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The Analysis of PRINCIPAL SECURITIES, INC.'s Holdings & P&L

Currently, PRINCIPAL SECURITIES, INC. holds 1539 types of securities in its portfolio with a total value $8.3B. In the most recent quarter, they have increased their positions in PIEQ (+6.9M shares, valued at $247.6M), N/A (+1.1M shares, valued at $55.8M), N/A (+62.3K shares, valued at $46.7M); decreased their positions in N/A (-464.3K shares, valued at $46.0M), IJR (-197.1K shares, valued at $29.2M), IEMG (-221.2K shares, valued at $18.3M); initiated new positions in N/A (+1.1M shares, valued at $55.8M), EWG (+415.4K shares, valued at $17.2M), N/A (+309.2K shares, valued at $15.6M).

1M P&L

-158.5M-2.23%

3M P&L

-24.6M-0.35%

HY P&L

+469.5M+7.25%

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/A5.3B

74.4%

2Semiconductors228.4M

3.2%

3Internet Content & Information120.2M

1.7%

Top Industries by Stock Count

1N/A779 stocks

54.7%

2Banks - Regional26 stocks

1.8%

3Software - Application20 stocks

1.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PIEQ PRINCIPAL EXCHANGE TRADED FD11.0M shares166.60%2026-06-302026-08-04

USMC PRINCIPAL EXCHANGE TRADED FD4.8M shares1.83%2026-06-302026-08-04

ISHARES TR ISHARES TR371.9K shares20.14%2026-06-302026-08-04

LCAP PRINCIPAL EXCHANGE TRADED FD5.8M shares20.44%2026-06-302026-08-04

PSC PRINCIPAL EXCHANGE TRADED FD2.5M shares-3.11%2026-06-302026-08-04

BCHP PRINCIPAL EXCHANGE TRADED FD4.3M shares0.15%2026-06-302026-08-04

IG PRINCIPAL EXCHANGE TRADED FD6.4M shares32.66%2026-06-302026-08-04

GSUS GOLDMAN SACHS ETF TR1.2M shares4.47%2026-06-302026-08-04

Sponsored

NVDA NVIDIA CORPORATION512.2K shares6.63%2026-06-302026-08-04

AAPL APPLE INC336.5K shares6.82%2026-06-302026-08-04

YLD PRINCIPAL EXCHANGE TRADED FD4.8M shares44.11%2026-06-302026-08-04

ISHARES TR ISHARES TR893.3K shares-34.20%2026-06-302026-08-04

PY PRINCIPAL EXCHANGE TRADED FD1.6M shares13.27%2026-06-302026-08-04

MSFT MICROSOFT CORP233.8K shares4.39%2026-06-302026-08-04

AMZN AMAZON COM INC347.6K shares2.59%2026-06-302026-08-04

IUSV ISHARES TR671.3K shares-4.39%2026-06-302026-08-04

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST838.9K shares-3.20%2026-06-302026-08-04

GOOGL ALPHABET INC194.2K shares-0.29%2026-06-302026-08-04

APUE TRUST FOR PROFESSIONAL MANAG1.5M shares8.40%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS168.6K shares-1.00%2026-06-302026-08-04

GCOR GOLDMAN SACHS ETF TR1.5M shares4.30%2026-06-302026-08-04

IWB ISHARES TR147.2K shares-19.32%2026-06-302026-08-04

IVW ISHARES TR428.6K shares1.53%2026-06-302026-08-04

GSIE GOLDMAN SACHS ETF TR1.3M shares25.81%2026-06-302026-08-04

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FTEC FIDELITY COVINGTON TRUST198.8K shares-6.65%2026-06-302026-08-04

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR1.1M sharesnew addition2026-06-302026-08-04

ISHARES TR ISHARES TR575.9K shares-9.78%2026-06-302026-08-04

SCHP SCHWAB STRATEGIC TR2.0M shares1.50%2026-06-302026-08-04

GSLC GOLDMAN SACHS ETF TR355.1K shares27.43%2026-06-302026-08-04

BROADCOM INC BROADCOM INC128.3K shares1.67%2026-06-302026-08-04

IEMG ISHARES INC582.3K shares-27.53%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR1.4M shares-3.87%2026-06-302026-08-04

Sponsored

IDEV ISHARES TR536.7K shares8.12%2026-06-302026-08-04

GOOG ALPHABET INC134.3K shares2.93%2026-06-302026-08-04

IUSG ISHARES TR231.8K shares-8.80%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC76.4K shares6.22%2026-06-302026-08-04

MBB ISHARES TR449.7K shares21.21%2026-06-302026-08-04

QQQ INVESCO QQQ TR55.8K shares19.39%2026-06-302026-08-04

IXUS ISHARES TR404.3K shares-5.00%2026-06-302026-08-04

GOVT ISHARES TR1.7M shares27.18%2026-06-302026-08-04

Sponsored

VEA VANGUARD TAX-MANAGED FDS495.6K shares-0.67%2026-06-302026-08-04

IUSB ISHARES TR760.2K shares23.76%2026-06-302026-08-04

JPMORGAN CHASE &CO JPMORGAN CHASE &CO106.6K shares3.89%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC72.6K shares2.31%2026-06-302026-08-04

BND VANGUARD BD INDEX FDS465.8K shares14.21%2026-06-302026-08-04

VTV VANGUARD INDEX FDS155.7K shares5.48%2026-06-302026-08-04

DYNF BLACKROCK ETF TRUST481.6K shares12.56%2026-06-302026-08-04

GEM GOLDMAN SACHS ETF TR596.6K shares71.76%2026-06-302026-08-04

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T40.7K shares43.94%2026-06-302026-08-04

SBAR SIMPLIFY EXCHANGE TRADED FUN1.2M shares28.99%2026-06-302026-08-04

VISA INC VISA INC87.4K shares8.76%2026-06-302026-08-04

IJR ISHARES TR199.6K shares-49.68%2026-06-302026-08-04

APIE TRUST FOR PROFESSIONAL MANAG756.2K shares8.83%2026-06-302026-08-04

IVE ISHARES TR128.9K shares0.78%2026-06-302026-08-04

LLY ELI LILLY &CO23.9K shares3.22%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL56.1K shares4.81%2026-06-302026-08-04

Sponsored

PREF PRINCIPAL EXCHANGE TRADED FD1.4M shares17.07%2026-06-302026-08-04

BAI BLACKROCK ETF TRUST487.6K shares81.99%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC22.2K shares20.00%2026-06-302026-08-04

ITOT ISHARES TR154.1K shares-2.26%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC34.9K shares-14.83%2026-06-302026-08-04

VCSH VANGUARD SCOTTSDALE FDS317.8K shares20.79%2026-06-302026-08-04

VGLT VANGUARD SCOTTSDALE FDS421.3K shares6.57%2026-06-302026-08-04

XMMO INVESCO EXCHANGE TRADED FD T136.1K shares6.60%2026-06-302026-08-04

Sponsored

HYG ISHARES TR287.6K shares21.09%2026-06-302026-08-04

QUAL ISHARES TR100.5K shares-9.13%2026-06-302026-08-04

APCB TRUST FOR PROFESSIONAL MANAG725.0K shares9.94%2026-06-302026-08-04

JEPI J P MORGAN EXCHANGE TRADED F370.3K shares-9.99%2026-06-302026-08-04

CAT CATERPILLAR INC19.6K shares0.63%2026-06-302026-08-04

LRCX LAM RESEARCH CORP47.3K shares0.51%2026-06-302026-08-04

TSLA TESLA INC48.3K shares2.58%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC33.7K shares2.19%2026-06-302026-08-04

Sponsored

SMH VANECK ETF TRUST29.8K shares2.17%2026-06-302026-08-04

FNDE SCHWAB STRATEGIC TR490.4K shares-4.57%2026-06-302026-08-04

FNDX SCHWAB STRATEGIC TR624.1K shares3.33%2026-06-302026-08-04

QYLD GLOBAL X FDS1.0M shares1.18%2026-06-302026-08-04

VHT VANGUARD WORLD FD63.3K shares9.67%2026-06-302026-08-04

CGDV CAPITAL GROUP DIVIDEND VALUE379.6K shares6.26%2026-06-302026-08-04

VXF VANGUARD INDEX FDS75.7K shares0.36%2026-06-302026-08-04

XYLD GLOBAL X FDS453.9K shares1.38%2026-06-302026-08-04

Sponsored

SPSM SPDR SERIES TRUST319.2K shares117.53%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED35.6K shares9.85%2026-06-302026-08-04

GIGB GOLDMAN SACHS ETF TR391.2K shares7.14%2026-06-302026-08-04

JNJ JOHNSON &JOHNSON70.5K shares6.18%2026-06-302026-08-04

KLAC KLA CORP59.0K shares946.85%2026-06-302026-08-04

BYRE PRINCIPAL EXCHANGE TRADED FD649.3K shares1.58%2026-06-302026-08-04

LQD ISHARES TR161.5K shares15.57%2026-06-302026-08-04

SCHE SCHWAB STRATEGIC TR480.4K shares31.76%2026-06-302026-08-04

Sponsored

SCHH SCHWAB STRATEGIC TR733.2K shares7.66%2026-06-302026-08-04

VOE VANGUARD INDEX FDS87.8K shares22.61%2026-06-302026-08-04

EWG ISHARES INC415.4K sharesnew addition2026-06-302026-08-04

GGUS GOLDMAN SACHS ETF TR251.1K shares6.55%2026-06-302026-08-04

SPLB SPDR SERIES TRUST763.3K shares53.69%2026-06-302026-08-04

GSY INVESCO ACTIVELY MANAGED EXC337.0K shares6.30%2026-06-302026-08-04

CGUS CAPITAL GROUP CORE EQUITY ET376.0K shares12.13%2026-06-302026-08-04

VO VANGUARD INDEX FDS207.0K shares298.48%2026-06-302026-08-04

Sponsored

PM PHILIP MORRIS INTL INC89.0K shares8.24%2026-06-302026-08-04

MTUM ISHARES TR46.9K shares76.36%2026-06-302026-08-04

PQDI PRINCIPAL EXCHANGE TRADED FD813.5K shares0.94%2026-06-302026-08-04

ETY EATON VANCE TAX-MANAGED DIVE1.1M shares-3.72%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F262.2K shares2.34%2026-06-302026-08-04

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR309.2K sharesnew addition2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP113.9K shares4.34%2026-06-302026-08-04

VOO VANGUARD INDEX FDS22.5K shares3.65%2026-06-302026-08-04

Sponsored

CORO BLACKROCK ETF TRUST421.5K shares45.76%2026-06-302026-08-04

SPIB SPDR SERIES TRUST458.0K shares18.91%2026-06-302026-08-04

EQWL INVESCO EXCHANGE TRADED FD T116.8K shares4.55%2026-06-302026-08-04

GSID GOLDMAN SACHS ETF TR200.0K shares7.07%2026-06-302026-08-04

CMDY ISHARES U S ETF TR270.1K shares-5.58%2026-06-302026-08-04

FELG FIDELITY COVINGTON TRUST339.6K shares9.32%2026-06-302026-08-04

CGMU CAPITAL GRP FIXED INCM ETF T539.1K shares8.13%2026-06-302026-08-04

SPTL SPDR SERIES TRUST563.9K shares21.41%2026-06-302026-08-04

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT348.6K shares6.07%2026-06-302026-08-04

WMT WALMART INC125.8K shares-3.44%2026-06-302026-08-04

BUCK SIMPLIFY EXCHANGE TRADED FUN608.4K shares47.84%2026-06-302026-08-04

INTC INTEL CORP100.6K shares11.65%2026-06-302026-08-04

IWX ISHARES TR131.2K shares-28.39%2026-06-302026-08-04

SFLR INNOVATOR ETFS TRUST354.7K sharesnew addition2026-06-302026-08-04

FLJP FRANKLIN TEMPLETON ETF TR337.9K shares19.43%2026-06-302026-08-04

IDEF BLACKROCK ETF TRUST416.8K shares117.95%2026-06-302026-08-04

Sponsored

IWY ISHARES TR45.0K shares-27.83%2026-06-302026-08-04

CGHM CAPITAL GRP FIXED INCM ETF T496.2K shares12.07%2026-06-302026-08-04

CVX CHEVRON CORPORATION76.3K shares4.03%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC30.3K shares19.19%2026-06-302026-08-04

SCHW SCHWAB CHARLES CORP135.4K shares-1.29%2026-06-302026-08-04

JNK SPDR SERIES TRUST129.5K shares57.22%2026-06-302026-08-04

VB VANGUARD INDEX FDS40.8K shares11.41%2026-06-302026-08-04

HIGH SIMPLIFY EXCHANGE TRADED FUN570.5K shares-2.97%2026-06-302026-08-04

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CISCO SYS INC CISCO SYS INC104.9K shares-6.66%2026-06-302026-08-04

BLACKROCK ETF TRUST BLACKROCK ETF TRUST297.7K shares-5.30%2026-06-302026-08-04

VYMI VANGUARD WHITEHALL FDS125.1K shares3.89%2026-06-302026-08-04

MUB ISHARES TR113.5K shares32.49%2026-06-302026-08-04

HD HOME DEPOT INC34.5K shares-5.19%2026-06-302026-08-04

RDVY FIRST TR EXCHANGE TRADED FD149.4K shares5.04%2026-06-302026-08-04

SPYG SPDR SERIES TRUST100.9K shares358.23%2026-06-302026-08-04

AIQ GLOBAL X FDS179.4K shares0.37%2026-06-302026-08-04

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APMU TRUST FOR PROFESSIONAL MANAG468.7K shares13.80%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION61.8K shares-3.25%2026-06-302026-08-04

KO COCA COLA CO143.5K shares3.18%2026-06-302026-08-04

PFG PRINCIPAL FINANCIAL GROUP IN105.9K shares0.81%2026-06-302026-08-04

VCRB VANGUARD MALVERN FDS147.4K shares9.16%2026-06-302026-08-04

IJH ISHARES TR147.1K shares-10.17%2026-06-302026-08-04

BKNG BOOKING HOLDINGS INC63.6K shares2490.15%2026-06-302026-08-04

ABBVIE INC ABBVIE INC44.9K shares-23.27%2026-06-302026-08-04

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COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION12.1K shares6.93%2026-06-302026-08-04

VTIP VANGUARD MALVERN FDS224.2K shares10.49%2026-06-302026-08-04

EWU ISHARES TR243.0K shares-51.60%2026-06-302026-08-04

BNDX VANGUARD CHARLOTTE FDS223.9K shares15.17%2026-06-302026-08-04

IDHQ INVESCO EXCH TRADED FD TR II244.3K shares114.64%2026-06-302026-08-04

IGF ISHARES TR160.3K shares5.53%2026-06-302026-08-04

XLSR SSGA ACTIVE TR163.6K shares120.97%2026-06-302026-08-04

WFC WELLS FARGO &CO127.9K shares-3.99%2026-06-302026-08-04

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CGGR CAPITAL GROUP GROWTH ETF220.6K shares18.04%2026-06-302026-08-04

FBCG FIDELITY COVINGTON TRUST166.1K shares23.38%2026-06-302026-08-04

GSSC GOLDMAN SACHS ETF TR112.7K shares6.13%2026-06-302026-08-04

AGGH SIMPLIFY EXCHANGE TRADED FUN508.2K shares25.42%2026-06-302026-08-04

FNDF SCHWAB STRATEGIC TR193.5K shares-15.56%2026-06-302026-08-04

USMV ISHARES TR105.6K shares2.07%2026-06-302026-08-04

CGGE CAPITAL GROUP GLOBAL EQUITY287.0K shares15.50%2026-06-302026-08-04

EFAV ISHARES TR114.0K shares-1.36%2026-06-302026-08-04

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TJX TJX COS INC NEW65.8K shares-0.11%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC9.8K shares-4.97%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.138.6K shares31.33%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS61.0K shares1.71%2026-06-302026-08-04

ASML ASML HLDG NV4.8K shares17.99%2026-06-302026-08-04

GARP ISHARES TR113.7K shares10.40%2026-06-302026-08-04

MRK MERCK &CO INC72.9K shares0.31%2026-06-302026-08-04

SDVY FIRST TR EXCHANGE TRADED FD216.8K shares8.94%2026-06-302026-08-04

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MS MORGAN STANLEY44.1K shares-6.08%2026-06-302026-08-04

CDX SIMPLIFY EXCHANGE TRADED FUN432.4K shares14.27%2026-06-302026-08-04

PSET PRINCIPAL EXCHANGE TRADED FD120.4K shares-4.23%2026-06-302026-08-04

GE GE AEROSPACE23.8K shares12.83%2026-06-302026-08-04

BLCR BLACKROCK ETF TRUST175.9K shares12.97%2026-06-302026-08-04

PEP PEPSICO INC65.1K shares103.70%2026-06-302026-08-04

BSV VANGUARD BD INDEX FDS113.0K shares15.79%2026-06-302026-08-04

ETV EATON VANCE TAX-MANAGED BUY-591.4K shares-3.96%2026-06-302026-08-04

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QCOM QUALCOMM INC47.3K shares-15.78%2026-06-302026-08-04

BAC BANK OF AMER CORP152.6K shares6.92%2026-06-302026-08-04

AXP AMERICAN EXPRESS CO25.6K shares-5.56%2026-06-302026-08-04

GLD SPDR GOLD TR23.5K shares16.58%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS36.4K shares200.74%2026-06-302026-08-04

RDVI FIRST TR EXCHANGE-TRADED FD289.6K shares2.82%2026-06-302026-08-04

BUFR FIRST TR EXCHNG TRADED FD VI232.9K shares-2.82%2026-06-302026-08-04

ELV ELEVANCE HEALTH INC FORMERLY21.1K shares0.83%2026-06-302026-08-04

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HDV ISHARES TR298.1K shares528.49%2026-06-302026-08-04

XV SIMPLIFY EXCHANGE TRADED FUN328.5K shares43.14%2026-06-302026-08-04

SDIV GLOBAL X FDS332.8K shares0.82%2026-06-302026-08-04

UNP UNION PAC CORP29.5K shares18.59%2026-06-302026-08-04

TXN TEXAS INSTRS INC26.9K shares9.65%2026-06-302026-08-04

WDC WESTERN DIGITAL CORP12.5K shares-1.36%2026-06-302026-08-04

TIP ISHARES TR72.4K shares4.88%2026-06-302026-08-04

KNG FIRST TR EXCHANGE-TRADED FD156.8K shares1.38%2026-06-302026-08-04

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JMUB J P MORGAN EXCHANGE TRADED F156.0K shares31.40%2026-06-302026-08-04

C CITIGROUP INC55.9K shares-3.70%2026-06-302026-08-04

NOCT INNOVATOR ETFS TRUST124.0K shares66.05%2026-06-302026-08-04

VTEB VANGUARD MUN BD FDS152.6K shares9.04%2026-06-302026-08-04

SPEM SPDR INDEX SHS FDS148.6K shares132.14%2026-06-302026-08-04

LVHI LEGG MASON ETF INVT189.2K shares-61.64%2026-06-302026-08-04

GSC GOLDMAN SACHS ETF TR110.7K sharesnew addition2026-06-302026-08-04

VIOG VANGUARD ADMIRAL FDS INC49.9K shares4.33%2026-06-302026-08-04

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ANET ARISTA NETWORKS INC44.9K shares-4.80%2026-06-302026-08-04

FBND FIDELITY MERRIMACK STR TR166.0K shares35.75%2026-06-302026-08-04

FENI FIDELITY COVINGTON TRUST187.9K shares21.91%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC176.5K shares0.55%2026-06-302026-08-04

TDG TRANSDIGM GROUP INC5.4K shares17.59%2026-06-302026-08-04

GTIP GOLDMAN SACHS ETF TR148.3K shares8.42%2026-06-302026-08-04

GEV GE VERNOVA INC6.2K shares24.09%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS25.7K shares-4.86%2026-06-302026-08-04

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FDVV FIDELITY COVINGTON TRUST119.3K shares-3.69%2026-06-302026-08-04

VUG VANGUARD INDEX FDS81.6K shares959.50%2026-06-302026-08-04

AMGN AMGEN INC19.4K shares2.08%2026-06-302026-08-04

LIN LINDE PLC13.5K shares-5.89%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP7.2K shares-12.35%2026-06-302026-08-04

CHUBB LIMITED CHUBB LIMITED20.5K shares-0.85%2026-06-302026-08-04

TLH ISHARES TR69.4K shares6.26%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC13.8K shares9.12%2026-06-302026-08-04

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J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F112.0K shares18.75%2026-06-302026-08-04

CII BLACKROCK ENHANCED LARGE CAP261.7K shares-2.22%2026-06-302026-08-04

ISTB ISHARES TR141.6K shares4.91%2026-06-302026-08-04

VSS VANGUARD INTL EQUITY INDEX F43.7K shares-0.97%2026-06-302026-08-04

IGV ISHARES TR73.9K shares499.35%2026-06-302026-08-04

DUK DUKE ENERGY CORP NEW52.9K shares-6.33%2026-06-302026-08-04

PJUL INNOVATOR ETFS TRUST135.4K shares8.27%2026-06-302026-08-04

SPDW SPDR INDEX SHS FDS130.6K shares47.85%2026-06-302026-08-04

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EVTR MORGAN STANLEY ETF TRUST128.0K shares7.66%2026-06-302026-08-04

NLR VANECK ETF TRUST55.7K shares216.53%2026-06-302026-08-04

POCT INNOVATOR ETFS TRUST138.6K shares119.47%2026-06-302026-08-04

PG PROCTER &GAMBLE CO43.7K shares-1.17%2026-06-302026-08-04

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ASTRAZENECA PLC ASTRAZENECA PLC33.5K shares9.72%2026-06-302026-08-04

ORACLE CORP ORACLE CORP43.2K shares0.18%2026-06-302026-08-04

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VGT VANGUARD WORLD FD52.9K shares618.78%2026-06-302026-08-04

MCHI ISHARES TR123.7K shares1161.30%2026-06-302026-08-04

ROBO EXCHANGE TRADED CONCEPTS TRU73.6K shares1.70%2026-06-302026-08-04

QQQM INVESCO EXCH TRADED FD TR II20.8K shares21.89%2026-06-302026-08-04

PJAN INNOVATOR ETFS TRUST125.9K shares8.85%2026-06-302026-08-04

BN BROOKFIELD CORP146.2K shares6.49%2026-06-302026-08-04

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PANW PALO ALTO NETWORKS INC18.0K shares-20.73%2026-06-302026-08-04

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IQV IQVIA HLDGS INC30.5K shares2.76%2026-06-302026-08-04

MEDTRONIC PLC MEDTRONIC PLC75.4K shares-5.20%2026-06-302026-08-04

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UBER UBER TECHNOLOGIES INC80.8K shares-4.92%2026-06-302026-08-04

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CGMM CAPITAL GROUP EQUITY ETF TR125.8K shares22.05%2026-06-302026-08-04

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Sponsored

IOCT INNOVATOR ETFS TRUST69.2K shares3.58%2026-06-302026-08-04

DON WISDOMTREE TR45.0K shares4.70%2026-06-302026-08-04

QUANTA SVCS INC QUANTA SVCS INC3.5K shares9.31%2026-06-302026-08-04

HEI.A HEICO CORP NEW9.8K shares6.03%2026-06-302026-08-04

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN107.1K shares102.46%2026-06-302026-08-04

ROST ROSS STORES INC11.8K shares19.96%2026-06-302026-08-04

BBHY J P MORGAN EXCHANGE TRADED F54.5K shares11.21%2026-06-302026-08-04

BANCO SANTANDER SA BANCO SANTANDER SA182.0K shares4.71%2026-06-302026-08-04

Sponsored

CBOE CBOE GLOBAL MKTS INC10.3K shares2.76%2026-06-302026-08-04

SPTS SPDR SERIES TRUST86.4K shares6.38%2026-06-302026-08-04

YYY AMPLIFY ETF TR217.1K shares16.16%2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO26.1K shares9.58%2026-06-302026-08-04

XRMI GLOBAL X FDS143.1K shares19.39%2026-06-302026-08-04

ITW ILLINOIS TOOL WKS INC9.1K shares-0.44%2026-06-302026-08-04

BUFF INNOVATOR ETFS TRUST46.3K shares5.28%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC24.6K shares-9.63%2026-06-302026-08-04

Sponsored

BINC BLACKROCK ETF TRUST II46.4K shares-23.91%2026-06-302026-08-04

FANG DIAMONDBACK ENERGY INC13.8K shares5.48%2026-06-302026-08-04

GWW WW GRAINGER INC1.8K shares3.07%2026-06-302026-08-04

CRH CRH PLC22.6K shares13.94%2026-06-302026-08-04

SHEL SHELL PLC31.1K shares34.48%2026-06-302026-08-04

CGO CALAMOS GLOBAL TOTAL RETURN176.7K shares0.60%2026-06-302026-08-04

CASY CASEYS GEN STORES INC3.0K shares-4.95%2026-06-302026-08-04

XSMO INVESCO EXCHANGE TRADED FD T25.7K shares-0.16%2026-06-302026-08-04

Sponsored

LOW LOWES COS INC10.9K shares-3.10%2026-06-302026-08-04

VVR INVESCO SR INCOME TR795.1K shares24.75%2026-06-302026-08-04

IWM ISHARES TR7.9K shares0.50%2026-06-302026-08-04

DIVB ISHARES TR38.5K sharesnew addition2026-06-302026-08-04

TCAF T ROWE PRICE EXCHANGE-TRADED57.4K shares0.91%2026-06-302026-08-04

WH WYNDHAM HOTELS &RESORTS INC27.8K shares-0.57%2026-06-302026-08-04

ADSK AUTODESK INC12.0K shares-4.17%2026-06-302026-08-04

TD TORONTO DOMINION BK ONT19.2K shares-18.09%2026-06-302026-08-04

Sponsored

PTY PIMCO CORPORATE &INCOME OPP193.3K shares2.35%2026-06-302026-08-04

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP13.6K sharesnew addition2026-06-302026-08-04

PPA INVESCO EXCHANGE TRADED FD T13.1K shares22.16%2026-06-302026-08-04

PAYX PAYCHEX INC23.4K shares8.80%2026-06-302026-08-04

PIEQ

PRINCIPAL EXCHANGE TRADED FD

166.60%

Shares11.0M

Event2026-06-30

Filed2026-08-04

USMC

PRINCIPAL EXCHANGE TRADED FD

1.83%

Shares4.8M

Event2026-06-30

Filed2026-08-04

ISHARES TR

20.14%

Shares371.9K

Event2026-06-30

Filed2026-08-04

LCAP

PRINCIPAL EXCHANGE TRADED FD

20.44%

Shares5.8M

Event2026-06-30

Filed2026-08-04

PSC

PRINCIPAL EXCHANGE TRADED FD

-3.11%

Shares2.5M

Event2026-06-30

Filed2026-08-04

BCHP

PRINCIPAL EXCHANGE TRADED FD

0.15%

Shares4.3M

Event2026-06-30

Filed2026-08-04

PRINCIPAL EXCHANGE TRADED FD

32.66%

Shares6.4M

Event2026-06-30

Filed2026-08-04

GSUS

GOLDMAN SACHS ETF TR

4.47%

Shares1.2M

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

6.63%

Shares512.2K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

6.82%

Shares336.5K

Event2026-06-30

Filed2026-08-04

YLD

PRINCIPAL EXCHANGE TRADED FD

44.11%

Shares4.8M

Event2026-06-30

Filed2026-08-04

ISHARES TR

-34.20%

Shares893.3K

Event2026-06-30

Filed2026-08-04

PRINCIPAL EXCHANGE TRADED FD

13.27%

Shares1.6M

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

4.39%

Shares233.8K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

2.59%

Shares347.6K

Event2026-06-30

Filed2026-08-04

IUSV

ISHARES TR

-4.39%

Shares671.3K

Event2026-06-30

Filed2026-08-04

SPDR SERIES TRUST

-3.20%

Shares838.9K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-0.29%

Shares194.2K

Event2026-06-30

Filed2026-08-04

APUE

TRUST FOR PROFESSIONAL MANAG

8.40%

Shares1.5M

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-1.00%

Shares168.6K

Event2026-06-30

Filed2026-08-04

GCOR

GOLDMAN SACHS ETF TR

4.30%

Shares1.5M

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

-19.32%

Shares147.2K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

1.53%

Shares428.6K

Event2026-06-30

Filed2026-08-04

GSIE

GOLDMAN SACHS ETF TR

25.81%

Shares1.3M

Event2026-06-30

Filed2026-08-04

FTEC

FIDELITY COVINGTON TRUST

-6.65%

Shares198.8K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS ETF TR

New

Shares1.1M

Event2026-06-30

Filed2026-08-04

ISHARES TR

-9.78%

Shares575.9K

Event2026-06-30

Filed2026-08-04

SCHP

SCHWAB STRATEGIC TR

1.50%

Shares2.0M

Event2026-06-30

Filed2026-08-04

GSLC

GOLDMAN SACHS ETF TR

27.43%

Shares355.1K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

1.67%

Shares128.3K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

-27.53%

Shares582.3K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

-3.87%

Shares1.4M

Event2026-06-30

Filed2026-08-04

IDEV

ISHARES TR

8.12%

Shares536.7K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

2.93%

Shares134.3K

Event2026-06-30

Filed2026-08-04

IUSG

ISHARES TR

-8.80%

Shares231.8K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

6.22%

Shares76.4K

Event2026-06-30

Filed2026-08-04

MBB

ISHARES TR

21.21%

Shares449.7K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

19.39%

Shares55.8K

Event2026-06-30

Filed2026-08-04

IXUS

ISHARES TR

-5.00%

Shares404.3K

Event2026-06-30

Filed2026-08-04

GOVT

ISHARES TR

27.18%

Shares1.7M

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-0.67%

Shares495.6K

Event2026-06-30

Filed2026-08-04

IUSB

ISHARES TR

23.76%

Shares760.2K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE &CO

3.89%

Shares106.6K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.31%

Shares72.6K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

14.21%

Shares465.8K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

5.48%

Shares155.7K

Event2026-06-30

Filed2026-08-04

DYNF

BLACKROCK ETF TRUST

12.56%

Shares481.6K

Event2026-06-30

Filed2026-08-04

GEM

GOLDMAN SACHS ETF TR

71.76%

Shares596.6K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

43.94%

Shares40.7K

Event2026-06-30

Filed2026-08-04

SBAR

SIMPLIFY EXCHANGE TRADED FUN

28.99%

Shares1.2M

Event2026-06-30

Filed2026-08-04

VISA INC

8.76%

Shares87.4K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

-49.68%

Shares199.6K

Event2026-06-30

Filed2026-08-04

APIE

TRUST FOR PROFESSIONAL MANAG

8.83%

Shares756.2K

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

0.78%

Shares128.9K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY &CO

3.22%

Shares23.9K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.81%

Shares56.1K

Event2026-06-30

Filed2026-08-04

PREF

PRINCIPAL EXCHANGE TRADED FD

17.07%

Shares1.4M

Event2026-06-30

Filed2026-08-04

BAI

BLACKROCK ETF TRUST

81.99%

Shares487.6K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

20.00%

Shares22.2K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

-2.26%

Shares154.1K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

-14.83%

Shares34.9K

Event2026-06-30

Filed2026-08-04

VCSH

VANGUARD SCOTTSDALE FDS

20.79%

Shares317.8K

Event2026-06-30

Filed2026-08-04

VGLT

VANGUARD SCOTTSDALE FDS

6.57%

Shares421.3K

Event2026-06-30

Filed2026-08-04

XMMO

INVESCO EXCHANGE TRADED FD T

6.60%

Shares136.1K

Event2026-06-30

Filed2026-08-04

HYG

ISHARES TR

21.09%

Shares287.6K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

-9.13%

Shares100.5K

Event2026-06-30

Filed2026-08-04

APCB

TRUST FOR PROFESSIONAL MANAG

9.94%

Shares725.0K

Event2026-06-30

Filed2026-08-04

JEPI

J P MORGAN EXCHANGE TRADED F

-9.99%

Shares370.3K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

0.63%

Shares19.6K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

0.51%

Shares47.3K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

2.58%

Shares48.3K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

2.19%

Shares33.7K

Event2026-06-30

Filed2026-08-04

SMH

VANECK ETF TRUST

2.17%

Shares29.8K

Event2026-06-30

Filed2026-08-04

FNDE

SCHWAB STRATEGIC TR

-4.57%

Shares490.4K

Event2026-06-30

Filed2026-08-04

FNDX

SCHWAB STRATEGIC TR

3.33%

Shares624.1K

Event2026-06-30

Filed2026-08-04

QYLD

GLOBAL X FDS

1.18%

Shares1.0M

Event2026-06-30

Filed2026-08-04

VHT

VANGUARD WORLD FD

9.67%

Shares63.3K

Event2026-06-30

Filed2026-08-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.26%

Shares379.6K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

0.36%

Shares75.7K

Event2026-06-30

Filed2026-08-04

XYLD

GLOBAL X FDS

1.38%

Shares453.9K

Event2026-06-30

Filed2026-08-04

SPSM

SPDR SERIES TRUST

117.53%

Shares319.2K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

9.85%

Shares35.6K

Event2026-06-30

Filed2026-08-04

GIGB

GOLDMAN SACHS ETF TR

7.14%

Shares391.2K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON &JOHNSON

6.18%

Shares70.5K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

946.85%

Shares59.0K

Event2026-06-30

Filed2026-08-04

BYRE

PRINCIPAL EXCHANGE TRADED FD

1.58%

Shares649.3K

Event2026-06-30

Filed2026-08-04

LQD

ISHARES TR

15.57%

Shares161.5K

Event2026-06-30

Filed2026-08-04

SCHE

SCHWAB STRATEGIC TR

31.76%

Shares480.4K

Event2026-06-30

Filed2026-08-04

SCHH

SCHWAB STRATEGIC TR

7.66%

Shares733.2K

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

22.61%

Shares87.8K

Event2026-06-30

Filed2026-08-04

EWG

ISHARES INC

New

Shares415.4K

Event2026-06-30

Filed2026-08-04

GGUS

GOLDMAN SACHS ETF TR

6.55%

Shares251.1K

Event2026-06-30

Filed2026-08-04

SPLB

SPDR SERIES TRUST

53.69%

Shares763.3K

Event2026-06-30

Filed2026-08-04

GSY

INVESCO ACTIVELY MANAGED EXC

6.30%

Shares337.0K

Event2026-06-30

Filed2026-08-04

CGUS

CAPITAL GROUP CORE EQUITY ET

12.13%

Shares376.0K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

298.48%

Shares207.0K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

8.24%

Shares89.0K

Event2026-06-30

Filed2026-08-04

MTUM

ISHARES TR

76.36%

Shares46.9K

Event2026-06-30

Filed2026-08-04

PQDI

PRINCIPAL EXCHANGE TRADED FD

0.94%

Shares813.5K

Event2026-06-30

Filed2026-08-04

ETY

EATON VANCE TAX-MANAGED DIVE

-3.72%

Shares1.1M

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

2.34%

Shares262.2K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS ETF TR

New

Shares309.2K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

4.34%

Shares113.9K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

3.65%

Shares22.5K

Event2026-06-30

Filed2026-08-04

CORO

BLACKROCK ETF TRUST

45.76%

Shares421.5K

Event2026-06-30

Filed2026-08-04

SPIB

SPDR SERIES TRUST

18.91%

Shares458.0K

Event2026-06-30

Filed2026-08-04

EQWL

INVESCO EXCHANGE TRADED FD T

4.55%

Shares116.8K

Event2026-06-30

Filed2026-08-04

GSID

GOLDMAN SACHS ETF TR

7.07%

Shares200.0K

Event2026-06-30

Filed2026-08-04

CMDY

ISHARES U S ETF TR

-5.58%

Shares270.1K

Event2026-06-30

Filed2026-08-04

FELG

FIDELITY COVINGTON TRUST

9.32%

Shares339.6K

Event2026-06-30

Filed2026-08-04

CGMU

CAPITAL GRP FIXED INCM ETF T

8.13%

Shares539.1K

Event2026-06-30

Filed2026-08-04

SPTL

SPDR SERIES TRUST

21.41%

Shares563.9K

Event2026-06-30

Filed2026-08-04

CGGO

CAPITAL GROUP GBL GROWTH EQT

6.07%

Shares348.6K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

-3.44%

Shares125.8K

Event2026-06-30

Filed2026-08-04

BUCK

SIMPLIFY EXCHANGE TRADED FUN

47.84%

Shares608.4K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

11.65%

Shares100.6K

Event2026-06-30

Filed2026-08-04

IWX

ISHARES TR

-28.39%

Shares131.2K

Event2026-06-30

Filed2026-08-04

SFLR

INNOVATOR ETFS TRUST

New

Shares354.7K

Event2026-06-30

Filed2026-08-04

FLJP

FRANKLIN TEMPLETON ETF TR

19.43%

Shares337.9K

Event2026-06-30

Filed2026-08-04

IDEF

BLACKROCK ETF TRUST

117.95%

Shares416.8K

Event2026-06-30

Filed2026-08-04

IWY

ISHARES TR

-27.83%

Shares45.0K

Event2026-06-30

Filed2026-08-04

CGHM

CAPITAL GRP FIXED INCM ETF T

12.07%

Shares496.2K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

4.03%

Shares76.3K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

19.19%

Shares30.3K

Event2026-06-30

Filed2026-08-04

SCHW

SCHWAB CHARLES CORP

-1.29%

Shares135.4K

Event2026-06-30

Filed2026-08-04

JNK

SPDR SERIES TRUST

57.22%

Shares129.5K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

11.41%

Shares40.8K

Event2026-06-30

Filed2026-08-04

HIGH

SIMPLIFY EXCHANGE TRADED FUN

-2.97%

Shares570.5K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

-6.66%

Shares104.9K

Event2026-06-30

Filed2026-08-04

BLACKROCK ETF TRUST

-5.30%

Shares297.7K

Event2026-06-30

Filed2026-08-04

VYMI

VANGUARD WHITEHALL FDS

3.89%

Shares125.1K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

32.49%

Shares113.5K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

-5.19%

Shares34.5K

Event2026-06-30

Filed2026-08-04

RDVY

FIRST TR EXCHANGE TRADED FD

5.04%

Shares149.4K

Event2026-06-30

Filed2026-08-04

SPYG

SPDR SERIES TRUST

358.23%

Shares100.9K

Event2026-06-30

Filed2026-08-04

AIQ

GLOBAL X FDS

0.37%

Shares179.4K

Event2026-06-30

Filed2026-08-04

APMU

TRUST FOR PROFESSIONAL MANAG

13.80%

Shares468.7K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

-3.25%

Shares61.8K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

3.18%

Shares143.5K

Event2026-06-30

Filed2026-08-04

PFG

PRINCIPAL FINANCIAL GROUP IN

0.81%

Shares105.9K

Event2026-06-30

Filed2026-08-04

VCRB

VANGUARD MALVERN FDS

9.16%

Shares147.4K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

-10.17%

Shares147.1K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC

2490.15%

Shares63.6K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

-23.27%

Shares44.9K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

6.93%

Shares12.1K

Event2026-06-30

Filed2026-08-04

VTIP

VANGUARD MALVERN FDS

10.49%

Shares224.2K

Event2026-06-30

Filed2026-08-04

EWU

ISHARES TR

-51.60%

Shares243.0K

Event2026-06-30

Filed2026-08-04

BNDX

VANGUARD CHARLOTTE FDS

15.17%

Shares223.9K

Event2026-06-30

Filed2026-08-04

IDHQ

INVESCO EXCH TRADED FD TR II

114.64%

Shares244.3K

Event2026-06-30

Filed2026-08-04

IGF

ISHARES TR

5.53%

Shares160.3K

Event2026-06-30

Filed2026-08-04

XLSR

SSGA ACTIVE TR

120.97%

Shares163.6K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO &CO

-3.99%

Shares127.9K

Event2026-06-30

Filed2026-08-04

CGGR

CAPITAL GROUP GROWTH ETF

18.04%

Shares220.6K

Event2026-06-30

Filed2026-08-04

FBCG

FIDELITY COVINGTON TRUST

23.38%

Shares166.1K

Event2026-06-30

Filed2026-08-04

GSSC

GOLDMAN SACHS ETF TR

6.13%

Shares112.7K

Event2026-06-30

Filed2026-08-04

AGGH

SIMPLIFY EXCHANGE TRADED FUN

25.42%

Shares508.2K

Event2026-06-30

Filed2026-08-04

FNDF

SCHWAB STRATEGIC TR

-15.56%

Shares193.5K

Event2026-06-30

Filed2026-08-04

USMV

ISHARES TR

2.07%

Shares105.6K

Event2026-06-30

Filed2026-08-04

CGGE

CAPITAL GROUP GLOBAL EQUITY

15.50%

Shares287.0K

Event2026-06-30

Filed2026-08-04

EFAV

ISHARES TR

-1.36%

Shares114.0K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

-0.11%

Shares65.8K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

-4.97%

Shares9.8K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

31.33%

Shares138.6K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

1.71%

Shares61.0K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

17.99%

Shares4.8K

Event2026-06-30

Filed2026-08-04

GARP

ISHARES TR

10.40%

Shares113.7K

Event2026-06-30

Filed2026-08-04

MRK

MERCK &CO INC

0.31%

Shares72.9K

Event2026-06-30

Filed2026-08-04

SDVY

FIRST TR EXCHANGE TRADED FD

8.94%

Shares216.8K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

-6.08%

Shares44.1K

Event2026-06-30

Filed2026-08-04

CDX

SIMPLIFY EXCHANGE TRADED FUN

14.27%

Shares432.4K

Event2026-06-30

Filed2026-08-04

PSET

PRINCIPAL EXCHANGE TRADED FD

-4.23%

Shares120.4K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

12.83%

Shares23.8K

Event2026-06-30

Filed2026-08-04

BLCR

BLACKROCK ETF TRUST

12.97%

Shares175.9K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

103.70%

Shares65.1K

Event2026-06-30

Filed2026-08-04

BSV

VANGUARD BD INDEX FDS

15.79%

Shares113.0K

Event2026-06-30

Filed2026-08-04

ETV

EATON VANCE TAX-MANAGED BUY-

-3.96%

Shares591.4K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

-15.78%

Shares47.3K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

6.92%

Shares152.6K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO

-5.56%

Shares25.6K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

16.58%

Shares23.5K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

200.74%

Shares36.4K

Event2026-06-30

Filed2026-08-04

RDVI

FIRST TR EXCHANGE-TRADED FD

2.82%

Shares289.6K

Event2026-06-30

Filed2026-08-04

BUFR

FIRST TR EXCHNG TRADED FD VI

-2.82%

Shares232.9K

Event2026-06-30

Filed2026-08-04

ELV

ELEVANCE HEALTH INC FORMERLY

0.83%

Shares21.1K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

528.49%

Shares298.1K

Event2026-06-30

Filed2026-08-04

SIMPLIFY EXCHANGE TRADED FUN

43.14%

Shares328.5K

Event2026-06-30

Filed2026-08-04

SDIV

GLOBAL X FDS

0.82%

Shares332.8K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

18.59%

Shares29.5K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

9.65%

Shares26.9K

Event2026-06-30

Filed2026-08-04

WDC

WESTERN DIGITAL CORP

-1.36%

Shares12.5K

Event2026-06-30

Filed2026-08-04

TIP

ISHARES TR

4.88%

Shares72.4K

Event2026-06-30

Filed2026-08-04

KNG

FIRST TR EXCHANGE-TRADED FD

1.38%

Shares156.8K

Event2026-06-30

Filed2026-08-04

JMUB

J P MORGAN EXCHANGE TRADED F

31.40%

Shares156.0K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

-3.70%

Shares55.9K

Event2026-06-30

Filed2026-08-04

NOCT

INNOVATOR ETFS TRUST

66.05%

Shares124.0K

Event2026-06-30

Filed2026-08-04

VTEB

VANGUARD MUN BD FDS

9.04%

Shares152.6K

Event2026-06-30

Filed2026-08-04

SPEM

SPDR INDEX SHS FDS

132.14%

Shares148.6K

Event2026-06-30

Filed2026-08-04

LVHI

LEGG MASON ETF INVT

-61.64%

Shares189.2K

Event2026-06-30

Filed2026-08-04

GSC

GOLDMAN SACHS ETF TR

New

Shares110.7K

Event2026-06-30

Filed2026-08-04

VIOG

VANGUARD ADMIRAL FDS INC

4.33%

Shares49.9K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC

-4.80%

Shares44.9K

Event2026-06-30

Filed2026-08-04

FBND

FIDELITY MERRIMACK STR TR

35.75%

Shares166.0K

Event2026-06-30

Filed2026-08-04

FENI

FIDELITY COVINGTON TRUST

21.91%

Shares187.9K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

0.55%

Shares176.5K

Event2026-06-30

Filed2026-08-04

TDG

TRANSDIGM GROUP INC

17.59%

Shares5.4K

Event2026-06-30

Filed2026-08-04

GTIP

GOLDMAN SACHS ETF TR

8.42%

Shares148.3K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

24.09%

Shares6.2K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

-4.86%

Shares25.7K

Event2026-06-30

Filed2026-08-04

FDVV

FIDELITY COVINGTON TRUST

-3.69%

Shares119.3K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

959.50%

Shares81.6K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

2.08%

Shares19.4K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

-5.89%

Shares13.5K

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP

-12.35%

Shares7.2K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED

-0.85%

Shares20.5K

Event2026-06-30

Filed2026-08-04

TLH

ISHARES TR

6.26%

Shares69.4K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

9.12%

Shares13.8K

Event2026-06-30

Filed2026-08-04

J P MORGAN EXCHANGE TRADED F

18.75%

Shares112.0K

Event2026-06-30

Filed2026-08-04

CII

BLACKROCK ENHANCED LARGE CAP

-2.22%

Shares261.7K

Event2026-06-30

Filed2026-08-04

ISTB

ISHARES TR

4.91%

Shares141.6K

Event2026-06-30

Filed2026-08-04

VSS

VANGUARD INTL EQUITY INDEX F

-0.97%

Shares43.7K

Event2026-06-30

Filed2026-08-04

IGV

ISHARES TR

499.35%

Shares73.9K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

-6.33%

Shares52.9K

Event2026-06-30

Filed2026-08-04

PJUL

INNOVATOR ETFS TRUST

8.27%

Shares135.4K

Event2026-06-30

Filed2026-08-04

SPDW

SPDR INDEX SHS FDS

47.85%

Shares130.6K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

-11.52%

Shares55.9K

Event2026-06-30

Filed2026-08-04

EVTR

MORGAN STANLEY ETF TRUST

7.66%

Shares128.0K

Event2026-06-30

Filed2026-08-04

NLR

VANECK ETF TRUST

216.53%

Shares55.7K

Event2026-06-30

Filed2026-08-04

POCT

INNOVATOR ETFS TRUST

119.47%

Shares138.6K

Event2026-06-30

Filed2026-08-04

PROCTER &GAMBLE CO

-1.17%

Shares43.7K

Event2026-06-30

Filed2026-08-04

FOXY

SIMPLIFY EXCHANGE TRADED FUN

46.34%

Shares213.8K

Event2026-06-30

Filed2026-08-04

ASTRAZENECA PLC

9.72%

Shares33.5K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

0.18%

Shares43.2K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

618.78%

Shares52.9K

Event2026-06-30

Filed2026-08-04

MCHI

ISHARES TR

1161.30%

Shares123.7K

Event2026-06-30

Filed2026-08-04

ROBO

EXCHANGE TRADED CONCEPTS TRU

1.70%

Shares73.6K

Event2026-06-30

Filed2026-08-04

QQQM

INVESCO EXCH TRADED FD TR II

21.89%

Shares20.8K

Event2026-06-30

Filed2026-08-04

PJAN

INNOVATOR ETFS TRUST

8.85%

Shares125.9K

Event2026-06-30

Filed2026-08-04

BROOKFIELD CORP

6.49%

Shares146.2K

Event2026-06-30

Filed2026-08-04

KOCT

INNOVATOR ETFS TRUST

-0.08%

Shares166.6K

Event2026-06-30

Filed2026-08-04

JCPB

J P MORGAN EXCHANGE TRADED F

5.44%

Shares132.5K

Event2026-06-30

Filed2026-08-04

CIBR

FIRST TR EXCHANGE-TRADED FD

-7.45%

Shares68.7K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

-20.73%

Shares18.0K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

-1.68%

Shares32.1K

Event2026-06-30

Filed2026-08-04

XLI

SELECT SECTOR SPDR TR

7.36%

Shares32.8K

Event2026-06-30

Filed2026-08-04

EME

EMCOR GROUP INC

1.58%

Shares7.3K

Event2026-06-30

Filed2026-08-04

AIRR

FIRST TR EXCHANGE TRADED FD

-5.53%

Shares45.3K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

-2.47%

Shares79.2K

Event2026-06-30

Filed2026-08-04

SCHO

SCHWAB STRATEGIC TR

-0.39%

Shares248.1K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

9.26%

Shares13.9K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

-25.69%

Shares72.3K

Event2026-06-30

Filed2026-08-04

IQV

IQVIA HLDGS INC

2.76%

Shares30.5K

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC

-5.20%

Shares75.4K

Event2026-06-30

Filed2026-08-04

PCN

PIMCO CORPORATE &INCM STRG

1.32%

Shares490.4K

Event2026-06-30

Filed2026-08-04

NJUL

INNOVATOR ETFS TRUST

0.10%

Shares75.5K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC

-4.92%

Shares80.8K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

-6.85%

Shares37.2K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

-1.92%

Shares59.7K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

-0.11%

Shares179.6K

Event2026-06-30

Filed2026-08-04

VGIT

VANGUARD SCOTTSDALE FDS

3.32%

Shares95.2K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

-3.79%

Shares31.6K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

1.58%

Shares63.4K

Event2026-06-30

Filed2026-08-04

XAR

SPDR SERIES TRUST

3.43%

Shares19.5K

Event2026-06-30

Filed2026-08-04

CGDG

CAPITAL GROUP DIVIDEND GROWE

8.67%

Shares146.7K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

-5.09%

Shares76.0K

Event2026-06-30

Filed2026-08-04

PLD

PROLOGIS INC.

-0.97%

Shares40.3K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

-3.79%

Shares5.7K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

2.82%

Shares27.0K

Event2026-06-30

Filed2026-08-04

IAU

ISHARES GOLD TR

-19.23%

Shares71.5K

Event2026-06-30

Filed2026-08-04

IWR

ISHARES TR

3.35%

Shares48.8K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

7.84%

Shares34.7K

Event2026-06-30

Filed2026-08-04

IFRA

ISHARES TR

-5.03%

Shares84.5K

Event2026-06-30

Filed2026-08-04

ITM

VANECK ETF TRUST

20.97%

Shares112.9K

Event2026-06-30

Filed2026-08-04

EFG

ISHARES TR

59.97%

Shares42.4K

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

18.59%

Shares98.0K

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

-20.18%

Shares97.7K

Event2026-06-30

Filed2026-08-04

MGK

VANGUARD WORLD FD

410.97%

Shares58.7K

Event2026-06-30

Filed2026-08-04

EFV

ISHARES TR

-26.26%

Shares67.3K

Event2026-06-30

Filed2026-08-04

USB

US BANCORP

-4.91%

Shares85.2K

Event2026-06-30

Filed2026-08-04

IEF

ISHARES TR

-2.31%

Shares54.2K

Event2026-06-30

Filed2026-08-04

CGSM

CAPITAL GRP FIXED INCM ETF T

2.85%

Shares194.1K

Event2026-06-30

Filed2026-08-04

ABNB

AIRBNB INC

-1.07%

Shares35.8K

Event2026-06-30

Filed2026-08-04

TCAL

T ROWE PRICE EXCHANGE-TRADED

58.06%

Shares229.8K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

14.84%

Shares49.1K

Event2026-06-30

Filed2026-08-04

PDI

PIMCO DYNAMIC INCOME FD

9.13%

Shares303.9K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC

22.02%

Shares12.7K

Event2026-06-30

Filed2026-08-04

ENB

ENBRIDGE INC

2.53%

Shares93.3K

Event2026-06-30

Filed2026-08-04

AT&T INC

-2.01%

Shares244.2K

Event2026-06-30

Filed2026-08-04

QTUM

ETF SER SOLUTIONS

25.70%

Shares30.5K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

-18.26%

Shares6.6K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

-15.40%

Shares18.4K

Event2026-06-30

Filed2026-08-04

BLACKROCK ETF TRUST

New

Shares174.6K

Event2026-06-30

Filed2026-08-04

IYJ

ISHARES TR

4.59%

Shares29.4K

Event2026-06-30

Filed2026-08-04

SHLD

GLOBAL X FDS

-4.81%

Shares81.8K

Event2026-06-30

Filed2026-08-04

THE CIGNA GROUP

3.73%

Shares17.7K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

13.07%

Shares15.4K

Event2026-06-30

Filed2026-08-04

IYK

ISHARES TR

111.13%

Shares66.6K

Event2026-06-30

Filed2026-08-04

BUFB

INNOVATOR ETFS TRUST

9.58%

Shares122.9K

Event2026-06-30

Filed2026-08-04

KJAN

INNOVATOR ETFS TRUST

-10.62%

Shares105.9K

Event2026-06-30

Filed2026-08-04

FISR

SSGA ACTIVE TR

97.88%

Shares187.4K

Event2026-06-30

Filed2026-08-04

SOXX

ISHARES TR

45.82%

Shares7.5K

Event2026-06-30

Filed2026-08-04

FDEM

FIDELITY COVINGTON TRUST

44.36%

Shares131.6K

Event2026-06-30

Filed2026-08-04

COWG

PACER FDS TR

-10.86%

Shares118.6K

Event2026-06-30

Filed2026-08-04

BDX

BECTON DICKINSON &CO

29.07%

Shares31.2K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS

11.93%

Shares45.4K

Event2026-06-30

Filed2026-08-04

CMCSA

COMCAST CORP NEW

-4.80%

Shares189.1K

Event2026-06-30

Filed2026-08-04

MOAT

VANECK ETF TRUST

2.66%

Shares44.3K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

19.77%

Shares53.8K

Event2026-06-30

Filed2026-08-04

APD

AIR PRODUCTS AND CHEMICALS I

2.85%

Shares15.6K

Event2026-06-30

Filed2026-08-04

COR

CENCORA INC

-13.46%

Shares16.1K

Event2026-06-30

Filed2026-08-04

JPST

J P MORGAN EXCHANGE TRADED F

2.39%

Shares89.6K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

21.74%

Shares35.7K

Event2026-06-30

Filed2026-08-04

ORLY

OREILLY AUTOMOTIVE INC

-9.01%

Shares48.8K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

-5.47%

Shares49.6K

Event2026-06-30

Filed2026-08-04

TFLR

T ROWE PRICE EXCHANGE-TRADED

68.90%

Shares88.5K

Event2026-06-30

Filed2026-08-04

ANGL

VANECK ETF TRUST

4.41%

Shares152.0K

Event2026-06-30

Filed2026-08-04

ROYAL CARIBBEAN GROUP

-4.78%

Shares14.0K

Event2026-06-30

Filed2026-08-04

ADOBE INC

-3.29%

Shares21.6K

Event2026-06-30

Filed2026-08-04

WEC

WEC ENERGY GROUP INC

6.31%

Shares37.6K

Event2026-06-30

Filed2026-08-04

CDNS

CADENCE DESIGN SYSTEM INC

-10.13%

Shares11.6K

Event2026-06-30

Filed2026-08-04

APPLOVIN CORP

17.82%

Shares8.4K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

-11.88%

Shares27.7K

Event2026-06-30

Filed2026-08-04

BIL

SPDR SERIES TRUST

-18.08%

Shares47.4K

Event2026-06-30

Filed2026-08-04

SNDK

SANDISK CORP

27.29%

Shares1.9K

Event2026-06-30

Filed2026-08-04

XLC

SELECT SECTOR SPDR TR

2.99%

Shares40.3K

Event2026-06-30

Filed2026-08-04

ONEQ

FIDELITY COMWLTH TR

9.28%

Shares41.7K

Event2026-06-30

Filed2026-08-04

DELL

DELL TECHNOLOGIES INC

83.75%

Shares9.9K

Event2026-06-30

Filed2026-08-04

IGLD

FIRST TR EXCHANGE-TRADED FD

New

Shares202.4K

Event2026-06-30

Filed2026-08-04

JBL

JABIL INC

2.73%

Shares11.0K

Event2026-06-30

Filed2026-08-04

HLT

HILTON WORLDWIDE HLDGS INC

-22.08%

Shares12.8K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

3.11%

Shares45.9K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

229.68%

Shares10.3K

Event2026-06-30

Filed2026-08-04

AJG

GALLAGHER ARTHUR J &CO

98.89%

Shares18.2K

Event2026-06-30

Filed2026-08-04

BENJ

HORIZON FDS

-9.16%

Shares79.0K

Event2026-06-30

Filed2026-08-04

VMBS

VANGUARD SCOTTSDALE FDS

-16.73%

Shares88.9K

Event2026-06-30

Filed2026-08-04

CGMM

CAPITAL GROUP EQUITY ETF TR

22.05%

Shares125.8K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

1.82%

Shares10.4K

Event2026-06-30

Filed2026-08-04

SHV

ISHARES TR

-72.64%

Shares37.6K

Event2026-06-30

Filed2026-08-04

NVT

NVENT ELEC PLC

-35.08%

Shares24.2K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

13.69%

Shares71.1K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

-6.59%

Shares5.7K

Event2026-06-30

Filed2026-08-04

BANK OF NY MELLON CORP

-1.58%

Shares28.0K

Event2026-06-30

Filed2026-08-04

SRLN

SSGA ACTIVE ETF TR

33.29%

Shares99.9K

Event2026-06-30

Filed2026-08-04

EAPR

INNOVATOR ETFS TRUST

New

Shares121.5K

Event2026-06-30

Filed2026-08-04

FREEPORT MCMORAN INC

21.29%

Shares63.3K

Event2026-06-30

Filed2026-08-04

GRID

FIRST TR EXCHANGE-TRADED FD

-3.12%

Shares20.7K

Event2026-06-30

Filed2026-08-04

SPHQ

INVESCO EXCHANGE TRADED FD T

-23.43%

Shares43.9K

Event2026-06-30

Filed2026-08-04

IHDG

WISDOMTREE TR

0.47%

Shares75.4K

Event2026-06-30

Filed2026-08-04

THRO

BLACKROCK ETF TRUST

-17.16%

Shares90.9K

Event2026-06-30

Filed2026-08-04

ICE

INTERCONTINENTAL EXCHANGE IN

81.62%

Shares31.7K

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

2.64%

Shares16.9K

Event2026-06-30

Filed2026-08-04

INTF

ISHARES TR

93.53%

Shares93.6K

Event2026-06-30

Filed2026-08-04

DEERE &CO

25.15%

Shares6.0K

Event2026-06-30

Filed2026-08-04

STRL

STERLING INFRASTRUCTURE INC

-24.92%

Shares4.4K

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC

4.44%

Shares12.5K

Event2026-06-30

Filed2026-08-04

XLG

INVESCO EXCHANGE TRADED FD T

-1.95%

Shares60.8K

Event2026-06-30

Filed2026-08-04

BOEING CO

25.91%

Shares17.2K

Event2026-06-30

Filed2026-08-04

RYLD

GLOBAL X FDS

-47.26%

Shares231.1K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.62%

Shares10.7K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP

-19.86%

Shares4.8K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

-2.60%

Shares7.2K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP

-2.73%

Shares14.0K

Event2026-06-30

Filed2026-08-04

KKR

KKR &CO INC

26.02%

Shares39.2K

Event2026-06-30

Filed2026-08-04

ITA

ISHARES TR

-5.84%

Shares14.8K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

-19.85%

Shares14.1K

Event2026-06-30

Filed2026-08-04

PRN

INVESCO EXCHANGE TRADED FD T

-9.10%

Shares13.7K

Event2026-06-30

Filed2026-08-04

IQLT

ISHARES TR

-8.12%

Shares71.8K

Event2026-06-30

Filed2026-08-04

IETC

ISHARES U S ETF TR

0.00%

Shares32.7K

Event2026-06-30

Filed2026-08-04

SNOWFLAKE INC

-7.27%

Shares13.8K

Event2026-06-30

Filed2026-08-04

JOHNSON CONTROLS INTERNATION

11.44%

Shares24.0K

Event2026-06-30

Filed2026-08-04

SNA

SNAP ON INC

-6.03%

Shares8.7K

Event2026-06-30

Filed2026-08-04

BLACKROCK ETF TRUST II

New

Shares69.0K

Event2026-06-30

Filed2026-08-04

CVS

CVS HEALTH CORP

-18.55%

Shares33.5K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

-5.00%

Shares9.7K

Event2026-06-30

Filed2026-08-04

FHLC

FIDELITY COVINGTON TRUST

9.88%

Shares44.4K

Event2026-06-30

Filed2026-08-04

CLS

CELESTICA INC

-1.77%

Shares9.3K

Event2026-06-30

Filed2026-08-04

WMB

WILLIAMS COS INC

3.93%

Shares45.5K

Event2026-06-30

Filed2026-08-04

CERY

SPDR SERIES TRUST

116.92%

Shares100.4K

Event2026-06-30

Filed2026-08-04

PSI

INVESCO EXCHANGE TRADED FD T

0.29%

Shares17.7K

Event2026-06-30

Filed2026-08-04

SELECT SECTOR SPDR TR

-4.24%

Shares72.3K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

-4.35%

Shares17.1K

Event2026-06-30

Filed2026-08-04

RONB

BARON ETF TR

27.67%

Shares133.4K

Event2026-06-30

Filed2026-08-04

CME

CME GROUP INC

2.88%

Shares14.6K

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP

0.72%

Shares10.3K

Event2026-06-30

Filed2026-08-04

EMLC

VANECK ETF TRUST

178.83%

Shares125.5K

Event2026-06-30

Filed2026-08-04

SCHR

SCHWAB STRATEGIC TR

27.62%

Shares130.1K

Event2026-06-30

Filed2026-08-04

GSK PLC

10.03%

Shares61.1K

Event2026-06-30

Filed2026-08-04

ROUNDHILL ETF TRUST

New

Shares43.2K

Event2026-06-30

Filed2026-08-04

VONG

VANGUARD SCOTTSDALE FDS

16.35%

Shares24.9K

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

52.24%

Shares25.5K

Event2026-06-30

Filed2026-08-04

AVDV

AMERICAN CENTY ETF TR

-14.59%

Shares30.8K

Event2026-06-30

Filed2026-08-04

IHI

ISHARES TR

-4.22%

Shares63.8K

Event2026-06-30

Filed2026-08-04

QTEC

FIRST TR EXCHANGE-TRADED FD

-4.91%

Shares9.4K

Event2026-06-30

Filed2026-08-04

SEAGATE TECHNOLOGY HLDNGS PL

11.61%

Shares3.3K

Event2026-06-30

Filed2026-08-04

DHI

D R HORTON INC

8.82%

Shares19.0K

Event2026-06-30

Filed2026-08-04

RECS

COLUMBIA ETF TR I

11.62%

Shares71.2K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL

2.66%

Shares13.7K

Event2026-06-30

Filed2026-08-04

KJUL

INNOVATOR ETFS TRUST

-0.57%

Shares89.9K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

334.33%

Shares24.6K

Event2026-06-30

Filed2026-08-04

MAS

MASCO CORP

-1.89%

Shares37.5K

Event2026-06-30

Filed2026-08-04

INVESCO EXCH TRADED FD TR II

6.82%

Shares129.6K

Event2026-06-30

Filed2026-08-04

VEEV

VEEVA SYS INC

38.35%

Shares17.2K

Event2026-06-30

Filed2026-08-04

IYC

ISHARES TR

-30.92%

Shares29.9K

Event2026-06-30

Filed2026-08-04

CAH

CARDINAL HEALTH INC

45.93%

Shares12.7K

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

-68.12%

Shares11.9K

Event2026-06-30

Filed2026-08-04

VOT

VANGUARD INDEX FDS

-1.51%

Shares9.8K

Event2026-06-30

Filed2026-08-04

FDL

FIRST TR EXCHANGE-TRADED FD

-11.18%

Shares61.4K

Event2026-06-30

Filed2026-08-04

XLB

SELECT SECTOR SPDR TR

14.16%

Shares58.7K

Event2026-06-30

Filed2026-08-04

SBUX

STARBUCKS CORP

-60.08%

Shares29.2K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

-7.94%

Shares6.1K

Event2026-06-30

Filed2026-08-04

EWY

ISHARES INC

751.88%

Shares14.7K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

1.51%

Shares27.7K

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC

-9.06%

Shares6.0K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

-1.41%

Shares12.2K

Event2026-06-30

Filed2026-08-04

USHY

ISHARES TR

9.49%

Shares79.3K

Event2026-06-30

Filed2026-08-04

DTCR

GLOBAL X FDS

443.37%

Shares96.2K

Event2026-06-30

Filed2026-08-04

SCZ

ISHARES TR

4.60%

Shares35.1K

Event2026-06-30

Filed2026-08-04

UFO

PROCURE ETF TRUST II

New

Shares56.9K

Event2026-06-30

Filed2026-08-04

SPHY

SPDR SERIES TRUST

15.98%

Shares122.6K

Event2026-06-30

Filed2026-08-04

GRNY

TIDAL TRUST I

31.79%

Shares103.0K

Event2026-06-30

Filed2026-08-04

GOF

GUGGENHEIM STRATEGIC OPPORTU

37.99%

Shares260.8K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

-4.00%

Shares118.1K

Event2026-06-30

Filed2026-08-04

IMCG

ISHARES TR

-0.76%

Shares28.9K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

10.60%

Shares11.1K

Event2026-06-30

Filed2026-08-04

VRT

VERTIV HOLDINGS CO

4.71%

Shares8.4K

Event2026-06-30

Filed2026-08-04

CEG

CONSTELLATION ENERGY CORP

8.29%

Shares11.4K

Event2026-06-30

Filed2026-08-04

RTO

RENTOKIL INITIAL PLC

20.76%

Shares98.1K

Event2026-06-30

Filed2026-08-04

STEW

SRH TOTAL RETURN FUND INC

17.59%

Shares156.6K

Event2026-06-30

Filed2026-08-04

BTI

BRITISH AMERN TOB PLC

4.05%

Shares45.3K

Event2026-06-30

Filed2026-08-04

SHOP

SHOPIFY INC

-1.34%

Shares24.4K

Event2026-06-30

Filed2026-08-04

HWM

HOWMET AEROSPACE INC

12.73%

Shares10.3K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

29.14%

Shares13.0K

Event2026-06-30

Filed2026-08-04

TUA

SIMPLIFY EXCHANGE TRADED FUN

-10.90%

Shares135.8K

Event2026-06-30

Filed2026-08-04

FFSM

FIDELITY COVINGTON TRUST

25.79%

Shares72.5K

Event2026-06-30

Filed2026-08-04

SPMD

SPDR SERIES TRUST

106.33%

Shares41.0K

Event2026-06-30

Filed2026-08-04

VWOB

VANGUARD WHITEHALL FDS

0.97%

Shares41.1K

Event2026-06-30

Filed2026-08-04

CWB

SPDR SERIES TRUST

6.84%

Shares25.6K

Event2026-06-30

Filed2026-08-04

UNILEVER PLC

-1.56%

Shares45.8K

Event2026-06-30

Filed2026-08-04

HONEYWELL INTL INC

New

Shares12.3K

Event2026-06-30

Filed2026-08-04

TEL

TE CONNECTIVITY PLC

4.98%

Shares13.7K

Event2026-06-30

Filed2026-08-04

PAVE

GLOBAL X FDS

149.63%

Shares46.7K

Event2026-06-30

Filed2026-08-04

FDMO

FIDELITY COVINGTON TRUST

-11.77%

Shares27.9K

Event2026-06-30

Filed2026-08-04

EDIV

SPDR INDEX SHS FDS

84.74%

Shares67.0K

Event2026-06-30

Filed2026-08-04

EOG

EOG RES INC

11.32%

Shares21.1K

Event2026-06-30

Filed2026-08-04

KMB

KIMBERLY-CLARK CORP

3.09%

Shares24.8K

Event2026-06-30

Filed2026-08-04

NTAP

NETAPP INC

2.19%

Shares17.6K

Event2026-06-30

Filed2026-08-04

HONEYWELL AEROSPACE INC

New

Shares12.3K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

8.66%

Shares12.1K

Event2026-06-30

Filed2026-08-04

COWZ

PACER FDS TR

-84.62%

Shares43.4K

Event2026-06-30

Filed2026-08-04

SPSB

SPDR SERIES TRUST

26.13%

Shares89.5K

Event2026-06-30

Filed2026-08-04

TFC

TRUIST FINL CORP

8.19%

Shares53.9K

Event2026-06-30

Filed2026-08-04

URI

UNITED RENTALS INC

-21.17%

Shares2.4K

Event2026-06-30

Filed2026-08-04

OMC

OMNICOM GROUP INC

-26.71%

Shares36.6K

Event2026-06-30

Filed2026-08-04

REGL

PROSHARES TR

-5.08%

Shares29.0K

Event2026-06-30

Filed2026-08-04

AVUV

AMERICAN CENTY ETF TR

1.22%

Shares21.2K

Event2026-06-30

Filed2026-08-04

DCRE

DOUBLELINE ETF TRUST

-45.13%

Shares51.0K

Event2026-06-30

Filed2026-08-04

SLB

SLB LIMITED

19.98%

Shares56.8K

Event2026-06-30

Filed2026-08-04

SIVR

ABRDN SILVER ETF TRUST

-0.19%

Shares46.7K

Event2026-06-30

Filed2026-08-04

PGR

PROGRESSIVE CORP

6.01%

Shares11.9K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC

16.84%

Shares21.9K

Event2026-06-30

Filed2026-08-04

SMLF

ISHARES TR

-4.17%

Shares28.9K

Event2026-06-30

Filed2026-08-04

CAFX

PROFESIONALLY MANAGED PORTFO

-66.89%

Shares104.2K

Event2026-06-30

Filed2026-08-04

DATADOG INC

-9.85%

Shares9.8K

Event2026-06-30

Filed2026-08-04

NATO

THEMES ETF TR

195.30%

Shares63.1K

Event2026-06-30

Filed2026-08-04

FLEX

FLEX LTD

-28.08%

Shares15.8K

Event2026-06-30

Filed2026-08-04

IOCT

INNOVATOR ETFS TRUST

3.58%

Shares69.2K

Event2026-06-30

Filed2026-08-04

DON

WISDOMTREE TR

4.70%

Shares45.0K

Event2026-06-30

Filed2026-08-04

QUANTA SVCS INC

9.31%

Shares3.5K

Event2026-06-30

Filed2026-08-04

HEI.A

HEICO CORP NEW

6.03%

Shares9.8K

Event2026-06-30

Filed2026-08-04

SIMPLIFY EXCHANGE TRADED FUN

102.46%

Shares107.1K

Event2026-06-30

Filed2026-08-04

ROST

ROSS STORES INC

19.96%

Shares11.8K

Event2026-06-30

Filed2026-08-04

BBHY

J P MORGAN EXCHANGE TRADED F

11.21%

Shares54.5K

Event2026-06-30

Filed2026-08-04

BANCO SANTANDER SA

4.71%

Shares182.0K

Event2026-06-30

Filed2026-08-04

CBOE

CBOE GLOBAL MKTS INC

2.76%

Shares10.3K

Event2026-06-30

Filed2026-08-04

SPTS

SPDR SERIES TRUST

6.38%

Shares86.4K

Event2026-06-30

Filed2026-08-04

YYY

AMPLIFY ETF TR

16.16%

Shares217.1K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

9.58%

Shares26.1K

Event2026-06-30

Filed2026-08-04

XRMI

GLOBAL X FDS

19.39%

Shares143.1K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

-0.44%

Shares9.1K

Event2026-06-30

Filed2026-08-04

BUFF

INNOVATOR ETFS TRUST

5.28%

Shares46.3K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

-9.63%

Shares24.6K

Event2026-06-30

Filed2026-08-04

BINC

BLACKROCK ETF TRUST II

-23.91%

Shares46.4K

Event2026-06-30

Filed2026-08-04

FANG

DIAMONDBACK ENERGY INC

5.48%

Shares13.8K

Event2026-06-30

Filed2026-08-04

GWW

WW GRAINGER INC

3.07%

Shares1.8K

Event2026-06-30

Filed2026-08-04

CRH

CRH PLC

13.94%

Shares22.6K

Event2026-06-30

Filed2026-08-04

SHEL

SHELL PLC

34.48%

Shares31.1K

Event2026-06-30

Filed2026-08-04

CGO

CALAMOS GLOBAL TOTAL RETURN

0.60%

Shares176.7K

Event2026-06-30

Filed2026-08-04

CASY

CASEYS GEN STORES INC

-4.95%

Shares3.0K

Event2026-06-30

Filed2026-08-04

XSMO

INVESCO EXCHANGE TRADED FD T

-0.16%

Shares25.7K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

-3.10%

Shares10.9K

Event2026-06-30

Filed2026-08-04

VVR

INVESCO SR INCOME TR

24.75%

Shares795.1K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

0.50%

Shares7.9K

Event2026-06-30

Filed2026-08-04

DIVB

ISHARES TR

New

Shares38.5K

Event2026-06-30

Filed2026-08-04

TCAF

T ROWE PRICE EXCHANGE-TRADED

0.91%

Shares57.4K

Event2026-06-30

Filed2026-08-04

WYNDHAM HOTELS &RESORTS INC

-0.57%

Shares27.8K

Event2026-06-30

Filed2026-08-04

ADSK

AUTODESK INC

-4.17%

Shares12.0K

Event2026-06-30

Filed2026-08-04

TORONTO DOMINION BK ONT

-18.09%

Shares19.2K

Event2026-06-30

Filed2026-08-04

PTY

PIMCO CORPORATE &INCOME OPP

2.35%

Shares193.3K

Event2026-06-30

Filed2026-08-04

SPACE EXPLORATION TECHN CORP

New

Shares13.6K

Event2026-06-30

Filed2026-08-04

PPA

INVESCO EXCHANGE TRADED FD T

22.16%

Shares13.1K

Event2026-06-30

Filed2026-08-04

PAYX

PAYCHEX INC

8.80%

Shares23.4K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available