Sponsored

The Analysis of WINNOW WEALTH LLC's Holdings & P&L

Currently, WINNOW WEALTH LLC holds 123 types of securities in its portfolio with a total value $129.6M. In the most recent quarter, they have increased their positions in VTES (+16.2K shares, valued at $1.6M), N/A (+45.0K shares, valued at $1.1M), N/A (+22.6K shares, valued at $1.1M); decreased their positions in SFLR (-18.3K shares, valued at $648.0K), ACII (-17.5K shares, valued at $438.5K), BALT (-12.8K shares, valued at $429.2K); initiated new positions in VTES (+16.2K shares, valued at $1.6M), N/A (+45.0K shares, valued at $1.1M), N/A (+22.6K shares, valued at $1.1M).

1M P&L

+2.8M+2.45%

3M P&L

+3.3M+2.87%

HY P&L

+8.2M+7.54%

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/A77.6M

60.0%

2Household & Personal Products3.7M

2.8%

3Semiconductors3.2M

2.4%

Top Industries by Stock Count

1N/A117 stocks

21.3%

2Software - Application21 stocks

3.8%

3Utilities - Regulated Electric17 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR108.6K shares1.50%2026-03-312026-05-19

SFLR INNOVATOR ETFS TRUST243.0K shares-7.00%2026-03-312026-05-19

DJUL FIRST TR EXCHNG TRADED FD VI108.0K shares-7.09%2026-03-312026-05-19

DSEP FIRST TR EXCHNG TRADED FD VI113.6K shares-7.24%2026-03-312026-05-19

DOCT FIRST TR EXCHNG TRADED FD VI113.3K shares-7.16%2026-03-312026-05-19

DNOV FIRST TR EXCHNG TRADED FD VI99.1K shares-6.98%2026-03-312026-05-19

BALT INNOVATOR ETFS TRUST136.2K shares-8.61%2026-03-312026-05-19

RFLR INNOVATOR ETFS TRUST117.0K shares1.73%2026-03-312026-05-19

Sponsored

QFLR INNOVATOR ETFS TRUST99.1K shares2.55%2026-03-312026-05-19

XOM EXXON MOBIL CORP12.3K shares0.37%2026-03-312026-05-19

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST34.4K shares31.68%2026-03-312026-05-19

VTES VANGUARD WELLINGTON FD16.2K sharesnew addition2026-03-312026-05-19

CF CF INDUSTRIES HOLD11.8K shares-6.96%2026-03-312026-05-19

GLDI UBS AG8.1K shares-6.72%2026-03-312026-05-19

JNJ JOHNSON & JOHNSON5.1K shares-4.49%2026-03-312026-05-19

GPIQ GOLDMAN SACHS ETF TR25.2K shares-4.38%2026-03-312026-05-19

Sponsored

EOG EOG RES INC8.5K shares-7.23%2026-03-312026-05-19

GILD GILEAD SCIENCES INC8.6K shares-5.42%2026-03-312026-05-19

VZ VERIZON COMMUNICATIONS INC23.9K shares-5.22%2026-03-312026-05-19

CBOE CBOE GLOBAL MKTS INC4.2K shares-4.59%2026-03-312026-05-19

MO ALTRIA GROUP INC17.7K shares-4.04%2026-03-312026-05-19

MU MICRON TECHNOLOGY INC3.4K shares-9.72%2026-03-312026-05-19

CME CME GROUP INC3.8K shares-3.97%2026-03-312026-05-19

MERCK & CO INC MERCK & CO INC9.4K shares-6.51%2026-03-312026-05-19

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST45.0K sharesnew addition2026-03-312026-05-19

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST22.6K sharesnew addition2026-03-312026-05-19

GPIX GOLDMAN SACHS ETF TR21.7K shares-1.65%2026-03-312026-05-19

UTHR UNITED THERAPEUTICS CORP DEL1.8K shares-7.51%2026-03-312026-05-19

SNA SNAP ON INC3.0K shares-4.89%2026-03-312026-05-19

MPWR MONOLITHIC PWR SYS INC947 shares-6.97%2026-03-312026-05-19

SDVD FIRST TR EXCH TRADED FD III47.2K shares-0.50%2026-03-312026-05-19

FLEX FLEXTRONICS INTL LTD15.6K shares-6.42%2026-03-312026-05-19

Sponsored

CL COLGATE PALMOLIVE CO11.8K shares-5.51%2026-03-312026-05-19

NVDA NVIDIA CORPORATION5.7K shares-3.63%2026-03-312026-05-19

USB US BANCORP19.0K shares-5.82%2026-03-312026-05-19

FOXA FOX CORP16.8K shares-3.04%2026-03-312026-05-19

ALPHABET INC ALPHABET INC3.4K shares-3.98%2026-03-312026-05-19

CMCSA COMCAST CORP NEW33.4K shares-4.67%2026-03-312026-05-19

PEP PEPSICO INC6.1K shares-4.85%2026-03-312026-05-19

ITW ILLINOIS TOOL WKS INC3.6K shares-6.35%2026-03-312026-05-19

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST38.0K sharesnew addition2026-03-312026-05-19

DECK DECKERS OUTDOOR CORP9.1K shares-7.85%2026-03-312026-05-19

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST37.1K sharesnew addition2026-03-312026-05-19

PG PROCTER & GAMBLE CO6.3K shares-5.05%2026-03-312026-05-19

AVY AVERY DENNISON CORP5.1K shares-4.23%2026-03-312026-05-19

RDVI FIRST TR EXCHANGE-TRADED FD34.5K shares-2.59%2026-03-312026-05-19

VICI VICI PPTYS INC32.1K shares-5.34%2026-03-312026-05-19

KHC KRAFT HEINZ CO38.9K shares-5.09%2026-03-312026-05-19

Sponsored

PHM PULTE GROUP INC7.4K shares-5.60%2026-03-312026-05-19

CAG CONAGRA BRANDS INC54.7K shares-5.29%2026-03-312026-05-19

BROADCOM INC BROADCOM INC2.8K shares-2.97%2026-03-312026-05-19

KMB KIMBERLY-CLARK CORP8.9K shares-4.70%2026-03-312026-05-19

EXEL EXELIXIS INC19.7K shares-6.67%2026-03-312026-05-19

THC TENET HEALTHCARE CORP4.4K shares-5.86%2026-03-312026-05-19

YMAX TIDAL TRUST II106.8K shares-3.71%2026-03-312026-05-19

ELAN ELANCO ANIMAL HEALTH INC34.9K shares-7.98%2026-03-312026-05-19

Sponsored

RL RALPH LAUREN CORP2.4K shares-6.30%2026-03-312026-05-19

CHTR CHARTER COMMUNICATIONS INC3.8K shares-7.46%2026-03-312026-05-19

ZM ZOOM COMMUNICATIONS INC10.1K shares-5.84%2026-03-312026-05-19

TROW PRICE T ROWE GROUP INC8.9K shares-3.81%2026-03-312026-05-19

NBIX NEUROCRINE BIOSCIENCES INC6.0K shares-4.98%2026-03-312026-05-19

GIS GENERAL MILLS INC19.6K shares-3.01%2026-03-312026-05-19

SPEM SPDR INDEX SHS FDS15.5K shares17744.83%2026-03-312026-05-19

PANW PALO ALTO NETWORKS INC4.5K shares-4.44%2026-03-312026-05-19

Sponsored

MSFT MICROSOFT CORP2.0K shares-8.00%2026-03-312026-05-19

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.5K shares-1.57%2026-03-312026-05-19

FPEI FIRST TR EXCH TRADED FD III35.8K shares-13.36%2026-03-312026-05-19

MMSI MERIT MED SYS INC9.9K shares-5.39%2026-03-312026-05-19

IDV ISHARES TR15.7K shares-14.03%2026-03-312026-05-19

CHWY CHEWY INC24.3K shares-3.97%2026-03-312026-05-19

ABT ABBOTT LABORATORIES6.0K shares-5.62%2026-03-312026-05-19

PODD INSULET CORP2.9K shares-4.11%2026-03-312026-05-19

Sponsored

APP APPLOVIN CORP1.5K shares-2.22%2026-03-312026-05-19

TSLA TESLA INC1.5K shares0.72%2026-03-312026-05-19

DVYE ISHARES INC16.6K shares-14.42%2026-03-312026-05-19

VANGUARD INDEX FDS VANGUARD INDEX FDS917 shares248.67%2026-03-312026-05-19

PINS PINTEREST INC29.0K shares-2.07%2026-03-312026-05-19

AGGH SIMPLIFY EXCHANGE TRADED FUN25.9K shares3.27%2026-03-312026-05-19

DMAY FIRST TR EXCHNG TRADED FD VI11.4K shares-1.06%2026-03-312026-05-19

HIMS HIMS & HERS HEALTH INC22.7K shares1.78%2026-03-312026-05-19

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI13.6K sharesnew addition2026-03-312026-05-19

SCZ ISHARES TR5.6K shares42730.77%2026-03-312026-05-19

CAIE CALAMOS ETF TR16.7K sharesnew addition2026-03-312026-05-19

CALAMOS ETF TR CALAMOS ETF TR17.6K sharesnew addition2026-03-312026-05-19

ACII INNOVATOR ETFS TRUST16.5K shares-51.41%2026-03-312026-05-19

ACEI INNOVATOR ETFS TRUST17.9K shares-49.03%2026-03-312026-05-19

KBWD INVESCO EXCH TRADED FD TR II32.5K shares11.50%2026-03-312026-05-19

BUFQ FIRST TR EXCHNG TRADED FD VI11.4K sharesnew addition2026-03-312026-05-19

Sponsored

BUFY FIRST TR EXCHNG TRADED FD VI18.0K sharesnew addition2026-03-312026-05-19

BUFS FIRST TR EXCHNG TRADED FD VI17.3K sharesnew addition2026-03-312026-05-19

KNG FIRST TR EXCHANGE-TRADED FD7.8K shares26.93%2026-03-312026-05-19

QMAR FIRST TR EXCHNG TRADED FD VI10.1K shares-11.23%2026-03-312026-05-19

QSPT FIRST TR EXCHNG TRADED FD VI10.9K shares-11.05%2026-03-312026-05-19

QJUN FIRST TR EXCHNG TRADED FD VI10.6K shares-11.28%2026-03-312026-05-19

QDEC FIRST TR EXCHNG TRADED FD VI10.5K shares-11.61%2026-03-312026-05-19

YSEP FIRST TR EXCHNG TRADED FD VI12.3K shares-11.78%2026-03-312026-05-19

Sponsored

YMAR FIRST TR EXCHNG TRADED FD VI11.8K shares-11.82%2026-03-312026-05-19

YJUN FIRST TR EXCHNG TRADED FD VI12.2K shares-11.96%2026-03-312026-05-19

DFEB FIRST TR EXCHNG TRADED FD VI6.6K shares-2.56%2026-03-312026-05-19

YDEC FIRST TR EXCHNG TRADED FD VI11.6K shares-12.23%2026-03-312026-05-19

VEA VANGUARD TAX-MANAGED FDS4.7K shares343.21%2026-03-312026-05-19

DXUV DIMENSIONAL ETF TRUST4.8K shares874.65%2026-03-312026-05-19

DMAR FIRST TR EXCHNG TRADED FD VI6.6K shares-0.92%2026-03-312026-05-19

DJAN FIRST TR EXCHNG TRADED FD VI6.5K shares-5.70%2026-03-312026-05-19

Sponsored

BUCK SIMPLIFY EXCHANGE TRADED FUN11.6K shares448.17%2026-03-312026-05-19

JAJL INNOVATOR ETFS TRUST8.7K shares-13.05%2026-03-312026-05-19

IJR ISHARES TR2.0K shares842.38%2026-03-312026-05-19

PFG PRINCIPAL FINANCIAL GROUP IN2.7K shares1.04%2026-03-312026-05-19

APOC INNOVATOR ETFS TRUST9.6K shares-13.08%2026-03-312026-05-19

WMT WALMART INC2.0K shares2.39%2026-03-312026-05-19

DFUS DIMENSIONAL ETF TRUST3.4K shares890.41%2026-03-312026-05-19

ORCL ORACLE CORP1.5K shares-2.04%2026-03-312026-05-19

Sponsored

CALAMOS ETF TR CALAMOS ETF TR12.5K sharesnew addition2026-03-312026-05-19

EOCT INNOVATOR ETFS TRUST6.8K shares-12.02%2026-03-312026-05-19

KAPR INNOVATOR ETFS TRUST6.0K shares-11.21%2026-03-312026-05-19

DAPR FIRST TR EXCHNG TRADED FD VI5.3K shares-6.79%2026-03-312026-05-19

DFIC DIMENSIONAL ETF TRUST5.9K shares838.99%2026-03-312026-05-19

KJAN INNOVATOR ETFS TRUST5.0K shares-11.60%2026-03-312026-05-19

SCHM SCHWAB STRATEGIC TR6.7K shares3133.65%2026-03-312026-05-19

KJUL INNOVATOR ETFS TRUST6.4K shares-12.01%2026-03-312026-05-19

Sponsored

KOCT INNOVATOR ETFS TRUST6.0K shares-11.87%2026-03-312026-05-19

EJUL INNOVATOR ETFS TRUST6.8K shares-12.73%2026-03-312026-05-19

TMCI TREACE MED CONCEPTS INC28.3K shares-0.00%2026-03-312026-05-19

SGOV

ISHARES TR

1.50%

Shares108.6K

Event2026-03-31

Filed2026-05-19

SFLR

INNOVATOR ETFS TRUST

-7.00%

Shares243.0K

Event2026-03-31

Filed2026-05-19

DJUL

FIRST TR EXCHNG TRADED FD VI

-7.09%

Shares108.0K

Event2026-03-31

Filed2026-05-19

DSEP

FIRST TR EXCHNG TRADED FD VI

-7.24%

Shares113.6K

Event2026-03-31

Filed2026-05-19

DOCT

FIRST TR EXCHNG TRADED FD VI

-7.16%

Shares113.3K

Event2026-03-31

Filed2026-05-19

DNOV

FIRST TR EXCHNG TRADED FD VI

-6.98%

Shares99.1K

Event2026-03-31

Filed2026-05-19

BALT

INNOVATOR ETFS TRUST

-8.61%

Shares136.2K

Event2026-03-31

Filed2026-05-19

RFLR

INNOVATOR ETFS TRUST

1.73%

Shares117.0K

Event2026-03-31

Filed2026-05-19

QFLR

INNOVATOR ETFS TRUST

2.55%

Shares99.1K

Event2026-03-31

Filed2026-05-19

XOM

EXXON MOBIL CORP

0.37%

Shares12.3K

Event2026-03-31

Filed2026-05-19

INNOVATOR ETFS TRUST

31.68%

Shares34.4K

Event2026-03-31

Filed2026-05-19

VTES

VANGUARD WELLINGTON FD

New

Shares16.2K

Event2026-03-31

Filed2026-05-19

CF INDUSTRIES HOLD

-6.96%

Shares11.8K

Event2026-03-31

Filed2026-05-19

GLDI

UBS AG

-6.72%

Shares8.1K

Event2026-03-31

Filed2026-05-19

JNJ

JOHNSON & JOHNSON

-4.49%

Shares5.1K

Event2026-03-31

Filed2026-05-19

GPIQ

GOLDMAN SACHS ETF TR

-4.38%

Shares25.2K

Event2026-03-31

Filed2026-05-19

EOG

EOG RES INC

-7.23%

Shares8.5K

Event2026-03-31

Filed2026-05-19

GILD

GILEAD SCIENCES INC

-5.42%

Shares8.6K

Event2026-03-31

Filed2026-05-19

VERIZON COMMUNICATIONS INC

-5.22%

Shares23.9K

Event2026-03-31

Filed2026-05-19

CBOE

CBOE GLOBAL MKTS INC

-4.59%

Shares4.2K

Event2026-03-31

Filed2026-05-19

ALTRIA GROUP INC

-4.04%

Shares17.7K

Event2026-03-31

Filed2026-05-19

MICRON TECHNOLOGY INC

-9.72%

Shares3.4K

Event2026-03-31

Filed2026-05-19

CME

CME GROUP INC

-3.97%

Shares3.8K

Event2026-03-31

Filed2026-05-19

MERCK & CO INC

-6.51%

Shares9.4K

Event2026-03-31

Filed2026-05-19

INNOVATOR ETFS TRUST

New

Shares45.0K

Event2026-03-31

Filed2026-05-19

INNOVATOR ETFS TRUST

New

Shares22.6K

Event2026-03-31

Filed2026-05-19

GPIX

GOLDMAN SACHS ETF TR

-1.65%

Shares21.7K

Event2026-03-31

Filed2026-05-19

UTHR

UNITED THERAPEUTICS CORP DEL

-7.51%

Shares1.8K

Event2026-03-31

Filed2026-05-19

SNA

SNAP ON INC

-4.89%

Shares3.0K

Event2026-03-31

Filed2026-05-19

MPWR

MONOLITHIC PWR SYS INC

-6.97%

Shares947

Event2026-03-31

Filed2026-05-19

SDVD

FIRST TR EXCH TRADED FD III

-0.50%

Shares47.2K

Event2026-03-31

Filed2026-05-19

FLEX

FLEXTRONICS INTL LTD

-6.42%

Shares15.6K

Event2026-03-31

Filed2026-05-19

COLGATE PALMOLIVE CO

-5.51%

Shares11.8K

Event2026-03-31

Filed2026-05-19

NVDA

NVIDIA CORPORATION

-3.63%

Shares5.7K

Event2026-03-31

Filed2026-05-19

USB

US BANCORP

-5.82%

Shares19.0K

Event2026-03-31

Filed2026-05-19

FOXA

FOX CORP

-3.04%

Shares16.8K

Event2026-03-31

Filed2026-05-19

ALPHABET INC

-3.98%

Shares3.4K

Event2026-03-31

Filed2026-05-19

CMCSA

COMCAST CORP NEW

-4.67%

Shares33.4K

Event2026-03-31

Filed2026-05-19

PEP

PEPSICO INC

-4.85%

Shares6.1K

Event2026-03-31

Filed2026-05-19

ITW

ILLINOIS TOOL WKS INC

-6.35%

Shares3.6K

Event2026-03-31

Filed2026-05-19

INNOVATOR ETFS TRUST

New

Shares38.0K

Event2026-03-31

Filed2026-05-19

DECK

DECKERS OUTDOOR CORP

-7.85%

Shares9.1K

Event2026-03-31

Filed2026-05-19

INNOVATOR ETFS TRUST

New

Shares37.1K

Event2026-03-31

Filed2026-05-19

PROCTER & GAMBLE CO

-5.05%

Shares6.3K

Event2026-03-31

Filed2026-05-19

AVY

AVERY DENNISON CORP

-4.23%

Shares5.1K

Event2026-03-31

Filed2026-05-19

RDVI

FIRST TR EXCHANGE-TRADED FD

-2.59%

Shares34.5K

Event2026-03-31

Filed2026-05-19

VICI

VICI PPTYS INC

-5.34%

Shares32.1K

Event2026-03-31

Filed2026-05-19

KHC

KRAFT HEINZ CO

-5.09%

Shares38.9K

Event2026-03-31

Filed2026-05-19

PHM

PULTE GROUP INC

-5.60%

Shares7.4K

Event2026-03-31

Filed2026-05-19

CAG

CONAGRA BRANDS INC

-5.29%

Shares54.7K

Event2026-03-31

Filed2026-05-19

BROADCOM INC

-2.97%

Shares2.8K

Event2026-03-31

Filed2026-05-19

KMB

KIMBERLY-CLARK CORP

-4.70%

Shares8.9K

Event2026-03-31

Filed2026-05-19

EXEL

EXELIXIS INC

-6.67%

Shares19.7K

Event2026-03-31

Filed2026-05-19

THC

TENET HEALTHCARE CORP

-5.86%

Shares4.4K

Event2026-03-31

Filed2026-05-19

YMAX

TIDAL TRUST II

-3.71%

Shares106.8K

Event2026-03-31

Filed2026-05-19

ELAN

ELANCO ANIMAL HEALTH INC

-7.98%

Shares34.9K

Event2026-03-31

Filed2026-05-19

RALPH LAUREN CORP

-6.30%

Shares2.4K

Event2026-03-31

Filed2026-05-19

CHTR

CHARTER COMMUNICATIONS INC

-7.46%

Shares3.8K

Event2026-03-31

Filed2026-05-19

ZOOM COMMUNICATIONS INC

-5.84%

Shares10.1K

Event2026-03-31

Filed2026-05-19

TROW

PRICE T ROWE GROUP INC

-3.81%

Shares8.9K

Event2026-03-31

Filed2026-05-19

NBIX

NEUROCRINE BIOSCIENCES INC

-4.98%

Shares6.0K

Event2026-03-31

Filed2026-05-19

GIS

GENERAL MILLS INC

-3.01%

Shares19.6K

Event2026-03-31

Filed2026-05-19

SPEM

SPDR INDEX SHS FDS

17744.83%

Shares15.5K

Event2026-03-31

Filed2026-05-19

PANW

PALO ALTO NETWORKS INC

-4.44%

Shares4.5K

Event2026-03-31

Filed2026-05-19

MSFT

MICROSOFT CORP

-8.00%

Shares2.0K

Event2026-03-31

Filed2026-05-19

ACCENTURE PLC IRELAND

-1.57%

Shares3.5K

Event2026-03-31

Filed2026-05-19

FPEI

FIRST TR EXCH TRADED FD III

-13.36%

Shares35.8K

Event2026-03-31

Filed2026-05-19

MMSI

MERIT MED SYS INC

-5.39%

Shares9.9K

Event2026-03-31

Filed2026-05-19

IDV

ISHARES TR

-14.03%

Shares15.7K

Event2026-03-31

Filed2026-05-19

CHWY

CHEWY INC

-3.97%

Shares24.3K

Event2026-03-31

Filed2026-05-19

ABT

ABBOTT LABORATORIES

-5.62%

Shares6.0K

Event2026-03-31

Filed2026-05-19

PODD

INSULET CORP

-4.11%

Shares2.9K

Event2026-03-31

Filed2026-05-19

APP

APPLOVIN CORP

-2.22%

Shares1.5K

Event2026-03-31

Filed2026-05-19

TSLA

TESLA INC

0.72%

Shares1.5K

Event2026-03-31

Filed2026-05-19

DVYE

ISHARES INC

-14.42%

Shares16.6K

Event2026-03-31

Filed2026-05-19

VANGUARD INDEX FDS

248.67%

Shares917

Event2026-03-31

Filed2026-05-19

PINS

PINTEREST INC

-2.07%

Shares29.0K

Event2026-03-31

Filed2026-05-19

AGGH

SIMPLIFY EXCHANGE TRADED FUN

3.27%

Shares25.9K

Event2026-03-31

Filed2026-05-19

DMAY

FIRST TR EXCHNG TRADED FD VI

-1.06%

Shares11.4K

Event2026-03-31

Filed2026-05-19

HIMS

HIMS & HERS HEALTH INC

1.78%

Shares22.7K

Event2026-03-31

Filed2026-05-19

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares13.6K

Event2026-03-31

Filed2026-05-19

SCZ

ISHARES TR

42730.77%

Shares5.6K

Event2026-03-31

Filed2026-05-19

CAIE

CALAMOS ETF TR

New

Shares16.7K

Event2026-03-31

Filed2026-05-19

CALAMOS ETF TR

New

Shares17.6K

Event2026-03-31

Filed2026-05-19

ACII

INNOVATOR ETFS TRUST

-51.41%

Shares16.5K

Event2026-03-31

Filed2026-05-19

ACEI

INNOVATOR ETFS TRUST

-49.03%

Shares17.9K

Event2026-03-31

Filed2026-05-19

KBWD

INVESCO EXCH TRADED FD TR II

11.50%

Shares32.5K

Event2026-03-31

Filed2026-05-19

BUFQ

FIRST TR EXCHNG TRADED FD VI

New

Shares11.4K

Event2026-03-31

Filed2026-05-19

BUFY

FIRST TR EXCHNG TRADED FD VI

New

Shares18.0K

Event2026-03-31

Filed2026-05-19

BUFS

FIRST TR EXCHNG TRADED FD VI

New

Shares17.3K

Event2026-03-31

Filed2026-05-19

KNG

FIRST TR EXCHANGE-TRADED FD

26.93%

Shares7.8K

Event2026-03-31

Filed2026-05-19

QMAR

FIRST TR EXCHNG TRADED FD VI

-11.23%

Shares10.1K

Event2026-03-31

Filed2026-05-19

QSPT

FIRST TR EXCHNG TRADED FD VI

-11.05%

Shares10.9K

Event2026-03-31

Filed2026-05-19

QJUN

FIRST TR EXCHNG TRADED FD VI

-11.28%

Shares10.6K

Event2026-03-31

Filed2026-05-19

QDEC

FIRST TR EXCHNG TRADED FD VI

-11.61%

Shares10.5K

Event2026-03-31

Filed2026-05-19

YSEP

FIRST TR EXCHNG TRADED FD VI

-11.78%

Shares12.3K

Event2026-03-31

Filed2026-05-19

YMAR

FIRST TR EXCHNG TRADED FD VI

-11.82%

Shares11.8K

Event2026-03-31

Filed2026-05-19

YJUN

FIRST TR EXCHNG TRADED FD VI

-11.96%

Shares12.2K

Event2026-03-31

Filed2026-05-19

DFEB

FIRST TR EXCHNG TRADED FD VI

-2.56%

Shares6.6K

Event2026-03-31

Filed2026-05-19

YDEC

FIRST TR EXCHNG TRADED FD VI

-12.23%

Shares11.6K

Event2026-03-31

Filed2026-05-19

VEA

VANGUARD TAX-MANAGED FDS

343.21%

Shares4.7K

Event2026-03-31

Filed2026-05-19

DXUV

DIMENSIONAL ETF TRUST

874.65%

Shares4.8K

Event2026-03-31

Filed2026-05-19

DMAR

FIRST TR EXCHNG TRADED FD VI

-0.92%

Shares6.6K

Event2026-03-31

Filed2026-05-19

DJAN

FIRST TR EXCHNG TRADED FD VI

-5.70%

Shares6.5K

Event2026-03-31

Filed2026-05-19

BUCK

SIMPLIFY EXCHANGE TRADED FUN

448.17%

Shares11.6K

Event2026-03-31

Filed2026-05-19

JAJL

INNOVATOR ETFS TRUST

-13.05%

Shares8.7K

Event2026-03-31

Filed2026-05-19

IJR

ISHARES TR

842.38%

Shares2.0K

Event2026-03-31

Filed2026-05-19

PFG

PRINCIPAL FINANCIAL GROUP IN

1.04%

Shares2.7K

Event2026-03-31

Filed2026-05-19

APOC

INNOVATOR ETFS TRUST

-13.08%

Shares9.6K

Event2026-03-31

Filed2026-05-19

WMT

WALMART INC

2.39%

Shares2.0K

Event2026-03-31

Filed2026-05-19

DFUS

DIMENSIONAL ETF TRUST

890.41%

Shares3.4K

Event2026-03-31

Filed2026-05-19

ORCL

ORACLE CORP

-2.04%

Shares1.5K

Event2026-03-31

Filed2026-05-19

CALAMOS ETF TR

New

Shares12.5K

Event2026-03-31

Filed2026-05-19

EOCT

INNOVATOR ETFS TRUST

-12.02%

Shares6.8K

Event2026-03-31

Filed2026-05-19

KAPR

INNOVATOR ETFS TRUST

-11.21%

Shares6.0K

Event2026-03-31

Filed2026-05-19

DAPR

FIRST TR EXCHNG TRADED FD VI

-6.79%

Shares5.3K

Event2026-03-31

Filed2026-05-19

DFIC

DIMENSIONAL ETF TRUST

838.99%

Shares5.9K

Event2026-03-31

Filed2026-05-19

KJAN

INNOVATOR ETFS TRUST

-11.60%

Shares5.0K

Event2026-03-31

Filed2026-05-19

SCHM

SCHWAB STRATEGIC TR

3133.65%

Shares6.7K

Event2026-03-31

Filed2026-05-19

KJUL

INNOVATOR ETFS TRUST

-12.01%

Shares6.4K

Event2026-03-31

Filed2026-05-19

KOCT

INNOVATOR ETFS TRUST

-11.87%

Shares6.0K

Event2026-03-31

Filed2026-05-19

EJUL

INNOVATOR ETFS TRUST

-12.73%

Shares6.8K

Event2026-03-31

Filed2026-05-19

TMCI

TREACE MED CONCEPTS INC

-0.00%

Shares28.3K

Event2026-03-31

Filed2026-05-19

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available