Sponsored

The Analysis of Innovative Asset Advisors Group, LLC's Holdings & P&L

Currently, Innovative Asset Advisors Group, LLC holds 287 types of securities in its portfolio with a total value $228.6M. In the most recent quarter, they have increased their positions in ASML (+5.3K shares, valued at $10.6M), CAIE (+367.9K shares, valued at $10.0M), ICE (+26.5K shares, valued at $3.3M); decreased their positions in AEP (-569.0K shares, valued at $77.9M), NBIS (-2.4K shares, valued at $671.1K), N/A (-3.4K shares, valued at $397.8K); initiated new positions in CAIE (+367.9K shares, valued at $10.0M), ICE (+26.5K shares, valued at $3.3M), N/A (+3.4K shares, valued at $2.5M).

1M P&L

+2.4M+1.24%

3M P&L

+5.8M+3.06%

HY P&L

+16.7M+9.39%

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/A62.5M

30.9%

2Semiconductors40.3M

19.9%

3Internet Content & Information13.3M

6.6%

Top Industries by Stock Count

1N/A136 stocks

55.1%

2Semiconductors12 stocks

4.9%

3Drug Manufacturers - General7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION COM145.2K shares-0.28%2026-06-302026-08-05

ASML ASML HLDG NV N Y REGISTRY SHS6.0K shares783.53%2026-06-302026-08-05

AAPL APPLE INC COM35.8K shares3.28%2026-06-302026-08-05

CAIE CALAMOS AUTOCALLABLE INCOME ETF367.9K sharesnew addition2026-06-302026-08-05

MSFT MICROSOFT CORP COM18.5K shares5.43%2026-06-302026-08-05

NBIS NEBIUS GROUP N.V. SHS CLASS A22.0K shares-9.96%2026-06-302026-08-05

AMZN AMAZON COM INC COM22.1K shares3.51%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC COM8.9K shares4.70%2026-06-302026-08-05

Sponsored

BROADCOM INC COM BROADCOM INC COM11.7K shares5.56%2026-06-302026-08-05

GOOG ALPHABET INC CAP STK CL C12.2K shares1.68%2026-06-302026-08-05

ICE INTERCONTINENTAL EXCHANGE INC COM26.5K sharesnew addition2026-06-302026-08-05

BE BLOOM ENERGY CORP COM CL A10.2K shares-3.68%2026-06-302026-08-05

GOOGL ALPHABET INC CAP STK CL A8.3K shares13.21%2026-06-302026-08-05

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF59.4K shares-8.04%2026-06-302026-08-05

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF3.4K sharesnew addition2026-06-302026-08-05

CPSL CALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETF86.8K sharesnew addition2026-06-302026-08-05

Sponsored

VOO VANGUARD S&P 500 ETF3.5K shares9.81%2026-06-302026-08-05

GLD SPDR GOLD SHARES6.4K shares-8.56%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO COM CL A7.0K shares-4.79%2026-06-302026-08-05

CAT CATERPILLAR INC COM2.2K shares2.72%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW4.1K shares2.10%2026-06-302026-08-05

VGT VANGUARD INFORMATION TECHNOLOGY ETF16.8K shares730.91%2026-06-302026-08-05

RTX CORPORATION COM RTX CORPORATION COM10.0K shares-3.70%2026-06-302026-08-05

VV VANGUARD LARGE-CAP ETF5.4K shares4.99%2026-06-302026-08-05

Sponsored

HD HOME DEPOT INC COM5.0K shares-2.82%2026-06-302026-08-05

QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF14.1K shares-2.35%2026-06-302026-08-05

STLD STEEL DYNAMICS INC COM7.4K shares0.04%2026-06-302026-08-05

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF19.8K shares16.56%2026-06-302026-08-05

BWFG BANKWELL FINL GROUP INC COM26.9K sharesnew addition2026-06-302026-08-05

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF30.2K shares-2.10%2026-06-302026-08-05

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS11.2K shares2.10%2026-06-302026-08-05

META PLATFORMS INC CL A META PLATFORMS INC CL A2.7K shares16.51%2026-06-302026-08-05

Sponsored

TSLA TESLA INC COM3.5K shares-14.82%2026-06-302026-08-05

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM4.3K shares7.13%2026-06-302026-08-05

DFCF DIMENSIONAL CORE FIXED INCOME ETF32.3K sharesnew addition2026-06-302026-08-05

JNJ JOHNSON & JOHNSON COM5.4K shares4.45%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP COM2.6K shares0.65%2026-06-302026-08-05

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF29.4K shares-5.55%2026-06-302026-08-05

ABBVIE INC COM ABBVIE INC COM4.8K shares5.45%2026-06-302026-08-05

INTC INTEL CORP COM8.6K shares6.17%2026-06-302026-08-05

Sponsored

ORACLE CORP COM ORACLE CORP COM8.1K shares3.57%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A10.0K shares-25.36%2026-06-302026-08-05

GLW CORNING INC COM4.5K shares-19.09%2026-06-302026-08-05

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF31.4K shares-4.71%2026-06-302026-08-05

CVX CHEVRON CORPORATION COM6.8K shares0.44%2026-06-302026-08-05

PFE PFIZER INC COM46.5K shares-0.76%2026-06-302026-08-05

CISCO SYS INC COM CISCO SYS INC COM9.0K shares5.74%2026-06-302026-08-05

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF12.8K shares-2.10%2026-06-302026-08-05

Sponsored

VB VANGUARD SMALL-CAP ETF3.4K shares651.55%2026-06-302026-08-05

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF19.2K shares0.16%2026-06-302026-08-05

F FORD MTR CO COM71.4K shares9.42%2026-06-302026-08-05

RSP INVESCO S&P 500 EQUAL WEIGHT ETF4.4K shares-5.56%2026-06-302026-08-05

PG PROCTER & GAMBLE CO COM6.4K shares-1.11%2026-06-302026-08-05

SFLR INNOVATOR EQUITY MANAGED FLOOR ETF24.0K sharesnew addition2026-06-302026-08-05

LLY ELI LILLY & CO COM748 shares35.26%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC COM771 shares19.53%2026-06-302026-08-05

Sponsored

DECU ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF29.1K sharesnew addition2026-06-302026-08-05

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF2.2K shares48.50%2026-06-302026-08-05

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF20.0K sharesnew addition2026-06-302026-08-05

MRK MERCK & CO INC COM6.1K shares0.86%2026-06-302026-08-05

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF3.2K shares0.00%2026-06-302026-08-05

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9.0K shares-8.39%2026-06-302026-08-05

XME STATE STREET SPDR S&P METALS & MINING ETF7.0K shares0.03%2026-06-302026-08-05

AUGW ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF21.2K sharesnew addition2026-06-302026-08-05

Sponsored

STM STMICROELECTRONICS N V NY REGISTRY9.5K shares6.74%2026-06-302026-08-05

APPLIED MATLS INC COM APPLIED MATLS INC COM961 shares2.13%2026-06-302026-08-05

OEF ISHARES S&P 100 ETF1.9K shares0.00%2026-06-302026-08-05

LRCX LAM RESEARCH CORP COM NEW1.6K shares6.93%2026-06-302026-08-05

ADI ANALOG DEVICES INC COM1.7K shares5.59%2026-06-302026-08-05

QCOM QUALCOMM INC COM3.6K shares15.16%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC COM8.9K shares-2.42%2026-06-302026-08-05

MS MORGAN STANLEY COM NEW3.1K shares12.80%2026-06-302026-08-05

Sponsored

SLV ISHARES SILVER TRUST11.6K shares-9.52%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC COM4.3K shares-99.24%2026-06-302026-08-05

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.1K shares1.17%2026-06-302026-08-05

WMT WALMART INC COM5.2K shares-0.10%2026-06-302026-08-05

EEM ISHARES MSCI EMERGING MARKETS ETF8.4K shares-12.62%2026-06-302026-08-05

UNP UNION PAC CORP COM2.0K shares12.34%2026-06-302026-08-05

KO COCA COLA CO COM6.8K shares-14.26%2026-06-302026-08-05

AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF4.1K shares-5.71%2026-06-302026-08-05

Sponsored

FCEL FUELCELL ENERGY INC COM NEW15.3K sharesnew addition2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM577 shares-0.17%2026-06-302026-08-05

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2.8K shares0.07%2026-06-302026-08-05

VTEB VANGUARD TAX-EXEMPT BOND ETF10.6K shares0.19%2026-06-302026-08-05

NVO NOVO-NORDISK A S ADR10.9K shares-4.78%2026-06-302026-08-05

COWZ PACER US CASH COWS 100 ETF8.4K shares16.32%2026-06-302026-08-05

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF12.6K sharesnew addition2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS COM1.7K shares-25.95%2026-06-302026-08-05

Sponsored

GE GE AEROSPACE COM NEW1.3K shares-2.83%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC COM2.7K shares-20.09%2026-06-302026-08-05

TJX TJX COS INC NEW COM3.2K shares20.91%2026-06-302026-08-05

AME AMETEK INC COM1.9K shares-1.88%2026-06-302026-08-05

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF8.5K shares-5.19%2026-06-302026-08-05

ALERIAN MLP ETF ALERIAN MLP ETF8.7K shares1.22%2026-06-302026-08-05

CARR CARRIER GLOBAL CORPORATION COM6.2K shares-13.38%2026-06-302026-08-05

VPU VANGUARD UTILITIES ETF2.3K shares0.00%2026-06-302026-08-05

Sponsored

DE DEERE & CO COM698 shares-2.10%2026-06-302026-08-05

DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF12.3K sharesnew addition2026-06-302026-08-05

MCD MCDONALDS CORP COM1.6K shares0.12%2026-06-302026-08-05

NVBT ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF11.0K sharesnew addition2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS899 shares24.69%2026-06-302026-08-05

FBCG FIDELITY BLUE CHIP GROWTH ETF6.9K sharesnew addition2026-06-302026-08-05

NEM NEWMONT CORP COM4.6K shares4.64%2026-06-302026-08-05

FTAI FTAI AVIATION LTD SHS1.6K shares267.29%2026-06-302026-08-05

Sponsored

CHUBB LIMITED COM CHUBB LIMITED COM1.2K shares17.50%2026-06-302026-08-05

TEMA SPACE INNOVATORS ETF TEMA SPACE INNOVATORS ETF13.1K sharesnew addition2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC COM9.2K shares-3.82%2026-06-302026-08-05

KLAC KLA CORP COM NEW1.3K shares1201.02%2026-06-302026-08-05

FAX ABRDN ASIA PACIFIC INCOME FUND COM NEW25.8K sharesnew addition2026-06-302026-08-05

WAT WATERS CORP COM1.0K shares-0.59%2026-06-302026-08-05

ALAB ASTERA LABS INC COM773 shares21.35%2026-06-302026-08-05

SERVICENOW INC COM SERVICENOW INC COM3.8K shares16.10%2026-06-302026-08-05

Sponsored

NVTS NAVITAS SEMICONDUCTOR CORP COM20.5K shares13.89%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC COM1.2K shares30.37%2026-06-302026-08-05

ARM ARM HOLDINGS PLC SPONSORED ADS1.0K shares58.15%2026-06-302026-08-05

T AT&T INC COM17.5K shares-5.89%2026-06-302026-08-05

GEV GE VERNOVA INC COM301 shares0.67%2026-06-302026-08-05

DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF10.3K shares-5.03%2026-06-302026-08-05

CSX CSX CORP COM7.4K shares-0.86%2026-06-302026-08-05

SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS1.4K shares10.36%2026-06-302026-08-05

Sponsored

BMY BRISTOL-MYERS SQUIBB CO COM6.0K shares14.07%2026-06-302026-08-05

VISA INC COM CL A VISA INC COM CL A970 shares-18.14%2026-06-302026-08-05

C CITIGROUP INC COM NEW2.4K shares3.41%2026-06-302026-08-05

BA BOEING CO COM1.5K shares-5.88%2026-06-302026-08-05

JPST JPMORGAN ULTRA-SHORT INCOME ETF6.4K shares-0.16%2026-06-302026-08-05

3M CO COM 3M CO COM1.9K shares0.00%2026-06-302026-08-05

SNDK SANDISK CORP COM137 shares2.24%2026-06-302026-08-05

CALAMOS AUTOCALLABLE GROWTH ETF CALAMOS AUTOCALLABLE GROWTH ETF11.2K sharesnew addition2026-06-302026-08-05

Sponsored

AXP AMERICAN EXPRESS CO COM912 shares-9.25%2026-06-302026-08-05

QQQ INVESCO QQQ TRUST SERIES I418 sharesnew addition2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC COM304 shares9.35%2026-06-302026-08-05

DFGX DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF5.7K sharesnew addition2026-06-302026-08-05

L LOEWS CORP COM2.6K shares0.11%2026-06-302026-08-05

ALL ALLSTATE CORP COM1.2K shares-0.64%2026-06-302026-08-05

CPNJ CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE10.7K sharesnew addition2026-06-302026-08-05

IWM ISHARES RUSSELL 2000 ETF981 shares0.20%2026-06-302026-08-05

Sponsored

CAIQ CALAMOS NASDAQ AUTOCALLABLE INCOME ETF10.9K sharesnew addition2026-06-302026-08-05

FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK58.8K sharesnew addition2026-06-302026-08-05

URA GLOBAL X URANIUM ETF6.7K shares-2.19%2026-06-302026-08-05

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF6.4K shares-14.54%2026-06-302026-08-05

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF10.4K shares0.97%2026-06-302026-08-05

MKS INC. COM MKS INC. COM642 shares-3.46%2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC CL C660 shares10.18%2026-06-302026-08-05

VMC VULCAN MATLS CO COM958 shares1.27%2026-06-302026-08-05

Sponsored

BAC BANK OF AMER CORP COM4.9K shares-17.45%2026-06-302026-08-05

AZO AUTOZONE INC COM84 shares-3.45%2026-06-302026-08-05

AGILENT TECHNOLOGIES INC COM AGILENT TECHNOLOGIES INC COM2.0K shares110.03%2026-06-302026-08-05

IBIT ISHARES BITCOIN TRUST ETF8.0K shares-11.62%2026-06-302026-08-05

GDXJ VANECK JUNIOR GOLD MINERS ETF2.7K shares0.00%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP COM821 shares-1.08%2026-06-302026-08-05

APH AMPHENOL CORP CL A1.5K shares1678.05%2026-06-302026-08-05

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF2.8K shares-5.02%2026-06-302026-08-05

Sponsored

GD GENERAL DYNAMICS CORP COM697 shares10.11%2026-06-302026-08-05

HIFS HINGHAM INSTN SVGS MASS COM801 sharesnew addition2026-06-302026-08-05

CPSJ CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JULY8.8K sharesnew addition2026-06-302026-08-05

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF4.3K shares-12.24%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO COM2.6K shares-1.70%2026-06-302026-08-05

SOXX ISHARES SEMICONDUCTOR ETF373 shares0.00%2026-06-302026-08-05

UFO PROCURE SPACE ETF4.7K shares62.07%2026-06-302026-08-05

AMGN AMGEN INC COM656 shares8.43%2026-06-302026-08-05

Sponsored

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX1.2K shares6.67%2026-06-302026-08-05

QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF5.1K shares2.45%2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING INC COM1.0K shares-4.97%2026-06-302026-08-05

MMC MARSH & MCLENNAN COS INC COM1.4K shares3.58%2026-06-302026-08-05

IWV ISHARES RUSSELL 3000 ETF530 shares72.08%2026-06-302026-08-05

VXF VANGUARD EXTENDED MARKET ETF913 shares-5.19%2026-06-302026-08-05

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN5.5K sharesnew addition2026-06-302026-08-05

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF2.2K shares0.00%2026-06-302026-08-05

Sponsored

NOC NORTHROP GRUMMAN CORP COM433 shares-1.14%2026-06-302026-08-05

EMR EMERSON ELEC CO COM1.5K shares0.00%2026-06-302026-08-05

PKG PACKAGING CORP AMER COM892 shares-1.00%2026-06-302026-08-05

JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF5.2K sharesnew addition2026-06-302026-08-05

B BARRICK MNG CORP COM SHS5.7K shares12.45%2026-06-302026-08-05

LOW LOWES COS INC COM930 shares-8.19%2026-06-302026-08-05

MAR MARRIOTT INTL INC NEW CL A552 shares0.00%2026-06-302026-08-05

BR BROADRIDGE FINL SOLUTIONS INC COM1.5K shares196.02%2026-06-302026-08-05

Sponsored

MO ALTRIA GROUP INC COM2.8K shares62.77%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC COM400 shares55.64%2026-06-302026-08-05

DTE DTE ENERGY CO COM1.3K shares-9.13%2026-06-302026-08-05

SCHD SCHWAB US DIVIDEND EQUITY ETF6.2K shares26.59%2026-06-302026-08-05

DVY ISHARES SELECT DIVIDEND ETF1.3K shares0.00%2026-06-302026-08-05

TOI THE ONCOLOGY INSTITUTE INC COM36.0K shares-23.81%2026-06-302026-08-05

ROK ROCKWELL AUTOMATION INC COM394 shares0.51%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC COM571 shares-17.37%2026-06-302026-08-05

Sponsored

HPE HEWLETT PACKARD ENTERPRISE CO COM4.1K shares-8.64%2026-06-302026-08-05

XBI STATE STREET SPDR S&P BIOTECH ETF1.2K shares27.03%2026-06-302026-08-05

HONEYWELL INTL INC COM HONEYWELL INTL INC COM828 sharesnew addition2026-06-302026-08-05

ALIBABA GROUP HLDG LTD SPONSORED ADS ALIBABA GROUP HLDG LTD SPONSORED ADS1.9K shares-10.76%2026-06-302026-08-05

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM1.6K shares0.52%2026-06-302026-08-05

CRM SALESFORCE INC COM1.2K shares114.84%2026-06-302026-08-05

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM828 sharesnew addition2026-06-302026-08-05

EOSE EOS ENERGY ENTERPRISES INC COM CL A30.5K shares35.56%2026-06-302026-08-05

Sponsored

PEP PEPSICO INC COM1.3K shares-2.87%2026-06-302026-08-05

MART ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF4.2K sharesnew addition2026-06-302026-08-05

PBI PITNEY BOWES INC COM10.0K shares0.00%2026-06-302026-08-05

DCOR DIMENSIONAL US CORE EQUITY 1 ETF2.1K shares-34.68%2026-06-302026-08-05

FELV FIDELITY ENHANCED LARGE CAP VALUE ETF4.4K shares0.00%2026-06-302026-08-05

DFLV DIMENSIONAL US LARGE CAP VALUE ETF4.4K shares-9.72%2026-06-302026-08-05

KGC KINROSS GOLD CORP COM7.3K shares-2.08%2026-06-302026-08-05

SMCI SUPER MICRO COMPUTER INC COM NEW5.7K sharesnew addition2026-06-302026-08-05

Sponsored

TUTTLE CAPITAL SPACE INDUSTRY INCOME BLAST ETF TUTTLE CAPITAL SPACE INDUSTRY INCOME BLAST ETF5.2K sharesnew addition2026-06-302026-08-05

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM402 sharesnew addition2026-06-302026-08-05

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF7.0K shares-3.07%2026-06-302026-08-05

DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF4.0K shares-10.40%2026-06-302026-08-05

RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF1.7K shares8.13%2026-06-302026-08-05

MARW ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF4.5K sharesnew addition2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A211 shares9.90%2026-06-302026-08-05

DDFJ INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY8.0K sharesnew addition2026-06-302026-08-05

Sponsored

OTIS OTIS WORLDWIDE CORP COM2.2K shares-15.51%2026-06-302026-08-05

DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF3.3K sharesnew addition2026-06-302026-08-05

SBUX STARBUCKS CORP COM1.5K shares-20.79%2026-06-302026-08-05

IBB ISHARES BIOTECHNOLOGY ETF819 shares27.17%2026-06-302026-08-05

ED CONSOLIDATED EDISON INC COM1.4K shares1.23%2026-06-302026-08-05

VUG VANGUARD GROWTH ETF1.7K shares500.35%2026-06-302026-08-05

CPRJ CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY5.1K sharesnew addition2026-06-302026-08-05

POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER3.0K sharesnew addition2026-06-302026-08-05

Sponsored

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF2.2K shares2.43%2026-06-302026-08-05

COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF3.1K shares-6.11%2026-06-302026-08-05

IWB ISHARES RUSSELL 1000 ETF282 shares0.00%2026-06-302026-08-05

CPNS CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBER4.0K sharesnew addition2026-06-302026-08-05

ROKT STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF950 shares216.67%2026-06-302026-08-05

CPST CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER4.0K sharesnew addition2026-06-302026-08-05

QUAL ISHARES MSCI USA QUALITY FACTOR ETF500 shares0.00%2026-06-302026-08-05

IAU ISHARES GOLD TRUST1.4K shares0.00%2026-06-302026-08-05

Sponsored

MOO VANECK AGRIBUSINESS ETF1.4K shares-12.90%2026-06-302026-08-05

IVES DAN IVES WEDBUSH AI REVOLUTION ETF2.7K shares-3.56%2026-06-302026-08-05

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD540 shares6.09%2026-06-302026-08-05

MAYU ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED MAY ETF3.0K sharesnew addition2026-06-302026-08-05

VEA VANGUARD FTSE DEVELOPED MARKETS ETF1.4K shares0.00%2026-06-302026-08-05

PBE INVESCO BIOTECHNOLOGY & GENOME ETF1.1K shares0.00%2026-06-302026-08-05

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF2.4K shares-17.67%2026-06-302026-08-05

FEBT ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF2.3K sharesnew addition2026-06-302026-08-05

Sponsored

FEBW ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF2.6K sharesnew addition2026-06-302026-08-05

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF5.9K shares-58.66%2026-06-302026-08-05

WQTM WISDOMTREE QUANTUM COMPUTING FUND2.4K sharesnew addition2026-06-302026-08-05

VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF1.1K shares0.00%2026-06-302026-08-05

EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF3.4K shares-4.88%2026-06-302026-08-05

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF1.3K shares-4.88%2026-06-302026-08-05

BND VANGUARD TOTAL BOND MARKET ETF1.2K shares-3.43%2026-06-302026-08-05

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF2.4K sharesnew addition2026-06-302026-08-05

Sponsored

VIG VANGUARD DIVIDEND APPRECIATION ETF345 shares137.93%2026-06-302026-08-05

CGUS CAPITAL GROUP CORE EQUITY ETF1.8K shares7.68%2026-06-302026-08-05

TRADR 2X LONG AAOI DAILY ETF TRADR 2X LONG AAOI DAILY ETF2.5K sharesnew addition2026-06-302026-08-05

JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF2.0K sharesnew addition2026-06-302026-08-05

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF1.7K sharesnew addition2026-06-302026-08-05

SKYY FIRST TRUST CLOUD COMPUTING ETF550 sharesnew addition2026-06-302026-08-05

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND2.7K sharesnew addition2026-06-302026-08-05

STRV STRIVE 500 ETF1.5K shares0.27%2026-06-302026-08-05

Sponsored

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF441 shares0.46%2026-06-302026-08-05

MAYW ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF2.0K sharesnew addition2026-06-302026-08-05

GCOW PACER GLOBAL CASH COWS DIVIDEND ETF1.6K sharesnew addition2026-06-302026-08-05

IAUI NEOS GOLD HIGH INCOME ETF1.4K shares0.00%2026-06-302026-08-05

QBSF ALLIANZIM U.S. EQUITY BUFFER15 ETF2.5K sharesnew addition2026-06-302026-08-05

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF3.5K shares2.48%2026-06-302026-08-05

ARTY ISHARES FUTURE AI & TECH ETF850 shares0.00%2026-06-302026-08-05

AB EMERGING MARKETS OPPORTUNITIES ETF AB EMERGING MARKETS OPPORTUNITIES ETF1.2K sharesnew addition2026-06-302026-08-05

Sponsored

QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF382 shares-11.57%2026-06-302026-08-05

PPH VANECK PHARMACEUTICAL ETF554 shares-15.29%2026-06-302026-08-05

TAXX BONDBLOXX SHORT DURATION ETF1.2K sharesnew addition2026-06-302026-08-05

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF320 shares0.31%2026-06-302026-08-05

RIG TRANSOCEAN LTD REGISTERED SHS12.1K shares0.00%2026-06-302026-08-05

TFLO ISHARES TREASURY FLOATING RATE BOND ETF1.1K shares-14.81%2026-06-302026-08-05

KEEL INFRASTRUCTURE CORP COM SHS KEEL INFRASTRUCTURE CORP COM SHS10.0K sharesnew addition2026-06-302026-08-05

COPX GLOBAL X COPPER MINERS ETF734 shares15.77%2026-06-302026-08-05

Sponsored

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF697 shares12.97%2026-06-302026-08-05

BUG GLOBAL X CYBERSECURITY ETF1.4K shares0.00%2026-06-302026-08-05

HTGC HERCULES CAPITAL INC COM3.5K shares0.00%2026-06-302026-08-05

XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF350 shares0.00%2026-06-302026-08-05

PFFD GLOBAL X U.S. PREFERRED ETF2.9K shares0.31%2026-06-302026-08-05

QALT SEI DBI MULTI-STRATEGY ALTERNATIVE ETF2.0K sharesnew addition2026-06-302026-08-05

XMAG DEFIANCE LARGE CAP EX-MAG 7 ETF1.9K shares0.00%2026-06-302026-08-05

PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY1.0K sharesnew addition2026-06-302026-08-05

Sponsored

FCG FIRST TRUST NATURAL GAS ETF1.7K shares0.29%2026-06-302026-08-05

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF385 shares0.00%2026-06-302026-08-05

SPYI NEOS S&P 500 HIGH INCOME ETF850 shares0.00%2026-06-302026-08-05

AVXL ANAVEX LIFE SCIENCES CORP COM NEW17.4K shares-17.77%2026-06-302026-08-05

KRE STATE STREET SPDR S&P REGIONAL BANKING ETF600 shares0.00%2026-06-302026-08-05

HERD PACER CASH COWS FUND OF FUNDS ETF949 sharesnew addition2026-06-302026-08-05

IVW ISHARES S&P 500 GROWTH ETF324 shares0.00%2026-06-302026-08-05

ENFR ALERIAN ENERGY INFRASTRUCTURE ETF1.1K shares10.00%2026-06-302026-08-05

Sponsored

SIDUS SPACE INC CL A COM NEW SIDUS SPACE INC CL A COM NEW14.8K sharesnew addition2026-06-302026-08-05

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF600 shares-25.00%2026-06-302026-08-05

EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF549 shares0.00%2026-06-302026-08-05

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF1.0K shares0.00%2026-06-302026-08-05

EFG ISHARES MSCI EAFE GROWTH ETF302 shares0.00%2026-06-302026-08-05

IBIO IBIO INC CON NEW15.0K sharesnew addition2026-06-302026-08-05

ORBS EIGHTCO HOLDINGS INC COM10.0K shares100.00%2026-06-302026-08-05

NVDA

NVIDIA CORPORATION COM

-0.28%

Shares145.2K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV N Y REGISTRY SHS

783.53%

Shares6.0K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC COM

3.28%

Shares35.8K

Event2026-06-30

Filed2026-08-05

CAIE

CALAMOS AUTOCALLABLE INCOME ETF

New

Shares367.9K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP COM

5.43%

Shares18.5K

Event2026-06-30

Filed2026-08-05

NBIS

NEBIUS GROUP N.V. SHS CLASS A

-9.96%

Shares22.0K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC COM

3.51%

Shares22.1K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC COM

4.70%

Shares8.9K

Event2026-06-30

Filed2026-08-05

BROADCOM INC COM

5.56%

Shares11.7K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC CAP STK CL C

1.68%

Shares12.2K

Event2026-06-30

Filed2026-08-05

ICE

INTERCONTINENTAL EXCHANGE INC COM

New

Shares26.5K

Event2026-06-30

Filed2026-08-05

BLOOM ENERGY CORP COM CL A

-3.68%

Shares10.2K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC CAP STK CL A

13.21%

Shares8.3K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

-8.04%

Shares59.4K

Event2026-06-30

Filed2026-08-05

STATE STREET SPDR S&P 500 ETF

New

Shares3.4K

Event2026-06-30

Filed2026-08-05

CPSL

CALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETF

New

Shares86.8K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD S&P 500 ETF

9.81%

Shares3.5K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD SHARES

-8.56%

Shares6.4K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO COM CL A

-4.79%

Shares7.0K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC COM

2.72%

Shares2.2K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

2.10%

Shares4.1K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

730.91%

Shares16.8K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION COM

-3.70%

Shares10.0K

Event2026-06-30

Filed2026-08-05

VANGUARD LARGE-CAP ETF

4.99%

Shares5.4K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC COM

-2.82%

Shares5.0K

Event2026-06-30

Filed2026-08-05

QQQE

DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF

-2.35%

Shares14.1K

Event2026-06-30

Filed2026-08-05

STLD

STEEL DYNAMICS INC COM

0.04%

Shares7.4K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

16.56%

Shares19.8K

Event2026-06-30

Filed2026-08-05

BWFG

BANKWELL FINL GROUP INC COM

New

Shares26.9K

Event2026-06-30

Filed2026-08-05

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

-2.10%

Shares30.2K

Event2026-06-30

Filed2026-08-05

EXXONMOBIL HOLDINGS CORP COM SHS

2.10%

Shares11.2K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC CL A

16.51%

Shares2.7K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC COM

-14.82%

Shares3.5K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO COM

7.13%

Shares4.3K

Event2026-06-30

Filed2026-08-05

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

New

Shares32.3K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON COM

4.45%

Shares5.4K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP COM

0.65%

Shares2.6K

Event2026-06-30

Filed2026-08-05

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

-5.55%

Shares29.4K

Event2026-06-30

Filed2026-08-05

ABBVIE INC COM

5.45%

Shares4.8K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP COM

6.17%

Shares8.6K

Event2026-06-30

Filed2026-08-05

ORACLE CORP COM

3.57%

Shares8.1K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC CL A

-25.36%

Shares10.0K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC COM

-19.09%

Shares4.5K

Event2026-06-30

Filed2026-08-05

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

-4.71%

Shares31.4K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION COM

0.44%

Shares6.8K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC COM

-0.76%

Shares46.5K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC COM

5.74%

Shares9.0K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

-2.10%

Shares12.8K

Event2026-06-30

Filed2026-08-05

VANGUARD SMALL-CAP ETF

651.55%

Shares3.4K

Event2026-06-30

Filed2026-08-05

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

0.16%

Shares19.2K

Event2026-06-30

Filed2026-08-05

FORD MTR CO COM

9.42%

Shares71.4K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

-5.56%

Shares4.4K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO COM

-1.11%

Shares6.4K

Event2026-06-30

Filed2026-08-05

SFLR

INNOVATOR EQUITY MANAGED FLOOR ETF

New

Shares24.0K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO COM

35.26%

Shares748

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC COM

19.53%

Shares771

Event2026-06-30

Filed2026-08-05

DECU

ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF

New

Shares29.1K

Event2026-06-30

Filed2026-08-05

VANGUARD TOTAL STOCK MARKET ETF

48.50%

Shares2.2K

Event2026-06-30

Filed2026-08-05

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

New

Shares20.0K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC COM

0.86%

Shares6.1K

Event2026-06-30

Filed2026-08-05

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

-8.39%

Shares9.0K

Event2026-06-30

Filed2026-08-05

XME

STATE STREET SPDR S&P METALS & MINING ETF

0.03%

Shares7.0K

Event2026-06-30

Filed2026-08-05

AUGW

ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF

New

Shares21.2K

Event2026-06-30

Filed2026-08-05

STM

STMICROELECTRONICS N V NY REGISTRY

6.74%

Shares9.5K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC COM

2.13%

Shares961

Event2026-06-30

Filed2026-08-05

OEF

ISHARES S&P 100 ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP COM NEW

6.93%

Shares1.6K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC COM

5.59%

Shares1.7K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC COM

15.16%

Shares3.6K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC COM

-2.42%

Shares8.9K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY COM NEW

12.80%

Shares3.1K

Event2026-06-30

Filed2026-08-05

SLV

ISHARES SILVER TRUST

-9.52%

Shares11.6K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC COM

-99.24%

Shares4.3K

Event2026-06-30

Filed2026-08-05

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

1.17%

Shares1.1K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC COM

-0.10%

Shares5.2K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES MSCI EMERGING MARKETS ETF

-12.62%

Shares8.4K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP COM

12.34%

Shares2.0K

Event2026-06-30

Filed2026-08-05

COCA COLA CO COM

-14.26%

Shares6.8K

Event2026-06-30

Filed2026-08-05

AIRR

FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF

-5.71%

Shares4.1K

Event2026-06-30

Filed2026-08-05

FCEL

FUELCELL ENERGY INC COM NEW

New

Shares15.3K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION COM

-0.17%

Shares577

Event2026-06-30

Filed2026-08-05

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.07%

Shares2.8K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD TAX-EXEMPT BOND ETF

0.19%

Shares10.6K

Event2026-06-30

Filed2026-08-05

NVO

NOVO-NORDISK A S ADR

-4.78%

Shares10.9K

Event2026-06-30

Filed2026-08-05

COWZ

PACER US CASH COWS 100 ETF

16.32%

Shares8.4K

Event2026-06-30

Filed2026-08-05

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

New

Shares12.6K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS COM

-25.95%

Shares1.7K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE COM NEW

-2.83%

Shares1.3K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC COM

-20.09%

Shares2.7K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW COM

20.91%

Shares3.2K

Event2026-06-30

Filed2026-08-05

AME

AMETEK INC COM

-1.88%

Shares1.9K

Event2026-06-30

Filed2026-08-05

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-5.19%

Shares8.5K

Event2026-06-30

Filed2026-08-05

ALERIAN MLP ETF

1.22%

Shares8.7K

Event2026-06-30

Filed2026-08-05

CARR

CARRIER GLOBAL CORPORATION COM

-13.38%

Shares6.2K

Event2026-06-30

Filed2026-08-05

VPU

VANGUARD UTILITIES ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

DEERE & CO COM

-2.10%

Shares698

Event2026-06-30

Filed2026-08-05

DECW

ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF

New

Shares12.3K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP COM

0.12%

Shares1.6K

Event2026-06-30

Filed2026-08-05

NVBT

ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF

New

Shares11.0K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

24.69%

Shares899

Event2026-06-30

Filed2026-08-05

FBCG

FIDELITY BLUE CHIP GROWTH ETF

New

Shares6.9K

Event2026-06-30

Filed2026-08-05

NEM

NEWMONT CORP COM

4.64%

Shares4.6K

Event2026-06-30

Filed2026-08-05

FTAI

FTAI AVIATION LTD SHS

267.29%

Shares1.6K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED COM

17.50%

Shares1.2K

Event2026-06-30

Filed2026-08-05

TEMA SPACE INNOVATORS ETF

New

Shares13.1K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC COM

-3.82%

Shares9.2K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP COM NEW

1201.02%

Shares1.3K

Event2026-06-30

Filed2026-08-05

FAX

ABRDN ASIA PACIFIC INCOME FUND COM NEW

New

Shares25.8K

Event2026-06-30

Filed2026-08-05

WAT

WATERS CORP COM

-0.59%

Shares1.0K

Event2026-06-30

Filed2026-08-05

ALAB

ASTERA LABS INC COM

21.35%

Shares773

Event2026-06-30

Filed2026-08-05

SERVICENOW INC COM

16.10%

Shares3.8K

Event2026-06-30

Filed2026-08-05

NVTS

NAVITAS SEMICONDUCTOR CORP COM

13.89%

Shares20.5K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC COM

30.37%

Shares1.2K

Event2026-06-30

Filed2026-08-05

ARM

ARM HOLDINGS PLC SPONSORED ADS

58.15%

Shares1.0K

Event2026-06-30

Filed2026-08-05

AT&T INC COM

-5.89%

Shares17.5K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC COM

0.67%

Shares301

Event2026-06-30

Filed2026-08-05

DIHP

DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF

-5.03%

Shares10.3K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP COM

-0.86%

Shares7.4K

Event2026-06-30

Filed2026-08-05

SNOWFLAKE INC COM SHS

10.36%

Shares1.4K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO COM

14.07%

Shares6.0K

Event2026-06-30

Filed2026-08-05

VISA INC COM CL A

-18.14%

Shares970

Event2026-06-30

Filed2026-08-05

CITIGROUP INC COM NEW

3.41%

Shares2.4K

Event2026-06-30

Filed2026-08-05

BOEING CO COM

-5.88%

Shares1.5K

Event2026-06-30

Filed2026-08-05

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

-0.16%

Shares6.4K

Event2026-06-30

Filed2026-08-05

3M CO COM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SNDK

SANDISK CORP COM

2.24%

Shares137

Event2026-06-30

Filed2026-08-05

CALAMOS AUTOCALLABLE GROWTH ETF

New

Shares11.2K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO COM

-9.25%

Shares912

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TRUST SERIES I

New

Shares418

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC COM

9.35%

Shares304

Event2026-06-30

Filed2026-08-05

DFGX

DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF

New

Shares5.7K

Event2026-06-30

Filed2026-08-05

LOEWS CORP COM

0.11%

Shares2.6K

Event2026-06-30

Filed2026-08-05

ALL

ALLSTATE CORP COM

-0.64%

Shares1.2K

Event2026-06-30

Filed2026-08-05

CPNJ

CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE

New

Shares10.7K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES RUSSELL 2000 ETF

0.20%

Shares981

Event2026-06-30

Filed2026-08-05

CAIQ

CALAMOS NASDAQ AUTOCALLABLE INCOME ETF

New

Shares10.9K

Event2026-06-30

Filed2026-08-05

FSCO

FS CREDIT OPPORTUNITIES CORP COMMON STOCK

New

Shares58.8K

Event2026-06-30

Filed2026-08-05

URA

GLOBAL X URANIUM ETF

-2.19%

Shares6.7K

Event2026-06-30

Filed2026-08-05

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

-14.54%

Shares6.4K

Event2026-06-30

Filed2026-08-05

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

0.97%

Shares10.4K

Event2026-06-30

Filed2026-08-05

MKS INC. COM

-3.46%

Shares642

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC CL C

10.18%

Shares660

Event2026-06-30

Filed2026-08-05

VMC

VULCAN MATLS CO COM

1.27%

Shares958

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP COM

-17.45%

Shares4.9K

Event2026-06-30

Filed2026-08-05

AZO

AUTOZONE INC COM

-3.45%

Shares84

Event2026-06-30

Filed2026-08-05

AGILENT TECHNOLOGIES INC COM

110.03%

Shares2.0K

Event2026-06-30

Filed2026-08-05

IBIT

ISHARES BITCOIN TRUST ETF

-11.62%

Shares8.0K

Event2026-06-30

Filed2026-08-05

GDXJ

VANECK JUNIOR GOLD MINERS ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP COM

-1.08%

Shares821

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP CL A

1678.05%

Shares1.5K

Event2026-06-30

Filed2026-08-05

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-5.02%

Shares2.8K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP COM

10.11%

Shares697

Event2026-06-30

Filed2026-08-05

HIFS

HINGHAM INSTN SVGS MASS COM

New

Shares801

Event2026-06-30

Filed2026-08-05

CPSJ

CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JULY

New

Shares8.8K

Event2026-06-30

Filed2026-08-05

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-12.24%

Shares4.3K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO COM

-1.70%

Shares2.6K

Event2026-06-30

Filed2026-08-05

SOXX

ISHARES SEMICONDUCTOR ETF

0.00%

Shares373

Event2026-06-30

Filed2026-08-05

UFO

PROCURE SPACE ETF

62.07%

Shares4.7K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC COM

8.43%

Shares656

Event2026-06-30

Filed2026-08-05

GRID

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

6.67%

Shares1.2K

Event2026-06-30

Filed2026-08-05

QDPL

PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF

2.45%

Shares5.1K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING INC COM

-4.97%

Shares1.0K

Event2026-06-30

Filed2026-08-05

MMC

MARSH & MCLENNAN COS INC COM

3.58%

Shares1.4K

Event2026-06-30

Filed2026-08-05

IWV

ISHARES RUSSELL 3000 ETF

72.08%

Shares530

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD EXTENDED MARKET ETF

-5.19%

Shares913

Event2026-06-30

Filed2026-08-05

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

New

Shares5.5K

Event2026-06-30

Filed2026-08-05

ISHARES CORE U.S. AGGREGATE BOND ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP COM

-1.14%

Shares433

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

PKG

PACKAGING CORP AMER COM

-1.00%

Shares892

Event2026-06-30

Filed2026-08-05

JULW

ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF

New

Shares5.2K

Event2026-06-30

Filed2026-08-05

BARRICK MNG CORP COM SHS

12.45%

Shares5.7K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC COM

-8.19%

Shares930

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC NEW CL A

0.00%

Shares552

Event2026-06-30

Filed2026-08-05

BROADRIDGE FINL SOLUTIONS INC COM

196.02%

Shares1.5K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC COM

62.77%

Shares2.8K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC COM

55.64%

Shares400

Event2026-06-30

Filed2026-08-05

DTE

DTE ENERGY CO COM

-9.13%

Shares1.3K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB US DIVIDEND EQUITY ETF

26.59%

Shares6.2K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

TOI

THE ONCOLOGY INSTITUTE INC COM

-23.81%

Shares36.0K

Event2026-06-30

Filed2026-08-05

ROK

ROCKWELL AUTOMATION INC COM

0.51%

Shares394

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC COM

-17.37%

Shares571

Event2026-06-30

Filed2026-08-05

HPE

HEWLETT PACKARD ENTERPRISE CO COM

-8.64%

Shares4.1K

Event2026-06-30

Filed2026-08-05

XBI

STATE STREET SPDR S&P BIOTECH ETF

27.03%

Shares1.2K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC COM

New

Shares828

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD SPONSORED ADS

-10.76%

Shares1.9K

Event2026-06-30

Filed2026-08-05

APOLLO GLOBAL MGMT INC COM

0.52%

Shares1.6K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC COM

114.84%

Shares1.2K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC COM

New

Shares828

Event2026-06-30

Filed2026-08-05

EOSE

EOS ENERGY ENTERPRISES INC COM CL A

35.56%

Shares30.5K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC COM

-2.87%

Shares1.3K

Event2026-06-30

Filed2026-08-05

MART

ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF

New

Shares4.2K

Event2026-06-30

Filed2026-08-05

PBI

PITNEY BOWES INC COM

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-05

DCOR

DIMENSIONAL US CORE EQUITY 1 ETF

-34.68%

Shares2.1K

Event2026-06-30

Filed2026-08-05

FELV

FIDELITY ENHANCED LARGE CAP VALUE ETF

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-05

DFLV

DIMENSIONAL US LARGE CAP VALUE ETF

-9.72%

Shares4.4K

Event2026-06-30

Filed2026-08-05

KGC

KINROSS GOLD CORP COM

-2.08%

Shares7.3K

Event2026-06-30

Filed2026-08-05

SMCI

SUPER MICRO COMPUTER INC COM NEW

New

Shares5.7K

Event2026-06-30

Filed2026-08-05

TUTTLE CAPITAL SPACE INDUSTRY INCOME BLAST ETF

New

Shares5.2K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC COM

New

Shares402

Event2026-06-30

Filed2026-08-05

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

-3.07%

Shares7.0K

Event2026-06-30

Filed2026-08-05

DFIP

DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF

-10.40%

Shares4.0K

Event2026-06-30

Filed2026-08-05

RSPG

INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF

8.13%

Shares1.7K

Event2026-06-30

Filed2026-08-05

MARW

ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF

New

Shares4.5K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC CL A

9.90%

Shares211

Event2026-06-30

Filed2026-08-05

DDFJ

INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY

New

Shares8.0K

Event2026-06-30

Filed2026-08-05

OTIS

OTIS WORLDWIDE CORP COM

-15.51%

Shares2.2K

Event2026-06-30

Filed2026-08-05

DFNM

DIMENSIONAL NATIONAL MUNICIPAL BOND ETF

New

Shares3.3K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP COM

-20.79%

Shares1.5K

Event2026-06-30

Filed2026-08-05

IBB

ISHARES BIOTECHNOLOGY ETF

27.17%

Shares819

Event2026-06-30

Filed2026-08-05

CONSOLIDATED EDISON INC COM

1.23%

Shares1.4K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD GROWTH ETF

500.35%

Shares1.7K

Event2026-06-30

Filed2026-08-05

CPRJ

CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY

New

Shares5.1K

Event2026-06-30

Filed2026-08-05

POCT

INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER

New

Shares3.0K

Event2026-06-30

Filed2026-08-05

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

2.43%

Shares2.2K

Event2026-06-30

Filed2026-08-05

COWG

PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF

-6.11%

Shares3.1K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares282

Event2026-06-30

Filed2026-08-05

CPNS

CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBER

New

Shares4.0K

Event2026-06-30

Filed2026-08-05

ROKT

STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF

216.67%

Shares950

Event2026-06-30

Filed2026-08-05

CPST

CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER

New

Shares4.0K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

0.00%

Shares500

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

MOO

VANECK AGRIBUSINESS ETF

-12.90%

Shares1.4K

Event2026-06-30

Filed2026-08-05

IVES

DAN IVES WEDBUSH AI REVOLUTION ETF

-3.56%

Shares2.7K

Event2026-06-30

Filed2026-08-05

ASTRAZENECA PLC ORD

6.09%

Shares540

Event2026-06-30

Filed2026-08-05

MAYU

ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED MAY ETF

New

Shares3.0K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

PBE

INVESCO BIOTECHNOLOGY & GENOME ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

-17.67%

Shares2.4K

Event2026-06-30

Filed2026-08-05

FEBT

ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF

New

Shares2.3K

Event2026-06-30

Filed2026-08-05

FEBW

ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF

New

Shares2.6K

Event2026-06-30

Filed2026-08-05

PDBC

INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF

-58.66%

Shares5.9K

Event2026-06-30

Filed2026-08-05

WQTM

WISDOMTREE QUANTUM COMPUTING FUND

New

Shares2.4K

Event2026-06-30

Filed2026-08-05

VANECK GOLD MINERS ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

EMLC

VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF

-4.88%

Shares3.4K

Event2026-06-30

Filed2026-08-05

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

-4.88%

Shares1.3K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD TOTAL BOND MARKET ETF

-3.43%

Shares1.2K

Event2026-06-30

Filed2026-08-05

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

New

Shares2.4K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD DIVIDEND APPRECIATION ETF

137.93%

Shares345

Event2026-06-30

Filed2026-08-05

CGUS

CAPITAL GROUP CORE EQUITY ETF

7.68%

Shares1.8K

Event2026-06-30

Filed2026-08-05

TRADR 2X LONG AAOI DAILY ETF

New

Shares2.5K

Event2026-06-30

Filed2026-08-05

JANW

ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

CGGO

CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

SKYY

FIRST TRUST CLOUD COMPUTING ETF

New

Shares550

Event2026-06-30

Filed2026-08-05

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

STRV

STRIVE 500 ETF

0.27%

Shares1.5K

Event2026-06-30

Filed2026-08-05

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

0.46%

Shares441

Event2026-06-30

Filed2026-08-05

MAYW

ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

GCOW

PACER GLOBAL CASH COWS DIVIDEND ETF

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

IAUI

NEOS GOLD HIGH INCOME ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

QBSF

ALLIANZIM U.S. EQUITY BUFFER15 ETF

New

Shares2.5K

Event2026-06-30

Filed2026-08-05

QYLD

GLOBAL X NASDAQ 100 COVERED CALL ETF

2.48%

Shares3.5K

Event2026-06-30

Filed2026-08-05

ARTY

ISHARES FUTURE AI & TECH ETF

0.00%

Shares850

Event2026-06-30

Filed2026-08-05

AB EMERGING MARKETS OPPORTUNITIES ETF

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

QQEW

FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF

-11.57%

Shares382

Event2026-06-30

Filed2026-08-05

PPH

VANECK PHARMACEUTICAL ETF

-15.29%

Shares554

Event2026-06-30

Filed2026-08-05

TAXX

BONDBLOXX SHORT DURATION ETF

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.31%

Shares320

Event2026-06-30

Filed2026-08-05

RIG

TRANSOCEAN LTD REGISTERED SHS

0.00%

Shares12.1K

Event2026-06-30

Filed2026-08-05

TFLO

ISHARES TREASURY FLOATING RATE BOND ETF

-14.81%

Shares1.1K

Event2026-06-30

Filed2026-08-05

KEEL INFRASTRUCTURE CORP COM SHS

New

Shares10.0K

Event2026-06-30

Filed2026-08-05

COPX

GLOBAL X COPPER MINERS ETF

15.77%

Shares734

Event2026-06-30

Filed2026-08-05

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

12.97%

Shares697

Event2026-06-30

Filed2026-08-05

BUG

GLOBAL X CYBERSECURITY ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

HTGC

HERCULES CAPITAL INC COM

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

XOP

STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF

0.00%

Shares350

Event2026-06-30

Filed2026-08-05

PFFD

GLOBAL X U.S. PREFERRED ETF

0.31%

Shares2.9K

Event2026-06-30

Filed2026-08-05

QALT

SEI DBI MULTI-STRATEGY ALTERNATIVE ETF

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

XMAG

DEFIANCE LARGE CAP EX-MAG 7 ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

PJAN

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

FCG

FIRST TRUST NATURAL GAS ETF

0.29%

Shares1.7K

Event2026-06-30

Filed2026-08-05

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

0.00%

Shares385

Event2026-06-30

Filed2026-08-05

SPYI

NEOS S&P 500 HIGH INCOME ETF

0.00%

Shares850

Event2026-06-30

Filed2026-08-05

AVXL

ANAVEX LIFE SCIENCES CORP COM NEW

-17.77%

Shares17.4K

Event2026-06-30

Filed2026-08-05

KRE

STATE STREET SPDR S&P REGIONAL BANKING ETF

0.00%

Shares600

Event2026-06-30

Filed2026-08-05

HERD

PACER CASH COWS FUND OF FUNDS ETF

New

Shares949

Event2026-06-30

Filed2026-08-05

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares324

Event2026-06-30

Filed2026-08-05

ENFR

ALERIAN ENERGY INFRASTRUCTURE ETF

10.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

SIDUS SPACE INC CL A COM NEW

New

Shares14.8K

Event2026-06-30

Filed2026-08-05

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-25.00%

Shares600

Event2026-06-30

Filed2026-08-05

EMGF

ISHARES EMERGING MARKETS EQUITY FACTOR ETF

0.00%

Shares549

Event2026-06-30

Filed2026-08-05

BOTZ

GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

EFG

ISHARES MSCI EAFE GROWTH ETF

0.00%

Shares302

Event2026-06-30

Filed2026-08-05

IBIO

IBIO INC CON NEW

New

Shares15.0K

Event2026-06-30

Filed2026-08-05

ORBS

EIGHTCO HOLDINGS INC COM

100.00%

Shares10.0K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available