Shares10.8K
Event2026-03-31
Filed2026-05-15
FEBW
52.93%ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF
Shares62.0K
Event2026-03-31
Filed2026-05-15
QCOM
71.96%QUALCOMM INC COM
Shares16.1K
Event2026-03-31
Filed2026-05-15
WTV
16.45%WISDOMTREE US VALUE FUND OF BENEF INTEREST
Shares21.9K
Event2026-03-31
Filed2026-05-15
QLD
60537.50%PROSHARES ULTRA QQQ
Shares34.0K
Event2026-03-31
Filed2026-05-15
WPM
63.93%WHEATON PRECIOUS METALS CORP COM
Shares15.7K
Event2026-03-31
Filed2026-05-15
HWKN
NewHAWKINS INC COM
Shares13.3K
Event2026-03-31
Filed2026-05-15
QGRW
18.09%WISDOMTREE U.S. QUALITY GROWTH FUND
Shares38.4K
Event2026-03-31
Filed2026-05-15
IJS
2885.84%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares17.3K
Event2026-03-31
Filed2026-05-15
ASML
125.84%ASML HLDG NV N Y REGISTRY SHS
Shares1.5K
Event2026-03-31
Filed2026-05-15
UBER
22.44%UBER TECHNOLOGIES INC COM
Shares28.3K
Event2026-03-31
Filed2026-05-15
TMO
25.89%THERMO FISHER SCIENTIFIC INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-15
BSJU
22.21%INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF
Shares78.1K
Event2026-03-31
Filed2026-05-15
PDEC
-7.01%INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
Shares46.6K
Event2026-03-31
Filed2026-05-15
IDU
13.30%ISHARES U.S. UTILITIES ETF
Shares17.0K
Event2026-03-31
Filed2026-05-15
JANW
53.21%ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF
Shares54.1K
Event2026-03-31
Filed2026-05-15
SHEL
198.02%SHELL PLC SPON ADS
Shares21.2K
Event2026-03-31
Filed2026-05-15
FICS
-14.71%FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF
Shares50.5K
Event2026-03-31
Filed2026-05-15
XHB
123.48%STATE STREET SPDR S&P HOMEBUILDERS ETF
Shares19.9K
Event2026-03-31
Filed2026-05-15
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