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The Analysis of Noble Wealth Management PBC's Holdings & P&L

Currently, Noble Wealth Management PBC holds 580 types of securities in its portfolio with a total value $195.0M. In the most recent quarter, they have increased their positions in N/A (+120.8K shares, valued at $2.0M), DGRE (+44.1K shares, valued at $1.5M), MUA (+110.3K shares, valued at $1.2M); decreased their positions in DMA (-160.7K shares, valued at $1.3M), ZSEP (-37.4K shares, valued at $1.0M), GOF (-78.2K shares, valued at $861.4K); initiated new positions in N/A (+120.8K shares, valued at $2.0M), DGRE (+44.1K shares, valued at $1.5M), MUA (+110.3K shares, valued at $1.2M).

1M P&L

+3.9M+3.23%

3M P&L

+5.9M+4.96%

HY P&L

+4.9M+4.05%

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/A160.9M

87.6%

2Consumer Electronics5.8M

3.2%

3Asset Management4.6M

2.5%

Top Industries by Stock Count

1N/A389 stocks

70.9%

2Software - Infrastructure12 stocks

2.2%

3Software - Application12 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PDI PIMCO DYNAMIC INCOME FD SHS577.9K shares8.35%2026-03-312026-04-02

GLD SPDR GOLD SHARES13.8K shares1.40%2026-03-312026-04-02

AAPL APPLE INC COM22.8K shares-0.80%2026-03-312026-04-02

FENI FIDELITY ENHANCED INTERNATIONAL ETF139.1K shares2.50%2026-03-312026-04-02

ASA ASA GOLD AND PRECIOUS MTLS LMT SHS74.4K shares1.42%2026-03-312026-04-02

FMDE FIDELITY ENHANCED MID CAP ETF116.4K shares6.72%2026-03-312026-04-02

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND157.3K shares-12.89%2026-03-312026-04-02

PCN PIMCO CORPORATE & INCM STRG FD COM339.7K shares-8.54%2026-03-312026-04-02

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BUFR FT VEST LADDERED BUFFER ETF114.5K shares-8.90%2026-03-312026-04-02

XC WISDOMTREE TRUE EMERGING MARKETS FUND119.1K shares4.10%2026-03-312026-04-02

FLC FLAHERTY & CRUMRINE TOTAL RETU COM217.5K shares3.22%2026-03-312026-04-02

CAIE CALAMOS AUTOCALLABLE INCOME ETF142.1K shares-9.68%2026-03-312026-04-02

PTY PIMCO CORPORATE & INCOME OPPOR COM261.6K shares16.86%2026-03-312026-04-02

XSMO INVESCO S&P SMALLCAP MOMENTUM ETF39.5K shares6.07%2026-03-312026-04-02

FINS ANGEL OAK FINL STRATEGIES INCM COM BEN INT235.5K shares-0.15%2026-03-312026-04-02

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I5.1K shares-5.90%2026-03-312026-04-02

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BKDV BNY MELLON DYNAMIC VALUE ETF92.1K shares30.03%2026-03-312026-04-02

TXUE THORNBURG INTERNATIONAL EQUITY ETF80.0K shares6.19%2026-03-312026-04-02

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF104.1K shares8.72%2026-03-312026-04-02

FIGB FIDELITY INVESTMENT GRADE BOND ETF57.1K shares-7.21%2026-03-312026-04-02

AMZN AMAZON COM INC COM11.4K shares12.85%2026-03-312026-04-02

ALAI ALGER AI ENABLERS & ADOPTERS ETF71.1K shares-2.19%2026-03-312026-04-02

COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF68.6K shares-11.44%2026-03-312026-04-02

PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER52.9K shares-9.88%2026-03-312026-04-02

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FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK431.9K shares8.19%2026-03-312026-04-02

VB VANGUARD SMALL-CAP ETF8.2K shares0.33%2026-03-312026-04-02

BANX ARROWMARK FINANCIAL CORP COM106.3K shares31.72%2026-03-312026-04-02

BLUEROCK PVT REAL ESTATE FD COM BLUEROCK PVT REAL ESTATE FD COM120.8K sharesnew addition2026-03-312026-04-02

ZSEP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER72.9K shares-33.93%2026-03-312026-04-02

ISHARES GOLD TRUST ISHARES GOLD TRUST21.6K shares-2.42%2026-03-312026-04-02

IJH ISHARES CORE S&P MID-CAP ETF28.3K shares-0.70%2026-03-312026-04-02

NVDA NVIDIA CORPORATION COM10.5K shares35.42%2026-03-312026-04-02

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GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF21.4K shares3.18%2026-03-312026-04-02

MMD NYLI MACKAY DEFINEDTERM MUNI COM120.0K shares39.55%2026-03-312026-04-02

PAXS PIMCO ACCESS INCOME FUND SHS BENFIN INT119.1K shares-4.93%2026-03-312026-04-02

VNQ VANGUARD REAL ESTATE ETF18.9K shares-14.37%2026-03-312026-04-02

RA BROOKFIELD REAL ASSETS INCOME SHS BEN INT126.8K shares-4.61%2026-03-312026-04-02

RSSE FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - SEPTEMBER75.4K shares-11.24%2026-03-312026-04-02

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF8.1K shares-0.48%2026-03-312026-04-02

CARY ANGEL OAK INCOME ETF74.7K shares75.49%2026-03-312026-04-02

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IJR ISHARES CORE S&P SMALL CAP ETF12.3K shares-0.18%2026-03-312026-04-02

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A5.3K shares-1.22%2026-03-312026-04-02

DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND44.1K sharesnew addition2026-03-312026-04-02

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND14.3K shares-12.84%2026-03-312026-04-02

DLY DOUBLELINE YIELD OPPORTUNITIES COM100.1K shares-7.97%2026-03-312026-04-02

XSEP FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER32.0K shares-13.98%2026-03-312026-04-02

FPF FIRST TR INTER DURATN PFD & IN COM75.1K shares6.39%2026-03-312026-04-02

RSMR FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - MARCH59.1K shares-8.36%2026-03-312026-04-02

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BBN BLACKROCK TAX MUNICPAL BD TR SHS73.8K shares36.04%2026-03-312026-04-02

MUA BLACKROCK MUNIASSETS FD INC COM110.3K sharesnew addition2026-03-312026-04-02

TSI TCW STRATEGIC INCOME FD INC COM236.7K shares65.73%2026-03-312026-04-02

QUAL ISHARES MSCI USA QUALITY FACTOR ETF5.5K shares3.10%2026-03-312026-04-02

FTHY FIRST TR HIGH YIELD OPPRT 2027 COM73.9K shares-31.82%2026-03-312026-04-02

AIS VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF23.5K shares7.44%2026-03-312026-04-02

EFA ISHARES MSCI EAFE ETF9.7K shares0.41%2026-03-312026-04-02

VLUE ISHARES MSCI USA VALUE FACTOR ETF6.5K shares72.10%2026-03-312026-04-02

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XBJA INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY28.2K shares-12.61%2026-03-312026-04-02

PFO FLAHERTY & CRUMRINE PFD INCOME COM97.4K shares2.21%2026-03-312026-04-02

SPY STATE STREET SPDR S&P 500 ETF1.3K shares-7.92%2026-03-312026-04-02

MSFT MICROSOFT CORP COM2.3K shares0.13%2026-03-312026-04-02

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND9.6K shares-4.87%2026-03-312026-04-02

YSEP FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER32.2K shares-9.91%2026-03-312026-04-02

IVV ISHARES CORE S&P 500 ETF1.3K shares-1.47%2026-03-312026-04-02

VFL ABRDN NATL MUN INCOME FD SH BEN INT81.4K shares27.46%2026-03-312026-04-02

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NBB NUVEEN TAXABLE MUNICPAL INM FD COM50.7K shares17.51%2026-03-312026-04-02

MHD BLACKROCK MUNIHOLDINGS FD INC COM69.3K shares262.25%2026-03-312026-04-02

NBH NEUBERGER MUN FD INC COM75.3K shares36.22%2026-03-312026-04-02

NML NEUBERGER ENGY INFRSTR & INC COM70.5K sharesnew addition2026-03-312026-04-02

VO VANGUARD MID-CAP ETF2.6K shares-0.96%2026-03-312026-04-02

RFMZ RIVERNORTH FLEXIBLE MUNI INCME COM58.1K shares46.39%2026-03-312026-04-02

MGV VANGUARD MEGA CAP VALUE ETF4.8K shares-3.47%2026-03-312026-04-02

AFB ALLIANCEBERNSTEIN NATL MUN INM COM64.5K shares16.97%2026-03-312026-04-02

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PDX PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT30.6K shares1411.11%2026-03-312026-04-02

FMY FIRST TR MTG INCOME FD COM SHS55.9K shares19.82%2026-03-312026-04-02

PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY15.8K shares-5.43%2026-03-312026-04-02

FFC FLAHERTY & CRUMRIN PFD & INM S COM40.7K shares195.47%2026-03-312026-04-02

IEFA ISHARES CORE MSCI EAFE ETF6.7K shares0.00%2026-03-312026-04-02

GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI54.4K shares-58.96%2026-03-312026-04-02

SPYC SIMPLIFY US EQUITY PLUS CONVEXITY ETF14.5K shares-0.68%2026-03-312026-04-02

MYI BLACKROCK MUNIYIELD QUALITY FD COM53.7K sharesnew addition2026-03-312026-04-02

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SLV ISHARES SILVER TRUST8.2K shares-23.10%2026-03-312026-04-02

WMT WALMART INC COM4.5K shares-1.31%2026-03-312026-04-02

MA MASTERCARD INCORPORATED CL A1.1K shares-1.25%2026-03-312026-04-02

JPM JPMORGAN CHASE & CO COM1.8K shares-1.02%2026-03-312026-04-02

JOF JAPAN SMALLER CAPITALIZATION F COM49.7K shares4.85%2026-03-312026-04-02

NBXG NEUBERGER NEXT GENERATION COMMON STOCK41.6K shares-31.47%2026-03-312026-04-02

GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF10.1K shares-8.29%2026-03-312026-04-02

PFN PIMCO INCOME STRATEGY FD II COM69.3K shares66.18%2026-03-312026-04-02

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BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW987 shares1.65%2026-03-312026-04-02

NMCO NUVEEN MUN CR OPPORTUNITIES FD COM44.5K shares149.07%2026-03-312026-04-02

SCHW SCHWAB CHARLES CORP COM5.0K shares-16.46%2026-03-312026-04-02

SHY ISHARES 1-3 YEAR TREASURY BOND ETF5.4K shares-19.10%2026-03-312026-04-02

PMO PUTNAM MUN OPPORTUNITIES TR SH BEN INT42.8K shares2.76%2026-03-312026-04-02

RMI RIVERNORTH OPPORTUNISTIC MUN COM28.5K shares83.95%2026-03-312026-04-02

FMN FEDERATED HERMES PREM MUNI INM COM38.2K shares1.19%2026-03-312026-04-02

PML PIMCO MUN INCOME FD II COM55.1K shares34.90%2026-03-312026-04-02

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BKT BLACKROCK INCOME TR INC COM NEW39.0K shares-11.76%2026-03-312026-04-02

SWZ TOTAL RETURN SECURITIES FUND COM69.4K shares-31.93%2026-03-312026-04-02

PHK PIMCO HIGH INCOME FD COM SHS87.4K shares-22.16%2026-03-312026-04-02

UTF COHEN & STEERS INFRASTRUCTURE COM15.0K shares0.00%2026-03-312026-04-02

GJAN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN8.9K shares-10.70%2026-03-312026-04-02

DMO WESTERN ASSET MTG DEFINED OPPO COM34.8K shares150.39%2026-03-312026-04-02

EEM ISHARES MSCI EMERGING MARKETS ETF6.6K shares29.80%2026-03-312026-04-02

DSM BNY MELLON STRATEGIC MUN BD FD COM61.3K shares-26.35%2026-03-312026-04-02

Sponsored

GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH8.7K shares-20.91%2026-03-312026-04-02

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF5.1K shares0.18%2026-03-312026-04-02

VOT VANGUARD MID-CAP GROWTH ETF1.4K shares0.00%2026-03-312026-04-02

MQY BLACKROCK MUNIYILD QULT FD INC COM31.9K sharesnew addition2026-03-312026-04-02

NMZ NUVEEN MUN HIGH INCOME OPPORTU COM33.7K shares-3.73%2026-03-312026-04-02

BTZ BLACKROCK CR ALLOCATION COM34.0K shares428.38%2026-03-312026-04-02

PSF COHEN & STEERS SELECT PFD & IN COM17.2K shares-3.64%2026-03-312026-04-02

GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER8.7K shares-17.77%2026-03-312026-04-02

Sponsored

IBIT ISHARES BITCOIN TRUST ETF8.2K shares163000.00%2026-03-312026-04-02

QSPT FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER10.1K shares-11.52%2026-03-312026-04-02

PFL PIMCO INCOME STRATEGY FD COM38.3K shares-27.71%2026-03-312026-04-02

KTF DWS MUN INCOME TR NEW COM33.5K shares-6.94%2026-03-312026-04-02

FSEP FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER6.0K shares-18.69%2026-03-312026-04-02

ELFY ALPS ELECTRIFICATION INFRASTRUCTURE ETF7.6K shares-4.50%2026-03-312026-04-02

IWM ISHARES RUSSELL 2000 ETF1.2K shares0.00%2026-03-312026-04-02

V VISA INC COM CL A932 shares3.33%2026-03-312026-04-02

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USMV ISHARES MSCI USA MIN VOL FACTOR ETF3.0K shares-1.64%2026-03-312026-04-02

JHI HANCOCK JOHN INVT TR II COM21.4K shares-18.29%2026-03-312026-04-02

DLAG FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - AUGUST8.8K shares-12.00%2026-03-312026-04-02

CXE MFS HIGH INCOME MUN TR SH BEN INT72.3K shares-34.04%2026-03-312026-04-02

SBI WESTERN ASSET INTER MUNI COM34.4K shares-0.20%2026-03-312026-04-02

GBAB GUGGENHEIM TAXABLE MUNICP BOND COM18.1K shares-3.47%2026-03-312026-04-02

VEA VANGUARD FTSE DEVELOPED MARKETS ETF4.1K shares2.38%2026-03-312026-04-02

IWR ISHARES RUSSELL MIDCAP ETF2.7K shares0.00%2026-03-312026-04-02

Sponsored

META META PLATFORMS INC CL A443 shares0.68%2026-03-312026-04-02

DMA DESTRA MULTI-ALTERNATIVE FD COMMON SHARES30.6K shares-83.99%2026-03-312026-04-02

EOCT INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER7.5K shares-1.32%2026-03-312026-04-02

HYT BLACKROCK CORPOR HI YLD FD INC COM27.8K sharesnew addition2026-03-312026-04-02

SBAR SIMPLIFY BARRIER INCOME ETF9.6K shares-27.50%2026-03-312026-04-02

SNOW SNOWFLAKE INC COM SHS1.5K shares-28.53%2026-03-312026-04-02

BMN BLACKROCK 2037 MUNICIPAL TARG COM8.7K shares-12.13%2026-03-312026-04-02

RDFI RAREVIEW DYNAMIC FIXED INCOME ETF9.3K shares17.94%2026-03-312026-04-02

Sponsored

BROADCOM INC COM BROADCOM INC COM659 shares-21.55%2026-03-312026-04-02

VOE VANGUARD MID-CAP VALUE ETF1.1K shares-14.91%2026-03-312026-04-02

FBTC FIDELITY WISE ORIGIN BITCOIN FUND3.4K shares65.23%2026-03-312026-04-02

NLR VANECK URANIUM AND NUCLEAR ETF1.5K shares-18.05%2026-03-312026-04-02

COST COSTCO WHOLESALE CORPORATION COM201 shares12.29%2026-03-312026-04-02

LLY ELI LILLY & CO COM214 shares9.18%2026-03-312026-04-02

RFM RIVERNORTH FLEXIBLE MUN INCOME COM13.8K shares5.75%2026-03-312026-04-02

IWP ISHARES RUSSELL MID-CAP GROWTH ETF1.5K shares-0.59%2026-03-312026-04-02

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BRW SABA CAPITAL INCOME & OPRNT FD SHS NEW28.2K shares-81.41%2026-03-312026-04-02

IEF ISHARES 7-10 YEAR TREASURY BOND ETF2.0K shares-24.18%2026-03-312026-04-02

GDE WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND3.0K shares-14.22%2026-03-312026-04-02

IJK ISHARES S&P MID-CAP 400 GROWTH ETF1.8K shares-5.28%2026-03-312026-04-02

XMMO INVESCO S&P MIDCAP MOMENTUM ETF1.3K shares-1.54%2026-03-312026-04-02

NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER3.2K shares-0.71%2026-03-312026-04-02

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST292 shares0.00%2026-03-312026-04-02

CRWV COREWEAVE INC COM CL A2.3K shares-41.74%2026-03-312026-04-02

Sponsored

SHEL SHELL PLC SPON ADS1.9K shares0.00%2026-03-312026-04-02

CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF2.8K shares927.27%2026-03-312026-04-02

DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST4.0K shares0.00%2026-03-312026-04-02

NZF NUVEEN MUN CR INCOME FD COM SH BEN INT14.0K shares436.79%2026-03-312026-04-02

GEV GE VERNOVA INC COM192 shares-4.95%2026-03-312026-04-02

PPLT ABRDN PHYSICAL PLATINUM SHARES ETF885 shares5.36%2026-03-312026-04-02

VWO VANGUARD FTSE EMERGING MARKETS ETF2.9K shares1.47%2026-03-312026-04-02

ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF2.3K shares159.09%2026-03-312026-04-02

Sponsored

HD HOME DEPOT INC COM463 shares-4.54%2026-03-312026-04-02

SCHF SCHWAB INTERNATIONAL EQUITY ETF6.0K shares-6.25%2026-03-312026-04-02

LEO BNY MELLON STRATEGIC MUNS INC COM23.0K shares-40.68%2026-03-312026-04-02

ZJAN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY5.1K shares-1.92%2026-03-312026-04-02

FCOR FIDELITY CORPORATE BOND ETF2.9K shares-1.67%2026-03-312026-04-02

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS1.1K shares-2.65%2026-03-312026-04-02

GLBE GLOBAL E ONLINE LTD SHS4.4K shares-6.38%2026-03-312026-04-02

PTA COHEN & STEERS TAX ADVAN PFD S COM7.1K shares237.38%2026-03-312026-04-02

Sponsored

MYN BLACKROCK MUNIYIELD N Y QUALIT COM13.7K sharesnew addition2026-03-312026-04-02

QBTS D-WAVE QUANTUM INC COM8.9K shares-6.77%2026-03-312026-04-02

PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS9.9K shares19.90%2026-03-312026-04-02

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND1.4K shares0.00%2026-03-312026-04-02

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF2.3K shares-2.20%2026-03-312026-04-02

LITE LUMENTUM HLDGS INC COM182 shares0.00%2026-03-312026-04-02

PCQ PIMCO CALIF MUN INCOME FD COM14.8K shares-22.24%2026-03-312026-04-02

CEG CONSTELLATION ENERGY CORP COM450 shares-5.26%2026-03-312026-04-02

Sponsored

SDHY PGIM SHORT DUR HIG YLD OPP FD COM7.7K shares-31.80%2026-03-312026-04-02

BLACKSTONE INC COM BLACKSTONE INC COM1.1K shares530.18%2026-03-312026-04-02

EWX STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF1.7K shares13.33%2026-03-312026-04-02

NAD NUVEEN QUALITY MUNCP INCOME FD COM9.7K shares199.94%2026-03-312026-04-02

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C376 shares2.45%2026-03-312026-04-02

PWR QUANTA SVCS INC COM195 shares-18.75%2026-03-312026-04-02

EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF2.7K shares0.00%2026-03-312026-04-02

POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER2.5K shares0.00%2026-03-312026-04-02

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PMM PUTNAM MANAGED MUN INCOME TR COM16.8K shares0.00%2026-03-312026-04-02

PTNQ PACER TRENDPILOT 100 ETF1.4K shares0.00%2026-03-312026-04-02

XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF2.5K shares-16.67%2026-03-312026-04-02

DGRO ISHARES CORE DIVIDEND GROWTH ETF1.4K shares0.00%2026-03-312026-04-02

JANM FT VEST U.S. EQUITY MAX BUFFER ETF - JANUARY3.1K shares-8.82%2026-03-312026-04-02

QTUM DEFIANCE QUANTUM ETF915 shares6.89%2026-03-312026-04-02

VTV VANGUARD VALUE ETF499 shares-4.95%2026-03-312026-04-02

EIM EATON VANCE MUN BD FD COM9.9K shares1.82%2026-03-312026-04-02

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VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF141 shares-56.21%2026-03-312026-04-02

QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH2.5K shares0.00%2026-03-312026-04-02

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XYZ BLOCK INC CL A1.3K shares0.00%2026-03-312026-04-02

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EVN EATON VANCE MUN INCOME TR SH BEN INT7.2K shares361.41%2026-03-312026-04-02

EVT EATON VANCE TAX ADVT DIV INCM COM3.0K sharesnew addition2026-03-312026-04-02

QMMY FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY3.0K shares0.00%2026-03-312026-04-02

OPP RIVERNORTH DOUBLELINE STRATE COM9.6K sharesnew addition2026-03-312026-04-02

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NET CLOUDFLARE INC CL A COM330 shares0.00%2026-03-312026-04-02

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SNOV FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER2.7K shares0.00%2026-03-312026-04-02

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PYPL PAYPAL HLDGS INC COM1.3K shares-20.17%2026-03-312026-04-02

NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY1.1K shares-7.27%2026-03-312026-04-02

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MARM FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH1.7K shares0.00%2026-03-312026-04-02

ASTS AST SPACEMOBILE INC COM CL A680 shares0.00%2026-03-312026-04-02

KDEC INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER2.1K shares0.00%2026-03-312026-04-02

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RBRK RUBRIK INC. CL A1.1K shares-75.74%2026-03-312026-04-02

GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER1.4K shares-16.31%2026-03-312026-04-02

LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF700 shares0.00%2026-03-312026-04-02

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PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH1.1K shares-23.33%2026-03-312026-04-02

IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF2.0K shares0.00%2026-03-312026-04-02

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HON HONEYWELL INTL INC COM219 shares0.00%2026-03-312026-04-02

IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF2.0K shares0.00%2026-03-312026-04-02

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QMAG FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST2.0K shares-16.50%2026-03-312026-04-02

BAC BANK AMERICA CORP COM970 shares-18.28%2026-03-312026-04-02

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TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS134 shares-6.94%2026-03-312026-04-02

FSMD FIDELITY SMALL-MID MULTIFACTOR ETF1.0K shares0.00%2026-03-312026-04-02

CDC VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF620 shares-15.42%2026-03-312026-04-02

PCF HIGH INCOME SECS FD SHS BEN INT7.9K shares37.62%2026-03-312026-04-02

TEI TEMPLETON EMERGING MKTS INCOME COM7.3K shares141.83%2026-03-312026-04-02

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GDLC GRAYSCALE COINDESK CRYPTO 5 ETF1.3K shares2826.09%2026-03-312026-04-02

GUG GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK2.7K shares0.00%2026-03-312026-04-02

CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF415 shares-9.78%2026-03-312026-04-02

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF1.2K sharesnew addition2026-03-312026-04-02

DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND800 shares0.00%2026-03-312026-04-02

CRM SALESFORCE INC COM211 shares-3.21%2026-03-312026-04-02

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ETH GRAYSCALE ETHEREUM STAKING MINI ETF1.9K shares-15.47%2026-03-312026-04-02

CTVA CORTEVA INC COM449 shares0.00%2026-03-312026-04-02

MU MICRON TECHNOLOGY INC COM110 shares-21.43%2026-03-312026-04-02

BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF1.8K shares0.00%2026-03-312026-04-02

FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER775 shares-8.82%2026-03-312026-04-02

ATO ATMOS ENERGY CORP COM200 shares0.00%2026-03-312026-04-02

FDTX FIDELITY DISRUPTIVE TECHNOLOGY ETF1.0K shares0.00%2026-03-312026-04-02

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NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF1.0K shares0.00%2026-03-312026-04-02

SHOP SHOPIFY INC CL A SUB VTG SHS304 shares508.00%2026-03-312026-04-02

NEA NUVEEN AMT FREE QLTY MUN INCME COM3.1K shares17.20%2026-03-312026-04-02

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ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF691 shares-86.39%2026-03-312026-04-02

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NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY475 shares-46.02%2026-03-312026-04-02

KFEB INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - FEBRUARY1.2K shares0.00%2026-03-312026-04-02

IQI INVESCO QUALITY MUN INCOME TR COM3.5K shares0.00%2026-03-312026-04-02

DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY700 shares0.00%2026-03-312026-04-02

GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY800 shares-15.79%2026-03-312026-04-02

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DDFS INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - SEPTEMBER1.5K shares0.00%2026-03-312026-04-02

MERCK & CO INC COM MERCK & CO INC COM261 shares0.00%2026-03-312026-04-02

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IFEB INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY1.0K sharesnew addition2026-03-312026-04-02

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JNJ JOHNSON & JOHNSON COM117 shares0.00%2026-03-312026-04-02

CAT CATERPILLAR INC COM40 shares-33.33%2026-03-312026-04-02

NFLX NETFLIX INC. COM290 shares866.67%2026-03-312026-04-02

EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF400 shares0.00%2026-03-312026-04-02

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KAUG INNOVATOR US SMALL CAP POWER BUFFER ETF - AUGUST1.0K shares0.00%2026-03-312026-04-02

ECOW PACER EMERGING MARKETS CASH COWS 100 ETF1.0K sharesnew addition2026-03-312026-04-02

ZAUG INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST1.0K shares0.00%2026-03-312026-04-02

GBTC GRAYSCALE BITCOIN TRUST ETF503 shares16666.67%2026-03-312026-04-02

ACWX ISHARES MSCI ACWI EX U.S. ETF386 shares0.00%2026-03-312026-04-02

SMAY FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY1.0K shares-13.04%2026-03-312026-04-02

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MGK VANGUARD MEGA CAP GROWTH ETF70 shares0.00%2026-03-312026-04-02

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VBF INVESCO BD FD COM1.7K shares0.00%2026-03-312026-04-02

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MUC BLACKROCK MUNIHLDNGS CALI COM2.4K sharesnew addition2026-03-312026-04-02

BGLD FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF1.4K shares625.00%2026-03-312026-04-02

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VAW VANGUARD MATERIALS ETF103 shares-13.45%2026-03-312026-04-02

CEV EATON VANCE CALIF MUN INCOM TR SH BEN INT2.3K shares0.00%2026-03-312026-04-02

YJUN FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE898 shares0.00%2026-03-312026-04-02

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IJS ISHARES S&P SMALL-CAP 600 VALUE ETF180 shares0.00%2026-03-312026-04-02

SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF350 shares0.00%2026-03-312026-04-02

OMAH VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF1.1K shares0.00%2026-03-312026-04-02

SUSL ISHARES ESG MSCI USA LEADERS ETF180 shares0.00%2026-03-312026-04-02

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OVL OVERLAY SHARES LARGE CAP EQUITY ETF400 shares0.00%2026-03-312026-04-02

SCHX SCHWAB U.S. LARGE-CAP ETF767 shares-11.53%2026-03-312026-04-02

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APLD APPLIED DIGITAL CORP COM NEW800 shares-20.00%2026-03-312026-04-02

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CSX CSX CORP COM450 shares0.00%2026-03-312026-04-02

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HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF817 shares0.00%2026-03-312026-04-02

FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND1.0K shares0.00%2026-03-312026-04-02

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RMMZ RIVERNORTH MANAGED DUR MUN II COM1.2K sharesnew addition2026-03-312026-04-02

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ZION ZIONS BANCORPORATION NATL ASSN COM285 shares0.00%2026-03-312026-04-02

ISEP INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER500 shares0.00%2026-03-312026-04-02

DECM FT VEST U.S. EQUITY MAX BUFFER ETF - DECEMBER500 shares0.00%2026-03-312026-04-02

GSY INVESCO ULTRA SHORT DURATION ETF324 shares-70.14%2026-03-312026-04-02

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IGI WESTERN ASSET INVT GRADE OPPOR COM1.0K shares0.00%2026-03-312026-04-02

NOC NORTHROP GRUMMAN CORP COM23 shares0.00%2026-03-312026-04-02

IUSG ISHARES CORE S&P U.S. GROWTH ETF100 shares0.00%2026-03-312026-04-02

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF528 shares-22.12%2026-03-312026-04-02

ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER600 shares-53.34%2026-03-312026-04-02

DOL WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND225 shares0.00%2026-03-312026-04-02

ZFEB INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY600 shares0.00%2026-03-312026-04-02

Sponsored

QCOC FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - OCTOBER686 shares0.00%2026-03-312026-04-02

BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF120 shares0.00%2026-03-312026-04-02

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF390 shares-27.78%2026-03-312026-04-02

TER TERADYNE INC COM50 shares0.00%2026-03-312026-04-02

DDFL INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS720 shares-2.70%2026-03-312026-04-02

INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER675 sharesnew addition2026-03-312026-04-02

ALERIAN MLP ETF ALERIAN MLP ETF275 shares0.00%2026-03-312026-04-02

WFC-PL WELLS FARGO & CO PERP PFD CNV A12 sharesnew addition2026-03-312026-04-02

Sponsored

DHR DANAHER CORP DEL COM76 shares-6.17%2026-03-312026-04-02

GDO WSTRN AST GLBL CORP OPP FD INC COM1.3K shares0.00%2026-03-312026-04-02

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM304 shares0.00%2026-03-312026-04-02

AJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2026480 shares0.00%2026-03-312026-04-02

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF490 shares-20.33%2026-03-312026-04-02

ELV ELEVANCE HEALTH INC FORMERLY A COM46 shares-6.12%2026-03-312026-04-02

DHDG FT VEST U.S. EQUITY QUARTERLY 2.5 TO 15 BUFFER ETF400 shares0.00%2026-03-312026-04-02

WDI WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INT1.0K sharesnew addition2026-03-312026-04-02

Sponsored

INTU INTUIT COM31 shares0.00%2026-03-312026-04-02

OEF ISHARES S&P 100 ETF42 shares-10.64%2026-03-312026-04-02

BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER275 shares-15.38%2026-03-312026-04-02

EZU ISHARES MSCI EUROZONE ETF210 shares-5.41%2026-03-312026-04-02

ASGI ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT577 shares65.80%2026-03-312026-04-02

AXON AXON ENTERPRISE INC COM30 sharesnew addition2026-03-312026-04-02

EDD MORGAN STANLEY EMERGING MKTS COM2.5K shares0.00%2026-03-312026-04-02

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF259 shares-22.46%2026-03-312026-04-02

Sponsored

DMXF ISHARES ESG ADVANCED MSCI EAFE ETF166 shares0.00%2026-03-312026-04-02

TJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027426 shares0.00%2026-03-312026-04-02

QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE400 shares0.00%2026-03-312026-04-02

TGT TARGET CORP COM103 shares0.00%2026-03-312026-04-02

SABA SABA CAPITAL INCOME & OPPORTUN COM NEW1.5K shares-97.09%2026-03-312026-04-02

SCHH SCHWAB U.S. REIT ETF566 shares-26.11%2026-03-312026-04-02

EATON CORP PLC SHS EATON CORP PLC SHS34 shares-62.22%2026-03-312026-04-02

ISMD INSPIRE SMALL/MID CAP ETF300 shares0.00%2026-03-312026-04-02

Sponsored

SPG SIMON PPTY GROUP INC NEW COM64 shares0.00%2026-03-312026-04-02

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF150 shares0.00%2026-03-312026-04-02

ARDC ARES DYNAMIC CR ALLOCATION FD COM981 shares96.20%2026-03-312026-04-02

DDOG DATADOG INC CL A COM100 shares53.85%2026-03-312026-04-02

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND50 shares0.00%2026-03-312026-04-02

CRWD CROWDSTRIKE HLDGS INC CL A29 shares0.00%2026-03-312026-04-02

CVX CHEVRON CORPORATION COM54 shares0.00%2026-03-312026-04-02

CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES115 sharesnew addition2026-03-312026-04-02

Sponsored

JANH INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JANUARY450 shares0.00%2026-03-312026-04-02

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW50 shares-16.67%2026-03-312026-04-02

IJJ ISHARES S&P MID-CAP 400 VALUE ETF79 shares0.00%2026-03-312026-04-02

PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF500 shares0.00%2026-03-312026-04-02

NBIS NEBIUS GROUP N.V. SHS CLASS A100 shares33.33%2026-03-312026-04-02

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF223 shares0.00%2026-03-312026-04-02

MCD MCDONALDS CORP COM33 shares0.00%2026-03-312026-04-02

OUNZ VANECK MERK GOLD ETF226 shares0.00%2026-03-312026-04-02

Sponsored

QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS375 shares0.00%2026-03-312026-04-02

CB CHUBB LTD SWITZ COM30 shares0.00%2026-03-312026-04-02

ROCKET LAB CORP COM ROCKET LAB CORP COM150 shares0.00%2026-03-312026-04-02

PG PROCTER & GAMBLE CO COM65 shares-35.00%2026-03-312026-04-02

QCJL FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY400 shares0.00%2026-03-312026-04-02

PSX PHILLIPS 66 COM51 shares0.00%2026-03-312026-04-02

AME AMETEK INC COM43 shares0.00%2026-03-312026-04-02

SCHD SCHWAB US DIVIDEND EQUITY ETF300 shares0.00%2026-03-312026-04-02

Sponsored

PFFD GLOBAL X U.S. PREFERRED ETF500 shares0.00%2026-03-312026-04-02

VKTX VIKING THERAPEUTICS INC COM274 sharesnew addition2026-03-312026-04-02

KIO KKR INCOME OPPORTUNITIES FD COM800 sharesnew addition2026-03-312026-04-02

QBUF INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY300 sharesnew addition2026-03-312026-04-02

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF184 shares0.00%2026-03-312026-04-02

XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND218 shares0.00%2026-03-312026-04-02

FIW FIRST TRUST WATER ETF84 shares0.00%2026-03-312026-04-02

IFN ABERDEEN INDIA FD INC COM750 shares-51.61%2026-03-312026-04-02

Sponsored

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF87 shares-36.03%2026-03-312026-04-02

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF95 shares0.00%2026-03-312026-04-02

IPO RENAISSANCE IPO ETF200 shares-75.00%2026-03-312026-04-02

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM24 shares0.00%2026-03-312026-04-02

ILDR FIRST TRUST INNOVATION LEADERS ETF275 shares0.00%2026-03-312026-04-02

IBKR INTERACTIVE BROKERS GROUP INC COM CL A120 shares0.00%2026-03-312026-04-02

DXYZ DESTINY TECH100 INC COM SHS300 sharesnew addition2026-03-312026-04-02

PONY PONY AI INC SPONSORED ADS850 sharesnew addition2026-03-312026-04-02

Sponsored

KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY240 shares-17.24%2026-03-312026-04-02

UNP UNION PAC CORP COM30 shares0.00%2026-03-312026-04-02

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF72 shares0.00%2026-03-312026-04-02

LULU LULULEMON ATHLETICA INC COM45 sharesnew addition2026-03-312026-04-02

ARKK ARK INNOVATION ETF100 shares0.00%2026-03-312026-04-02

BGB BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN600 shares-90.44%2026-03-312026-04-02

TOST TOAST INC CL A250 shares0.00%2026-03-312026-04-02

ASML ASML HLDG NV N Y REGISTRY SHS5 shares-28.57%2026-03-312026-04-02

Sponsored

WSO WATSCO INC COM18 shares0.00%2026-03-312026-04-02

QS QUANTUMSCAPE CORP COM CL A1.0K shares0.00%2026-03-312026-04-02

DOW DOW HLDGS INC COM150 shares-49.83%2026-03-312026-04-02

O REALTY INCOME CORP COM100 shares0.00%2026-03-312026-04-02

ISRG INTUITIVE SURGICAL INC COM NEW13 shares0.00%2026-03-312026-04-02

CROWN CASTLE INC COM CROWN CASTLE INC COM73 shares0.00%2026-03-312026-04-02

SCHA SCHWAB U.S. SMALL-CAP ETF200 shares0.00%2026-03-312026-04-02

ETX EATON VANCE MUN INCOME TERM TR SHS316 sharesnew addition2026-03-312026-04-02

Sponsored

GPN GLOBAL PMTS INC COM85 shares0.00%2026-03-312026-04-02

IWN ISHARES RUSSELL 2000 VALUE ETF30 shares0.00%2026-03-312026-04-02

RGTI RIGETTI COMPUTING INC COMMON STOCK400 shares-38.46%2026-03-312026-04-02

RTX RTX CORPORATION COM29 shares0.00%2026-03-312026-04-02

ACWI ISHARES MSCI ACWI ETF40 sharesnew addition2026-03-312026-04-02

FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY100 shares0.00%2026-03-312026-04-02

NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL100 shares-20.00%2026-03-312026-04-02

BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL110 shares-31.25%2026-03-312026-04-02

Sponsored

MDB MONGODB INC CL A22 sharesnew addition2026-03-312026-04-02

PLD PROLOGIS INC. COM40 shares0.00%2026-03-312026-04-02

AVB AVALONBAY CMNTYS INC COM32 shares0.00%2026-03-312026-04-02

EDV VANGUARD EXTENDED DURATION TREASURY ETF80 shares0.00%2026-03-312026-04-02

PDI

PIMCO DYNAMIC INCOME FD SHS

8.35%

Shares577.9K

Event2026-03-31

Filed2026-04-02

GLD

SPDR GOLD SHARES

1.40%

Shares13.8K

Event2026-03-31

Filed2026-04-02

AAPL

APPLE INC COM

-0.80%

Shares22.8K

Event2026-03-31

Filed2026-04-02

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

2.50%

Shares139.1K

Event2026-03-31

Filed2026-04-02

ASA

ASA GOLD AND PRECIOUS MTLS LMT SHS

1.42%

Shares74.4K

Event2026-03-31

Filed2026-04-02

FMDE

FIDELITY ENHANCED MID CAP ETF

6.72%

Shares116.4K

Event2026-03-31

Filed2026-04-02

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

-12.89%

Shares157.3K

Event2026-03-31

Filed2026-04-02

PCN

PIMCO CORPORATE & INCM STRG FD COM

-8.54%

Shares339.7K

Event2026-03-31

Filed2026-04-02

BUFR

FT VEST LADDERED BUFFER ETF

-8.90%

Shares114.5K

Event2026-03-31

Filed2026-04-02

WISDOMTREE TRUE EMERGING MARKETS FUND

4.10%

Shares119.1K

Event2026-03-31

Filed2026-04-02

FLC

FLAHERTY & CRUMRINE TOTAL RETU COM

3.22%

Shares217.5K

Event2026-03-31

Filed2026-04-02

CAIE

CALAMOS AUTOCALLABLE INCOME ETF

-9.68%

Shares142.1K

Event2026-03-31

Filed2026-04-02

PTY

PIMCO CORPORATE & INCOME OPPOR COM

16.86%

Shares261.6K

Event2026-03-31

Filed2026-04-02

XSMO

INVESCO S&P SMALLCAP MOMENTUM ETF

6.07%

Shares39.5K

Event2026-03-31

Filed2026-04-02

FINS

ANGEL OAK FINL STRATEGIES INCM COM BEN INT

-0.15%

Shares235.5K

Event2026-03-31

Filed2026-04-02

INVESCO QQQ TRUST SERIES I

-5.90%

Shares5.1K

Event2026-03-31

Filed2026-04-02

BKDV

BNY MELLON DYNAMIC VALUE ETF

30.03%

Shares92.1K

Event2026-03-31

Filed2026-04-02

TXUE

THORNBURG INTERNATIONAL EQUITY ETF

6.19%

Shares80.0K

Event2026-03-31

Filed2026-04-02

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

8.72%

Shares104.1K

Event2026-03-31

Filed2026-04-02

FIGB

FIDELITY INVESTMENT GRADE BOND ETF

-7.21%

Shares57.1K

Event2026-03-31

Filed2026-04-02

AMZN

AMAZON COM INC COM

12.85%

Shares11.4K

Event2026-03-31

Filed2026-04-02

ALAI

ALGER AI ENABLERS & ADOPTERS ETF

-2.19%

Shares71.1K

Event2026-03-31

Filed2026-04-02

COWG

PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF

-11.44%

Shares68.6K

Event2026-03-31

Filed2026-04-02

PDEC

INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER

-9.88%

Shares52.9K

Event2026-03-31

Filed2026-04-02

FSCO

FS CREDIT OPPORTUNITIES CORP COMMON STOCK

8.19%

Shares431.9K

Event2026-03-31

Filed2026-04-02

VANGUARD SMALL-CAP ETF

0.33%

Shares8.2K

Event2026-03-31

Filed2026-04-02

BANX

ARROWMARK FINANCIAL CORP COM

31.72%

Shares106.3K

Event2026-03-31

Filed2026-04-02

BLUEROCK PVT REAL ESTATE FD COM

New

Shares120.8K

Event2026-03-31

Filed2026-04-02

ZSEP

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER

-33.93%

Shares72.9K

Event2026-03-31

Filed2026-04-02

ISHARES GOLD TRUST

-2.42%

Shares21.6K

Event2026-03-31

Filed2026-04-02

IJH

ISHARES CORE S&P MID-CAP ETF

-0.70%

Shares28.3K

Event2026-03-31

Filed2026-04-02

NVDA

NVIDIA CORPORATION COM

35.42%

Shares10.5K

Event2026-03-31

Filed2026-04-02

GSEW

GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF

3.18%

Shares21.4K

Event2026-03-31

Filed2026-04-02

MMD

NYLI MACKAY DEFINEDTERM MUNI COM

39.55%

Shares120.0K

Event2026-03-31

Filed2026-04-02

PAXS

PIMCO ACCESS INCOME FUND SHS BENFIN INT

-4.93%

Shares119.1K

Event2026-03-31

Filed2026-04-02

VNQ

VANGUARD REAL ESTATE ETF

-14.37%

Shares18.9K

Event2026-03-31

Filed2026-04-02

BROOKFIELD REAL ASSETS INCOME SHS BEN INT

-4.61%

Shares126.8K

Event2026-03-31

Filed2026-04-02

RSSE

FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - SEPTEMBER

-11.24%

Shares75.4K

Event2026-03-31

Filed2026-04-02

INVESCO S&P 500 EQUAL WEIGHT ETF

-0.48%

Shares8.1K

Event2026-03-31

Filed2026-04-02

CARY

ANGEL OAK INCOME ETF

75.49%

Shares74.7K

Event2026-03-31

Filed2026-04-02

IJR

ISHARES CORE S&P SMALL CAP ETF

-0.18%

Shares12.3K

Event2026-03-31

Filed2026-04-02

ALPHABET INC CAP STK CL A

-1.22%

Shares5.3K

Event2026-03-31

Filed2026-04-02

DGRE

WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND

New

Shares44.1K

Event2026-03-31

Filed2026-04-02

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

-12.84%

Shares14.3K

Event2026-03-31

Filed2026-04-02

DLY

DOUBLELINE YIELD OPPORTUNITIES COM

-7.97%

Shares100.1K

Event2026-03-31

Filed2026-04-02

XSEP

FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER

-13.98%

Shares32.0K

Event2026-03-31

Filed2026-04-02

FPF

FIRST TR INTER DURATN PFD & IN COM

6.39%

Shares75.1K

Event2026-03-31

Filed2026-04-02

RSMR

FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - MARCH

-8.36%

Shares59.1K

Event2026-03-31

Filed2026-04-02

BBN

BLACKROCK TAX MUNICPAL BD TR SHS

36.04%

Shares73.8K

Event2026-03-31

Filed2026-04-02

MUA

BLACKROCK MUNIASSETS FD INC COM

New

Shares110.3K

Event2026-03-31

Filed2026-04-02

TSI

TCW STRATEGIC INCOME FD INC COM

65.73%

Shares236.7K

Event2026-03-31

Filed2026-04-02

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

3.10%

Shares5.5K

Event2026-03-31

Filed2026-04-02

FTHY

FIRST TR HIGH YIELD OPPRT 2027 COM

-31.82%

Shares73.9K

Event2026-03-31

Filed2026-04-02

AIS

VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF

7.44%

Shares23.5K

Event2026-03-31

Filed2026-04-02

EFA

ISHARES MSCI EAFE ETF

0.41%

Shares9.7K

Event2026-03-31

Filed2026-04-02

VLUE

ISHARES MSCI USA VALUE FACTOR ETF

72.10%

Shares6.5K

Event2026-03-31

Filed2026-04-02

XBJA

INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY

-12.61%

Shares28.2K

Event2026-03-31

Filed2026-04-02

PFO

FLAHERTY & CRUMRINE PFD INCOME COM

2.21%

Shares97.4K

Event2026-03-31

Filed2026-04-02

SPY

STATE STREET SPDR S&P 500 ETF

-7.92%

Shares1.3K

Event2026-03-31

Filed2026-04-02

MSFT

MICROSOFT CORP COM

0.13%

Shares2.3K

Event2026-03-31

Filed2026-04-02

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

-4.87%

Shares9.6K

Event2026-03-31

Filed2026-04-02

YSEP

FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER

-9.91%

Shares32.2K

Event2026-03-31

Filed2026-04-02

IVV

ISHARES CORE S&P 500 ETF

-1.47%

Shares1.3K

Event2026-03-31

Filed2026-04-02

VFL

ABRDN NATL MUN INCOME FD SH BEN INT

27.46%

Shares81.4K

Event2026-03-31

Filed2026-04-02

NBB

NUVEEN TAXABLE MUNICPAL INM FD COM

17.51%

Shares50.7K

Event2026-03-31

Filed2026-04-02

MHD

BLACKROCK MUNIHOLDINGS FD INC COM

262.25%

Shares69.3K

Event2026-03-31

Filed2026-04-02

NBH

NEUBERGER MUN FD INC COM

36.22%

Shares75.3K

Event2026-03-31

Filed2026-04-02

NML

NEUBERGER ENGY INFRSTR & INC COM

New

Shares70.5K

Event2026-03-31

Filed2026-04-02

VANGUARD MID-CAP ETF

-0.96%

Shares2.6K

Event2026-03-31

Filed2026-04-02

RFMZ

RIVERNORTH FLEXIBLE MUNI INCME COM

46.39%

Shares58.1K

Event2026-03-31

Filed2026-04-02

MGV

VANGUARD MEGA CAP VALUE ETF

-3.47%

Shares4.8K

Event2026-03-31

Filed2026-04-02

AFB

ALLIANCEBERNSTEIN NATL MUN INM COM

16.97%

Shares64.5K

Event2026-03-31

Filed2026-04-02

PDX

PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT

1411.11%

Shares30.6K

Event2026-03-31

Filed2026-04-02

FMY

FIRST TR MTG INCOME FD COM SHS

19.82%

Shares55.9K

Event2026-03-31

Filed2026-04-02

PFEB

INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY

-5.43%

Shares15.8K

Event2026-03-31

Filed2026-04-02

FFC

FLAHERTY & CRUMRIN PFD & INM S COM

195.47%

Shares40.7K

Event2026-03-31

Filed2026-04-02

IEFA

ISHARES CORE MSCI EAFE ETF

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-02

GOF

GUGGENHEIM STRATEGIC OPPORTUN COM SBI

-58.96%

Shares54.4K

Event2026-03-31

Filed2026-04-02

SPYC

SIMPLIFY US EQUITY PLUS CONVEXITY ETF

-0.68%

Shares14.5K

Event2026-03-31

Filed2026-04-02

MYI

BLACKROCK MUNIYIELD QUALITY FD COM

New

Shares53.7K

Event2026-03-31

Filed2026-04-02

SLV

ISHARES SILVER TRUST

-23.10%

Shares8.2K

Event2026-03-31

Filed2026-04-02

WMT

WALMART INC COM

-1.31%

Shares4.5K

Event2026-03-31

Filed2026-04-02

MASTERCARD INCORPORATED CL A

-1.25%

Shares1.1K

Event2026-03-31

Filed2026-04-02

JPM

JPMORGAN CHASE & CO COM

-1.02%

Shares1.8K

Event2026-03-31

Filed2026-04-02

JOF

JAPAN SMALLER CAPITALIZATION F COM

4.85%

Shares49.7K

Event2026-03-31

Filed2026-04-02

NBXG

NEUBERGER NEXT GENERATION COMMON STOCK

-31.47%

Shares41.6K

Event2026-03-31

Filed2026-04-02

GPIQ

GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF

-8.29%

Shares10.1K

Event2026-03-31

Filed2026-04-02

PFN

PIMCO INCOME STRATEGY FD II COM

66.18%

Shares69.3K

Event2026-03-31

Filed2026-04-02

BERKSHIRE HATHAWAY INC DEL CL B NEW

1.65%

Shares987

Event2026-03-31

Filed2026-04-02

NMCO

NUVEEN MUN CR OPPORTUNITIES FD COM

149.07%

Shares44.5K

Event2026-03-31

Filed2026-04-02

SCHW

SCHWAB CHARLES CORP COM

-16.46%

Shares5.0K

Event2026-03-31

Filed2026-04-02

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-19.10%

Shares5.4K

Event2026-03-31

Filed2026-04-02

PMO

PUTNAM MUN OPPORTUNITIES TR SH BEN INT

2.76%

Shares42.8K

Event2026-03-31

Filed2026-04-02

RMI

RIVERNORTH OPPORTUNISTIC MUN COM

83.95%

Shares28.5K

Event2026-03-31

Filed2026-04-02

FMN

FEDERATED HERMES PREM MUNI INM COM

1.19%

Shares38.2K

Event2026-03-31

Filed2026-04-02

PML

PIMCO MUN INCOME FD II COM

34.90%

Shares55.1K

Event2026-03-31

Filed2026-04-02

BKT

BLACKROCK INCOME TR INC COM NEW

-11.76%

Shares39.0K

Event2026-03-31

Filed2026-04-02

SWZ

TOTAL RETURN SECURITIES FUND COM

-31.93%

Shares69.4K

Event2026-03-31

Filed2026-04-02

PHK

PIMCO HIGH INCOME FD COM SHS

-22.16%

Shares87.4K

Event2026-03-31

Filed2026-04-02

UTF

COHEN & STEERS INFRASTRUCTURE COM

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-02

GJAN

FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN

-10.70%

Shares8.9K

Event2026-03-31

Filed2026-04-02

DMO

WESTERN ASSET MTG DEFINED OPPO COM

150.39%

Shares34.8K

Event2026-03-31

Filed2026-04-02

EEM

ISHARES MSCI EMERGING MARKETS ETF

29.80%

Shares6.6K

Event2026-03-31

Filed2026-04-02

DSM

BNY MELLON STRATEGIC MUN BD FD COM

-26.35%

Shares61.3K

Event2026-03-31

Filed2026-04-02

GMAR

FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH

-20.91%

Shares8.7K

Event2026-03-31

Filed2026-04-02

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

0.18%

Shares5.1K

Event2026-03-31

Filed2026-04-02

VOT

VANGUARD MID-CAP GROWTH ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-02

MQY

BLACKROCK MUNIYILD QULT FD INC COM

New

Shares31.9K

Event2026-03-31

Filed2026-04-02

NMZ

NUVEEN MUN HIGH INCOME OPPORTU COM

-3.73%

Shares33.7K

Event2026-03-31

Filed2026-04-02

BTZ

BLACKROCK CR ALLOCATION COM

428.38%

Shares34.0K

Event2026-03-31

Filed2026-04-02

PSF

COHEN & STEERS SELECT PFD & IN COM

-3.64%

Shares17.2K

Event2026-03-31

Filed2026-04-02

GSEP

FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER

-17.77%

Shares8.7K

Event2026-03-31

Filed2026-04-02

IBIT

ISHARES BITCOIN TRUST ETF

163000.00%

Shares8.2K

Event2026-03-31

Filed2026-04-02

QSPT

FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER

-11.52%

Shares10.1K

Event2026-03-31

Filed2026-04-02

PFL

PIMCO INCOME STRATEGY FD COM

-27.71%

Shares38.3K

Event2026-03-31

Filed2026-04-02

KTF

DWS MUN INCOME TR NEW COM

-6.94%

Shares33.5K

Event2026-03-31

Filed2026-04-02

FSEP

FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER

-18.69%

Shares6.0K

Event2026-03-31

Filed2026-04-02

ELFY

ALPS ELECTRIFICATION INFRASTRUCTURE ETF

-4.50%

Shares7.6K

Event2026-03-31

Filed2026-04-02

IWM

ISHARES RUSSELL 2000 ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-02

VISA INC COM CL A

3.33%

Shares932

Event2026-03-31

Filed2026-04-02

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-1.64%

Shares3.0K

Event2026-03-31

Filed2026-04-02

JHI

HANCOCK JOHN INVT TR II COM

-18.29%

Shares21.4K

Event2026-03-31

Filed2026-04-02

DLAG

FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - AUGUST

-12.00%

Shares8.8K

Event2026-03-31

Filed2026-04-02

CXE

MFS HIGH INCOME MUN TR SH BEN INT

-34.04%

Shares72.3K

Event2026-03-31

Filed2026-04-02

SBI

WESTERN ASSET INTER MUNI COM

-0.20%

Shares34.4K

Event2026-03-31

Filed2026-04-02

GBAB

GUGGENHEIM TAXABLE MUNICP BOND COM

-3.47%

Shares18.1K

Event2026-03-31

Filed2026-04-02

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

2.38%

Shares4.1K

Event2026-03-31

Filed2026-04-02

IWR

ISHARES RUSSELL MIDCAP ETF

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-02

META

META PLATFORMS INC CL A

0.68%

Shares443

Event2026-03-31

Filed2026-04-02

DMA

DESTRA MULTI-ALTERNATIVE FD COMMON SHARES

-83.99%

Shares30.6K

Event2026-03-31

Filed2026-04-02

EOCT

INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER

-1.32%

Shares7.5K

Event2026-03-31

Filed2026-04-02

HYT

BLACKROCK CORPOR HI YLD FD INC COM

New

Shares27.8K

Event2026-03-31

Filed2026-04-02

SBAR

SIMPLIFY BARRIER INCOME ETF

-27.50%

Shares9.6K

Event2026-03-31

Filed2026-04-02

SNOW

SNOWFLAKE INC COM SHS

-28.53%

Shares1.5K

Event2026-03-31

Filed2026-04-02

BMN

BLACKROCK 2037 MUNICIPAL TARG COM

-12.13%

Shares8.7K

Event2026-03-31

Filed2026-04-02

RDFI

RAREVIEW DYNAMIC FIXED INCOME ETF

17.94%

Shares9.3K

Event2026-03-31

Filed2026-04-02

BROADCOM INC COM

-21.55%

Shares659

Event2026-03-31

Filed2026-04-02

VOE

VANGUARD MID-CAP VALUE ETF

-14.91%

Shares1.1K

Event2026-03-31

Filed2026-04-02

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

65.23%

Shares3.4K

Event2026-03-31

Filed2026-04-02

NLR

VANECK URANIUM AND NUCLEAR ETF

-18.05%

Shares1.5K

Event2026-03-31

Filed2026-04-02

COST

COSTCO WHOLESALE CORPORATION COM

12.29%

Shares201

Event2026-03-31

Filed2026-04-02

LLY

ELI LILLY & CO COM

9.18%

Shares214

Event2026-03-31

Filed2026-04-02

RFM

RIVERNORTH FLEXIBLE MUN INCOME COM

5.75%

Shares13.8K

Event2026-03-31

Filed2026-04-02

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

-0.59%

Shares1.5K

Event2026-03-31

Filed2026-04-02

BRW

SABA CAPITAL INCOME & OPRNT FD SHS NEW

-81.41%

Shares28.2K

Event2026-03-31

Filed2026-04-02

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-24.18%

Shares2.0K

Event2026-03-31

Filed2026-04-02

GDE

WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND

-14.22%

Shares3.0K

Event2026-03-31

Filed2026-04-02

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

-5.28%

Shares1.8K

Event2026-03-31

Filed2026-04-02

XMMO

INVESCO S&P MIDCAP MOMENTUM ETF

-1.54%

Shares1.3K

Event2026-03-31

Filed2026-04-02

NOCT

INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER

-0.71%

Shares3.2K

Event2026-03-31

Filed2026-04-02

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

0.00%

Shares292

Event2026-03-31

Filed2026-04-02

CRWV

COREWEAVE INC COM CL A

-41.74%

Shares2.3K

Event2026-03-31

Filed2026-04-02

SHEL

SHELL PLC SPON ADS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-02

CHAT

ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF

927.27%

Shares2.8K

Event2026-03-31

Filed2026-04-02

DAUG

FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-02

NZF

NUVEEN MUN CR INCOME FD COM SH BEN INT

436.79%

Shares14.0K

Event2026-03-31

Filed2026-04-02

GEV

GE VERNOVA INC COM

-4.95%

Shares192

Event2026-03-31

Filed2026-04-02

PPLT

ABRDN PHYSICAL PLATINUM SHARES ETF

5.36%

Shares885

Event2026-03-31

Filed2026-04-02

VWO

VANGUARD FTSE EMERGING MARKETS ETF

1.47%

Shares2.9K

Event2026-03-31

Filed2026-04-02

ROBO

ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF

159.09%

Shares2.3K

Event2026-03-31

Filed2026-04-02

HOME DEPOT INC COM

-4.54%

Shares463

Event2026-03-31

Filed2026-04-02

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-6.25%

Shares6.0K

Event2026-03-31

Filed2026-04-02

LEO

BNY MELLON STRATEGIC MUNS INC COM

-40.68%

Shares23.0K

Event2026-03-31

Filed2026-04-02

ZJAN

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY

-1.92%

Shares5.1K

Event2026-03-31

Filed2026-04-02

FCOR

FIDELITY CORPORATE BOND ETF

-1.67%

Shares2.9K

Event2026-03-31

Filed2026-04-02

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

-2.65%

Shares1.1K

Event2026-03-31

Filed2026-04-02

GLBE

GLOBAL E ONLINE LTD SHS

-6.38%

Shares4.4K

Event2026-03-31

Filed2026-04-02

PTA

COHEN & STEERS TAX ADVAN PFD S COM

237.38%

Shares7.1K

Event2026-03-31

Filed2026-04-02

MYN

BLACKROCK MUNIYIELD N Y QUALIT COM

New

Shares13.7K

Event2026-03-31

Filed2026-04-02

QBTS

D-WAVE QUANTUM INC COM

-6.77%

Shares8.9K

Event2026-03-31

Filed2026-04-02

PDO

PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS

19.90%

Shares9.9K

Event2026-03-31

Filed2026-04-02

DLN

WISDOMTREE U.S. LARGECAP DIVIDEND FUND

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-02

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

-2.20%

Shares2.3K

Event2026-03-31

Filed2026-04-02

LITE

LUMENTUM HLDGS INC COM

0.00%

Shares182

Event2026-03-31

Filed2026-04-02

PCQ

PIMCO CALIF MUN INCOME FD COM

-22.24%

Shares14.8K

Event2026-03-31

Filed2026-04-02

CEG

CONSTELLATION ENERGY CORP COM

-5.26%

Shares450

Event2026-03-31

Filed2026-04-02

SDHY

PGIM SHORT DUR HIG YLD OPP FD COM

-31.80%

Shares7.7K

Event2026-03-31

Filed2026-04-02

BLACKSTONE INC COM

530.18%

Shares1.1K

Event2026-03-31

Filed2026-04-02

EWX

STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF

13.33%

Shares1.7K

Event2026-03-31

Filed2026-04-02

NAD

NUVEEN QUALITY MUNCP INCOME FD COM

199.94%

Shares9.7K

Event2026-03-31

Filed2026-04-02

ALPHABET INC CAP STK CL C

2.45%

Shares376

Event2026-03-31

Filed2026-04-02

PWR

QUANTA SVCS INC COM

-18.75%

Shares195

Event2026-03-31

Filed2026-04-02

EDIV

STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-02

POCT

INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-02

PMM

PUTNAM MANAGED MUN INCOME TR COM

0.00%

Shares16.8K

Event2026-03-31

Filed2026-04-02

PTNQ

PACER TRENDPILOT 100 ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-02

XLRE

STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF

-16.67%

Shares2.5K

Event2026-03-31

Filed2026-04-02

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-02

JANM

FT VEST U.S. EQUITY MAX BUFFER ETF - JANUARY

-8.82%

Shares3.1K

Event2026-03-31

Filed2026-04-02

QTUM

DEFIANCE QUANTUM ETF

6.89%

Shares915

Event2026-03-31

Filed2026-04-02

VTV

VANGUARD VALUE ETF

-4.95%

Shares499

Event2026-03-31

Filed2026-04-02

EIM

EATON VANCE MUN BD FD COM

1.82%

Shares9.9K

Event2026-03-31

Filed2026-04-02

IJUN

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-02

AMAT

APPLIED MATLS INC COM

0.00%

Shares275

Event2026-03-31

Filed2026-04-02

RMM

RIVERNORTH MANAGED DUR MUN INM COM

-6.47%

Shares6.8K

Event2026-03-31

Filed2026-04-02

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-26.04%

Shares213

Event2026-03-31

Filed2026-04-02

VIOV

VANGUARD S&P SMALL-CAP 600 VALUE ETF

-4.30%

Shares891

Event2026-03-31

Filed2026-04-02

AMD

ADVANCED MICRO DEVICES INC COM

0.00%

Shares435

Event2026-03-31

Filed2026-04-02

BTT

BLACKROCK MUN TARGET TERM TR COM SHS BEN IN

-12.83%

Shares3.9K

Event2026-03-31

Filed2026-04-02

ETHA

ISHARES ETHEREUM TRUST ETF

55000.00%

Shares5.5K

Event2026-03-31

Filed2026-04-02

CALAMOS BITCOIN 80 SERIES STRUCTURED ALT PROTECTION ETF - JULY

-59.39%

Shares4.4K

Event2026-03-31

Filed2026-04-02

KROGER CO COM

-10.25%

Shares1.2K

Event2026-03-31

Filed2026-04-02

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-5.26%

Shares576

Event2026-03-31

Filed2026-04-02

SMH

VANECK SEMICONDUCTOR ETF

0.00%

Shares220

Event2026-03-31

Filed2026-04-02

GNOV

FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER

-6.88%

Shares2.2K

Event2026-03-31

Filed2026-04-02

VANGUARD S&P 500 ETF

-56.21%

Shares141

Event2026-03-31

Filed2026-04-02

QMAR

FT VEST NASDAQ-100 BUFFER ETF - MARCH

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-02

VRT

VERTIV HOLDINGS CO COM CL A

-17.50%

Shares330

Event2026-03-31

Filed2026-04-02

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares725

Event2026-03-31

Filed2026-04-02

UNOV

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-02

IWD

ISHARES RUSSELL 1000 VALUE ETF

-5.00%

Shares380

Event2026-03-31

Filed2026-04-02

TJX

TJX COS INC NEW COM

415.46%

Shares500

Event2026-03-31

Filed2026-04-02

SPHQ

INVESCO S&P 500 QUALITY ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-02

UDEC

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-02

XYZ

BLOCK INC CL A

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-02

EFAV

ISHARES MSCI EAFE MIN VOL FACTOR ETF

-22.91%

Shares841

Event2026-03-31

Filed2026-04-02

CALAMOS BITCOIN 80 SERIES STRUCTURED ALT PROTECTION ETF - OCTOBER

New

Shares3.8K

Event2026-03-31

Filed2026-04-02

EVN

EATON VANCE MUN INCOME TR SH BEN INT

361.41%

Shares7.2K

Event2026-03-31

Filed2026-04-02

EVT

EATON VANCE TAX ADVT DIV INCM COM

New

Shares3.0K

Event2026-03-31

Filed2026-04-02

QMMY

FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-02

OPP

RIVERNORTH DOUBLELINE STRATE COM

New

Shares9.6K

Event2026-03-31

Filed2026-04-02

KSEP

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER

-0.59%

Shares2.5K

Event2026-03-31

Filed2026-04-02

CET

CENTRAL SECS CORP COM

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-02

PFD

FLAHERTY & CRUMRINE PFD INCOME COM

17.58%

Shares6.4K

Event2026-03-31

Filed2026-04-02

EMO

CLEARBRIDGE ENERGY MIDSTREAM O COM

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-02

GDEC

FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-02

NET

CLOUDFLARE INC CL A COM

0.00%

Shares330

Event2026-03-31

Filed2026-04-02

BGX

BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-02

SNOV

FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-02

VICTORYSHARES PIONEER ASSET-BASED INCOME ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-02

BALT

INNOVATOR DEFINED WEALTH SHIELD ETF

90.00%

Shares1.9K

Event2026-03-31

Filed2026-04-02

TSLA

TESLA INC COM

-22.73%

Shares170

Event2026-03-31

Filed2026-04-02

MUJ

BLACKROCK MUNIHLDGS NJ QLTY FD COM

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-02

KOCT

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-02

TWLO

TWILIO INC CL A

0.00%

Shares485

Event2026-03-31

Filed2026-04-02

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.00%

Shares187

Event2026-03-31

Filed2026-04-02

EQT CORP COM

New

Shares929

Event2026-03-31

Filed2026-04-02

PYPL

PAYPAL HLDGS INC COM

-20.17%

Shares1.3K

Event2026-03-31

Filed2026-04-02

NJAN

INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY

-7.27%

Shares1.1K

Event2026-03-31

Filed2026-04-02

JUNM

FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE

-15.00%

Shares1.7K

Event2026-03-31

Filed2026-04-02

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

0.00%

Shares925

Event2026-03-31

Filed2026-04-02

MAGS

ROUNDHILL MAGNIFICENT SEVEN ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

SPOT

SPOTIFY TECHNOLOGY S A SHS

0.00%

Shares119

Event2026-03-31

Filed2026-04-02

AXP

AMERICAN EXPRESS CO COM

0.00%

Shares190

Event2026-03-31

Filed2026-04-02

MARM

FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-02

ASTS

AST SPACEMOBILE INC COM CL A

0.00%

Shares680

Event2026-03-31

Filed2026-04-02

KDEC

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-02

PALL

ABRDN PHYSICAL PALLADIUM SHARES ETF

104.06%

Shares402

Event2026-03-31

Filed2026-04-02

VUG

VANGUARD GROWTH ETF

0.00%

Shares123

Event2026-03-31

Filed2026-04-02

RBRK

RUBRIK INC. CL A

-75.74%

Shares1.1K

Event2026-03-31

Filed2026-04-02

GOCT

FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER

-16.31%

Shares1.4K

Event2026-03-31

Filed2026-04-02

LRGE

CLEARBRIDGE LARGE CAP GROWTH SELECT ETF

0.00%

Shares700

Event2026-03-31

Filed2026-04-02

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

-2.52%

Shares465

Event2026-03-31

Filed2026-04-02

PMAR

INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH

-23.33%

Shares1.1K

Event2026-03-31

Filed2026-04-02

IBMR

ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-02

BSCU

INVESCO BULLETSHARES 2030 CORPORATE BOND ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-02

HWM

HOWMET AEROSPACE INC COM

13.16%

Shares215

Event2026-03-31

Filed2026-04-02

HON

HONEYWELL INTL INC COM

0.00%

Shares219

Event2026-03-31

Filed2026-04-02

IBTO

ISHARES IBONDS DEC 2033 TERM TREASURY ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-02

INVESCO RAFI US 1000 ETF

-20.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

QMAG

FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST

-16.50%

Shares2.0K

Event2026-03-31

Filed2026-04-02

BAC

BANK AMERICA CORP COM

-18.28%

Shares970

Event2026-03-31

Filed2026-04-02

PJAN

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

New

Shares1.0K

Event2026-03-31

Filed2026-04-02

TYG

TORTOISE ENERGY INFRSTRCTR CP COM

26.62%

Shares918

Event2026-03-31

Filed2026-04-02

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

-9.88%

Shares365

Event2026-03-31

Filed2026-04-02

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-6.94%

Shares134

Event2026-03-31

Filed2026-04-02

FSMD

FIDELITY SMALL-MID MULTIFACTOR ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

CDC

VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF

-15.42%

Shares620

Event2026-03-31

Filed2026-04-02

PCF

HIGH INCOME SECS FD SHS BEN INT

37.62%

Shares7.9K

Event2026-03-31

Filed2026-04-02

TEI

TEMPLETON EMERGING MKTS INCOME COM

141.83%

Shares7.3K

Event2026-03-31

Filed2026-04-02

AOA

ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF

0.00%

Shares490

Event2026-03-31

Filed2026-04-02

UNH

UNITEDHEALTH GROUP INC COM

-14.89%

Shares160

Event2026-03-31

Filed2026-04-02

CMI

CUMMINS INC COM

0.00%

Shares80

Event2026-03-31

Filed2026-04-02

GDLC

GRAYSCALE COINDESK CRYPTO 5 ETF

2826.09%

Shares1.3K

Event2026-03-31

Filed2026-04-02

GUG

GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-02

CORP

PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF

-9.78%

Shares415

Event2026-03-31

Filed2026-04-02

BOTZ

GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

New

Shares1.2K

Event2026-03-31

Filed2026-04-02

DEM

WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND

0.00%

Shares800

Event2026-03-31

Filed2026-04-02

CRM

SALESFORCE INC COM

-3.21%

Shares211

Event2026-03-31

Filed2026-04-02

DEFIANCE DRONE AND MODERN WARFARE ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-02

RSPR

INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF

-8.00%

Shares1.1K

Event2026-03-31

Filed2026-04-02

ETH

GRAYSCALE ETHEREUM STAKING MINI ETF

-15.47%

Shares1.9K

Event2026-03-31

Filed2026-04-02

CTVA

CORTEVA INC COM

0.00%

Shares449

Event2026-03-31

Filed2026-04-02

MICRON TECHNOLOGY INC COM

-21.43%

Shares110

Event2026-03-31

Filed2026-04-02

BSCW

INVESCO BULLETSHARES 2032 CORPORATE BOND ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-02

FOCT

FT VEST U.S. EQUITY BUFFER ETF - OCTOBER

-8.82%

Shares775

Event2026-03-31

Filed2026-04-02

ATO

ATMOS ENERGY CORP COM

0.00%

Shares200

Event2026-03-31

Filed2026-04-02

FDTX

FIDELITY DISRUPTIVE TECHNOLOGY ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

ONON

ON HLDG AG NAMEN AKT A

-20.37%

Shares1.1K

Event2026-03-31

Filed2026-04-02

NUDM

NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

SHOP

SHOPIFY INC CL A SUB VTG SHS

508.00%

Shares304

Event2026-03-31

Filed2026-04-02

NEA

NUVEEN AMT FREE QLTY MUN INCME COM

17.20%

Shares3.1K

Event2026-03-31

Filed2026-04-02

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares241

Event2026-03-31

Filed2026-04-02

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

-86.39%

Shares691

Event2026-03-31

Filed2026-04-02

BSCX

INVESCO BULLETSHARES 2033 CORPORATE BOND ETF

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-02

KNOV

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-02

IBTM

ISHARES IBONDS DEC 2032 TERM TREASURY ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-02

NDEC

INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-02

NJUL

INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY

-46.02%

Shares475

Event2026-03-31

Filed2026-04-02

KFEB

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - FEBRUARY

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-02

IQI

INVESCO QUALITY MUN INCOME TR COM

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-02

DFEB

FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY

0.00%

Shares700

Event2026-03-31

Filed2026-04-02

GJUL

FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY

-15.79%

Shares800

Event2026-03-31

Filed2026-04-02

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

0.00%

Shares227

Event2026-03-31

Filed2026-04-02

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

0.00%

Shares750

Event2026-03-31

Filed2026-04-02

XOM

EXXON MOBIL CORP COM

0.00%

Shares187

Event2026-03-31

Filed2026-04-02

DDFS

INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - SEPTEMBER

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-02

MERCK & CO INC COM

0.00%

Shares261

Event2026-03-31

Filed2026-04-02

BSX

BOSTON SCIENTIFIC CORP COM

0.00%

Shares497

Event2026-03-31

Filed2026-04-02

GRNB

VANECK GREEN BOND ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-02

PEP

PEPSICO INC COM

0.00%

Shares200

Event2026-03-31

Filed2026-04-02

FRANKLIN UNVL TR SH BEN INT

-3.13%

Shares3.9K

Event2026-03-31

Filed2026-04-02

IVLU

ISHARES MSCI INTL VALUE FACTOR ETF

0.00%

Shares782

Event2026-03-31

Filed2026-04-02

BSTZ

BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT

New

Shares1.4K

Event2026-03-31

Filed2026-04-02

HLT

HILTON WORLDWIDE HLDGS INC COM

0.00%

Shares101

Event2026-03-31

Filed2026-04-02

PKW

INVESCO BUYBACK ACHIEVERS ETF

0.00%

Shares233

Event2026-03-31

Filed2026-04-02

DUKE ENERGY CORP NEW COM NEW

0.00%

Shares233

Event2026-03-31

Filed2026-04-02

IFEB

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY

New

Shares1.0K

Event2026-03-31

Filed2026-04-02

OKLO

OKLO INC COM CL A

-27.27%

Shares600

Event2026-03-31

Filed2026-04-02

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

0.00%

Shares200

Event2026-03-31

Filed2026-04-02

MORGAN STANLEY COM NEW

-12.87%

Shares176

Event2026-03-31

Filed2026-04-02

KMAY

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - MAY

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

JNJ

JOHNSON & JOHNSON COM

0.00%

Shares117

Event2026-03-31

Filed2026-04-02

CAT

CATERPILLAR INC COM

-33.33%

Shares40

Event2026-03-31

Filed2026-04-02

NFLX

NETFLIX INC. COM

866.67%

Shares290

Event2026-03-31

Filed2026-04-02

EEMS

ISHARES MSCI EMERGING MARKETS SMALL CAP ETF

0.00%

Shares400

Event2026-03-31

Filed2026-04-02

PSEP

INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER

-14.67%

Shares640

Event2026-03-31

Filed2026-04-02

TGTX

TG THERAPEUTICS INC COM

0.00%

Shares825

Event2026-03-31

Filed2026-04-02

BLOOM ENERGY CORP COM CL A

0.00%

Shares200

Event2026-03-31

Filed2026-04-02

KAUG

INNOVATOR US SMALL CAP POWER BUFFER ETF - AUGUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

ECOW

PACER EMERGING MARKETS CASH COWS 100 ETF

New

Shares1.0K

Event2026-03-31

Filed2026-04-02

ZAUG

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

GBTC

GRAYSCALE BITCOIN TRUST ETF

16666.67%

Shares503

Event2026-03-31

Filed2026-04-02

ACWX

ISHARES MSCI ACWI EX U.S. ETF

0.00%

Shares386

Event2026-03-31

Filed2026-04-02

SMAY

FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY

-13.04%

Shares1.0K

Event2026-03-31

Filed2026-04-02

UBER

UBER TECHNOLOGIES INC COM

-12.05%

Shares365

Event2026-03-31

Filed2026-04-02

UMAY

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY

-12.50%

Shares700

Event2026-03-31

Filed2026-04-02

MGK

VANGUARD MEGA CAP GROWTH ETF

0.00%

Shares70

Event2026-03-31

Filed2026-04-02

JHS

HANCOCK JOHN INCOME SECS TR COM

-45.35%

Shares2.4K

Event2026-03-31

Filed2026-04-02

VBF

INVESCO BD FD COM

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-02

EAPR

INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL

0.00%

Shares850

Event2026-03-31

Filed2026-04-02

MUC

BLACKROCK MUNIHLDNGS CALI COM

New

Shares2.4K

Event2026-03-31

Filed2026-04-02

BGLD

FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF

625.00%

Shares1.4K

Event2026-03-31

Filed2026-04-02

BJUL

INNOVATOR U.S. EQUITY BUFFER ETF - JULY

0.00%

Shares500

Event2026-03-31

Filed2026-04-02

NEE

NEXTERA ENERGY INC COM

0.00%

Shares255

Event2026-03-31

Filed2026-04-02

HEDJ

WISDOMTREE EUROPE HEDGED EQUITY FUND

0.00%

Shares450

Event2026-03-31

Filed2026-04-02

SPGI

S&P GLOBAL INC COM

-6.78%

Shares55

Event2026-03-31

Filed2026-04-02

ITAN

SPARKLINE INTANGIBLE VALUE ETF

0.00%

Shares650

Event2026-03-31

Filed2026-04-02

VAW

VANGUARD MATERIALS ETF

-13.45%

Shares103

Event2026-03-31

Filed2026-04-02

CEV

EATON VANCE CALIF MUN INCOM TR SH BEN INT

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-02

YJUN

FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE

0.00%

Shares898

Event2026-03-31

Filed2026-04-02

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

0.00%

Shares432

Event2026-03-31

Filed2026-04-02

ABT

ABBOTT LABORATORIES COM

0.00%

Shares220

Event2026-03-31

Filed2026-04-02

KOREA FD INC COM NEW

New

Shares500

Event2026-03-31

Filed2026-04-02

DTH

WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND

New

Shares400

Event2026-03-31

Filed2026-04-02

BCV

BANCROFT FD LTD COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.00%

Shares180

Event2026-03-31

Filed2026-04-02

SNPE

XTRACKERS S&P 500 SCORED & SCREENED ETF

0.00%

Shares350

Event2026-03-31

Filed2026-04-02

OMAH

VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-02

SUSL

ISHARES ESG MSCI USA LEADERS ETF

0.00%

Shares180

Event2026-03-31

Filed2026-04-02

ETJ

EATON VANCE RISK-MANAGED DIVER COM

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-02

OVL

OVERLAY SHARES LARGE CAP EQUITY ETF

0.00%

Shares400

Event2026-03-31

Filed2026-04-02

SCHX

SCHWAB U.S. LARGE-CAP ETF

-11.53%

Shares767

Event2026-03-31

Filed2026-04-02

ARES

ARES MANAGEMENT CORPORATION CL A COM STK

0.00%

Shares180

Event2026-03-31

Filed2026-04-02

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-19.39%

Shares345

Event2026-03-31

Filed2026-04-02

INEQ

COLUMBIA INTERNATIONAL EQUITY INCOME ETF

0.00%

Shares500

Event2026-03-31

Filed2026-04-02

USB

US BANCORP COM NEW

0.00%

Shares375

Event2026-03-31

Filed2026-04-02

SBUX

STARBUCKS CORP COM

-5.70%

Shares215

Event2026-03-31

Filed2026-04-02

PWV

INVESCO LARGE CAP VALUE ETF

0.00%

Shares275

Event2026-03-31

Filed2026-04-02

SFEB

FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY

0.00%

Shares800

Event2026-03-31

Filed2026-04-02

APLD

APPLIED DIGITAL CORP COM NEW

-20.00%

Shares800

Event2026-03-31

Filed2026-04-02

USA

LIBERTY ALL STAR EQUITY FD SH BEN INT

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-02

NXP

NUVEEN SELECT TAX-FREE INCOME SH BEN INT

New

Shares1.3K

Event2026-03-31

Filed2026-04-02

EAD

ALLSPRING INCOME OPPORTUNIT INC OPPTY FD

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-02

CSX

CSX CORP COM

0.00%

Shares450

Event2026-03-31

Filed2026-04-02

JMM

NUVEEN MULTI-MKT INCOME FD INC COM

New

Shares3.1K

Event2026-03-31

Filed2026-04-02

NUSC

NUVEEN ESG SMALL-CAP ETF

0.00%

Shares400

Event2026-03-31

Filed2026-04-02

HNDL

STRATEGY SHARES NASDAQ 7HANDL INDEX ETF

0.00%

Shares817

Event2026-03-31

Filed2026-04-02

FDD

FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

EHI

WESTERN ASSET GBL HIGH INC FD COM

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-02

RMMZ

RIVERNORTH MANAGED DUR MUN II COM

New

Shares1.2K

Event2026-03-31

Filed2026-04-02

QNITY ELECTRONICS INC COMMON STOCK

New

Shares151

Event2026-03-31

Filed2026-04-02

ZOCT

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER

0.00%

Shares650

Event2026-03-31

Filed2026-04-02

VBR

VANGUARD SMALL CAP VALUE ETF

0.00%

Shares80

Event2026-03-31

Filed2026-04-02

TXN

TEXAS INSTRS INC COM

0.00%

Shares89

Event2026-03-31

Filed2026-04-02

RDDT

REDDIT INC CL A

-16.67%

Shares125

Event2026-03-31

Filed2026-04-02

OGE

OGE ENERGY CORP COM

0.00%

Shares350

Event2026-03-31

Filed2026-04-02

NOW

SERVICENOW INC COM

0.00%

Shares160

Event2026-03-31

Filed2026-04-02

ZION

ZIONS BANCORPORATION NATL ASSN COM

0.00%

Shares285

Event2026-03-31

Filed2026-04-02

ISEP

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER

0.00%

Shares500

Event2026-03-31

Filed2026-04-02

DECM

FT VEST U.S. EQUITY MAX BUFFER ETF - DECEMBER

0.00%

Shares500

Event2026-03-31

Filed2026-04-02

GSY

INVESCO ULTRA SHORT DURATION ETF

-70.14%

Shares324

Event2026-03-31

Filed2026-04-02

ZJUN

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE

0.00%

Shares600

Event2026-03-31

Filed2026-04-02

IGI

WESTERN ASSET INVT GRADE OPPOR COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

NOC

NORTHROP GRUMMAN CORP COM

0.00%

Shares23

Event2026-03-31

Filed2026-04-02

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

0.00%

Shares100

Event2026-03-31

Filed2026-04-02

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-22.12%

Shares528

Event2026-03-31

Filed2026-04-02

ZDEK

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER

-53.34%

Shares600

Event2026-03-31

Filed2026-04-02

DOL

WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND

0.00%

Shares225

Event2026-03-31

Filed2026-04-02

ZFEB

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY

0.00%

Shares600

Event2026-03-31

Filed2026-04-02

QCOC

FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - OCTOBER

0.00%

Shares686

Event2026-03-31

Filed2026-04-02

BKLC

BNY MELLON US LARGE CAP CORE EQUITY ETF

0.00%

Shares120

Event2026-03-31

Filed2026-04-02

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

-27.78%

Shares390

Event2026-03-31

Filed2026-04-02

TER

TERADYNE INC COM

0.00%

Shares50

Event2026-03-31

Filed2026-04-02

DDFL

INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS

-2.70%

Shares720

Event2026-03-31

Filed2026-04-02

INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER

New

Shares675

Event2026-03-31

Filed2026-04-02

ALERIAN MLP ETF

0.00%

Shares275

Event2026-03-31

Filed2026-04-02

WFC-PL

WELLS FARGO & CO PERP PFD CNV A

New

Shares12

Event2026-03-31

Filed2026-04-02

DHR

DANAHER CORP DEL COM

-6.17%

Shares76

Event2026-03-31

Filed2026-04-02

GDO

WSTRN AST GLBL CORP OPP FD INC COM

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-02

DUPONT DE NEMOURS INC COM

0.00%

Shares304

Event2026-03-31

Filed2026-04-02

AJUL

INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2026

0.00%

Shares480

Event2026-03-31

Filed2026-04-02

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

-20.33%

Shares490

Event2026-03-31

Filed2026-04-02

ELV

ELEVANCE HEALTH INC FORMERLY A COM

-6.12%

Shares46

Event2026-03-31

Filed2026-04-02

DHDG

FT VEST U.S. EQUITY QUARTERLY 2.5 TO 15 BUFFER ETF

0.00%

Shares400

Event2026-03-31

Filed2026-04-02

WDI

WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INT

New

Shares1.0K

Event2026-03-31

Filed2026-04-02

INTU

INTUIT COM

0.00%

Shares31

Event2026-03-31

Filed2026-04-02

OEF

ISHARES S&P 100 ETF

-10.64%

Shares42

Event2026-03-31

Filed2026-04-02

BSEP

INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER

-15.38%

Shares275

Event2026-03-31

Filed2026-04-02

EZU

ISHARES MSCI EUROZONE ETF

-5.41%

Shares210

Event2026-03-31

Filed2026-04-02

ASGI

ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT

65.80%

Shares577

Event2026-03-31

Filed2026-04-02

AXON

AXON ENTERPRISE INC COM

New

Shares30

Event2026-03-31

Filed2026-04-02

EDD

MORGAN STANLEY EMERGING MKTS COM

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-02

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

-22.46%

Shares259

Event2026-03-31

Filed2026-04-02

DMXF

ISHARES ESG ADVANCED MSCI EAFE ETF

0.00%

Shares166

Event2026-03-31

Filed2026-04-02

TJUL

INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027

0.00%

Shares426

Event2026-03-31

Filed2026-04-02

QJUN

FT VEST NASDAQ-100 BUFFER ETF - JUNE

0.00%

Shares400

Event2026-03-31

Filed2026-04-02

TGT

TARGET CORP COM

0.00%

Shares103

Event2026-03-31

Filed2026-04-02

SABA

SABA CAPITAL INCOME & OPPORTUN COM NEW

-97.09%

Shares1.5K

Event2026-03-31

Filed2026-04-02

SCHH

SCHWAB U.S. REIT ETF

-26.11%

Shares566

Event2026-03-31

Filed2026-04-02

EATON CORP PLC SHS

-62.22%

Shares34

Event2026-03-31

Filed2026-04-02

ISMD

INSPIRE SMALL/MID CAP ETF

0.00%

Shares300

Event2026-03-31

Filed2026-04-02

SPG

SIMON PPTY GROUP INC NEW COM

0.00%

Shares64

Event2026-03-31

Filed2026-04-02

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

0.00%

Shares150

Event2026-03-31

Filed2026-04-02

ARDC

ARES DYNAMIC CR ALLOCATION FD COM

96.20%

Shares981

Event2026-03-31

Filed2026-04-02

DDOG

DATADOG INC CL A COM

53.85%

Shares100

Event2026-03-31

Filed2026-04-02

FDN

FIRST TRUST DOW JONES INTERNET INDEX FUND

0.00%

Shares50

Event2026-03-31

Filed2026-04-02

CRWD

CROWDSTRIKE HLDGS INC CL A

0.00%

Shares29

Event2026-03-31

Filed2026-04-02

CVX

CHEVRON CORPORATION COM

0.00%

Shares54

Event2026-03-31

Filed2026-04-02

CRDO

CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES

New

Shares115

Event2026-03-31

Filed2026-04-02

JANH

INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JANUARY

0.00%

Shares450

Event2026-03-31

Filed2026-04-02

LAM RESEARCH CORP COM NEW

-16.67%

Shares50

Event2026-03-31

Filed2026-04-02

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares79

Event2026-03-31

Filed2026-04-02

PCY

INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF

0.00%

Shares500

Event2026-03-31

Filed2026-04-02

NBIS

NEBIUS GROUP N.V. SHS CLASS A

33.33%

Shares100

Event2026-03-31

Filed2026-04-02

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

0.00%

Shares223

Event2026-03-31

Filed2026-04-02

MCD

MCDONALDS CORP COM

0.00%

Shares33

Event2026-03-31

Filed2026-04-02

OUNZ

VANECK MERK GOLD ETF

0.00%

Shares226

Event2026-03-31

Filed2026-04-02

QQQX

NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS

0.00%

Shares375

Event2026-03-31

Filed2026-04-02

CHUBB LTD SWITZ COM

0.00%

Shares30

Event2026-03-31

Filed2026-04-02

ROCKET LAB CORP COM

0.00%

Shares150

Event2026-03-31

Filed2026-04-02

PROCTER & GAMBLE CO COM

-35.00%

Shares65

Event2026-03-31

Filed2026-04-02

QCJL

FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY

0.00%

Shares400

Event2026-03-31

Filed2026-04-02

PSX

PHILLIPS 66 COM

0.00%

Shares51

Event2026-03-31

Filed2026-04-02

AME

AMETEK INC COM

0.00%

Shares43

Event2026-03-31

Filed2026-04-02

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.00%

Shares300

Event2026-03-31

Filed2026-04-02

PFFD

GLOBAL X U.S. PREFERRED ETF

0.00%

Shares500

Event2026-03-31

Filed2026-04-02

VKTX

VIKING THERAPEUTICS INC COM

New

Shares274

Event2026-03-31

Filed2026-04-02

KIO

KKR INCOME OPPORTUNITIES FD COM

New

Shares800

Event2026-03-31

Filed2026-04-02

QBUF

INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY

New

Shares300

Event2026-03-31

Filed2026-04-02

EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

0.00%

Shares184

Event2026-03-31

Filed2026-04-02

XSOE

WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND

0.00%

Shares218

Event2026-03-31

Filed2026-04-02

FIW

FIRST TRUST WATER ETF

0.00%

Shares84

Event2026-03-31

Filed2026-04-02

IFN

ABERDEEN INDIA FD INC COM

-51.61%

Shares750

Event2026-03-31

Filed2026-04-02

SLYG

STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF

-36.03%

Shares87

Event2026-03-31

Filed2026-04-02

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

0.00%

Shares95

Event2026-03-31

Filed2026-04-02

IPO

RENAISSANCE IPO ETF

-75.00%

Shares200

Event2026-03-31

Filed2026-04-02

GENERAL DYNAMICS CORP COM

0.00%

Shares24

Event2026-03-31

Filed2026-04-02

ILDR

FIRST TRUST INNOVATION LEADERS ETF

0.00%

Shares275

Event2026-03-31

Filed2026-04-02

IBKR

INTERACTIVE BROKERS GROUP INC COM CL A

0.00%

Shares120

Event2026-03-31

Filed2026-04-02

DXYZ

DESTINY TECH100 INC COM SHS

New

Shares300

Event2026-03-31

Filed2026-04-02

PONY

PONY AI INC SPONSORED ADS

New

Shares850

Event2026-03-31

Filed2026-04-02

KJUL

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY

-17.24%

Shares240

Event2026-03-31

Filed2026-04-02

UNP

UNION PAC CORP COM

0.00%

Shares30

Event2026-03-31

Filed2026-04-02

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

0.00%

Shares72

Event2026-03-31

Filed2026-04-02

LULU

LULULEMON ATHLETICA INC COM

New

Shares45

Event2026-03-31

Filed2026-04-02

ARKK

ARK INNOVATION ETF

0.00%

Shares100

Event2026-03-31

Filed2026-04-02

BGB

BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN

-90.44%

Shares600

Event2026-03-31

Filed2026-04-02

TOST

TOAST INC CL A

0.00%

Shares250

Event2026-03-31

Filed2026-04-02

ASML

ASML HLDG NV N Y REGISTRY SHS

-28.57%

Shares5

Event2026-03-31

Filed2026-04-02

WSO

WATSCO INC COM

0.00%

Shares18

Event2026-03-31

Filed2026-04-02

QUANTUMSCAPE CORP COM CL A

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-02

DOW

DOW HLDGS INC COM

-49.83%

Shares150

Event2026-03-31

Filed2026-04-02

REALTY INCOME CORP COM

0.00%

Shares100

Event2026-03-31

Filed2026-04-02

ISRG

INTUITIVE SURGICAL INC COM NEW

0.00%

Shares13

Event2026-03-31

Filed2026-04-02

CROWN CASTLE INC COM

0.00%

Shares73

Event2026-03-31

Filed2026-04-02

SCHA

SCHWAB U.S. SMALL-CAP ETF

0.00%

Shares200

Event2026-03-31

Filed2026-04-02

ETX

EATON VANCE MUN INCOME TERM TR SHS

New

Shares316

Event2026-03-31

Filed2026-04-02

GPN

GLOBAL PMTS INC COM

0.00%

Shares85

Event2026-03-31

Filed2026-04-02

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares30

Event2026-03-31

Filed2026-04-02

RGTI

RIGETTI COMPUTING INC COMMON STOCK

-38.46%

Shares400

Event2026-03-31

Filed2026-04-02

RTX

RTX CORPORATION COM

0.00%

Shares29

Event2026-03-31

Filed2026-04-02

ACWI

ISHARES MSCI ACWI ETF

New

Shares40

Event2026-03-31

Filed2026-04-02

FJUL

FT VEST U.S. EQUITY BUFFER ETF - JULY

0.00%

Shares100

Event2026-03-31

Filed2026-04-02

NAPR

INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL

-20.00%

Shares100

Event2026-03-31

Filed2026-04-02

BAPR

INNOVATOR U.S. EQUITY BUFFER ETF - APRIL

-31.25%

Shares110

Event2026-03-31

Filed2026-04-02

MDB

MONGODB INC CL A

New

Shares22

Event2026-03-31

Filed2026-04-02

PLD

PROLOGIS INC. COM

0.00%

Shares40

Event2026-03-31

Filed2026-04-02

AVB

AVALONBAY CMNTYS INC COM

0.00%

Shares32

Event2026-03-31

Filed2026-04-02

EDV

VANGUARD EXTENDED DURATION TREASURY ETF

0.00%

Shares80

Event2026-03-31

Filed2026-04-02

Call Option Holdings

HOOD Call CallROBINHOOD MKTS INC COM CL A100 sharesnew addition2026-03-312026-04-02

HOOD Call

ROBINHOOD MKTS INC COM CL A

New

Shares100

Event2026-03-31

Filed2026-04-02

Put Option Holdings

COST Put PutCOSTCO WHOLESALE CORPORATION COM2.5K sharesnew addition2026-03-312026-04-02

ALPHABET INC CAP STK CL C Put PutALPHABET INC CAP STK CL C1.5K sharesnew addition2026-03-312026-04-02

AMZN Put PutAMAZON COM INC COM2.0K sharesnew addition2026-03-312026-04-02

NFLX Put PutNETFLIX INC. COM2.0K sharesnew addition2026-03-312026-04-02

SHOP Put PutSHOPIFY INC CL A SUB VTG SHS1.5K sharesnew addition2026-03-312026-04-02

MDB Put PutMONGODB INC CL A500 sharesnew addition2026-03-312026-04-02

COST Put

COSTCO WHOLESALE CORPORATION COM

New

Shares2.5K

Event2026-03-31

Filed2026-04-02

ALPHABET INC CAP STK CL C Put

ALPHABET INC CAP STK CL C

New

Shares1.5K

Event2026-03-31

Filed2026-04-02

AMZN Put

AMAZON COM INC COM

New

Shares2.0K

Event2026-03-31

Filed2026-04-02

NFLX Put

NETFLIX INC. COM

New

Shares2.0K

Event2026-03-31

Filed2026-04-02

SHOP Put

SHOPIFY INC CL A SUB VTG SHS

New

Shares1.5K

Event2026-03-31

Filed2026-04-02

MDB Put

MONGODB INC CL A

New

Shares500

Event2026-03-31

Filed2026-04-02