Sponsored
The Analysis of Kestra Advisory Services, LLC's Holdings & P&L
Currently, Kestra Advisory Services, LLC holds 3105 types of securities in its portfolio with a total value $26.4B. In the most recent quarter, they have increased their positions in AAPL (+326.5K shares, valued at $82.9M), N/A (+142.9K shares, valued at $82.5M), SGOV (+537.9K shares, valued at $54.1M); decreased their positions in QUAL (-284.2K shares, valued at $54.5M), BUFR (-714.4K shares, valued at $24.1M), PH (-15.9K shares, valued at $14.2M); initiated new positions in N/A (+654.3K shares, valued at $19.3M), N/A (+644.7K shares, valued at $13.1M).
1M P&L
+477.8M+1.89%
3M P&L
-1.7B-6.31%
HY P&L
-362.6M-1.39%
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/A15.3B
63.6%
2Semiconductors821.8M
3.4%
3Consumer Electronics804.2M
3.4%
Top Industries by Stock Count
1N/A1758 stocks
60.2%
2Banks - Regional51 stocks
1.7%
3Asset Management51 stocks
1.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI654.3K sharesnew addition2026-03-312026-04-30
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FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD644.7K sharesnew addition2026-03-312026-04-30
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AAPL
11.54%APPLE INC
Shares3.2M
Event2026-03-31
Filed2026-04-30
PH
-2.57%PARKER-HANNIFIN CORP
Shares603.1K
Event2026-03-31
Filed2026-04-30
NVDA
4.36%NVIDIA CORPORATION
Shares3.1M
Event2026-03-31
Filed2026-04-30
IVV
8.71%ISHARES TR
Shares755.2K
Event2026-03-31
Filed2026-04-30
INVESCO QQQ TR
21.16%INVESCO QQQ TR
Shares818.0K
Event2026-03-31
Filed2026-04-30
MSFT
9.57%MICROSOFT CORP
Shares1.1M
Event2026-03-31
Filed2026-04-30
SPY
8.34%STATE STR SPDR S&P 500 ETF T
Shares550.4K
Event2026-03-31
Filed2026-04-30
AMZN
11.00%AMAZON COM INC
Shares1.6M
Event2026-03-31
Filed2026-04-30
VANGUARD INDEX FDS
13.93%VANGUARD INDEX FDS
Shares507.9K
Event2026-03-31
Filed2026-04-30
VUG
10.05%VANGUARD INDEX FDS
Shares632.1K
Event2026-03-31
Filed2026-04-30
CGDV
14.92%CAPITAL GROUP DIVIDEND VALUE
Shares5.9M
Event2026-03-31
Filed2026-04-30
VTI
29.30%VANGUARD INDEX FDS
Shares740.1K
Event2026-03-31
Filed2026-04-30
BERKSHIRE HATHAWAY INC DEL
8.38%BERKSHIRE HATHAWAY INC DEL
Shares487.2K
Event2026-03-31
Filed2026-04-30
ALPHABET INC
-1.42%ALPHABET INC
Shares715.3K
Event2026-03-31
Filed2026-04-30
RDVY
4.67%FIRST TR EXCHANGE TRADED FD
Shares2.9M
Event2026-03-31
Filed2026-04-30
VTV
3.74%VANGUARD INDEX FDS
Shares966.4K
Event2026-03-31
Filed2026-04-30
ALPHABET INC
13.51%ALPHABET INC
Shares658.1K
Event2026-03-31
Filed2026-04-30
VYM
15.07%VANGUARD WHITEHALL FDS
Shares1.3M
Event2026-03-31
Filed2026-04-30
GLD
12.08%SPDR GOLD TR
Shares427.9K
Event2026-03-31
Filed2026-04-30
FBND
7.95%FIDELITY MERRIMACK STR TR
Shares4.0M
Event2026-03-31
Filed2026-04-30
JPM
5.97%JPMORGAN CHASE & CO
Shares571.8K
Event2026-03-31
Filed2026-04-30
JAAA
19.66%JANUS DETROIT STR TR
Shares3.2M
Event2026-03-31
Filed2026-04-30
CAT
8.66%CATERPILLAR INC
Shares219.6K
Event2026-03-31
Filed2026-04-30
BROADCOM INC
22.17%BROADCOM INC
Shares482.4K
Event2026-03-31
Filed2026-04-30
FENI
32.76%FIDELITY COVINGTON TRUST
Shares4.0M
Event2026-03-31
Filed2026-04-30
XOM
20.12%EXXON MOBIL CORP
Shares781.9K
Event2026-03-31
Filed2026-04-30
VIG
7.99%VANGUARD SPECIALIZED FUNDS
Shares584.3K
Event2026-03-31
Filed2026-04-30
CGGR
17.28%CAPITAL GROUP GROWTH ETF
Shares3.0M
Event2026-03-31
Filed2026-04-30
META
11.09%META PLATFORMS INC
Shares212.2K
Event2026-03-31
Filed2026-04-30
INVESCO EXCHANGE TRADED FD T
5.47%INVESCO EXCHANGE TRADED FD T
Shares610.2K
Event2026-03-31
Filed2026-04-30
WMT
7.75%WALMART INC
Shares936.9K
Event2026-03-31
Filed2026-04-30
LLY
13.51%ELI LILLY & CO
Shares122.7K
Event2026-03-31
Filed2026-04-30
COST
8.46%COSTCO WHOLESALE CORPORATION
Shares113.2K
Event2026-03-31
Filed2026-04-30
COWZ
5.08%PACER FDS TR
Shares1.7M
Event2026-03-31
Filed2026-04-30
SCHD
3.74%SCHWAB STRATEGIC TR
Shares3.5M
Event2026-03-31
Filed2026-04-30
TSLA
10.98%TESLA INC
Shares289.1K
Event2026-03-31
Filed2026-04-30
VO
9.76%VANGUARD INDEX FDS
Shares366.0K
Event2026-03-31
Filed2026-04-30
JEPI
-7.11%J P MORGAN EXCHANGE TRADED F
Shares1.8M
Event2026-03-31
Filed2026-04-30
JNJ
6.11%JOHNSON & JOHNSON
Shares425.0K
Event2026-03-31
Filed2026-04-30
BND
9.69%VANGUARD BD INDEX FDS
Shares1.4M
Event2026-03-31
Filed2026-04-30
USFR
78.33%WISDOMTREE TR
Shares2.0M
Event2026-03-31
Filed2026-04-30
IJR
13.53%ISHARES TR
Shares793.1K
Event2026-03-31
Filed2026-04-30
VEA
10.96%VANGUARD TAX-MANAGED FDS
Shares1.5M
Event2026-03-31
Filed2026-04-30
IVW
10.76%ISHARES TR
Shares859.4K
Event2026-03-31
Filed2026-04-30
DFAC
13.38%DIMENSIONAL ETF TRUST
Shares2.5M
Event2026-03-31
Filed2026-04-30
ABBV
5.04%ABBVIE INC
Shares431.6K
Event2026-03-31
Filed2026-04-30
XLK
4.47%SELECT SECTOR SPDR TR
Shares700.0K
Event2026-03-31
Filed2026-04-30
IYW
10.96%ISHARES TR
Shares495.4K
Event2026-03-31
Filed2026-04-30
SGOV
152.38%ISHARES TR
Shares890.8K
Event2026-03-31
Filed2026-04-30
IWF
1.07%ISHARES TR
Shares205.1K
Event2026-03-31
Filed2026-04-30
PG
34.38%PROCTER & GAMBLE CO
Shares604.5K
Event2026-03-31
Filed2026-04-30
QUAL
-39.06%ISHARES TR
Shares443.4K
Event2026-03-31
Filed2026-04-30
BUFR
-22.18%FIRST TR EXCHNG TRADED FD VI
Shares2.5M
Event2026-03-31
Filed2026-04-30
SPYM
-6.39%SPDR SERIES TRUST
Shares1.1M
Event2026-03-31
Filed2026-04-30
SPYG
15.56%SPDR SERIES TRUST
Shares861.0K
Event2026-03-31
Filed2026-04-30
IVE
10.20%ISHARES TR
Shares386.5K
Event2026-03-31
Filed2026-04-30
IEFA
9.86%ISHARES TR
Shares876.0K
Event2026-03-31
Filed2026-04-30
V
1.20%VISA INC
Shares254.0K
Event2026-03-31
Filed2026-04-30
TSM
4.37%TAIWAN SEMICONDUCTOR MANUFAC
Shares218.4K
Event2026-03-31
Filed2026-04-30
VB
33.29%VANGUARD INDEX FDS
Shares279.9K
Event2026-03-31
Filed2026-04-30
GS
7.78%GOLDMAN SACHS GROUP INC
Shares85.8K
Event2026-03-31
Filed2026-04-30
MU
8.83%MICRON TECHNOLOGY INC
Shares211.2K
Event2026-03-31
Filed2026-04-30
CVX
5.09%CHEVRON CORPORATION
Shares343.0K
Event2026-03-31
Filed2026-04-30
VGT
22.30%VANGUARD WORLD FD
Shares100.1K
Event2026-03-31
Filed2026-04-30
JEPQ
8.79%J P MORGAN EXCHANGE TRADED F
Shares1.2M
Event2026-03-31
Filed2026-04-30
SCHG
12.43%SCHWAB STRATEGIC TR
Shares2.4M
Event2026-03-31
Filed2026-04-30
FMDE
24.69%FIDELITY COVINGTON TRUST
Shares1.9M
Event2026-03-31
Filed2026-04-30
MCD
12.01%MCDONALDS CORP
Shares219.2K
Event2026-03-31
Filed2026-04-30
DGRW
0.50%WISDOMTREE TR
Shares770.4K
Event2026-03-31
Filed2026-04-30
EATON CORP PLC
9.57%EATON CORP PLC
Shares187.8K
Event2026-03-31
Filed2026-04-30
AIRR
-3.08%FIRST TR EXCHANGE TRADED FD
Shares599.7K
Event2026-03-31
Filed2026-04-30
SDVY
5.55%FIRST TR EXCHANGE TRADED FD
Shares1.7M
Event2026-03-31
Filed2026-04-30
FQAL
33.62%FIDELITY COVINGTON TRUST
Shares899.8K
Event2026-03-31
Filed2026-04-30
IJH
-3.86%ISHARES TR
Shares943.6K
Event2026-03-31
Filed2026-04-30
RTX
13.26%RTX CORPORATION
Shares325.8K
Event2026-03-31
Filed2026-04-30
QQQM
4.35%INVESCO EXCH TRADED FD TR II
Shares263.4K
Event2026-03-31
Filed2026-04-30
NFLX
11.45%NETFLIX INC.
Shares641.1K
Event2026-03-31
Filed2026-04-30
PVAL
37.04%PUTNAM ETF TRUST
Shares1.3M
Event2026-03-31
Filed2026-04-30
AGG
13.00%ISHARES TR
Shares609.0K
Event2026-03-31
Filed2026-04-30
FDVV
16.63%FIDELITY COVINGTON TRUST
Shares1.1M
Event2026-03-31
Filed2026-04-30
IUSB
-2.83%ISHARES TR
Shares1.3M
Event2026-03-31
Filed2026-04-30
ITOT
14.86%ISHARES TR
Shares414.3K
Event2026-03-31
Filed2026-04-30
HD
7.45%HOME DEPOT INC
Shares178.9K
Event2026-03-31
Filed2026-04-30
DE
6.47%DEERE & CO
Shares103.0K
Event2026-03-31
Filed2026-04-30
IBM
27.14%INTERNATIONAL BUSINESS MACHS
Shares238.4K
Event2026-03-31
Filed2026-04-30
VZ
5.91%VERIZON COMMUNICATIONS INC
Shares1.2M
Event2026-03-31
Filed2026-04-30
FELG
92.15%FIDELITY COVINGTON TRUST
Shares1.5M
Event2026-03-31
Filed2026-04-30
DGRO
16.37%ISHARES TR
Shares797.6K
Event2026-03-31
Filed2026-04-30
IWM
-3.19%ISHARES TR
Shares224.8K
Event2026-03-31
Filed2026-04-30
SMH
82.33%VANECK ETF TRUST
Shares145.4K
Event2026-03-31
Filed2026-04-30
PFE
14.62%PFIZER INC
Shares2.0M
Event2026-03-31
Filed2026-04-30
CSCO
3.68%CISCO SYS INC
Shares705.6K
Event2026-03-31
Filed2026-04-30
MGV
9.65%VANGUARD WORLD FD
Shares374.8K
Event2026-03-31
Filed2026-04-30
COMM
7111.18%VISTANCE NETWORKS INC
Shares3.0M
Event2026-03-31
Filed2026-04-30
CGBL
20.82%CAPITAL GROUP CORE BALANCED
Shares1.6M
Event2026-03-31
Filed2026-04-30
RWL
9.27%INVESCO EXCH TRADED FD TR II
Shares468.4K
Event2026-03-31
Filed2026-04-30
DFUS
22.09%DIMENSIONAL ETF TRUST
Shares748.5K
Event2026-03-31
Filed2026-04-30
ISHARES GOLD TR
5.48%ISHARES GOLD TR
Shares592.8K
Event2026-03-31
Filed2026-04-30
CGGO
10.93%CAPITAL GROUP GBL GROWTH EQT
Shares1.6M
Event2026-03-31
Filed2026-04-30
FFLG
10.81%FIDELITY COVINGTON TRUST
Shares1.9M
Event2026-03-31
Filed2026-04-30
JMTG
9.77%J P MORGAN EXCHANGE TRADED F
Shares998.3K
Event2026-03-31
Filed2026-04-30
VXUS
10.50%VANGUARD STAR FDS
Shares659.6K
Event2026-03-31
Filed2026-04-30
IGSB
227.79%ISHARES TR
Shares966.2K
Event2026-03-31
Filed2026-04-30
PLTR
9.38%PALANTIR TECHNOLOGIES INC
Shares345.9K
Event2026-03-31
Filed2026-04-30
DYNF
95.35%BLACKROCK ETF TRUST
Shares868.0K
Event2026-03-31
Filed2026-04-30
AVDE
18.26%AMERICAN CENTY ETF TR
Shares595.1K
Event2026-03-31
Filed2026-04-30
KO
9.60%COCA COLA CO
Shares652.3K
Event2026-03-31
Filed2026-04-30
PHYS
39.66%SPROTT ASSET MANAGEMENT LP
Shares1.3M
Event2026-03-31
Filed2026-04-30
XLE
22.60%SELECT SECTOR SPDR TR
Shares767.3K
Event2026-03-31
Filed2026-04-30
ORCL
17.76%ORACLE CORP
Shares318.4K
Event2026-03-31
Filed2026-04-30
DUSA
-1.07%DAVIS FUNDAMENTAL ETF TR
Shares912.0K
Event2026-03-31
Filed2026-04-30
LVHI
29.44%LEGG MASON ETF INVT
Shares1.1M
Event2026-03-31
Filed2026-04-30
NEE
-3.43%NEXTERA ENERGY INC
Shares490.9K
Event2026-03-31
Filed2026-04-30
T
9.55%AT&T INC
Shares1.6M
Event2026-03-31
Filed2026-04-30
VWO
4.31%VANGUARD INTL EQUITY INDEX F
Shares839.7K
Event2026-03-31
Filed2026-04-30
VGIT
6.18%VANGUARD SCOTTSDALE FDS
Shares761.9K
Event2026-03-31
Filed2026-04-30
IEMG
48.86%ISHARES INC
Shares649.1K
Event2026-03-31
Filed2026-04-30
HON
16.56%HONEYWELL INTL INC
Shares198.6K
Event2026-03-31
Filed2026-04-30
PAVE
16.92%GLOBAL X FDS
Shares876.0K
Event2026-03-31
Filed2026-04-30
JAVA
3.52%J P MORGAN EXCHANGE TRADED F
Shares616.4K
Event2026-03-31
Filed2026-04-30
AVLV
4.34%AMERICAN CENTY ETF TR
Shares548.6K
Event2026-03-31
Filed2026-04-30
JQUA
-4.19%J P MORGAN EXCHANGE TRADED F
Shares718.1K
Event2026-03-31
Filed2026-04-30
ONEQ
21.36%FIDELITY COMWLTH TR
Shares510.2K
Event2026-03-31
Filed2026-04-30
FPE
4.66%FIRST TR EXCH TRADED FD III
Shares2.4M
Event2026-03-31
Filed2026-04-30
VBR
8.97%VANGUARD INDEX FDS
Shares193.6K
Event2026-03-31
Filed2026-04-30
LQD
-12.13%ISHARES TR
Shares384.7K
Event2026-03-31
Filed2026-04-30
LMT
-1.54%LOCKHEED MARTIN CORP
Shares68.5K
Event2026-03-31
Filed2026-04-30
FVD
-0.64%FIRST TR EXCHANGE-TRADED FD
Shares865.5K
Event2026-03-31
Filed2026-04-30
MERCK & CO INC
15.74%MERCK & CO INC
Shares338.0K
Event2026-03-31
Filed2026-04-30
PSLV
5.17%SPROTT ASSET MANAGEMENT LP
Shares1.7M
Event2026-03-31
Filed2026-04-30
WTV
5.31%WISDOMTREE TR
Shares424.9K
Event2026-03-31
Filed2026-04-30
VOT
8.29%VANGUARD INDEX FDS
Shares155.1K
Event2026-03-31
Filed2026-04-30
MUB
18.00%ISHARES TR
Shares374.0K
Event2026-03-31
Filed2026-04-30
CGUS
12.91%CAPITAL GROUP CORE EQUITY ET
Shares1.0M
Event2026-03-31
Filed2026-04-30
EFV
11.33%ISHARES TR
Shares529.0K
Event2026-03-31
Filed2026-04-30
VEU
33.27%VANGUARD INTL EQUITY INDEX F
Shares516.1K
Event2026-03-31
Filed2026-04-30
AMAT
4.02%APPLIED MATLS INC
Shares113.1K
Event2026-03-31
Filed2026-04-30
IWD
-0.69%ISHARES TR
Shares179.3K
Event2026-03-31
Filed2026-04-30
FTEC
6.08%FIDELITY COVINGTON TRUST
Shares183.5K
Event2026-03-31
Filed2026-04-30
MO
13.92%ALTRIA GROUP INC
Shares574.4K
Event2026-03-31
Filed2026-04-30
MA
1.70%MASTERCARD INCORPORATED
Shares75.7K
Event2026-03-31
Filed2026-04-30
IEF
8.20%ISHARES TR
Shares394.0K
Event2026-03-31
Filed2026-04-30
FTCS
4.38%FIRST TR EXCHANGE-TRADED FD
Shares400.9K
Event2026-03-31
Filed2026-04-30
SDY
15.22%SPDR SERIES TRUST
Shares253.1K
Event2026-03-31
Filed2026-04-30
UNH
-3.11%UNITEDHEALTH GROUP INC
Shares135.1K
Event2026-03-31
Filed2026-04-30
JPST
24.84%J P MORGAN EXCHANGE TRADED F
Shares720.1K
Event2026-03-31
Filed2026-04-30
PEP
8.49%PEPSICO INC
Shares232.4K
Event2026-03-31
Filed2026-04-30
AMD
22.94%ADVANCED MICRO DEVICES INC
Shares175.9K
Event2026-03-31
Filed2026-04-30
EFA
44.64%ISHARES TR
Shares367.8K
Event2026-03-31
Filed2026-04-30
UPS
11.02%UNITED PARCEL SVCS INC
Shares362.7K
Event2026-03-31
Filed2026-04-30
FDL
46.15%FIRST TR EXCHANGE-TRADED FD
Shares696.6K
Event2026-03-31
Filed2026-04-30
WM
13.94%WASTE MGMT INC DEL
Shares153.5K
Event2026-03-31
Filed2026-04-30
SO
6.43%SOUTHERN CO
Shares363.7K
Event2026-03-31
Filed2026-04-30
FTCB
0.41%FIRST TR EXCHANGE-TRADED FD
Shares1.7M
Event2026-03-31
Filed2026-04-30
SPHQ
363.13%INVESCO EXCHANGE TRADED FD T
Shares455.1K
Event2026-03-31
Filed2026-04-30
TLT
-5.07%ISHARES TR
Shares392.2K
Event2026-03-31
Filed2026-04-30
EFG
22.90%ISHARES TR
Shares303.8K
Event2026-03-31
Filed2026-04-30
CGXU
5.66%CAPITAL GROUP INTL FOCUS EQT
Shares1.1M
Event2026-03-31
Filed2026-04-30
LAM RESEARCH CORP
0.94%LAM RESEARCH CORP
Shares156.7K
Event2026-03-31
Filed2026-04-30
EMR
7.13%EMERSON ELEC CO
Shares254.8K
Event2026-03-31
Filed2026-04-30
IUSG
-4.08%ISHARES TR
Shares214.9K
Event2026-03-31
Filed2026-04-30
GEV
28.36%GE VERNOVA INC
Shares38.0K
Event2026-03-31
Filed2026-04-30
CMI
3.17%CUMMINS INC
Shares61.3K
Event2026-03-31
Filed2026-04-30
AMGN
-1.43%AMGEN INC
Shares93.2K
Event2026-03-31
Filed2026-04-30
FUTY
13.68%FIDELITY COVINGTON TRUST
Shares552.6K
Event2026-03-31
Filed2026-04-30
RDVI
24.68%FIRST TR EXCHANGE-TRADED FD
Shares1.3M
Event2026-03-31
Filed2026-04-30
BA
7.75%BOEING CO
Shares157.7K
Event2026-03-31
Filed2026-04-30
ETFS GOLD TR
28.20%ETFS GOLD TR
Shares692.7K
Event2026-03-31
Filed2026-04-30
BLACKSTONE INC
19.38%BLACKSTONE INC
Shares267.4K
Event2026-03-31
Filed2026-04-30
USMV
17.58%ISHARES TR
Shares329.7K
Event2026-03-31
Filed2026-04-30
ASML
-2.44%ASML HLDG NV
Shares23.1K
Event2026-03-31
Filed2026-04-30
FELC
-4.95%FIDELITY COVINGTON TRUST
Shares838.4K
Event2026-03-31
Filed2026-04-30
IWR
23.23%ISHARES TR
Shares312.2K
Event2026-03-31
Filed2026-04-30
VOE
11.69%VANGUARD INDEX FDS
Shares164.2K
Event2026-03-31
Filed2026-04-30
ACWX
-6.14%ISHARES TR
Shares439.0K
Event2026-03-31
Filed2026-04-30
INVESCO EXCH TRADED FD TR II
0.02%INVESCO EXCH TRADED FD TR II
Shares410.3K
Event2026-03-31
Filed2026-04-30
AVUS
16.96%AMERICAN CENTY ETF TR
Shares269.0K
Event2026-03-31
Filed2026-04-30
XLU
21.66%SELECT SECTOR SPDR TR
Shares650.4K
Event2026-03-31
Filed2026-04-30
BINC
2.23%BLACKROCK ETF TRUST II
Shares565.5K
Event2026-03-31
Filed2026-04-30
FLCG
24.32%FEDERATED HERMES ETF TRUST
Shares979.2K
Event2026-03-31
Filed2026-04-30
SYK
4.82%STRYKER CORPORATION
Shares89.0K
Event2026-03-31
Filed2026-04-30
IWB
-12.85%ISHARES TR
Shares81.8K
Event2026-03-31
Filed2026-04-30
VBK
5.20%VANGUARD INDEX FDS
Shares95.4K
Event2026-03-31
Filed2026-04-30
SCHA
1.86%SCHWAB STRATEGIC TR
Shares989.8K
Event2026-03-31
Filed2026-04-30
BAC
7.83%BANK AMERICA CORP
Shares589.0K
Event2026-03-31
Filed2026-04-30
TXN
12.43%TEXAS INSTRS INC
Shares147.5K
Event2026-03-31
Filed2026-04-30
BUFZ
2.61%FIRST TR EXCHNG TRADED FD VI
Shares1.1M
Event2026-03-31
Filed2026-04-30
PNC
-2.70%PNC FINL SVCS GROUP INC
Shares134.6K
Event2026-03-31
Filed2026-04-30
GE AEROSPACE
19.94%GE AEROSPACE
Shares98.3K
Event2026-03-31
Filed2026-04-30
HDV
10.45%ISHARES TR
Shares204.9K
Event2026-03-31
Filed2026-04-30
FHI
6.18%FEDERATED HERMES INC
Shares485.7K
Event2026-03-31
Filed2026-04-30
BNDX
3.84%VANGUARD CHARLOTTE FDS
Shares572.4K
Event2026-03-31
Filed2026-04-30
BOND
-15.09%PIMCO ETF TR
Shares297.5K
Event2026-03-31
Filed2026-04-30
AIQ
5.43%GLOBAL X FDS
Shares587.8K
Event2026-03-31
Filed2026-04-30
INTC
14.83%INTEL CORP
Shares619.0K
Event2026-03-31
Filed2026-04-30
XLV
28.20%SELECT SECTOR SPDR TR
Shares185.4K
Event2026-03-31
Filed2026-04-30
FESM
57.52%FIDELITY COVINGTON TRUST
Shares712.4K
Event2026-03-31
Filed2026-04-30
DUKE ENERGY CORP NEW
13.65%DUKE ENERGY CORP NEW
Shares205.5K
Event2026-03-31
Filed2026-04-30
CGMS
18.23%CAPITAL GRP FIXED INCM ETF T
Shares987.0K
Event2026-03-31
Filed2026-04-30
EPD
-3.00%ENTERPRISE PRODS PARTNERS L
Shares709.7K
Event2026-03-31
Filed2026-04-30
ET
15.52%ENERGY TRANSFER L P
Shares1.4M
Event2026-03-31
Filed2026-04-30
CGMM
1.65%CAPITAL GROUP EQUITY ETF TR
Shares913.2K
Event2026-03-31
Filed2026-04-30
XLG
3.18%INVESCO EXCHANGE TRADED FD T
Shares485.9K
Event2026-03-31
Filed2026-04-30
CRWD
25.88%CROWDSTRIKE HLDGS INC
Shares67.8K
Event2026-03-31
Filed2026-04-30
GRID
29.39%FIRST TR EXCHANGE-TRADED FD
Shares160.1K
Event2026-03-31
Filed2026-04-30
IYH
8.71%ISHARES TR
Shares421.2K
Event2026-03-31
Filed2026-04-30
MGK
61.15%VANGUARD WORLD FD
Shares70.3K
Event2026-03-31
Filed2026-04-30
SLV
-17.63%ISHARES SILVER TR
Shares377.2K
Event2026-03-31
Filed2026-04-30
DFIV
18.79%DIMENSIONAL ETF TRUST
Shares486.4K
Event2026-03-31
Filed2026-04-30
PPA
136.75%INVESCO EXCHANGE TRADED FD T
Shares153.7K
Event2026-03-31
Filed2026-04-30
IWP
4.32%ISHARES TR
Shares197.4K
Event2026-03-31
Filed2026-04-30
DFIC
12.25%DIMENSIONAL ETF TRUST
Shares712.0K
Event2026-03-31
Filed2026-04-30
CIBR
21.87%FIRST TR EXCHANGE-TRADED FD
Shares402.8K
Event2026-03-31
Filed2026-04-30
PANW
10.71%PALO ALTO NETWORKS INC
Shares157.3K
Event2026-03-31
Filed2026-04-30
MTUM
-1.00%ISHARES TR
Shares104.8K
Event2026-03-31
Filed2026-04-30
DVY
41.78%ISHARES TR
Shares165.9K
Event2026-03-31
Filed2026-04-30
JCPB
-31.58%J P MORGAN EXCHANGE TRADED F
Shares532.8K
Event2026-03-31
Filed2026-04-30
IBDR
21.27%ISHARES TR
Shares1.0M
Event2026-03-31
Filed2026-04-30
IWY
6.39%ISHARES TR
Shares100.5K
Event2026-03-31
Filed2026-04-30
FSMD
14.37%FIDELITY COVINGTON TRUST
Shares558.3K
Event2026-03-31
Filed2026-04-30
IWS
7.82%ISHARES TR
Shares171.1K
Event2026-03-31
Filed2026-04-30
PM
3.13%PHILIP MORRIS INTL INC
Shares150.2K
Event2026-03-31
Filed2026-04-30
SCHV
33.54%SCHWAB STRATEGIC TR
Shares811.9K
Event2026-03-31
Filed2026-04-30
DIS
6.37%DISNEY WALT CO
Shares256.9K
Event2026-03-31
Filed2026-04-30
DHS
93.14%WISDOMTREE TR
Shares225.1K
Event2026-03-31
Filed2026-04-30
XLF
24.78%SELECT SECTOR SPDR TR
Shares498.0K
Event2026-03-31
Filed2026-04-30
DFAI
11.67%DIMENSIONAL ETF TRUST
Shares626.0K
Event2026-03-31
Filed2026-04-30
IBDS
25.17%ISHARES TR
Shares1.0M
Event2026-03-31
Filed2026-04-30
DFAX
5.82%DIMENSIONAL ETF TRUST
Shares715.2K
Event2026-03-31
Filed2026-04-30
BUFD
18.05%FIRST TR EXCHNG TRADED FD VI
Shares866.6K
Event2026-03-31
Filed2026-04-30
FRDM
18.57%EA SERIES TRUST
Shares442.5K
Event2026-03-31
Filed2026-04-30
LOW
7.45%LOWES COS INC
Shares101.8K
Event2026-03-31
Filed2026-04-30
MS
0.12%MORGAN STANLEY
Shares145.9K
Event2026-03-31
Filed2026-04-30
WMB
8.96%WILLIAMS COS INC
Shares328.1K
Event2026-03-31
Filed2026-04-30
ITW
5.26%ILLINOIS TOOL WKS INC
Shares90.5K
Event2026-03-31
Filed2026-04-30
JHML
7.65%JOHN HANCOCK EXCHANGE TRADED
Shares300.0K
Event2026-03-31
Filed2026-04-30
UBER
8.69%UBER TECHNOLOGIES INC
Shares324.6K
Event2026-03-31
Filed2026-04-30
MDY
42.78%STATE STR SPDR S&P MIDCAP 40
Shares37.3K
Event2026-03-31
Filed2026-04-30
SHY
26.05%ISHARES TR
Shares278.4K
Event2026-03-31
Filed2026-04-30
MMM
-0.27%3M CO
Shares157.9K
Event2026-03-31
Filed2026-04-30
AXP
8.76%AMERICAN EXPRESS CO
Shares75.2K
Event2026-03-31
Filed2026-04-30
KEY
3.90%KEYCORP
Shares1.1M
Event2026-03-31
Filed2026-04-30
IYF
-1.68%ISHARES TR
Shares191.7K
Event2026-03-31
Filed2026-04-30
ABT
1.52%ABBOTT LABORATORIES
Shares219.3K
Event2026-03-31
Filed2026-04-30
AVUV
18.64%AMERICAN CENTY ETF TR
Shares203.6K
Event2026-03-31
Filed2026-04-30
ICF
7.21%ISHARES TR
Shares358.0K
Event2026-03-31
Filed2026-04-30
DEM
39.19%WISDOMTREE TR
Shares445.6K
Event2026-03-31
Filed2026-04-30
CRM
1.16%SALESFORCE INC
Shares118.6K
Event2026-03-31
Filed2026-04-30
VOOG
-24.31%VANGUARD ADMIRAL FDS INC
Shares54.2K
Event2026-03-31
Filed2026-04-30
VTEB
3.80%VANGUARD MUN BD FDS
Shares437.0K
Event2026-03-31
Filed2026-04-30
DLN
21.68%WISDOMTREE TR
Shares243.0K
Event2026-03-31
Filed2026-04-30
IBDT
26.08%ISHARES TR
Shares855.8K
Event2026-03-31
Filed2026-04-30
QCOM
12.30%QUALCOMM INC
Shares166.1K
Event2026-03-31
Filed2026-04-30
COWG
-8.96%PACER FDS TR
Shares631.8K
Event2026-03-31
Filed2026-04-30
MEDTRONIC PLC
3.05%MEDTRONIC PLC
Shares245.7K
Event2026-03-31
Filed2026-04-30
IUSV
22.28%ISHARES TR
Shares206.4K
Event2026-03-31
Filed2026-04-30
UNP
-0.97%UNION PAC CORP
Shares84.8K
Event2026-03-31
Filed2026-04-30
TBIL
88.86%RBB FD INC
Shares410.0K
Event2026-03-31
Filed2026-04-30
GENERAL DYNAMICS CORP
10.71%GENERAL DYNAMICS CORP
Shares59.3K
Event2026-03-31
Filed2026-04-30
FHLC
9.05%FIDELITY COVINGTON TRUST
Shares287.9K
Event2026-03-31
Filed2026-04-30
AVEM
-1.13%AMERICAN CENTY ETF TR
Shares251.4K
Event2026-03-31
Filed2026-04-30
PYLD
631.11%PIMCO ETF TR
Shares772.2K
Event2026-03-31
Filed2026-04-30
BLACKROCK INC
-7.98%BLACKROCK INC
Shares21.0K
Event2026-03-31
Filed2026-04-30
XMHQ
5.45%INVESCO EXCHANGE TRADED FD T
Shares191.8K
Event2026-03-31
Filed2026-04-30
OMFL
2.42%INVESCO EXCH TRD SLF IDX FD
Shares325.7K
Event2026-03-31
Filed2026-04-30
DIA
-14.25%STATE STR SPDR DOW JONES IND
Shares42.1K
Event2026-03-31
Filed2026-04-30
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares27
Event2026-03-31
Filed2026-04-30
GDX
9.38%VANECK ETF TRUST
Shares211.1K
Event2026-03-31
Filed2026-04-30
DTD
12.22%WISDOMTREE TR
Shares224.2K
Event2026-03-31
Filed2026-04-30
PFF
13.23%ISHARES TR
Shares635.4K
Event2026-03-31
Filed2026-04-30
FIRST TR EXCHNG TRADED FD VI
NewFIRST TR EXCHNG TRADED FD VI
Shares654.3K
Event2026-03-31
Filed2026-04-30
BSV
18.53%VANGUARD BD INDEX FDS
Shares245.5K
Event2026-03-31
Filed2026-04-30
IWO
1.45%ISHARES TR
Shares61.3K
Event2026-03-31
Filed2026-04-30
VDC
-2.99%VANGUARD WORLD FD
Shares85.6K
Event2026-03-31
Filed2026-04-30
IGLD
-0.03%FIRST TR EXCHANGE-TRADED FD
Shares751.0K
Event2026-03-31
Filed2026-04-30
DON
-33.71%WISDOMTREE TR
Shares364.8K
Event2026-03-31
Filed2026-04-30
EPS
13.63%WISDOMTREE TR
Shares281.2K
Event2026-03-31
Filed2026-04-30
CEG
27.03%CONSTELLATION ENERGY CORP
Shares68.5K
Event2026-03-31
Filed2026-04-30
KNG
19.84%FIRST TR EXCHANGE-TRADED FD
Shares387.5K
Event2026-03-31
Filed2026-04-30
BAI
166.90%BLACKROCK ETF TRUST
Shares572.1K
Event2026-03-31
Filed2026-04-30
IBDU
19.08%ISHARES TR
Shares806.9K
Event2026-03-31
Filed2026-04-30
SPDW
13.94%SPDR INDEX SHS FDS
Shares407.1K
Event2026-03-31
Filed2026-04-30
CINF
64.23%CINCINNATI FINL CORP
Shares118.0K
Event2026-03-31
Filed2026-04-30
PULS
9.46%PGIM ETF TR
Shares373.8K
Event2026-03-31
Filed2026-04-30
BKLC
9.87%BNY MELLON ETF TRUST
Shares148.7K
Event2026-03-31
Filed2026-04-30
XLI
11.43%SELECT SECTOR SPDR TR
Shares114.7K
Event2026-03-31
Filed2026-04-30
AEP
20.04%AMERICAN ELEC PWR CO INC
Shares139.5K
Event2026-03-31
Filed2026-04-30
IJK
2.43%ISHARES TR
Shares180.0K
Event2026-03-31
Filed2026-04-30
FCX
8.92%FREEPORT MCMORAN INC
Shares308.0K
Event2026-03-31
Filed2026-04-30
PAAA
40.48%PGIM ETF TR
Shares353.7K
Event2026-03-31
Filed2026-04-30
FDX
10.12%FEDEX CORP
Shares50.7K
Event2026-03-31
Filed2026-04-30
SHW
-7.89%SHERWIN WILLIAMS CO
Shares56.2K
Event2026-03-31
Filed2026-04-30
QGRW
30.19%WISDOMTREE TR
Shares333.7K
Event2026-03-31
Filed2026-04-30
IDEV
37.65%ISHARES TR
Shares210.3K
Event2026-03-31
Filed2026-04-30
MCO
-6.24%MOODYS CORP
Shares40.1K
Event2026-03-31
Filed2026-04-30
PAUG
36.69%INNOVATOR ETFS TRUST
Shares408.1K
Event2026-03-31
Filed2026-04-30
SBUX
8.30%STARBUCKS CORP
Shares193.2K
Event2026-03-31
Filed2026-04-30
OEF
-19.22%ISHARES TR
Shares54.4K
Event2026-03-31
Filed2026-04-30
TDIV
203.80%FIRST TR EXCHANGE TRADED FD
Shares183.5K
Event2026-03-31
Filed2026-04-30
JTEK
8.26%J P MORGAN EXCHANGE TRADED F
Shares215.4K
Event2026-03-31
Filed2026-04-30
PTLC
-8.55%PACER FDS TR
Shares325.9K
Event2026-03-31
Filed2026-04-30
TRV
14.59%TRAVELERS COMPANIES INC
Shares58.4K
Event2026-03-31
Filed2026-04-30
QQEW
3.38%FIRST TR EXCHANGE-TRADED FD
Shares134.0K
Event2026-03-31
Filed2026-04-30
TGT
52.38%TARGET CORP
Shares140.3K
Event2026-03-31
Filed2026-04-30
FNCL
17.21%FIDELITY COVINGTON TRUST
Shares242.2K
Event2026-03-31
Filed2026-04-30
IDMO
44.31%INVESCO EXCH TRADED FD TR II
Shares309.6K
Event2026-03-31
Filed2026-04-30
FFLC
12.94%FIDELITY COVINGTON TRUST
Shares328.9K
Event2026-03-31
Filed2026-04-30
FCOR
48.44%FIDELITY MERRIMACK STR TR
Shares357.6K
Event2026-03-31
Filed2026-04-30
ITA
9.84%ISHARES TR
Shares76.9K
Event2026-03-31
Filed2026-04-30
FDMO
258.04%FIDELITY COVINGTON TRUST
Shares209.6K
Event2026-03-31
Filed2026-04-30
WFC
2.52%WELLS FARGO & CO
Shares210.4K
Event2026-03-31
Filed2026-04-30
IYY
202.55%ISHARES TR
Shares105.5K
Event2026-03-31
Filed2026-04-30
JGRO
-3.89%J P MORGAN EXCHANGE TRADED F
Shares196.4K
Event2026-03-31
Filed2026-04-30
VRT
-15.68%VERTIV HOLDINGS CO
Shares66.2K
Event2026-03-31
Filed2026-04-30
CGMU
253.96%CAPITAL GRP FIXED INCM ETF T
Shares608.1K
Event2026-03-31
Filed2026-04-30
MISL
1577.60%FIRST TR EXCHANGE-TRADED FD
Shares368.5K
Event2026-03-31
Filed2026-04-30
SOXX
-9.36%ISHARES TR
Shares50.0K
Event2026-03-31
Filed2026-04-30
AHR
36.15%AMERICAN HEALTHCARE REIT INC
Shares348.8K
Event2026-03-31
Filed2026-04-30
PICK
7087.81%ISHARES INC
Shares288.9K
Event2026-03-31
Filed2026-04-30
EEM
23.65%ISHARES TR
Shares287.5K
Event2026-03-31
Filed2026-04-30
VNQ
68.24%VANGUARD INDEX FDS
Shares182.6K
Event2026-03-31
Filed2026-04-30
VHT
39.58%VANGUARD WORLD FD
Shares59.1K
Event2026-03-31
Filed2026-04-30
THRO
183.65%BLACKROCK ETF TRUST
Shares442.8K
Event2026-03-31
Filed2026-04-30
VONG
15.59%VANGUARD SCOTTSDALE FDS
Shares145.7K
Event2026-03-31
Filed2026-04-30
VNLA
158.96%JANUS DETROIT STR TR
Shares325.7K
Event2026-03-31
Filed2026-04-30
PSX
-1.24%PHILLIPS 66
Shares87.1K
Event2026-03-31
Filed2026-04-30
CCJ
15.56%CAMECO CORP
Shares145.2K
Event2026-03-31
Filed2026-04-30
TJX
-8.27%TJX COS INC NEW
Shares98.4K
Event2026-03-31
Filed2026-04-30
IUS
6.47%INVESCO EXCH TRD SLF IDX FD
Shares270.3K
Event2026-03-31
Filed2026-04-30
EPI
-1.67%WISDOMTREE TR
Shares383.4K
Event2026-03-31
Filed2026-04-30
GLDM
4.01%WORLD GOLD TR
Shares167.6K
Event2026-03-31
Filed2026-04-30
SPYV
6.44%SPDR SERIES TRUST
Shares274.1K
Event2026-03-31
Filed2026-04-30
SCHW
-0.28%SCHWAB CHARLES CORP
Shares164.8K
Event2026-03-31
Filed2026-04-30
DIVB
278.46%ISHARES TR
Shares284.0K
Event2026-03-31
Filed2026-04-30
MPC
16.70%MARATHON PETE CORP
Shares62.6K
Event2026-03-31
Filed2026-04-30
PSEP
10.96%INNOVATOR ETFS TRUST
Shares355.0K
Event2026-03-31
Filed2026-04-30
IWV
2.53%ISHARES TR
Shares41.2K
Event2026-03-31
Filed2026-04-30
ARKW
5.22%ARK ETF TR
Shares126.0K
Event2026-03-31
Filed2026-04-30
FLDR
22.62%FIDELITY MERRIMACK STR TR
Shares302.1K
Event2026-03-31
Filed2026-04-30
XLP
12.90%SELECT SECTOR SPDR TR
Shares184.4K
Event2026-03-31
Filed2026-04-30
TCAF
-40.45%T ROWE PRICE ETF INC
Shares420.4K
Event2026-03-31
Filed2026-04-30
VLO
15.68%VALERO ENERGY CORP
Shares60.5K
Event2026-03-31
Filed2026-04-30
OKE
32.13%ONEOK INC NEW
Shares164.9K
Event2026-03-31
Filed2026-04-30
SPSM
6.40%SPDR SERIES TRUST
Shares307.2K
Event2026-03-31
Filed2026-04-30
PWB
8.24%INVESCO EXCHANGE TRADED FD T
Shares116.6K
Event2026-03-31
Filed2026-04-30
MCK
6.67%MCKESSON CORP
Shares16.9K
Event2026-03-31
Filed2026-04-30
CALF
-24.04%PACER FDS TR
Shares325.7K
Event2026-03-31
Filed2026-04-30
QTEC
3.94%FIRST TR EXCHANGE-TRADED FD
Shares67.6K
Event2026-03-31
Filed2026-04-30
RECS
12.34%COLUMBIA ETF TR I
Shares372.9K
Event2026-03-31
Filed2026-04-30
BMY
21.90%BRISTOL-MYERS SQUIBB CO
Shares239.3K
Event2026-03-31
Filed2026-04-30
DELL
-19.20%DELL TECHNOLOGIES INC
Shares88.2K
Event2026-03-31
Filed2026-04-30
JPIE
165.00%J P MORGAN EXCHANGE TRADED F
Shares313.6K
Event2026-03-31
Filed2026-04-30
ALPS ETF TR
-0.11%ALPS ETF TR
Shares259.5K
Event2026-03-31
Filed2026-04-30
PNOV
-3.66%INNOVATOR ETFS TRUST
Shares352.2K
Event2026-03-31
Filed2026-04-30
CSX
13.64%CSX CORP
Shares350.2K
Event2026-03-31
Filed2026-04-30
VV
11.08%VANGUARD INDEX FDS
Shares48.0K
Event2026-03-31
Filed2026-04-30
IBDV
36.60%ISHARES TR
Shares650.0K
Event2026-03-31
Filed2026-04-30
CITIGROUP INC
-8.89%CITIGROUP INC
Shares125.0K
Event2026-03-31
Filed2026-04-30
VCSH
18.59%VANGUARD SCOTTSDALE FDS
Shares178.6K
Event2026-03-31
Filed2026-04-30
SCHF
6.62%SCHWAB STRATEGIC TR
Shares571.8K
Event2026-03-31
Filed2026-04-30
FBCG
27.54%FIDELITY COVINGTON TRUST
Shares281.6K
Event2026-03-31
Filed2026-04-30
TMO
2.82%THERMO FISHER SCIENTIFIC INC
Shares28.6K
Event2026-03-31
Filed2026-04-30
DOV
4.10%DOVER CORP
Shares67.3K
Event2026-03-31
Filed2026-04-30
FLOT
-1.73%ISHARES TR
Shares275.1K
Event2026-03-31
Filed2026-04-30
BSCQ
22.79%INVESCO EXCH TRD SLF IDX FD
Shares711.4K
Event2026-03-31
Filed2026-04-30
DHR
4.95%DANAHER CORP DEL
Shares73.3K
Event2026-03-31
Filed2026-04-30
VONV
15.23%VANGUARD SCOTTSDALE FDS
Shares148.1K
Event2026-03-31
Filed2026-04-30
VST
132.69%VISTRA CORP
Shares92.1K
Event2026-03-31
Filed2026-04-30
CTAS
3.92%CINTAS CORP
Shares81.5K
Event2026-03-31
Filed2026-04-30
PWR
-5.00%QUANTA SVCS INC
Shares25.0K
Event2026-03-31
Filed2026-04-30
GILD
3.06%GILEAD SCIENCES INC
Shares98.1K
Event2026-03-31
Filed2026-04-30
IJJ
5.35%ISHARES TR
Shares102.8K
Event2026-03-31
Filed2026-04-30
BIV
1.87%VANGUARD BD INDEX FDS
Shares175.4K
Event2026-03-31
Filed2026-04-30
BIL
-17.41%SPDR SERIES TRUST
Shares147.6K
Event2026-03-31
Filed2026-04-30
IDV
-11.26%ISHARES TR
Shares317.8K
Event2026-03-31
Filed2026-04-30
VUSB
3.53%VANGUARD BD INDEX FDS
Shares271.7K
Event2026-03-31
Filed2026-04-30
PFEB
11.32%INNOVATOR ETFS TRUST
Shares334.8K
Event2026-03-31
Filed2026-04-30
PDEC
19.25%INNOVATOR ETFS TRUST
Shares315.3K
Event2026-03-31
Filed2026-04-30
HWM
178.41%HOWMET AEROSPACE INC
Shares57.8K
Event2026-03-31
Filed2026-04-30
NOC
-0.66%NORTHROP GRUMMAN CORP
Shares19.5K
Event2026-03-31
Filed2026-04-30
BSX
2.58%BOSTON SCIENTIFIC CORP
Shares211.5K
Event2026-03-31
Filed2026-04-30
AAAU
0.66%GOLDMAN SACHS PHYSICAL GOLD
Shares285.7K
Event2026-03-31
Filed2026-04-30
O
9.13%REALTY INCOME CORP
Shares214.2K
Event2026-03-31
Filed2026-04-30
FIRST TR EXCHANGE-TRADED FD
NewFIRST TR EXCHANGE-TRADED FD
Shares644.7K
Event2026-03-31
Filed2026-04-30
KMI
2.79%KINDER MORGAN INC DEL
Shares389.6K
Event2026-03-31
Filed2026-04-30
ALPS ETF TR
55.71%ALPS ETF TR
Shares247.3K
Event2026-03-31
Filed2026-04-30
LMBS
-4.01%FIRST TR EXCHANGE-TRADED FD
Shares260.5K
Event2026-03-31
Filed2026-04-30
VCIT
3.94%VANGUARD SCOTTSDALE FDS
Shares156.5K
Event2026-03-31
Filed2026-04-30
FDLO
-18.04%FIDELITY COVINGTON TRUST
Shares200.5K
Event2026-03-31
Filed2026-04-30
CGIE
64.65%CAPITAL GROUP INTERNATIONAL
Shares380.0K
Event2026-03-31
Filed2026-04-30
HYG
-44.58%ISHARES TR
Shares161.4K
Event2026-03-31
Filed2026-04-30
JSI
51.08%JANUS DETROIT STR TR
Shares248.2K
Event2026-03-31
Filed2026-04-30
FTSM
24.79%FIRST TR EXCHANGE-TRADED FD
Shares213.4K
Event2026-03-31
Filed2026-04-30
XLC
0.63%SELECT SECTOR SPDR TR
Shares114.8K
Event2026-03-31
Filed2026-04-30
VXF
3.41%VANGUARD INDEX FDS
Shares61.6K
Event2026-03-31
Filed2026-04-30
CGCB
51.17%CAPITAL GRP FIXED INCM ETF T
Shares477.8K
Event2026-03-31
Filed2026-04-30
UCON
-10.02%FIRST TR EXCHNG TRADED FD VI
Shares506.1K
Event2026-03-31
Filed2026-04-30
DFUV
10.59%DIMENSIONAL ETF TRUST
Shares257.0K
Event2026-03-31
Filed2026-04-30
SHOP
7.24%SHOPIFY INC
Shares103.9K
Event2026-03-31
Filed2026-04-30
QDEC
60.14%FIRST TR EXCHNG TRADED FD VI
Shares391.2K
Event2026-03-31
Filed2026-04-30
XJUN
-3.55%FIRST TR EXCHNG TRADED FD VI
Shares286.2K
Event2026-03-31
Filed2026-04-30
KHPI
46.72%MANAGED PORTFOLIO SERIES
Shares507.2K
Event2026-03-31
Filed2026-04-30
LNG
80.26%CHENIERE ENERGY INC
Shares43.2K
Event2026-03-31
Filed2026-04-30
ARISTA NETWORKS INC
2.39%ARISTA NETWORKS INC
Shares98.6K
Event2026-03-31
Filed2026-04-30
LINDE PLC
37.98%LINDE PLC
Shares24.4K
Event2026-03-31
Filed2026-04-30
VMBS
5.93%VANGUARD SCOTTSDALE FDS
Shares257.0K
Event2026-03-31
Filed2026-04-30
KKR & CO INC
6.89%KKR & CO INC
Shares130.4K
Event2026-03-31
Filed2026-04-30
NJAN
166.53%INNOVATOR ETFS TRUST
Shares224.1K
Event2026-03-31
Filed2026-04-30
FIIG
6.50%FIRST TR EXCHANGE-TRADED FD
Shares571.9K
Event2026-03-31
Filed2026-04-30
IBIT
13.71%ISHARES BITCOIN TRUST ETF
Shares307.7K
Event2026-03-31
Filed2026-04-30
COP
13.45%CONOCOPHILLIPS
Shares89.5K
Event2026-03-31
Filed2026-04-30
EWJ
-6.10%ISHARES INC
Shares139.3K
Event2026-03-31
Filed2026-04-30
DFSV
3.93%DIMENSIONAL ETF TRUST
Shares334.9K
Event2026-03-31
Filed2026-04-30
SCIO
2317.82%FIRST TR EXCHANGE-TRADED FD
Shares568.2K
Event2026-03-31
Filed2026-04-30
FLRT
6.11%PACER FDS TR
Shares251.7K
Event2026-03-31
Filed2026-04-30
PWV
11.55%INVESCO EXCHANGE TRADED FD T
Shares167.1K
Event2026-03-31
Filed2026-04-30
DJUN
9.03%FIRST TR EXCHNG TRADED FD VI
Shares242.6K
Event2026-03-31
Filed2026-04-30
PMAR
40.48%INNOVATOR ETFS TRUST
Shares255.5K
Event2026-03-31
Filed2026-04-30
FBTC
8.32%FIDELITY WISE ORIGIN BITCOIN
Shares193.1K
Event2026-03-31
Filed2026-04-30
CGDG
109.38%CAPITAL GROUP DIVIDEND GROWE
Shares317.4K
Event2026-03-31
Filed2026-04-30
CB
2.95%CHUBB LTD SWITZ
Shares34.9K
Event2026-03-31
Filed2026-04-30
GLW
-24.35%CORNING INC
Shares83.5K
Event2026-03-31
Filed2026-04-30
SDVD
20.50%FIRST TR EXCH TRADED FD III
Shares522.5K
Event2026-03-31
Filed2026-04-30
FCOM
2.05%FIDELITY COVINGTON TRUST
Shares166.4K
Event2026-03-31
Filed2026-04-30
STRV
59.41%EA SERIES TRUST
Shares267.8K
Event2026-03-31
Filed2026-04-30
TT
14.19%TRANE TECHNOLOGIES PLC
Shares26.9K
Event2026-03-31
Filed2026-04-30
USB
-4.75%US BANCORP
Shares215.6K
Event2026-03-31
Filed2026-04-30
ESGU
15.87%ISHARES TR
Shares79.2K
Event2026-03-31
Filed2026-04-30
HBAN
7.08%HUNTINGTON BANCSHARES INC
Shares715.4K
Event2026-03-31
Filed2026-04-30
GSEP
6.07%FIRST TR EXCHNG TRADED FD VI
Shares293.8K
Event2026-03-31
Filed2026-04-30
GPIX
19.69%GOLDMAN SACHS ETF TR
Shares222.1K
Event2026-03-31
Filed2026-04-30
CGHM
513.18%CAPITAL GRP FIXED INCM ETF T
Shares438.9K
Event2026-03-31
Filed2026-04-30
JIVE
611.54%J P MORGAN EXCHANGE TRADED F
Shares128.8K
Event2026-03-31
Filed2026-04-30
SPYI
8.43%NEOS ETF TRUST
Shares223.4K
Event2026-03-31
Filed2026-04-30
SUB
41.81%ISHARES TR
Shares103.2K
Event2026-03-31
Filed2026-04-30
MGC
21.83%VANGUARD WORLD FD
Shares46.4K
Event2026-03-31
Filed2026-04-30
JHMM
21.71%JOHN HANCOCK EXCHANGE TRADED
Shares163.5K
Event2026-03-31
Filed2026-04-30
POCT
20.03%INNOVATOR ETFS TRUST
Shares254.5K
Event2026-03-31
Filed2026-04-30
VFH
68.66%VANGUARD WORLD FD
Shares90.5K
Event2026-03-31
Filed2026-04-30
GAPR
1.42%FIRST TR EXCHNG TRADED FD VI
Shares269.3K
Event2026-03-31
Filed2026-04-30
EOG
64.70%EOG RES INC
Shares75.4K
Event2026-03-31
Filed2026-04-30
ISRG
2.44%INTUITIVE SURGICAL INC
Shares23.6K
Event2026-03-31
Filed2026-04-30
WAB
8.84%WABTEC
Shares43.4K
Event2026-03-31
Filed2026-04-30
BALT
2.81%INNOVATOR ETFS TRUST
Shares324.2K
Event2026-03-31
Filed2026-04-30
CASY
13.22%CASEYS GEN STORES INC
Shares14.8K
Event2026-03-31
Filed2026-04-30
MARVELL TECHNOLOGY INC
2.05%MARVELL TECHNOLOGY INC
Shares108.7K
Event2026-03-31
Filed2026-04-30
GSIE
2651.16%GOLDMAN SACHS ETF TR
Shares244.0K
Event2026-03-31
Filed2026-04-30
DIVI
2.48%FRANKLIN TEMPLETON ETF TR
Shares262.8K
Event2026-03-31
Filed2026-04-30
KLAC
-2.65%KLA CORP
Shares7.1K
Event2026-03-31
Filed2026-04-30
SHYG
9.53%ISHARES TR
Shares245.8K
Event2026-03-31
Filed2026-04-30
TFC
-0.33%TRUIST FINL CORP
Shares226.1K
Event2026-03-31
Filed2026-04-30
IXUS
1.74%ISHARES TR
Shares119.9K
Event2026-03-31
Filed2026-04-30
IRM
0.23%IRON MTN INC DEL
Shares101.3K
Event2026-03-31
Filed2026-04-30
SHEL
3.33%SHELL PLC
Shares110.5K
Event2026-03-31
Filed2026-04-30
MOAT
3.57%VANECK ETF TRUST
Shares105.8K
Event2026-03-31
Filed2026-04-30
ACWV
2.19%ISHARES INC
Shares85.5K
Event2026-03-31
Filed2026-04-30
FVAL
-25.09%FIDELITY COVINGTON TRUST
Shares147.1K
Event2026-03-31
Filed2026-04-30
CEF
1.59%SPROTT ASSET MANAGEMENT LP
Shares213.7K
Event2026-03-31
Filed2026-04-30
VYMI
24.22%VANGUARD WHITEHALL FDS
Shares107.8K
Event2026-03-31
Filed2026-04-30
IWN
-1.63%ISHARES TR
Shares53.3K
Event2026-03-31
Filed2026-04-30
ROK
3.19%ROCKWELL AUTOMATION INC
Shares28.2K
Event2026-03-31
Filed2026-04-30
DMAR
7.12%FIRST TR EXCHNG TRADED FD VI
Shares237.3K
Event2026-03-31
Filed2026-04-30
FEBW
20.64%AIM ETF PRODUCTS TRUST
Shares300.2K
Event2026-03-31
Filed2026-04-30
MBB
-33.13%ISHARES TR
Shares105.8K
Event2026-03-31
Filed2026-04-30
GCOW
45.45%PACER FDS TR
Shares217.2K
Event2026-03-31
Filed2026-04-30
VIGI
5.47%VANGUARD WHITEHALL FDS
Shares113.3K
Event2026-03-31
Filed2026-04-30
FNDX
2.59%SCHWAB STRATEGIC TR
Shares359.2K
Event2026-03-31
Filed2026-04-30
FDN
2.74%FIRST TR EXCHANGE-TRADED FD
Shares42.7K
Event2026-03-31
Filed2026-04-30
REMX
-4.07%VANECK ETF TRUST
Shares112.8K
Event2026-03-31
Filed2026-04-30
DES
16.56%WISDOMTREE TR
Shares274.0K
Event2026-03-31
Filed2026-04-30
EMLP
-29.06%FIRST TR EXCHANGE-TRADED FD
Shares225.4K
Event2026-03-31
Filed2026-04-30
GOVT
16.50%ISHARES TR
Shares428.8K
Event2026-03-31
Filed2026-04-30
PJUL
3.04%INNOVATOR ETFS TRUST
Shares212.6K
Event2026-03-31
Filed2026-04-30
IMCB
14.90%ISHARES TR
Shares117.1K
Event2026-03-31
Filed2026-04-30
HELO
25.80%J P MORGAN EXCHANGE TRADED F
Shares152.6K
Event2026-03-31
Filed2026-04-30
GNOV
6.13%FIRST TR EXCHNG TRADED FD VI
Shares249.6K
Event2026-03-31
Filed2026-04-30
HYTI
12.54%FIRST TR EXCHANGE-TRADED FD
Shares498.4K
Event2026-03-31
Filed2026-04-30
DMAY
0.59%FIRST TR EXCHNG TRADED FD VI
Shares212.6K
Event2026-03-31
Filed2026-04-30
RSPU
5.58%INVESCO EXCHANGE TRADED FD T
Shares117.4K
Event2026-03-31
Filed2026-04-30
UJUL
-0.79%INNOVATOR ETFS TRUST
Shares248.6K
Event2026-03-31
Filed2026-04-30
FNX
-4.42%FIRST TR EXCHANGE-TRADED ALP
Shares73.9K
Event2026-03-31
Filed2026-04-30
BKR
30.90%BAKER HUGHES COMPANY
Shares155.0K
Event2026-03-31
Filed2026-04-30
QJUN
36.58%FIRST TR EXCHNG TRADED FD VI
Shares302.3K
Event2026-03-31
Filed2026-04-30
OCTW
5.81%AIM ETF PRODUCTS TRUST
Shares244.2K
Event2026-03-31
Filed2026-04-30
VTIP
79.83%VANGUARD MALVERN FDS
Shares188.0K
Event2026-03-31
Filed2026-04-30
NOW
-2.39%SERVICENOW INC
Shares89.7K
Event2026-03-31
Filed2026-04-30
CARR
-6.12%CARRIER GLOBAL CORPORATION
Shares165.8K
Event2026-03-31
Filed2026-04-30
SEAGATE TECHNOLOGY HLDNGS PL
15.39%SEAGATE TECHNOLOGY HLDNGS PL
Shares23.7K
Event2026-03-31
Filed2026-04-30
FITB
56.74%FIFTH THIRD BANCORP
Shares197.8K
Event2026-03-31
Filed2026-04-30
XDEC
47.38%FIRST TR EXCHNG TRADED FD VI
Shares227.8K
Event2026-03-31
Filed2026-04-30
BUFQ
-5.59%FIRST TR EXCHNG TRADED FD VI
Shares259.7K
Event2026-03-31
Filed2026-04-30
GMAR
15.08%FIRST TR EXCHNG TRADED FD VI
Shares219.8K
Event2026-03-31
Filed2026-04-30
PKG
0.93%PACKAGING CORP AMER
Shares43.2K
Event2026-03-31
Filed2026-04-30
TPL
-12.47%TEXAS PACIFIC LAND CORPORATI
Shares19.3K
Event2026-03-31
Filed2026-04-30
NEAR
117.39%ISHARES U S ETF TR
Shares180.1K
Event2026-03-31
Filed2026-04-30
ROCKET LAB CORP
6.81%ROCKET LAB CORP
Shares142.5K
Event2026-03-31
Filed2026-04-30
GAUG
14.71%FIRST TR EXCHNG TRADED FD VI
Shares236.0K
Event2026-03-31
Filed2026-04-30
ADI
1.62%ANALOG DEVICES INC
Shares28.6K
Event2026-03-31
Filed2026-04-30
DFAS
5.17%DIMENSIONAL ETF TRUST
Shares127.8K
Event2026-03-31
Filed2026-04-30
FIDU
23.23%FIDELITY COVINGTON TRUST
Shares105.0K
Event2026-03-31
Filed2026-04-30
Call Option Holdings
FCX Call
7.91%FREEPORT MCMORAN INC
Shares30.0K
Event2026-03-31
Filed2026-04-30
NVDA Call
-28.47%NVIDIA CORPORATION
Shares9.8K
Event2026-03-31
Filed2026-04-30
NOW Call
NewSERVICENOW INC
Shares5.0K
Event2026-03-31
Filed2026-04-30
UNG Call
-64.52%UNITED STS NAT GAS FD LP
Shares27.5K
Event2026-03-31
Filed2026-04-30
RTX Call
NewRTX CORPORATION
Shares1.6K
Event2026-03-31
Filed2026-04-30
PLTR Call
-60.00%PALANTIR TECHNOLOGIES INC
Shares2.0K
Event2026-03-31
Filed2026-04-30
BA Call
0.00%BOEING CO
Shares1.2K
Event2026-03-31
Filed2026-04-30
QBTS Call
NewD-WAVE QUANTUM INC
Shares12.5K
Event2026-03-31
Filed2026-04-30
Put Option Holdings
PLTR Put
0.00%PALANTIR TECHNOLOGIES INC
Shares5.0K
Event2026-03-31
Filed2026-04-30
SPY Put
-50.00%STATE STR SPDR S&P 500 ETF T
Shares1.1K
Event2026-03-31
Filed2026-04-30
INVESCO QQQ TR Put
-83.87%INVESCO QQQ TR
Shares500
Event2026-03-31
Filed2026-04-30