The Analysis of Strategic Blueprint, LLC's Holdings & P&L


Currently, Strategic Blueprint, LLC holds 635 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in GOVT (+494.9K shares, valued at $11.3M), CORO (+315.6K shares, valued at $10.1M), IVV (+10.3K shares, valued at $6.7M); decreased their positions in OEF (-36.0K shares, valued at $11.5M), IEMG (-71.5K shares, valued at $5.0M), N/A (-52.9K shares, valued at $4.7M); initiated new positions in CORO (+315.6K shares, valued at $10.1M), LMUB (+31.4K shares, valued at $1.6M), IBB (+6.4K shares, valued at $1.1M).


1M P&L
+61.1M+3.59%
3M P&L
-168.6M-8.73%
HY P&L
-95.0M-5.11%

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/A1.3B
78.5%
2Semiconductors53.0M
3.3%
3Consumer Electronics30.4M
1.9%

Top Industries by Stock Count

1N/A421 stocks
70.9%
2Semiconductors10 stocks
1.7%
3Aerospace & Defense8 stocks
1.3%
Stock Holdings
AVUS
AVANTIS U.S. EQUITY ETF
-3.60%
Shares448.6K
Event2026-03-31
Filed2026-04-29
NVDA
NVIDIA CORPORATION COM
-3.33%
Shares243.1K
Event2026-03-31
Filed2026-04-29
VTV
VANGUARD VALUE ETF
-0.21%
Shares207.5K
Event2026-03-31
Filed2026-04-29
VUG
VANGUARD GROWTH ETF
3.14%
Shares92.1K
Event2026-03-31
Filed2026-04-29
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
10.05%
Shares767.5K
Event2026-03-31
Filed2026-04-29
GOVT
ISHARES U.S. TREASURY BOND ETF
56.45%
Shares1.4M
Event2026-03-31
Filed2026-04-29
AAPL
APPLE INC COM
0.94%
Shares119.8K
Event2026-03-31
Filed2026-04-29
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-2.10%
Shares352.2K
Event2026-03-31
Filed2026-04-29
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-1.74%
Shares137.5K
Event2026-03-31
Filed2026-04-29
EFV
ISHARES MSCI EAFE VALUE ETF
-5.83%
Shares306.7K
Event2026-03-31
Filed2026-04-29
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
-13.93%
Shares389.6K
Event2026-03-31
Filed2026-04-29
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
1.44%
Shares254.2K
Event2026-03-31
Filed2026-04-29
CGGR
CAPITAL GROUP GROWTH ETF
5.79%
Shares481.0K
Event2026-03-31
Filed2026-04-29
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
-0.35%
Shares66.5K
Event2026-03-31
Filed2026-04-29
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-21.05%
Shares268.3K
Event2026-03-31
Filed2026-04-29
SPY
STATE STREET SPDR S&P 500 ETF
1.03%
Shares27.8K
Event2026-03-31
Filed2026-04-29
MSFT
MICROSOFT CORP COM
3.28%
Shares47.9K
Event2026-03-31
Filed2026-04-29
AMZN
AMAZON COM INC COM
2.34%
Shares82.6K
Event2026-03-31
Filed2026-04-29
IVV
ISHARES CORE S&P 500 ETF
67.98%
Shares25.4K
Event2026-03-31
Filed2026-04-29
VTI
VANGUARD TOTAL STOCK MARKET ETF
1.59%
Shares49.1K
Event2026-03-31
Filed2026-04-29
AVUQ
AVANTIS U.S. QUALITY ETF SHS AVANTIS US GROWTH EQUITY ETF
1.95%
Shares266.2K
Event2026-03-31
Filed2026-04-29
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
14.41%
Shares310.3K
Event2026-03-31
Filed2026-04-29
BUFR
FT VEST LADDERED BUFFER ETF
1.71%
Shares417.3K
Event2026-03-31
Filed2026-04-29
VRT
VERTIV HOLDINGS CO COM CL A
3.92%
Shares56.1K
Event2026-03-31
Filed2026-04-29
GLD
SPDR GOLD SHARES
0.38%
Shares30.9K
Event2026-03-31
Filed2026-04-29
CGMM
CAPITAL GROUP U.S. SMALL AND MID CAP ETF
3.17%
Shares449.6K
Event2026-03-31
Filed2026-04-29
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
-0.96%
Shares21.4K
Event2026-03-31
Filed2026-04-29
CGUS
CAPITAL GROUP CORE EQUITY ETF
5.37%
Shares332.0K
Event2026-03-31
Filed2026-04-29
BALT
INNOVATOR DEFINED WEALTH SHIELD ETF
4.19%
Shares361.0K
Event2026-03-31
Filed2026-04-29
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-2.34%
Shares184.9K
Event2026-03-31
Filed2026-04-29
LLY
ELI LILLY & CO COM
1.02%
Shares12.3K
Event2026-03-31
Filed2026-04-29
AVLC
AVANTIS U.S. LARGE CAP EQUITY ETF
0.98%
Shares142.3K
Event2026-03-31
Filed2026-04-29
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
5.67%
Shares331.3K
Event2026-03-31
Filed2026-04-29
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
5.96%
Shares43.9K
Event2026-03-31
Filed2026-04-29
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
5.11%
Shares290.0K
Event2026-03-31
Filed2026-04-29
COWZ
PACER US CASH COWS 100 ETF
-1.03%
Shares167.2K
Event2026-03-31
Filed2026-04-29
CORO
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
New
Shares315.6K
Event2026-03-31
Filed2026-04-29
EDGF
3EDGE DYNAMIC FIXED INCOME ETF
50.79%
Shares407.4K
Event2026-03-31
Filed2026-04-29
CGGE
CAPITAL GROUP GLOBAL EQUITY ETF
3.75%
Shares323.8K
Event2026-03-31
Filed2026-04-29
WMT
WALMART INC COM
-14.80%
Shares77.6K
Event2026-03-31
Filed2026-04-29
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-0.63%
Shares136.5K
Event2026-03-31
Filed2026-04-29
TSPA
T. ROWE PRICE U.S. EQUITY RESEARCH ETF
8.13%
Shares231.2K
Event2026-03-31
Filed2026-04-29
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
0.91%
Shares85.3K
Event2026-03-31
Filed2026-04-29
CAIE
CALAMOS AUTOCALLABLE INCOME ETF
118.39%
Shares367.2K
Event2026-03-31
Filed2026-04-29
EFG
ISHARES MSCI EAFE GROWTH ETF
54.05%
Shares82.5K
Event2026-03-31
Filed2026-04-29
META
META PLATFORMS INC CL A
2.48%
Shares16.0K
Event2026-03-31
Filed2026-04-29
ESGU
ISHARES ESG AWARE MSCI USA ETF
-1.07%
Shares64.6K
Event2026-03-31
Filed2026-04-29
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
-4.11%
Shares173.5K
Event2026-03-31
Filed2026-04-29
XOM
EXXON MOBIL CORP COM
4.51%
Shares52.3K
Event2026-03-31
Filed2026-04-29
SHLD
GLOBAL X DEFENSE TECH ETF
48.99%
Shares122.6K
Event2026-03-31
Filed2026-04-29
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
-5.78%
Shares106.1K
Event2026-03-31
Filed2026-04-29
JGRO
JPMORGAN ACTIVE GROWTH ETF
5.87%
Shares99.9K
Event2026-03-31
Filed2026-04-29
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-0.92%
Shares83.6K
Event2026-03-31
Filed2026-04-29
LNG
CHENIERE ENERGY INC COM NEW
0.56%
Shares28.6K
Event2026-03-31
Filed2026-04-29
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
16.78%
Shares167.9K
Event2026-03-31
Filed2026-04-29
INVESCO QQQ TRUST SERIES I
INVESCO QQQ TRUST SERIES I
20.99%
Shares13.9K
Event2026-03-31
Filed2026-04-29
IJR
ISHARES CORE S&P SMALL CAP ETF
-1.68%
Shares62.8K
Event2026-03-31
Filed2026-04-29
NFLX
NETFLIX INC. COM
14.30%
Shares80.5K
Event2026-03-31
Filed2026-04-29
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
0.66%
Shares95.8K
Event2026-03-31
Filed2026-04-29
AVSF
AVANTIS SHORT-TERM FIXED INCOME ETF
2.39%
Shares163.6K
Event2026-03-31
Filed2026-04-29
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-5.46%
Shares151.1K
Event2026-03-31
Filed2026-04-29
FDVV
FIDELITY HIGH DIVIDEND ETF
0.72%
Shares135.8K
Event2026-03-31
Filed2026-04-29
JPM
JPMORGAN CHASE & CO COM
-1.61%
Shares25.3K
Event2026-03-31
Filed2026-04-29
SCHD
SCHWAB US DIVIDEND EQUITY ETF
5.29%
Shares236.7K
Event2026-03-31
Filed2026-04-29
ISHARES GOLD TRUST
ISHARES GOLD TRUST
-39.25%
Shares81.9K
Event2026-03-31
Filed2026-04-29
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
1.50%
Shares71.6K
Event2026-03-31
Filed2026-04-29
IYW
ISHARES U.S. TECHNOLOGY ETF
-3.01%
Shares39.1K
Event2026-03-31
Filed2026-04-29
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-1.13%
Shares124.0K
Event2026-03-31
Filed2026-04-29
V
VISA INC COM CL A
0.95%
Shares21.8K
Event2026-03-31
Filed2026-04-29
DAL
DELTA AIR LINES INC COM NEW
19.48%
Shares97.1K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC COM NEW
CITIGROUP INC COM NEW
19.54%
Shares56.1K
Event2026-03-31
Filed2026-04-29
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
1.00%
Shares72.6K
Event2026-03-31
Filed2026-04-29
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
3.08%
Shares74.6K
Event2026-03-31
Filed2026-04-29
ZECP
ZACKS EARNINGS CONSISTENT PORTFOLIO ETF
0.59%
Shares174.4K
Event2026-03-31
Filed2026-04-29
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-0.40%
Shares49.7K
Event2026-03-31
Filed2026-04-29
IVW
ISHARES S&P 500 GROWTH ETF
-1.37%
Shares51.8K
Event2026-03-31
Filed2026-04-29
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-1.02%
Shares8.4K
Event2026-03-31
Filed2026-04-29
AVRE
AVANTIS REAL ESTATE ETF
-3.42%
Shares132.0K
Event2026-03-31
Filed2026-04-29
SOXX
ISHARES SEMICONDUCTOR ETF
-1.89%
Shares17.5K
Event2026-03-31
Filed2026-04-29
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
63.31%
Shares57.4K
Event2026-03-31
Filed2026-04-29
VIG
VANGUARD DIVIDEND APPRECIATION ETF
2.67%
Shares25.4K
Event2026-03-31
Filed2026-04-29
CALAMOS NASDAQ AUTOCALLABLE INCOME ETF
CALAMOS NASDAQ AUTOCALLABLE INCOME ETF
1041.04%
Shares226.4K
Event2026-03-31
Filed2026-04-29
AMD
ADVANCED MICRO DEVICES INC COM
249.93%
Shares26.0K
Event2026-03-31
Filed2026-04-29
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
4.48%
Shares47.9K
Event2026-03-31
Filed2026-04-29
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
2.30%
Shares156.8K
Event2026-03-31
Filed2026-04-29
FSEP
FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER
1.13%
Shares103.8K
Event2026-03-31
Filed2026-04-29
AUGT
ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF
-0.85%
Shares145.3K
Event2026-03-31
Filed2026-04-29
PANW
PALO ALTO NETWORKS INC COM
-15.27%
Shares31.6K
Event2026-03-31
Filed2026-04-29
GENERAL DYNAMICS CORP COM
GENERAL DYNAMICS CORP COM
6.45%
Shares14.4K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC DEL CL B NEW
BERKSHIRE HATHAWAY INC DEL CL B NEW
-4.12%
Shares10.3K
Event2026-03-31
Filed2026-04-29
IVE
ISHARES S&P 500 VALUE ETF
1.13%
Shares23.2K
Event2026-03-31
Filed2026-04-29
UFEB
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY
163.33%
Shares134.2K
Event2026-03-31
Filed2026-04-29
AVSC
AVANTIS U.S SMALL CAP EQUITY ETF
-0.69%
Shares78.2K
Event2026-03-31
Filed2026-04-29
BROADCOM INC COM
BROADCOM INC COM
24.11%
Shares15.6K
Event2026-03-31
Filed2026-04-29
BJUN
INNOVATOR U.S. EQUITY BUFFER ETF - JUNE
0.83%
Shares102.8K
Event2026-03-31
Filed2026-04-29
FLRT
PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF
-13.16%
Shares101.7K
Event2026-03-31
Filed2026-04-29
UJAN
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY
1.18%
Shares109.8K
Event2026-03-31
Filed2026-04-29
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
2.13%
Shares50.7K
Event2026-03-31
Filed2026-04-29
IWB
ISHARES RUSSELL 1000 ETF
0.07%
Shares12.9K
Event2026-03-31
Filed2026-04-29
BAC
BANK OF AMER CORP COM
2.17%
Shares92.9K
Event2026-03-31
Filed2026-04-29
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
12.66%
Shares44.9K
Event2026-03-31
Filed2026-04-29
PG
PROCTER & GAMBLE CO COM
1.11%
Shares31.0K
Event2026-03-31
Filed2026-04-29
IYC
ISHARES U.S. CONSUMER DISCRETIONARY ETF
2.30%
Shares45.9K
Event2026-03-31
Filed2026-04-29
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
1.37%
Shares46.8K
Event2026-03-31
Filed2026-04-29
IJH
ISHARES CORE S&P MID-CAP ETF
-0.90%
Shares64.5K
Event2026-03-31
Filed2026-04-29
OEF
ISHARES S&P 100 ETF
-72.57%
Shares13.6K
Event2026-03-31
Filed2026-04-29
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
6.52%
Shares47.1K
Event2026-03-31
Filed2026-04-29
CDC
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF
0.22%
Shares59.9K
Event2026-03-31
Filed2026-04-29
SRLN
STATE STREET BLACKSTONE SENIOR LOAN ETF
28.23%
Shares105.5K
Event2026-03-31
Filed2026-04-29
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
14.98%
Shares29.4K
Event2026-03-31
Filed2026-04-29
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
65.01%
Shares46.4K
Event2026-03-31
Filed2026-04-29
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-8.76%
Shares137.5K
Event2026-03-31
Filed2026-04-29
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
22.54%
Shares78.8K
Event2026-03-31
Filed2026-04-29
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
7.02%
Shares46.4K
Event2026-03-31
Filed2026-04-29
CGNG
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
3.38%
Shares122.5K
Event2026-03-31
Filed2026-04-29
MUB
ISHARES NATIONAL MUNI BOND ETF
-14.41%
Shares36.3K
Event2026-03-31
Filed2026-04-29
CEG
CONSTELLATION ENERGY CORP COM
5.00%
Shares13.5K
Event2026-03-31
Filed2026-04-29
RTX
RTX CORPORATION COM
281.10%
Shares19.1K
Event2026-03-31
Filed2026-04-29
SBAR
SIMPLIFY BARRIER INCOME ETF
66.65%
Shares146.3K
Event2026-03-31
Filed2026-04-29
TSLA
TESLA INC COM
2.38%
Shares9.6K
Event2026-03-31
Filed2026-04-29
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-8.71%
Shares62.0K
Event2026-03-31
Filed2026-04-29
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
0.84%
Shares81.2K
Event2026-03-31
Filed2026-04-29
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-0.13%
Shares37.1K
Event2026-03-31
Filed2026-04-29
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
2.50%
Shares43.5K
Event2026-03-31
Filed2026-04-29
GPIX
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
1.84%
Shares67.3K
Event2026-03-31
Filed2026-04-29
ILCV
ISHARES MORNINGSTAR VALUE ETF
6.75%
Shares35.9K
Event2026-03-31
Filed2026-04-29
COST
COSTCO WHOLESALE CORPORATION COM
-20.43%
Shares3.3K
Event2026-03-31
Filed2026-04-29
AEP
AMERICAN ELEC PWR CO INC COM
6.48%
Shares24.7K
Event2026-03-31
Filed2026-04-29
HD
HOME DEPOT INC COM
-1.62%
Shares9.5K
Event2026-03-31
Filed2026-04-29
UBER
UBER TECHNOLOGIES INC COM
3.03%
Shares43.0K
Event2026-03-31
Filed2026-04-29
SCHZ
SCHWAB US AGGREGATE BOND ETF
30.79%
Shares132.4K
Event2026-03-31
Filed2026-04-29
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-0.66%
Shares29.6K
Event2026-03-31
Filed2026-04-29
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
-1.21%
Shares34.1K
Event2026-03-31
Filed2026-04-29
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
180.49%
Shares45.8K
Event2026-03-31
Filed2026-04-29
JNJ
JOHNSON & JOHNSON COM
-1.42%
Shares12.0K
Event2026-03-31
Filed2026-04-29
BDYN
ISHARES DYNAMIC EQUITY ACTIVE ETF
3.72%
Shares117.9K
Event2026-03-31
Filed2026-04-29
VB
VANGUARD SMALL-CAP ETF
-7.41%
Shares10.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
2.79%
Shares9.9K
Event2026-03-31
Filed2026-04-29
CVX
CHEVRON CORPORATION COM
-7.21%
Shares13.3K
Event2026-03-31
Filed2026-04-29
SLV
ISHARES SILVER TRUST
-37.42%
Shares40.4K
Event2026-03-31
Filed2026-04-29
SYSB
ISHARES SYSTEMATIC BOND ETF
24.10%
Shares30.9K
Event2026-03-31
Filed2026-04-29
SMIZ
ZACKS SMALL/MID CAP ETF
6.55%
Shares73.3K
Event2026-03-31
Filed2026-04-29
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-8.30%
Shares18.5K
Event2026-03-31
Filed2026-04-29
FDMO
FIDELITY MOMENTUM FACTOR ETF
2.71%
Shares33.7K
Event2026-03-31
Filed2026-04-29
VT
VANGUARD TOTAL WORLD STOCK ETF
19.68%
Shares19.3K
Event2026-03-31
Filed2026-04-29
PLTR
PALANTIR TECHNOLOGIES INC CL A
32.76%
Shares18.0K
Event2026-03-31
Filed2026-04-29
FIX
COMFORT SYS USA INC COM
15.76%
Shares1.9K
Event2026-03-31
Filed2026-04-29
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
18.19%
Shares26.4K
Event2026-03-31
Filed2026-04-29
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
12.77%
Shares27.5K
Event2026-03-31
Filed2026-04-29
IEFA
ISHARES CORE MSCI EAFE ETF
-5.27%
Shares27.9K
Event2026-03-31
Filed2026-04-29
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
0.55%
Shares63.3K
Event2026-03-31
Filed2026-04-29
AUGW
ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF
-3.11%
Shares77.8K
Event2026-03-31
Filed2026-04-29
BLUEROCK PVT REAL ESTATE FD COM
BLUEROCK PVT REAL ESTATE FD COM
4.51%
Shares149.9K
Event2026-03-31
Filed2026-04-29
CAT
CATERPILLAR INC COM
-5.89%
Shares3.5K
Event2026-03-31
Filed2026-04-29
HFSI
HARTFORD STRATEGIC INCOME ETF
12.42%
Shares71.5K
Event2026-03-31
Filed2026-04-29
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
1.56%
Shares20.8K
Event2026-03-31
Filed2026-04-29
CPER
UNITED STATES COPPER INDEX FUND
12.25%
Shares71.4K
Event2026-03-31
Filed2026-04-29
VXF
VANGUARD EXTENDED MARKET ETF
4.38%
Shares11.9K
Event2026-03-31
Filed2026-04-29
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
9.11%
Shares29.9K
Event2026-03-31
Filed2026-04-29
APOLLO GLOBAL MGMT INC COM
APOLLO GLOBAL MGMT INC COM
-39.96%
Shares21.2K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW COM NEW
DUKE ENERGY CORP NEW COM NEW
2.32%
Shares17.9K
Event2026-03-31
Filed2026-04-29
IBM
INTERNATIONAL BUSINESS MACHS COM
0.38%
Shares9.6K
Event2026-03-31
Filed2026-04-29
CGIC
CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF
0.12%
Shares69.0K
Event2026-03-31
Filed2026-04-29
QQQM
INVESCO NASDAQ 100 ETF
19.78%
Shares9.4K
Event2026-03-31
Filed2026-04-29
KKR & CO INC COM
KKR & CO INC COM
-54.66%
Shares24.1K
Event2026-03-31
Filed2026-04-29
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
29.42%
Shares23.3K
Event2026-03-31
Filed2026-04-29
KHPI
KENSINGTON HEDGED PREMIUM INCOME ETF
16.92%
Shares91.7K
Event2026-03-31
Filed2026-04-29
EDGH
3EDGE DYNAMIC HARD ASSETS ETF
-21.99%
Shares64.9K
Event2026-03-31
Filed2026-04-29
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
1.26%
Shares16.7K
Event2026-03-31
Filed2026-04-29
CGUI
CAPITAL GROUP ULTRA SHORT INCOME ETF
9.64%
Shares86.8K
Event2026-03-31
Filed2026-04-29
QUIZ
ZACKS QUALITY INTERNATIONAL ETF
25.59%
Shares78.3K
Event2026-03-31
Filed2026-04-29
IWV
ISHARES RUSSELL 3000 ETF
-2.41%
Shares5.7K
Event2026-03-31
Filed2026-04-29
ABBV
ABBVIE INC COM
1.91%
Shares9.5K
Event2026-03-31
Filed2026-04-29
GPIQ
GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
41.27%
Shares41.5K
Event2026-03-31
Filed2026-04-29
ACWI
ISHARES MSCI ACWI ETF
-4.91%
Shares14.8K
Event2026-03-31
Filed2026-04-29
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
25.24%
Shares115.3K
Event2026-03-31
Filed2026-04-29
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
2.24%
Shares20.6K
Event2026-03-31
Filed2026-04-29
ISRG
INTUITIVE SURGICAL INC COM NEW
47.20%
Shares4.4K
Event2026-03-31
Filed2026-04-29
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
20.26%
Shares13.9K
Event2026-03-31
Filed2026-04-29
BDEC
INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
1.65%
Shares41.8K
Event2026-03-31
Filed2026-04-29
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-16.38%
Shares24.9K
Event2026-03-31
Filed2026-04-29
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
5.06%
Shares31.9K
Event2026-03-31
Filed2026-04-29
FLDR
FIDELITY LOW DURATION BOND FACTOR ETF
-1.92%
Shares39.7K
Event2026-03-31
Filed2026-04-29
GROZ
ZACKS FOCUS GROWTH ETF
8.62%
Shares71.4K
Event2026-03-31
Filed2026-04-29
KO
COCA COLA CO COM
9.34%
Shares25.8K
Event2026-03-31
Filed2026-04-29
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-0.72%
Shares50.4K
Event2026-03-31
Filed2026-04-29
LOW
LOWES COS INC COM
0.12%
Shares8.3K
Event2026-03-31
Filed2026-04-29
VBR
VANGUARD SMALL CAP VALUE ETF
8.99%
Shares8.9K
Event2026-03-31
Filed2026-04-29
GEV
GE VERNOVA INC COM
22.94%
Shares2.2K
Event2026-03-31
Filed2026-04-29
ACWX
ISHARES MSCI ACWI EX U.S. ETF
36.95%
Shares27.7K
Event2026-03-31
Filed2026-04-29
DDEC
FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER
0.00%
Shares42.2K
Event2026-03-31
Filed2026-04-29
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
49.50%
Shares29.2K
Event2026-03-31
Filed2026-04-29
LUNR
INTUITIVE MACHINES INC CLASS A COM
12.64%
Shares97.8K
Event2026-03-31
Filed2026-04-29
APH
AMPHENOL CORP CL A
2.95%
Shares14.3K
Event2026-03-31
Filed2026-04-29
MBB
ISHARES MBS ETF
-5.95%
Shares18.4K
Event2026-03-31
Filed2026-04-29
SHW
SHERWIN WILLIAMS CO COM
-0.47%
Shares5.5K
Event2026-03-31
Filed2026-04-29
FVAL
FIDELITY VALUE FACTOR ETF
2.11%
Shares25.0K
Event2026-03-31
Filed2026-04-29
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-0.37%
Shares3.7K
Event2026-03-31
Filed2026-04-29
UDEC
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER
-1.81%
Shares44.6K
Event2026-03-31
Filed2026-04-29
FQAL
FIDELITY QUALITY FACTOR ETF
2.68%
Shares23.7K
Event2026-03-31
Filed2026-04-29
BDVL
ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT
-2.99%
Shares68.6K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE COM NEW
GE AEROSPACE COM NEW
-7.70%
Shares5.9K
Event2026-03-31
Filed2026-04-29
FDLO
FIDELITY LOW VOLATILITY FACTOR ETF
2.31%
Shares26.0K
Event2026-03-31
Filed2026-04-29
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
5.73%
Shares24.3K
Event2026-03-31
Filed2026-04-29
IWX
ISHARES RUSSELL TOP 200 VALUE ETF
7.21%
Shares17.9K
Event2026-03-31
Filed2026-04-29
UAPR
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - APRIL
-0.72%
Shares49.7K
Event2026-03-31
Filed2026-04-29
LNT
ALLIANT ENERGY CORP COM
2.00%
Shares22.9K
Event2026-03-31
Filed2026-04-29
VZ
VERIZON COMMUNICATIONS INC COM
-5.34%
Shares32.7K
Event2026-03-31
Filed2026-04-29
HWM
HOWMET AEROSPACE INC COM
38.26%
Shares7.0K
Event2026-03-31
Filed2026-04-29
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-6.23%
Shares17.3K
Event2026-03-31
Filed2026-04-29
MA
MASTERCARD INCORPORATED CL A
-6.47%
Shares3.2K
Event2026-03-31
Filed2026-04-29
ZAUG
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST
-8.36%
Shares60.0K
Event2026-03-31
Filed2026-04-29
DECT
ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF
0.00%
Shares44.7K
Event2026-03-31
Filed2026-04-29
FSK
FS KKR CAP CORP COM
15.32%
Shares154.2K
Event2026-03-31
Filed2026-04-29
LMUB
ISHARES LONG-TERM NATIONAL MUNI BOND ETF
New
Shares31.4K
Event2026-03-31
Filed2026-04-29
HYDB
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
13.71%
Shares33.7K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC COM
MERCK & CO INC COM
10.92%
Shares12.9K
Event2026-03-31
Filed2026-04-29
VIOG
VANGUARD S&P SMALL-CAP 600 GROWTH ETF
42.84%
Shares12.5K
Event2026-03-31
Filed2026-04-29
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
2.58%
Shares4.6K
Event2026-03-31
Filed2026-04-29
NJUL
INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY
-0.70%
Shares21.4K
Event2026-03-31
Filed2026-04-29
FLOT
ISHARES FLOATING RATE BOND ETF
-1.99%
Shares30.0K
Event2026-03-31
Filed2026-04-29
DJAN
FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
12.79%
Shares35.9K
Event2026-03-31
Filed2026-04-29
PEP
PEPSICO INC COM
-1.35%
Shares9.7K
Event2026-03-31
Filed2026-04-29
FSMD
FIDELITY SMALL-MID MULTIFACTOR ETF
-1.39%
Shares33.6K
Event2026-03-31
Filed2026-04-29
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
0.02%
Shares19.0K
Event2026-03-31
Filed2026-04-29
CSCO
CISCO SYS INC COM
19.69%
Shares19.2K
Event2026-03-31
Filed2026-04-29
FNOV
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
116.60%
Shares27.8K
Event2026-03-31
Filed2026-04-29
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
219.38%
Shares14.4K
Event2026-03-31
Filed2026-04-29
FDEC
FT VEST US EQUITY BUFFER ETF - DECEMBER
7.86%
Shares28.8K
Event2026-03-31
Filed2026-04-29
FJUL
FT VEST U.S. EQUITY BUFFER ETF - JULY
14.39%
Shares26.1K
Event2026-03-31
Filed2026-04-29
FAUG
FT VEST U.S. EQUITY BUFFER ETF - AUGUST
14.23%
Shares26.6K
Event2026-03-31
Filed2026-04-29
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
29.35%
Shares8.5K
Event2026-03-31
Filed2026-04-29
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
264.47%
Shares5.5K
Event2026-03-31
Filed2026-04-29
ICVT
ISHARES CONVERTIBLE BOND ETF
-6.56%
Shares13.4K
Event2026-03-31
Filed2026-04-29
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-32.51%
Shares15.6K
Event2026-03-31
Filed2026-04-29
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-5.52%
Shares9.0K
Event2026-03-31
Filed2026-04-29
SPMO
INVESCO S&P 500 MOMENTUM ETF
-35.95%
Shares11.8K
Event2026-03-31
Filed2026-04-29
MAGS
ROUNDHILL MAGNIFICENT SEVEN ETF
333.24%
Shares22.8K
Event2026-03-31
Filed2026-04-29
IEV
ISHARES EUROPE ETF
0.33%
Shares19.3K
Event2026-03-31
Filed2026-04-29
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
114.94%
Shares10.2K
Event2026-03-31
Filed2026-04-29
MCD
MCDONALDS CORP COM
5.46%
Shares4.2K
Event2026-03-31
Filed2026-04-29
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-19.26%
Shares3.1K
Event2026-03-31
Filed2026-04-29
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-0.67%
Shares6.2K
Event2026-03-31
Filed2026-04-29
PM
PHILIP MORRIS INTL INC COM
-2.75%
Shares7.7K
Event2026-03-31
Filed2026-04-29
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
-17.46%
Shares27.6K
Event2026-03-31
Filed2026-04-29
SSO
PROSHARES ULTRA S&P 500
-1.46%
Shares24.3K
Event2026-03-31
Filed2026-04-29
SPMB
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
0.14%
Shares55.4K
Event2026-03-31
Filed2026-04-29
ZOCT
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER
-9.20%
Shares46.4K
Event2026-03-31
Filed2026-04-29
IWR
ISHARES RUSSELL MIDCAP ETF
-0.45%
Shares12.7K
Event2026-03-31
Filed2026-04-29
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-8.73%
Shares11.5K
Event2026-03-31
Filed2026-04-29
ESUM
EVENTIDE US MARKET ETF
3.34%
Shares46.3K
Event2026-03-31
Filed2026-04-29
WM
WASTE MGMT INC DEL COM
-1.50%
Shares5.3K
Event2026-03-31
Filed2026-04-29
PRMB
PRIMO BRANDS CORPORATION CLASS A COM SHS
-16.67%
Shares63.8K
Event2026-03-31
Filed2026-04-29
IWD
ISHARES RUSSELL 1000 VALUE ETF
-27.66%
Shares5.6K
Event2026-03-31
Filed2026-04-29
FOCT
FT VEST U.S. EQUITY BUFFER ETF - OCTOBER
160.77%
Shares24.9K
Event2026-03-31
Filed2026-04-29
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-6.21%
Shares24.2K
Event2026-03-31
Filed2026-04-29
EMGF
ISHARES EMERGING MARKETS EQUITY FACTOR ETF
7.11%
Shares19.3K
Event2026-03-31
Filed2026-04-29
INVESCO S&P 500 PURE GROWTH ETF
INVESCO S&P 500 PURE GROWTH ETF
70.84%
Shares24.8K
Event2026-03-31
Filed2026-04-29
XTEN
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
-0.33%
Shares24.9K
Event2026-03-31
Filed2026-04-29
USEP
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER
0.00%
Shares29.4K
Event2026-03-31
Filed2026-04-29
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
2.87%
Shares34.4K
Event2026-03-31
Filed2026-04-29
MU
MICRON TECHNOLOGY INC COM
23.00%
Shares3.4K
Event2026-03-31
Filed2026-04-29
DWLD
DAVIS SELECT WORLDWIDE ETF
157.33%
Shares25.9K
Event2026-03-31
Filed2026-04-29
PH
PARKER-HANNIFIN CORP COM
5.13%
Shares1.3K
Event2026-03-31
Filed2026-04-29
LMT
LOCKHEED MARTIN CORP COM
3.93%
Shares1.8K
Event2026-03-31
Filed2026-04-29
BJUL
INNOVATOR U.S. EQUITY BUFFER ETF - JULY
-1.55%
Shares22.5K
Event2026-03-31
Filed2026-04-29
APP
APPLOVIN CORP COM CL A
-4.87%
Shares2.7K
Event2026-03-31
Filed2026-04-29
IBB
ISHARES BIOTECHNOLOGY ETF
New
Shares6.4K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP COM NEW
LAM RESEARCH CORP COM NEW
-13.91%
Shares5.0K
Event2026-03-31
Filed2026-04-29
MELI
MERCADOLIBRE INC COM
-3.62%
Shares613
Event2026-03-31
Filed2026-04-29
ACII
INNOVATOR INDEX AUTOCALLABLE INCOME STRATEGY ETF
New
Shares42.0K
Event2026-03-31
Filed2026-04-29
AVES
AVANTIS EMERGING MARKETS VALUE ETF
-6.31%
Shares17.4K
Event2026-03-31
Filed2026-04-29
RFV
INVESCO S&P MIDCAP 400 PURE VALUE ETF
11.30%
Shares8.0K
Event2026-03-31
Filed2026-04-29
SO
SOUTHERN CO COM
-0.85%
Shares10.6K
Event2026-03-31
Filed2026-04-29
SNTH
MRP SYNTHEQUITY ETF
13.64%
Shares39.0K
Event2026-03-31
Filed2026-04-29
COP
CONOCOPHILLIPS COM
-3.93%
Shares7.7K
Event2026-03-31
Filed2026-04-29
DHR
DANAHER CORP DEL COM
-2.85%
Shares5.4K
Event2026-03-31
Filed2026-04-29
SMH
VANECK SEMICONDUCTOR ETF
26.60%
Shares2.6K
Event2026-03-31
Filed2026-04-29
WINN
HARBOR LONG-TERM GROWERS ETF
9.63%
Shares36.1K
Event2026-03-31
Filed2026-04-29
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
72.31%
Shares7.9K
Event2026-03-31
Filed2026-04-29
IESC
IES HOLDINGS INC COM
25.18%
Shares2.1K
Event2026-03-31
Filed2026-04-29
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
39.78%
Shares20.1K
Event2026-03-31
Filed2026-04-29
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
18.84%
Shares19.6K
Event2026-03-31
Filed2026-04-29
BFEB
INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
32.82%
Shares20.4K
Event2026-03-31
Filed2026-04-29
UAUG
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST
-49.96%
Shares24.4K
Event2026-03-31
Filed2026-04-29
BA
BOEING CO COM
12.16%
Shares4.8K
Event2026-03-31
Filed2026-04-29
DIS
DISNEY WALT CO COM
-2.56%
Shares9.9K
Event2026-03-31
Filed2026-04-29
IWM
ISHARES RUSSELL 2000 ETF
0.31%
Shares3.8K
Event2026-03-31
Filed2026-04-29
MS
MORGAN STANLEY COM NEW
-5.23%
Shares5.7K
Event2026-03-31
Filed2026-04-29
UJUL
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY
-2.33%
Shares24.5K
Event2026-03-31
Filed2026-04-29
PFE
PFIZER INC COM
-0.38%
Shares33.2K
Event2026-03-31
Filed2026-04-29
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
5.71%
Shares18.4K
Event2026-03-31
Filed2026-04-29
BUFF
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
0.00%
Shares18.4K
Event2026-03-31
Filed2026-04-29
AOM
ISHARES CORE 40/60 MODERATE ALLOCATION ETF
119.39%
Shares19.2K
Event2026-03-31
Filed2026-04-29
T
AT&T INC COM
12.65%
Shares31.3K
Event2026-03-31
Filed2026-04-29
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-11.03%
Shares18.3K
Event2026-03-31
Filed2026-04-29
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-3.15%
Shares19.7K
Event2026-03-31
Filed2026-04-29
FAST
FASTENAL CO COM
15.46%
Shares19.2K
Event2026-03-31
Filed2026-04-29
FJAN
FT VEST US EQUITY BUFFER ETF - JANUARY
-40.27%
Shares17.5K
Event2026-03-31
Filed2026-04-29
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-26.73%
Shares13.6K
Event2026-03-31
Filed2026-04-29
EMR
EMERSON ELEC CO COM
-8.93%
Shares6.7K
Event2026-03-31
Filed2026-04-29
BAPR
INNOVATOR U.S. EQUITY BUFFER ETF - APRIL
0.11%
Shares17.7K
Event2026-03-31
Filed2026-04-29
ALAB
ASTERA LABS INC COM
-2.80%
Shares7.9K
Event2026-03-31
Filed2026-04-29
POCT
INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
-0.78%
Shares20.0K
Event2026-03-31
Filed2026-04-29
VO
VANGUARD MID-CAP ETF
-2.12%
Shares3.0K
Event2026-03-31
Filed2026-04-29
ROCKET LAB CORP COM
ROCKET LAB CORP COM
13.34%
Shares13.3K
Event2026-03-31
Filed2026-04-29
LGLV
STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF
-3.07%
Shares4.7K
Event2026-03-31
Filed2026-04-29
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
0.04%
Shares17.8K
Event2026-03-31
Filed2026-04-29
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-75.85%
Shares8.9K
Event2026-03-31
Filed2026-04-29
IYE
ISHARES U.S. ENERGY ETF
-10.59%
Shares12.8K
Event2026-03-31
Filed2026-04-29
VNQ
VANGUARD REAL ESTATE ETF
-0.54%
Shares9.3K
Event2026-03-31
Filed2026-04-29
VUSE
VIDENT U.S. EQUITY STRATEGY ETF
3.41%
Shares13.1K
Event2026-03-31
Filed2026-04-29
AVGE
AVANTIS ALL EQUITY MARKETS ETF
-6.84%
Shares9.3K
Event2026-03-31
Filed2026-04-29
VIDI
VIDENT INTERNATIONAL EQUITY STRATEGY ETF
-0.88%
Shares22.6K
Event2026-03-31
Filed2026-04-29
RY
ROYAL BK CDA COM
0.62%
Shares5.0K
Event2026-03-31
Filed2026-04-29
WFC
WELLS FARGO & CO COM
6.65%
Shares10.2K
Event2026-03-31
Filed2026-04-29
OCTW
ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF
0.00%
Shares21.0K
Event2026-03-31
Filed2026-04-29
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
57.67%
Shares7.3K
Event2026-03-31
Filed2026-04-29
ACEI
INNOVATOR EQUITY AUTOCALLABLE INCOME STRATEGY ETF
New
Shares34.4K
Event2026-03-31
Filed2026-04-29
HON
HONEYWELL INTL INC COM
-2.85%
Shares3.5K
Event2026-03-31
Filed2026-04-29
SPYI
NEOS S&P 500 HIGH INCOME ETF
101.20%
Shares16.0K
Event2026-03-31
Filed2026-04-29
FTSL
FIRST TRUST SENIOR LOAN FUND
0.44%
Shares17.5K
Event2026-03-31
Filed2026-04-29
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
9.90%
Shares19.8K
Event2026-03-31
Filed2026-04-29
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
81.92%
Shares7.0K
Event2026-03-31
Filed2026-04-29
XLB
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
-6.52%
Shares15.6K
Event2026-03-31
Filed2026-04-29
INVESCO S&P 500 LOW VOLATILITY ETF
INVESCO S&P 500 LOW VOLATILITY ETF
0.00%
Shares10.6K
Event2026-03-31
Filed2026-04-29
IBIT
ISHARES BITCOIN TRUST ETF
109.63%
Shares20.1K
Event2026-03-31
Filed2026-04-29
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
51.76%
Shares9.3K
Event2026-03-31
Filed2026-04-29
MO
ALTRIA GROUP INC COM
-4.17%
Shares11.6K
Event2026-03-31
Filed2026-04-29
SJNK
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
-22.51%
Shares30.4K
Event2026-03-31
Filed2026-04-29
BMAR
INNOVATOR U.S. EQUITY BUFFER ETF - MARCH
9.43%
Shares14.3K
Event2026-03-31
Filed2026-04-29
AXP
AMERICAN EXPRESS CO COM
8.96%
Shares2.5K
Event2026-03-31
Filed2026-04-29
EDGU
3EDGE DYNAMIC US EQUITY ETF
45.34%
Shares27.0K
Event2026-03-31
Filed2026-04-29
KENSINGTON CREDIT OPPORTUNITIES ETF
KENSINGTON CREDIT OPPORTUNITIES ETF
-4.72%
Shares30.3K
Event2026-03-31
Filed2026-04-29
BSEP
INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
0.00%
Shares15.5K
Event2026-03-31
Filed2026-04-29
URTH
ISHARES MSCI WORLD ETF
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-29
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
35.14%
Shares6.7K
Event2026-03-31
Filed2026-04-29
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
0.03%
Shares14.2K
Event2026-03-31
Filed2026-04-29
SPG
SIMON PPTY GROUP INC NEW COM
18.82%
Shares3.9K
Event2026-03-31
Filed2026-04-29
NVDL
GRANITESHARES 2X LONG NVDA DAILY ETF
0.00%
Shares9.9K
Event2026-03-31
Filed2026-04-29
CGBL
CAPITAL GROUP CORE BALANCED ETF
2.25%
Shares20.9K
Event2026-03-31
Filed2026-04-29
KMI
KINDER MORGAN INC DEL COM
2.97%
Shares21.3K
Event2026-03-31
Filed2026-04-29
ITM
VANECK INTERMEDIATE MUNI ETF
-22.72%
Shares15.2K
Event2026-03-31
Filed2026-04-29
ROK
ROCKWELL AUTOMATION INC COM
17.61%
Shares1.9K
Event2026-03-31
Filed2026-04-29
BAUG
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
0.00%
Shares14.2K
Event2026-03-31
Filed2026-04-29
PTNQ
PACER TRENDPILOT 100 ETF
6.85%
Shares9.5K
Event2026-03-31
Filed2026-04-29
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-0.43%
Shares7.4K
Event2026-03-31
Filed2026-04-29
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-42.78%
Shares8.7K
Event2026-03-31
Filed2026-04-29
ARM
ARM HOLDINGS PLC SPONSORED ADS
-4.34%
Shares4.5K
Event2026-03-31
Filed2026-04-29
NKE
NIKE INC CL B
-9.14%
Shares12.8K
Event2026-03-31
Filed2026-04-29
MMM
3M CO COM
0.11%
Shares4.6K
Event2026-03-31
Filed2026-04-29
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
0.22%
Shares5.0K
Event2026-03-31
Filed2026-04-29
INVESCO S&P 500 EQUAL WEIGHT ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
128.85%
Shares3.5K
Event2026-03-31
Filed2026-04-29
TPIF
TIMOTHY PLAN INTERNATIONAL ETF
-0.96%
Shares18.4K
Event2026-03-31
Filed2026-04-29
SDY
STATE STREET SPDR S&P DIVIDEND ETF
-4.83%
Shares4.5K
Event2026-03-31
Filed2026-04-29
GDEC
FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER
New
Shares17.8K
Event2026-03-31
Filed2026-04-29
IEUR
ISHARES CORE MSCI EUROPE ETF
-15.20%
Shares9.3K
Event2026-03-31
Filed2026-04-29
JULM
FT VEST U.S. EQUITY MAX BUFFER ETF - JULY
4.76%
Shares19.5K
Event2026-03-31
Filed2026-04-29
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
3.39%
Shares24.9K
Event2026-03-31
Filed2026-04-29
ILDR
FIRST TRUST INNOVATION LEADERS ETF
12.54%
Shares21.9K
Event2026-03-31
Filed2026-04-29
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
-2.77%
Shares20.7K
Event2026-03-31
Filed2026-04-29
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
-7.70%
Shares18.3K
Event2026-03-31
Filed2026-04-29
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
29.70%
Shares11.7K
Event2026-03-31
Filed2026-04-29
DDFL
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS
0.00%
Shares31.5K
Event2026-03-31
Filed2026-04-29
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-7.02%
Shares15.1K
Event2026-03-31
Filed2026-04-29
LVHI
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
45.65%
Shares15.8K
Event2026-03-31
Filed2026-04-29
LCTU
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
-7.46%
Shares9.1K
Event2026-03-31
Filed2026-04-29
MPC
MARATHON PETE CORP COM
2.56%
Shares2.6K
Event2026-03-31
Filed2026-04-29
QARP
XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF
62.71%
Shares10.6K
Event2026-03-31
Filed2026-04-29
DAUG
FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
-21.94%
Shares14.2K
Event2026-03-31
Filed2026-04-29
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-0.64%
Shares11.7K
Event2026-03-31
Filed2026-04-29
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - NOVEMBER
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - NOVEMBER
15.60%
Shares32.1K
Event2026-03-31
Filed2026-04-29
UPS
UNITED PARCEL SVCS INC CL B
-4.74%
Shares6.2K
Event2026-03-31
Filed2026-04-29
FTCB
FIRST TRUST CORE INVESTMENT GRADE ETF
0.95%
Shares29.1K
Event2026-03-31
Filed2026-04-29
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-7.27%
Shares7.7K
Event2026-03-31
Filed2026-04-29
ROSC
HARTFORD MULTIFACTOR SMALL CAP ETF
New
Shares12.5K
Event2026-03-31
Filed2026-04-29
UNH
UNITEDHEALTH GROUP INC COM
-17.73%
Shares2.2K
Event2026-03-31
Filed2026-04-29
CL
COLGATE PALMOLIVE CO COM
0.46%
Shares7.0K
Event2026-03-31
Filed2026-04-29
MMC
MARSH & MCLENNAN COS INC COM
0.35%
Shares3.4K
Event2026-03-31
Filed2026-04-29
BLACKSTONE INC COM
BLACKSTONE INC COM
13.55%
Shares5.2K
Event2026-03-31
Filed2026-04-29
AMAT
APPLIED MATLS INC COM
11.62%
Shares1.7K
Event2026-03-31
Filed2026-04-29
BLCR
ISHARES LARGE CAP CORE ACTIVE ETF
New
Shares14.4K
Event2026-03-31
Filed2026-04-29
RDDT
REDDIT INC CL A
-16.00%
Shares4.4K
Event2026-03-31
Filed2026-04-29
IGM
ISHARES EXPANDED TECH SECTOR ETF
-5.02%
Shares4.9K
Event2026-03-31
Filed2026-04-29
FJUN
FT VEST U.S. EQUITY BUFFER ETF - JUNE
-2.56%
Shares10.4K
Event2026-03-31
Filed2026-04-29
XMAG
DEFIANCE LARGE CAP EX-MAG 7 ETF
New
Shares26.3K
Event2026-03-31
Filed2026-04-29
SIZE
ISHARES MSCI USA SIZE FACTOR ETF
-3.53%
Shares3.6K
Event2026-03-31
Filed2026-04-29
TJX
TJX COS INC NEW COM
-4.43%
Shares3.6K
Event2026-03-31
Filed2026-04-29
EATON CORP PLC SHS
EATON CORP PLC SHS
-7.95%
Shares1.6K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC COM
BLACKROCK INC COM
4.90%
Shares600
Event2026-03-31
Filed2026-04-29
GLW
CORNING INC COM
36.33%
Shares4.2K
Event2026-03-31
Filed2026-04-29
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
21.69%
Shares5.2K
Event2026-03-31
Filed2026-04-29
ORCL
ORACLE CORP COM
10.10%
Shares3.8K
Event2026-03-31
Filed2026-04-29
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
-9.38%
Shares11.5K
Event2026-03-31
Filed2026-04-29
FBND
FIDELITY TOTAL BOND ETF
0.10%
Shares12.0K
Event2026-03-31
Filed2026-04-29
CASY
CASEYS GEN STORES INC COM
84.56%
Shares753
Event2026-03-31
Filed2026-04-29
ILCB
ISHARES MORNINGSTAR U.S. EQUITY ETF
-11.02%
Shares6.0K
Event2026-03-31
Filed2026-04-29
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
0.21%
Shares11.4K
Event2026-03-31
Filed2026-04-29
CIFR
CIPHER DIGITAL INC COM
47.76%
Shares41.7K
Event2026-03-31
Filed2026-04-29
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
34.83%
Shares10.7K
Event2026-03-31
Filed2026-04-29
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
17.60%
Shares9.9K
Event2026-03-31
Filed2026-04-29
BKLN
INVESCO SENIOR LOAN ETF
-5.91%
Shares25.7K
Event2026-03-31
Filed2026-04-29
NEE
NEXTERA ENERGY INC COM
4.46%
Shares5.6K
Event2026-03-31
Filed2026-04-29
BUFD
FT VEST LADDERED DEEP BUFFER ETF
-0.16%
Shares18.6K
Event2026-03-31
Filed2026-04-29
NVMI
NOVA LTD COM
25.52%
Shares1.2K
Event2026-03-31
Filed2026-04-29
VGK
VANGUARD FTSE EUROPE ETF
86.99%
Shares6.3K
Event2026-03-31
Filed2026-04-29
CELESTICA INC COM
CELESTICA INC COM
1.11%
Shares1.8K
Event2026-03-31
Filed2026-04-29
EEM
ISHARES MSCI EMERGING MARKETS ETF
-9.84%
Shares9.1K
Event2026-03-31
Filed2026-04-29
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
5.56%
Shares8.4K
Event2026-03-31
Filed2026-04-29
RSJN
FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - JUNE
1.13%
Shares14.7K
Event2026-03-31
Filed2026-04-29
EME
EMCOR GROUP INC COM
8.18%
Shares688
Event2026-03-31
Filed2026-04-29
CRWD
CROWDSTRIKE HLDGS INC CL A
13.71%
Shares1.3K
Event2026-03-31
Filed2026-04-29
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-24.40%
Shares10.0K
Event2026-03-31
Filed2026-04-29
MFC
MANULIFE FINL CORP COM
-1.76%
Shares14.6K
Event2026-03-31
Filed2026-04-29
XAR
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
-0.70%
Shares2.0K
Event2026-03-31
Filed2026-04-29
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
New
Shares3.5K
Event2026-03-31
Filed2026-04-29
IWN
ISHARES RUSSELL 2000 VALUE ETF
-27.90%
Shares2.6K
Event2026-03-31
Filed2026-04-29
GS
GOLDMAN SACHS GROUP INC COM
9.28%
Shares577
Event2026-03-31
Filed2026-04-29
RING
ISHARES MSCI GLOBAL GOLD MINERS ETF
-5.65%
Shares6.2K
Event2026-03-31
Filed2026-04-29
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
27.62%
Shares11.4K
Event2026-03-31
Filed2026-04-29
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
New
Shares6.2K
Event2026-03-31
Filed2026-04-29
DMAX
ISHARES LARGE CAP MAX BUFFER DEC ETF
New
Shares17.9K
Event2026-03-31
Filed2026-04-29
MET
METLIFE INC COM
13.15%
Shares6.6K
Event2026-03-31
Filed2026-04-29
ENB
ENBRIDGE INC COM
-2.41%
Shares8.7K
Event2026-03-31
Filed2026-04-29
OACP
ONEASCENT CORE PLUS BOND ETF
4.68%
Shares20.5K
Event2026-03-31
Filed2026-04-29
VLO
VALERO ENERGY CORP COM
-0.16%
Shares1.9K
Event2026-03-31
Filed2026-04-29
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
79.99%
Shares9.9K
Event2026-03-31
Filed2026-04-29
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
-50.90%
Shares4.9K
Event2026-03-31
Filed2026-04-29
GVIP
GOLDMAN SACHS HEDGE INDUSTRY VIP ETF
132.19%
Shares3.1K
Event2026-03-31
Filed2026-04-29
XT
ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF
4.95%
Shares6.6K
Event2026-03-31
Filed2026-04-29
VSDA
VICTORYSHARES DIVIDEND ACCELERATOR ETF
-43.86%
Shares8.3K
Event2026-03-31
Filed2026-04-29
CRS
CARPENTER TECHNOLOGY CORP COM
21.96%
Shares1.1K
Event2026-03-31
Filed2026-04-29
VV
VANGUARD LARGE-CAP ETF
-6.12%
Shares1.5K
Event2026-03-31
Filed2026-04-29
AMGN
AMGEN INC COM
-7.21%
Shares1.3K
Event2026-03-31
Filed2026-04-29
PRU
PRUDENTIAL FINL INC COM
10.10%
Shares4.6K
Event2026-03-31
Filed2026-04-29
FFEB
FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
-68.33%
Shares7.9K
Event2026-03-31
Filed2026-04-29
AXON
AXON ENTERPRISE INC COM
6.05%
Shares1.0K
Event2026-03-31
Filed2026-04-29
GCT
GIGACLOUD TECHNOLOGY INC CLASS A ORD
24.07%
Shares9.6K
Event2026-03-31
Filed2026-04-29
BK
BANK NEW YORK MELLON CORP COM
5.47%
Shares3.7K
Event2026-03-31
Filed2026-04-29
BND
VANGUARD TOTAL BOND MARKET ETF
27.00%
Shares5.9K
Event2026-03-31
Filed2026-04-29
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
15.63%
Shares9.7K
Event2026-03-31
Filed2026-04-29
DE
DEERE & CO COM
14.50%
Shares766
Event2026-03-31
Filed2026-04-29
DFEB
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
0.00%
Shares9.0K
Event2026-03-31
Filed2026-04-29
SMLV
STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-29
SHM
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
-4.23%
Shares8.8K
Event2026-03-31
Filed2026-04-29
ABT
ABBOTT LABORATORIES COM
2.66%
Shares4.1K
Event2026-03-31
Filed2026-04-29
NOC
NORTHROP GRUMMAN CORP COM
-0.48%
Shares616
Event2026-03-31
Filed2026-04-29
ILCG
ISHARES MORNINGSTAR GROWTH ETF
10.56%
Shares4.3K
Event2026-03-31
Filed2026-04-29
UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
0.94%
Shares16.7K
Event2026-03-31
Filed2026-04-29
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
0.00%
Shares9.3K
Event2026-03-31
Filed2026-04-29
CRM
SALESFORCE INC COM
16.97%
Shares2.2K
Event2026-03-31
Filed2026-04-29
PLD
PROLOGIS INC. COM
12.30%
Shares3.1K
Event2026-03-31
Filed2026-04-29
LHX
L3HARRIS TECHNOLOGIES INC COM
-3.80%
Shares1.2K
Event2026-03-31
Filed2026-04-29
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
-1.28%
Shares16.9K
Event2026-03-31
Filed2026-04-29
WWJD
INSPIRE INTERNATIONAL ETF
-1.16%
Shares10.9K
Event2026-03-31
Filed2026-04-29
XYLD
GLOBAL X S&P 500 COVERED CALL ETF
29.18%
Shares10.4K
Event2026-03-31
Filed2026-04-29
TFC
TRUIST FINL CORP COM
6.80%
Shares8.8K
Event2026-03-31
Filed2026-04-29
WCMI
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
-0.54%
Shares24.1K
Event2026-03-31
Filed2026-04-29
PRXG
PRAXIS IMPACT LARGE CAP GROWTH ETF
1.90%
Shares12.2K
Event2026-03-31
Filed2026-04-29
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF
New
Shares19.6K
Event2026-03-31
Filed2026-04-29
BILS
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
82.81%
Shares4.0K
Event2026-03-31
Filed2026-04-29
QCOM
QUALCOMM INC COM
-7.90%
Shares3.1K
Event2026-03-31
Filed2026-04-29
DSI
ISHARES ESG MSCI KLD 400 ETF
-5.78%
Shares3.2K
Event2026-03-31
Filed2026-04-29
UMAR
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MARCH
0.00%
Shares9.8K
Event2026-03-31
Filed2026-04-29
OASC
ONEASCENT ENHANCED SMALL AND MID CAP ETF
2.19%
Shares13.1K
Event2026-03-31
Filed2026-04-29
SUSL
ISHARES ESG MSCI USA LEADERS ETF
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-29
SPGI
S&P GLOBAL INC COM
-0.11%
Shares906
Event2026-03-31
Filed2026-04-29
UNP
UNION PAC CORP COM
7.13%
Shares1.6K
Event2026-03-31
Filed2026-04-29
DJUN
FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE
-29.38%
Shares8.0K
Event2026-03-31
Filed2026-04-29
MGK
VANGUARD MEGA CAP GROWTH ETF
0.59%
Shares1.0K
Event2026-03-31
Filed2026-04-29
IDEF
ISHARES DEFENSE INDUSTRIALS ACTIVE ETF
New
Shares11.4K
Event2026-03-31
Filed2026-04-29
BMY
BRISTOL-MYERS SQUIBB CO COM
0.97%
Shares6.2K
Event2026-03-31
Filed2026-04-29
MGV
VANGUARD MEGA CAP VALUE ETF
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-29
ZJAN
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY
New
Shares13.5K
Event2026-03-31
Filed2026-04-29
ZFEB
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY
-1.59%
Shares14.5K
Event2026-03-31
Filed2026-04-29
UJUN
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JUNE
0.00%
Shares9.9K
Event2026-03-31
Filed2026-04-29
PINNACLE FINL PARTNERS INC COM
PINNACLE FINL PARTNERS INC COM
22.85%
Shares4.2K
Event2026-03-31
Filed2026-04-29
HDV
ISHARES CORE HIGH DIVIDEND ETF
New
Shares2.7K
Event2026-03-31
Filed2026-04-29
FLCE
FRONTIER ASSET US LARGE CAP EQUITY ETF
11.20%
Shares13.2K
Event2026-03-31
Filed2026-04-29
OCTT
ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF
0.00%
Shares8.5K
Event2026-03-31
Filed2026-04-29
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
-9.97%
Shares7.3K
Event2026-03-31
Filed2026-04-29
FSCO
FS CREDIT OPPORTUNITIES CORP COMMON STOCK
2.56%
Shares69.0K
Event2026-03-31
Filed2026-04-29
UOCT
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER
0.00%
Shares9.2K
Event2026-03-31
Filed2026-04-29
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X ETF
10.27%
Shares7.3K
Event2026-03-31
Filed2026-04-29
ABRDN PHYSICAL GOLD SHARES ETF
ABRDN PHYSICAL GOLD SHARES ETF
3.08%
Shares7.8K
Event2026-03-31
Filed2026-04-29
HNGE
HINGE HEALTH INC CL A
-26.46%
Shares9.1K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC COM SHS
ARISTA NETWORKS INC COM SHS
3.98%
Shares2.8K
Event2026-03-31
Filed2026-04-29
PNR
PENTAIR PLC SHS
-29.68%
Shares4.0K
Event2026-03-31
Filed2026-04-29
LNC
LINCOLN NATL CORP IND COM
8.56%
Shares9.7K
Event2026-03-31
Filed2026-04-29
GILD
GILEAD SCIENCES INC COM
12.58%
Shares2.5K
Event2026-03-31
Filed2026-04-29
COF
CAPITAL ONE FINL CORP COM
-62.25%
Shares1.8K
Event2026-03-31
Filed2026-04-29
SHOP
SHOPIFY INC CL A SUB VTG SHS
0.75%
Shares2.8K
Event2026-03-31
Filed2026-04-29
VCRB
VANGUARD CORE BOND ETF
New
Shares4.3K
Event2026-03-31
Filed2026-04-29
IXJ
ISHARES GLOBAL HEALTHCARE ETF
0.11%
Shares3.6K
Event2026-03-31
Filed2026-04-29
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
2.92%
Shares13.4K
Event2026-03-31
Filed2026-04-29
BALI
ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF
-2.40%
Shares10.8K
Event2026-03-31
Filed2026-04-29
ADP
AUTOMATIC DATA PROCESSING INC COM
-20.22%
Shares1.6K
Event2026-03-31
Filed2026-04-29
QDEC
FT VEST NASDAQ-100 BUFFER ETF - DECEMBER
0.00%
Shares10.5K
Event2026-03-31
Filed2026-04-29
SPTI
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
0.16%
Shares11.5K
Event2026-03-31
Filed2026-04-29
ED
CONSOLIDATED EDISON INC COM
-28.52%
Shares2.9K
Event2026-03-31
Filed2026-04-29

Call Option Holdings
DIS Call
DISNEY WALT CO COM
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-29
NKE Call
NIKE INC CL B
-50.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29
HYLN Call
HYLIION HOLDINGS CORP COMMON STOCK
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29

Put Option Holdings
LMT Put
LOCKHEED MARTIN CORP COM
New
Shares100
Event2026-03-31
Filed2026-04-29