Sponsored

The Analysis of Valtinson Bruner Financial Planning LLC's Holdings & P&L

Currently, Valtinson Bruner Financial Planning LLC holds 171 types of securities in its portfolio with a total value $364.0M. In the most recent quarter, they have increased their positions in HWKN (+86.4K shares, valued at $13.3M), ICSH (+33.3K shares, valued at $1.7M), BUFR (+48.4K shares, valued at $1.6M); decreased their positions in ECL (-5.1K shares, valued at $1.4M), ZROZ (-13.7K shares, valued at $879.8K), BUFQ (-15.2K shares, valued at $538.0K); initiated new positions in MCK (+672 shares, valued at $581.5K), IWB (+1.1K shares, valued at $408.3K), XOM (+1.8K shares, valued at $309.6K).

1M P&L

+4.2M+1.20%

3M P&L

-7.0M-1.92%

HY P&L

+3.3M+0.94%

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/A300.3M

88.1%

2Specialty Chemicals14.1M

4.1%

3Consumer Electronics4.8M

1.4%

Top Industries by Stock Count

1N/A119 stocks

74.8%

2Banks - Diversified4 stocks

2.5%

3Conglomerates3 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ICSH ISHARES TR764.4K shares4.56%2026-03-312026-05-05

XTWY BONDBLOXX ETF TRUST591.7K shares7.21%2026-03-312026-05-05

EDV VANGUARD WORLD FD330.7K shares3.47%2026-03-312026-05-05

BUFR FIRST TR EXCHNG TRADED FD VI622.1K shares8.43%2026-03-312026-05-05

VUSB VANGUARD BD INDEX FDS340.4K shares-1.24%2026-03-312026-05-05

SPYM SPDR SERIES TRUST218.9K shares0.48%2026-03-312026-05-05

SPYV SPDR SERIES TRUST251.4K shares1.14%2026-03-312026-05-05

BUFQ FIRST TR EXCHNG TRADED FD VI390.6K shares-3.75%2026-03-312026-05-05

Sponsored

HWKN HAWKINS INC88.4K shares4251.77%2026-03-312026-05-05

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST491.6K shares-0.73%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS228.0K shares9.76%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS191.3K shares-1.79%2026-03-312026-05-05

BMAY INNOVATOR ETFS TRUST196.4K shares-2.17%2026-03-312026-05-05

FAPR FIRST TR EXCHNG TRADED FD VI149.7K shares-3.05%2026-03-312026-05-05

AAPL APPLE INC18.9K shares5.58%2026-03-312026-05-05

SRLN SSGA ACTIVE ETF TR119.2K shares10.03%2026-03-312026-05-05

Sponsored

VB VANGUARD INDEX FDS17.7K shares-8.77%2026-03-312026-05-05

TLT ISHARES TR46.0K shares-5.49%2026-03-312026-05-05

BMAR INNOVATOR ETFS TRUST74.9K shares-1.62%2026-03-312026-05-05

FJUN FIRST TR EXCHNG TRADED FD VI66.0K shares-1.27%2026-03-312026-05-05

MSFT MICROSOFT CORP9.3K shares2.41%2026-03-312026-05-05

VO VANGUARD INDEX FDS11.9K shares4.43%2026-03-312026-05-05

COWZ PACER FDS TR52.8K shares2.00%2026-03-312026-05-05

BUFG FIRST TR EXCHNG TRADED FD VI108.9K shares0.33%2026-03-312026-05-05

Sponsored

NOVZ ELEVATION SERIES TRUST67.6K shares-2.54%2026-03-312026-05-05

VTI VANGUARD INDEX FDS7.8K shares6.36%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS4.1K shares11.76%2026-03-312026-05-05

FOCT FIRST TR EXCHNG TRADED FD VI51.4K shares-2.76%2026-03-312026-05-05

VSS VANGUARD INTL EQUITY INDEX F15.8K shares0.54%2026-03-312026-05-05

ELEVATION SERIES TRUST ELEVATION SERIES TRUST57.2K shares-0.85%2026-03-312026-05-05

BFEB INNOVATOR ETFS TRUST47.7K shares0.19%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR3.9K shares-3.76%2026-03-312026-05-05

Sponsored

CERY SPDR SERIES TRUST60.7K shares15.69%2026-03-312026-05-05

PSEP INNOVATOR ETFS TRUST49.2K shares0.00%2026-03-312026-05-05

FFEB FIRST TR EXCHNG TRADED FD VI37.8K shares-0.88%2026-03-312026-05-05

SEPZ ELEVATION SERIES TRUST51.2K shares-0.36%2026-03-312026-05-05

EMHC SPDR SERIES TRUST79.0K shares8.96%2026-03-312026-05-05

EBND SPDR SERIES TRUST87.5K shares10.60%2026-03-312026-05-05

BSTP INNOVATOR ETFS TRUST49.8K shares0.00%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T2.7K shares2.01%2026-03-312026-05-05

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares14.05%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC18.2K shares0.89%2026-03-312026-05-05

FISR SSGA ACTIVE TR58.4K shares15.01%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC7.1K shares0.00%2026-03-312026-05-05

KOCT INNOVATOR ETFS TRUST42.4K shares-1.32%2026-03-312026-05-05

WFC WELLS FARGO & CO17.8K shares-0.67%2026-03-312026-05-05

AMZN AMAZON COM INC6.7K shares2.73%2026-03-312026-05-05

HON HONEYWELL INTL INC5.9K shares2.68%2026-03-312026-05-05

Sponsored

NOCT INNOVATOR ETFS TRUST23.0K shares0.00%2026-03-312026-05-05

GLDM WORLD GOLD TR13.7K shares-2.85%2026-03-312026-05-05

ZROZ PIMCO ETF TR19.7K shares-41.10%2026-03-312026-05-05

NVDA NVIDIA CORPORATION7.0K shares4.00%2026-03-312026-05-05

XEL XCEL ENERGY INC15.0K shares-5.26%2026-03-312026-05-05

KNG FIRST TR EXCHANGE-TRADED FD24.3K shares-2.04%2026-03-312026-05-05

BAPR INNOVATOR ETFS TRUST22.8K shares-2.36%2026-03-312026-05-05

FDEC FIRST TR EXCHNG TRADED FD VI21.8K shares-3.54%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC3.3K shares2.01%2026-03-312026-05-05

PJAN INNOVATOR ETFS TRUST20.4K shares0.00%2026-03-312026-05-05

BUFT FIRST TR EXCHNG TRADED FD VI36.4K shares0.00%2026-03-312026-05-05

GGG GRACO INC10.0K shares-5.34%2026-03-312026-05-05

VUG VANGUARD INDEX FDS1.7K shares-0.36%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS11.1K shares23.24%2026-03-312026-05-05

BJAN INNOVATOR ETFS TRUST13.1K shares1.41%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION689 shares22.82%2026-03-312026-05-05

Sponsored

PAPR INNOVATOR ETFS TRUST16.9K shares-1.72%2026-03-312026-05-05

BOCT INNOVATOR ETFS TRUST13.7K shares-3.64%2026-03-312026-05-05

TBIL RBB FD INC12.9K shares-11.74%2026-03-312026-05-05

POCT INNOVATOR ETFS TRUST14.3K shares0.00%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR23.8K shares-5.07%2026-03-312026-05-05

BSJR INVESCO EXCH TRD SLF IDX FD27.3K shares9.00%2026-03-312026-05-05

QUS SPDR SERIES TRUST3.5K shares0.00%2026-03-312026-05-05

GLD SPDR GOLD TR1.4K shares-1.53%2026-03-312026-05-05

Sponsored

MCK MCKESSON CORP672 sharesnew addition2026-03-312026-05-05

KAPR INNOVATOR ETFS TRUST15.9K shares0.00%2026-03-312026-05-05

PFEB INNOVATOR ETFS TRUST14.2K shares0.00%2026-03-312026-05-05

ECL ECOLAB INC2.1K shares-71.27%2026-03-312026-05-05

UTHY RBB FD INC13.3K shares0.14%2026-03-312026-05-05

NAPR INNOVATOR ETFS TRUST9.5K shares-5.36%2026-03-312026-05-05

FNOV FIRST TR EXCHNG TRADED FD VI9.6K shares-1.86%2026-03-312026-05-05

SPYG SPDR SERIES TRUST5.2K shares11.66%2026-03-312026-05-05

Sponsored

BSJS INVESCO EXCH TRD SLF IDX FD23.3K shares5.26%2026-03-312026-05-05

TLH ISHARES TR5.0K shares0.00%2026-03-312026-05-05

OBIL RBB FD INC10.0K shares0.09%2026-03-312026-05-05

SLV ISHARES SILVER TR7.2K shares-0.92%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.7K shares38.62%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO1.6K shares10.47%2026-03-312026-05-05

AUGZ ELEVATION SERIES TRUST11.5K shares0.00%2026-03-312026-05-05

CAT CATERPILLAR INC656 shares5.81%2026-03-312026-05-05

Sponsored

UNH UNITEDHEALTH GROUP INC1.7K shares0.41%2026-03-312026-05-05

QJUN FIRST TR EXCHNG TRADED FD VI14.8K shares-0.22%2026-03-312026-05-05

BDEC INNOVATOR ETFS TRUST9.5K shares0.00%2026-03-312026-05-05

TGT TARGET CORP3.7K shares3.83%2026-03-312026-05-05

FAUG FIRST TR EXCHNG TRADED FD VI8.7K shares0.00%2026-03-312026-05-05

SPMD SPDR SERIES TRUST7.3K shares4.30%2026-03-312026-05-05

OTTR OTTER TAIL CORP4.8K shares0.00%2026-03-312026-05-05

USVN RBB FD INC8.6K shares0.36%2026-03-312026-05-05

Sponsored

IWB ISHARES TR1.1K sharesnew addition2026-03-312026-05-05

BAUG INNOVATOR ETFS TRUST8.2K shares0.00%2026-03-312026-05-05

ESGU ISHARES TR2.8K shares-3.65%2026-03-312026-05-05

OCTH INNOVATOR ETFS TRUST16.8K shares1.42%2026-03-312026-05-05

PDEC INNOVATOR ETFS TRUST9.0K shares0.00%2026-03-312026-05-05

TRP TC ENERGY CORP6.0K shares0.00%2026-03-312026-05-05

SPIB SPDR SERIES TRUST11.2K shares16.17%2026-03-312026-05-05

KJAN INNOVATOR ETFS TRUST8.9K shares0.00%2026-03-312026-05-05

Sponsored

SCHO SCHWAB STRATEGIC TR14.8K shares-1.98%2026-03-312026-05-05

GWX SPDR INDEX SHS FDS8.3K shares-0.73%2026-03-312026-05-05

QSPT FIRST TR EXCHNG TRADED FD VI11.1K shares-2.54%2026-03-312026-05-05

BSJQ INVESCO EXCH TRD SLF IDX FD14.7K shares-18.03%2026-03-312026-05-05

SPIP SPDR SERIES TRUST12.8K shares-4.93%2026-03-312026-05-05

IVW ISHARES TR2.9K shares2.58%2026-03-312026-05-05

SPAB SPDR SERIES TRUST12.7K shares8.27%2026-03-312026-05-05

PMAY INNOVATOR ETFS TRUST8.1K shares0.00%2026-03-312026-05-05

Sponsored

KJUL INNOVATOR ETFS TRUST10.1K shares0.00%2026-03-312026-05-05

TIPX SPDR SERIES TRUST16.6K shares5.16%2026-03-312026-05-05

BSJT INVESCO EXCH TRD SLF IDX FD14.8K shares17.43%2026-03-312026-05-05

SPTL SPDR SERIES TRUST11.8K shares47.08%2026-03-312026-05-05

BUFZ FIRST TR EXCHNG TRADED FD VI11.8K shares0.00%2026-03-312026-05-05

XOM EXXON MOBIL CORP1.8K sharesnew addition2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F5.7K sharesnew addition2026-03-312026-05-05

INTU INTUIT710 shares13.78%2026-03-312026-05-05

Sponsored

GFEB FIRST TR EXCHNG TRADED FD VI7.4K shares53.82%2026-03-312026-05-05

PNOV INNOVATOR ETFS TRUST7.5K shares0.00%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR4.9K shares0.61%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP487 shares-17.88%2026-03-312026-05-05

BAC BANK AMERICA CORP6.0K shares0.62%2026-03-312026-05-05

IWF ISHARES TR686 shares0.00%2026-03-312026-05-05

META META PLATFORMS INC501 shares30.47%2026-03-312026-05-05

UTWY RBB FD INC6.6K shares0.46%2026-03-312026-05-05

Sponsored

WMT WALMART INC2.3K sharesnew addition2026-03-312026-05-05

BP BP PLC6.0K shares0.00%2026-03-312026-05-05

IYW ISHARES TR1.5K shares3.00%2026-03-312026-05-05

RY ROYAL BK CDA1.7K shares0.00%2026-03-312026-05-05

VV VANGUARD INDEX FDS928 shares0.00%2026-03-312026-05-05

BROADCOM INC BROADCOM INC893 shares9.84%2026-03-312026-05-05

IVV ISHARES TR422 shares4.71%2026-03-312026-05-05

LCTU BLACKROCK ETF TRUST3.9K shares-6.81%2026-03-312026-05-05

Sponsored

SYK STRYKER CORPORATION827 shares15.99%2026-03-312026-05-05

BSEP INNOVATOR ETFS TRUST5.6K shares0.00%2026-03-312026-05-05

ENB ENBRIDGE INC5.0K shares4.96%2026-03-312026-05-05

EEM ISHARES TR4.7K shares-2.20%2026-03-312026-05-05

BSJU INVESCO EXCH TRD SLF IDX FD10.2K shares19.44%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS1.2K shares-12.30%2026-03-312026-05-05

PAUG INNOVATOR ETFS TRUST6.0K shares-15.36%2026-03-312026-05-05

CVLC MORGAN STANLEY ETF TRUST3.2K shares0.00%2026-03-312026-05-05

Sponsored

TRV TRAVELERS COMPANIES INC869 shares0.00%2026-03-312026-05-05

V VISA INC831 shares34.03%2026-03-312026-05-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL634 sharesnew addition2026-03-312026-05-05

ABT ABBOTT LABORATORIES2.4K shares0.79%2026-03-312026-05-05

LNT ALLIANT ENERGY CORP3.4K shares0.38%2026-03-312026-05-05

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST4.8K sharesnew addition2026-03-312026-05-05

LQDA LIQUIDIA CORPORATION6.4K sharesnew addition2026-03-312026-05-05

NJAN INNOVATOR ETFS TRUST4.5K shares0.00%2026-03-312026-05-05

Sponsored

CBZ CBIZ INC8.7K shares0.00%2026-03-312026-05-05

LITE LUMENTUM HLDGS INC331 sharesnew addition2026-03-312026-05-05

UTEN RBB FD INC5.3K shares0.42%2026-03-312026-05-05

USFR WISDOMTREE TR4.6K shares-4.13%2026-03-312026-05-05

MMM 3M CO1.6K shares-0.63%2026-03-312026-05-05

FJAN FIRST TR EXCHNG TRADED FD VI4.5K shares15.23%2026-03-312026-05-05

SPDR SERIES TRUST SPDR SERIES TRUST2.4K shares-34.59%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS2.9K sharesnew addition2026-03-312026-05-05

Sponsored

UFIV RBB FD INC4.6K shares0.84%2026-03-312026-05-05

DSI ISHARES TR1.8K shares-3.93%2026-03-312026-05-05

BJUL INNOVATOR ETFS TRUST4.4K shares0.00%2026-03-312026-05-05

USB US BANCORP4.2K shares2.89%2026-03-312026-05-05

JANH INNOVATOR ETFS TRUST8.9K shares8.66%2026-03-312026-05-05

GAL SSGA ACTIVE ETF TR4.2K shares0.00%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR8.3K shares0.28%2026-03-312026-05-05

IEFA ISHARES TR2.3K shares-7.72%2026-03-312026-05-05

Sponsored

DCI DONALDSON INC2.4K shares-1.30%2026-03-312026-05-05

NFLX NETFLIX INC.2.1K sharesnew addition2026-03-312026-05-05

BIZD VANECK ETF TRUST14.8K shares0.00%2026-03-312026-05-05

ICSH

ISHARES TR

4.56%

Shares764.4K

Event2026-03-31

Filed2026-05-05

XTWY

BONDBLOXX ETF TRUST

7.21%

Shares591.7K

Event2026-03-31

Filed2026-05-05

EDV

VANGUARD WORLD FD

3.47%

Shares330.7K

Event2026-03-31

Filed2026-05-05

BUFR

FIRST TR EXCHNG TRADED FD VI

8.43%

Shares622.1K

Event2026-03-31

Filed2026-05-05

VUSB

VANGUARD BD INDEX FDS

-1.24%

Shares340.4K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

0.48%

Shares218.9K

Event2026-03-31

Filed2026-05-05

SPYV

SPDR SERIES TRUST

1.14%

Shares251.4K

Event2026-03-31

Filed2026-05-05

BUFQ

FIRST TR EXCHNG TRADED FD VI

-3.75%

Shares390.6K

Event2026-03-31

Filed2026-05-05

HWKN

HAWKINS INC

4251.77%

Shares88.4K

Event2026-03-31

Filed2026-05-05

INNOVATOR ETFS TRUST

-0.73%

Shares491.6K

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

9.76%

Shares228.0K

Event2026-03-31

Filed2026-05-05

SPEM

SPDR INDEX SHS FDS

-1.79%

Shares191.3K

Event2026-03-31

Filed2026-05-05

BMAY

INNOVATOR ETFS TRUST

-2.17%

Shares196.4K

Event2026-03-31

Filed2026-05-05

FAPR

FIRST TR EXCHNG TRADED FD VI

-3.05%

Shares149.7K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

5.58%

Shares18.9K

Event2026-03-31

Filed2026-05-05

SRLN

SSGA ACTIVE ETF TR

10.03%

Shares119.2K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-8.77%

Shares17.7K

Event2026-03-31

Filed2026-05-05

TLT

ISHARES TR

-5.49%

Shares46.0K

Event2026-03-31

Filed2026-05-05

BMAR

INNOVATOR ETFS TRUST

-1.62%

Shares74.9K

Event2026-03-31

Filed2026-05-05

FJUN

FIRST TR EXCHNG TRADED FD VI

-1.27%

Shares66.0K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

2.41%

Shares9.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

4.43%

Shares11.9K

Event2026-03-31

Filed2026-05-05

COWZ

PACER FDS TR

2.00%

Shares52.8K

Event2026-03-31

Filed2026-05-05

BUFG

FIRST TR EXCHNG TRADED FD VI

0.33%

Shares108.9K

Event2026-03-31

Filed2026-05-05

NOVZ

ELEVATION SERIES TRUST

-2.54%

Shares67.6K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

6.36%

Shares7.8K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

11.76%

Shares4.1K

Event2026-03-31

Filed2026-05-05

FOCT

FIRST TR EXCHNG TRADED FD VI

-2.76%

Shares51.4K

Event2026-03-31

Filed2026-05-05

VSS

VANGUARD INTL EQUITY INDEX F

0.54%

Shares15.8K

Event2026-03-31

Filed2026-05-05

ELEVATION SERIES TRUST

-0.85%

Shares57.2K

Event2026-03-31

Filed2026-05-05

BFEB

INNOVATOR ETFS TRUST

0.19%

Shares47.7K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-3.76%

Shares3.9K

Event2026-03-31

Filed2026-05-05

CERY

SPDR SERIES TRUST

15.69%

Shares60.7K

Event2026-03-31

Filed2026-05-05

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares49.2K

Event2026-03-31

Filed2026-05-05

FFEB

FIRST TR EXCHNG TRADED FD VI

-0.88%

Shares37.8K

Event2026-03-31

Filed2026-05-05

SEPZ

ELEVATION SERIES TRUST

-0.36%

Shares51.2K

Event2026-03-31

Filed2026-05-05

EMHC

SPDR SERIES TRUST

8.96%

Shares79.0K

Event2026-03-31

Filed2026-05-05

EBND

SPDR SERIES TRUST

10.60%

Shares87.5K

Event2026-03-31

Filed2026-05-05

BSTP

INNOVATOR ETFS TRUST

0.00%

Shares49.8K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

2.01%

Shares2.7K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

14.05%

Shares3.3K

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC

0.89%

Shares18.2K

Event2026-03-31

Filed2026-05-05

FISR

SSGA ACTIVE TR

15.01%

Shares58.4K

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-05

KOCT

INNOVATOR ETFS TRUST

-1.32%

Shares42.4K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

-0.67%

Shares17.8K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

2.73%

Shares6.7K

Event2026-03-31

Filed2026-05-05

HON

HONEYWELL INTL INC

2.68%

Shares5.9K

Event2026-03-31

Filed2026-05-05

NOCT

INNOVATOR ETFS TRUST

0.00%

Shares23.0K

Event2026-03-31

Filed2026-05-05

GLDM

WORLD GOLD TR

-2.85%

Shares13.7K

Event2026-03-31

Filed2026-05-05

ZROZ

PIMCO ETF TR

-41.10%

Shares19.7K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

4.00%

Shares7.0K

Event2026-03-31

Filed2026-05-05

XEL

XCEL ENERGY INC

-5.26%

Shares15.0K

Event2026-03-31

Filed2026-05-05

KNG

FIRST TR EXCHANGE-TRADED FD

-2.04%

Shares24.3K

Event2026-03-31

Filed2026-05-05

BAPR

INNOVATOR ETFS TRUST

-2.36%

Shares22.8K

Event2026-03-31

Filed2026-05-05

FDEC

FIRST TR EXCHNG TRADED FD VI

-3.54%

Shares21.8K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

2.01%

Shares3.3K

Event2026-03-31

Filed2026-05-05

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-05

BUFT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares36.4K

Event2026-03-31

Filed2026-05-05

GGG

GRACO INC

-5.34%

Shares10.0K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-0.36%

Shares1.7K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

23.24%

Shares11.1K

Event2026-03-31

Filed2026-05-05

BJAN

INNOVATOR ETFS TRUST

1.41%

Shares13.1K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

22.82%

Shares689

Event2026-03-31

Filed2026-05-05

PAPR

INNOVATOR ETFS TRUST

-1.72%

Shares16.9K

Event2026-03-31

Filed2026-05-05

BOCT

INNOVATOR ETFS TRUST

-3.64%

Shares13.7K

Event2026-03-31

Filed2026-05-05

TBIL

RBB FD INC

-11.74%

Shares12.9K

Event2026-03-31

Filed2026-05-05

POCT

INNOVATOR ETFS TRUST

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

-5.07%

Shares23.8K

Event2026-03-31

Filed2026-05-05

BSJR

INVESCO EXCH TRD SLF IDX FD

9.00%

Shares27.3K

Event2026-03-31

Filed2026-05-05

QUS

SPDR SERIES TRUST

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-1.53%

Shares1.4K

Event2026-03-31

Filed2026-05-05

MCK

MCKESSON CORP

New

Shares672

Event2026-03-31

Filed2026-05-05

KAPR

INNOVATOR ETFS TRUST

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-05

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-05

ECL

ECOLAB INC

-71.27%

Shares2.1K

Event2026-03-31

Filed2026-05-05

UTHY

RBB FD INC

0.14%

Shares13.3K

Event2026-03-31

Filed2026-05-05

NAPR

INNOVATOR ETFS TRUST

-5.36%

Shares9.5K

Event2026-03-31

Filed2026-05-05

FNOV

FIRST TR EXCHNG TRADED FD VI

-1.86%

Shares9.6K

Event2026-03-31

Filed2026-05-05

SPYG

SPDR SERIES TRUST

11.66%

Shares5.2K

Event2026-03-31

Filed2026-05-05

BSJS

INVESCO EXCH TRD SLF IDX FD

5.26%

Shares23.3K

Event2026-03-31

Filed2026-05-05

TLH

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-05

OBIL

RBB FD INC

0.09%

Shares10.0K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

-0.92%

Shares7.2K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

38.62%

Shares1.7K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

10.47%

Shares1.6K

Event2026-03-31

Filed2026-05-05

AUGZ

ELEVATION SERIES TRUST

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

5.81%

Shares656

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

0.41%

Shares1.7K

Event2026-03-31

Filed2026-05-05

QJUN

FIRST TR EXCHNG TRADED FD VI

-0.22%

Shares14.8K

Event2026-03-31

Filed2026-05-05

BDEC

INNOVATOR ETFS TRUST

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-05

TGT

TARGET CORP

3.83%

Shares3.7K

Event2026-03-31

Filed2026-05-05

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-05

SPMD

SPDR SERIES TRUST

4.30%

Shares7.3K

Event2026-03-31

Filed2026-05-05

OTTR

OTTER TAIL CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-05

USVN

RBB FD INC

0.36%

Shares8.6K

Event2026-03-31

Filed2026-05-05

IWB

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-05

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-05

ESGU

ISHARES TR

-3.65%

Shares2.8K

Event2026-03-31

Filed2026-05-05

OCTH

INNOVATOR ETFS TRUST

1.42%

Shares16.8K

Event2026-03-31

Filed2026-05-05

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-05

TRP

TC ENERGY CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-05

SPIB

SPDR SERIES TRUST

16.17%

Shares11.2K

Event2026-03-31

Filed2026-05-05

KJAN

INNOVATOR ETFS TRUST

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-05

SCHO

SCHWAB STRATEGIC TR

-1.98%

Shares14.8K

Event2026-03-31

Filed2026-05-05

GWX

SPDR INDEX SHS FDS

-0.73%

Shares8.3K

Event2026-03-31

Filed2026-05-05

QSPT

FIRST TR EXCHNG TRADED FD VI

-2.54%

Shares11.1K

Event2026-03-31

Filed2026-05-05

BSJQ

INVESCO EXCH TRD SLF IDX FD

-18.03%

Shares14.7K

Event2026-03-31

Filed2026-05-05

SPIP

SPDR SERIES TRUST

-4.93%

Shares12.8K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

2.58%

Shares2.9K

Event2026-03-31

Filed2026-05-05

SPAB

SPDR SERIES TRUST

8.27%

Shares12.7K

Event2026-03-31

Filed2026-05-05

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-05

KJUL

INNOVATOR ETFS TRUST

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-05

TIPX

SPDR SERIES TRUST

5.16%

Shares16.6K

Event2026-03-31

Filed2026-05-05

BSJT

INVESCO EXCH TRD SLF IDX FD

17.43%

Shares14.8K

Event2026-03-31

Filed2026-05-05

SPTL

SPDR SERIES TRUST

47.08%

Shares11.8K

Event2026-03-31

Filed2026-05-05

BUFZ

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares5.7K

Event2026-03-31

Filed2026-05-05

INTU

INTUIT

13.78%

Shares710

Event2026-03-31

Filed2026-05-05

GFEB

FIRST TR EXCHNG TRADED FD VI

53.82%

Shares7.4K

Event2026-03-31

Filed2026-05-05

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

0.61%

Shares4.9K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

-17.88%

Shares487

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

0.62%

Shares6.0K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

0.00%

Shares686

Event2026-03-31

Filed2026-05-05