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Holdings (Monthly) Guide ↗

Bluemonte Dynamic Total Market ETF

· Exchange Traded Concepts Trust
Monthly Holdings $572M AUM 249 positions Period Jul 2026 Filed Sep 28, 2026 EDGAR ↗ ← All Funds
All 4 Added 249 Exited · Jul 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
✕ COSTCO WHOLESALE CORPORATION 22160K105 — 54 SOLD $0.1M — — —
✕ THE GOLDMAN SACHS GROUP, INC. 38141G104 — 49 SOLD $0.0M — — —
✕ Vanguard 500 Index Fund 922908363 — 51 SOLD $0.0M — — —
✕ CATERPILLAR INC. 149123101 — 47 SOLD $0.0M — — —
✕ State Street SPDR S&P 500 Trust ETF 78462F103 — 42 SOLD $0.0M — — —
✕ ACCENTURE PUBLIC LIMITED COMPANY G1151C101 — 106 SOLD $0.0M — — —
✕ META PLATFORMS, INC. 30303M102 — 39 SOLD $0.0M — — —
✕ THE HOME DEPOT, INC. 437076102 — 51 SOLD $0.0M — — —
✕ iShares Russell 1000 Growth 464287614 — 41 SOLD $0.0M — — —
✕ EATON CORPORATION PUBLIC LIMITED COMPANY G29183103 — 47 SOLD $0.0M — — —
✕ VISA INC. 92826C839 — 49 SOLD $0.0M — — —
✕ Vanguard Mid-Cap Index Fund 922908629 — 48 SOLD $0.0M — — —
✕ UNITEDHEALTH GROUP INCORPORATED 91324P102 — 49 SOLD $0.0M — — —
✕ ALPHABET INC. 02079K305 — 41 SOLD $0.0M — — —
✕ UNION PACIFIC CORPORATION 907818108 — 58 SOLD $0.0M — — —
✕ iShares Russell 2000 ETF 464287655 — 51 SOLD $0.0M — — —
✕ WASTE MANAGEMENT, INC. 94106L109 — 59 SOLD $0.0M — — —
✕ iShares S&P 100 ETF 464287101 — 37 SOLD $0.0M — — —
✕ NVIDIA CORPORATION 67066G104 — 62 SOLD $0.0M — — —
✕ iShares Trust - iShares Core S&P 500 ETF 464287200 — 17 SOLD $0.0M — — —
✕ WILLIAMS-SONOMA, INC. 969904101 — 53 SOLD $0.0M — — —
✕ SALESFORCE, INC. 79466L302 — 51 SOLD $0.0M — — —
✕ Invesco NASDAQ 100 ETF 46138G649 — 42 SOLD $0.0M — — —
✕ Vanguard Large-Cap Index Fund 922908637 — 31 SOLD $0.0M — — —
✕ Vanguard Small-Cap Index Fund 922908751 — 34 SOLD $0.0M — — —
✕ Pepsico, Inc. 713448108 — 58 SOLD $0.0M — — —
✕ MCDONALD'S CORPORATION 580135101 — 28 SOLD $0.0M — — —
✕ MICROSOFT CORPORATION 594918104 — 20 SOLD $0.0M — — —
✕ iShares US Technology ETF 464287721 — 43 SOLD $0.0M — — —
✕ State Street SPDR Prft S&P 1500 Comp Stk Mkt ETF 78464A805 — 99 SOLD $0.0M — — —
✕ EXXON MOBIL CORPORATION 30231G102 — 58 SOLD $0.0M — — —
✕ Chubb Limited H1467J104 — 26 SOLD $0.0M — — —
✕ JOHNSON & JOHNSON 478160104 — 35 SOLD $0.0M — — —
✕ BROADCOM INC. 11135F101 — 24 SOLD $0.0M — — —
✕ Taiwan Semiconductor Manufacturing Co., Ltd. 874039100 — 24 SOLD $0.0M — — —
✕ THE PROCTER & GAMBLE COMPANY 742718109 — 52 SOLD $0.0M — — —
✕ MORGAN STANLEY 617446448 — 43 SOLD $0.0M — — —
✕ ORACLE CORPORATION 68389X105 — 47 SOLD $0.0M — — —
✕ THE HARTFORD INSURANCE GROUP, INC. 416515104 — 54 SOLD $0.0M — — —
✕ CVS HEALTH CORPORATION 126650100 — 97 SOLD $0.0M — — —
✕ Vanguard Growth Index Fund 922908736 — 15 SOLD $0.0M — — —
✕ Vanguard Value Index Fund 922908744 — 36 SOLD $0.0M — — —
✕ INTERNATIONAL BUSINESS MACHINES CORPORATION 459200101 — 23 SOLD $0.0M — — —
✕ LOWE'S COMPANIES, INC. 548661107 — 26 SOLD $0.0M — — —
✕ Goldman Sachs ActiveBeta US Large Cap Equity ETF 381430503 — 52 SOLD $0.0M — — —
✕ THE TJX COMPANIES, INC. 872540109 — 46 SOLD $0.0M — — —
✕ ARES MANAGEMENT CORPORATION 03990B101 — 45 SOLD $0.0M — — —
✕ Vanguard Mid-Cap Growth Index Fund 922908538 — 24 SOLD $0.0M — — —
✕ TEXAS INSTRUMENTS INCORPORATED 882508104 — 30 SOLD $0.0M — — —
✕ DANAHER CORPORATION 235851102 — 29 SOLD $0.0M — — —
✕ Vanguard Russell 1000 Growth ETF 92206C680 — 52 SOLD $0.0M — — —
✕ THE SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 81369Y803 — 42 SOLD $0.0M — — —
✕ ProShares S&P 500 Dividend Aristocrats ETF 74348A467 — 54 SOLD $0.0M — — —
✕ Wheaton Precious Metals Corp. 962879102 — 45 SOLD $0.0M — — —
✕ State Street Cons Disc Sel Sect SPDR Income ETF 81369Y407 — 48 SOLD $0.0M — — —
✕ JPMORGAN CHASE & CO. 46625H100 — 19 SOLD $0.0M — — —
✕ Vanguard Russell 1000 Value ETF 92206C714 — 60 SOLD $0.0M — — —
✕ Vanguard Mid-Cap Value Index Fund 922908512 — 31 SOLD $0.0M — — —
✕ Vanguard High Dividend Yield Index Fund 921946406 — 38 SOLD $0.0M — — —
✕ iShares Russell 1000 ETF 464287622 — 15 SOLD $0.0M — — —
✕ PAYCHEX, INC. 704326107 — 55 SOLD $0.0M — — —
✕ CHEVRON CORPORATION 166764100 — 32 SOLD $0.0M — — —
✕ QUALCOMM INCORPORATED 747525103 — 37 SOLD $0.0M — — —
✕ PRUDENTIAL FINANCIAL, INC. 744320102 — 50 SOLD $0.0M — — —
✕ THE SOUTHERN COMPANY 842587107 — 61 SOLD $0.0M — — —
✕ Invesco RAFI US 1000 ETF 46137V613 — 111 SOLD $0.0M — — —
✕ GILEAD SCIENCES, INC. 375558103 — 38 SOLD $0.0M — — —
✕ ABBVIE INC. 00287Y109 — 24 SOLD $0.0M — — —
✕ iShares MSCI EAFE ETF 464287465 — 53 SOLD $0.0M — — —
✕ iShares Morningstar Growth ETF 464287119 — 50 SOLD $0.0M — — —
✕ iShares Core S&P Small-Cap ETF 464287804 — 41 SOLD $0.0M — — —
✕ VanEck Morningstar Wide Moat ETF 92189F643 — 49 SOLD $0.0M — — —
✕ Vanguard Total Stock Market Index Fund 922908769 — 15 SOLD $0.0M — — —
✕ iShares MSCI USA Quality Factor ETF 46432F339 — 25 SOLD $0.0M — — —
✕ WEC ENERGY GROUP INC. 92939U106 — 45 SOLD $0.0M — — —
✕ iShares Select Dividend ETF 464287168 — 33 SOLD $0.0M — — —
✕ REPUBLIC SERVICES, INC. 760759100 — 23 SOLD $0.0M — — —
✕ State Street SPDR S&P 600 Small Cap Growth ETF 78464A201 — 50 SOLD $0.0M — — —
✕ State Street SPDR Portfolio S&P 500 Growth ETF 78464A409 — 46 SOLD $0.0M — — —
✕ iShares Core MSCI EAFE ETF 46432F842 — 52 SOLD $0.0M — — —
✕ iShares MSCI USA Momentum Factor ETF 46432F396 — 19 SOLD $0.0M — — —
✕ State Street SPDR Portfolio S&P 500 Value ETF 78464A508 — 83 SOLD $0.0M — — —
✕ Vanguard Dividend Appreciation Index Fund 921908844 — 21 SOLD $0.0M — — —
✕ DUKE ENERGY CORPORATION 26441C204 — 38 SOLD $0.0M — — —
✕ CISCO SYSTEMS, INC. 17275R102 — 57 SOLD $0.0M — — —
✕ PROLOGIS, INC. 74340W103 — 34 SOLD $0.0M — — —
✕ THE COCA-COLA COMPANY 191216100 — 59 SOLD $0.0M — — —
✕ WALMART INC. 931142103 — 36 SOLD $0.0M — — —
✕ THE CHARLES SCHWAB CORPORATION 808513105 — 41 SOLD $0.0M — — —
✕ iShares Russell 2500 ETF 46435G268 — 54 SOLD $0.0M — — —
✕ NEXTERA ENERGY, INC. 65339F101 — 47 SOLD $0.0M — — —
✕ GENERAL ELECTRIC COMPANY 369604301 — 13 SOLD $0.0M — — —
✕ THE WALT DISNEY COMPANY 254687106 — 35 SOLD $0.0M — — —
✕ First Trust Dorsey Wright Focus 5 ETF 33738R605 — 59 SOLD $0.0M — — —
✕ State Street Energy Select Sector SPDR ETF 81369Y506 — 76 SOLD $0.0M — — —
✕ Invesco S&P 500 Quality ETF 46137V241 — 50 SOLD $0.0M — — —
✕ Canadien Pacifique Kansas City Limitee 13646K108 — 52 SOLD $0.0M — — —
✕ SPDR Portfolio Developed World ex-US ETF 78463X889 — 81 SOLD $0.0M — — —
✕ iShares MSCI EAFE Value ETF 464288877 — 49 SOLD $0.0M — — —
✕ Capital Group Growth ETF 14020G101 — 81 SOLD $0.0M — — —
✕ Xcel Energy Inc. 98389B100 — 47 SOLD $0.0M — — —
✕ iShares MSCI EAFE Growth ETF 464288885 — 30 SOLD $0.0M — — —
✕ SERVICE CORPORATION INTERNATIONAL 817565104 — 44 SOLD $0.0M — — —
✕ iShares Russell Mid-Cap Growth ETF 464287481 — 26 SOLD $0.0M — — —
✕ Fidelity High Dividend ETF 316092840 — 60 SOLD $0.0M — — —
✕ iShares Core S&P Total US Stock Market ETF 464287150 — 23 SOLD $0.0M — — —
✕ iShares ESG Aware MSCI USA ETF 46435G425 — 23 SOLD $0.0M — — —
✕ THE WILLIAMS COMPANIES, INC. 969457100 — 51 SOLD $0.0M — — —
✕ STARBUCKS CORPORATION 855244109 — 37 SOLD $0.0M — — —
✕ State Street SPDR S&P 400 Mid Cap Growth ETF 78464A821 — 35 SOLD $0.0M — — —
✕ Vanguard Real Estate Index Fund 922908553 — 37 SOLD $0.0M — — —
✕ State Street SPDR Portfolio S&P 600 Small Cap ETF 78468R853 — 67 SOLD $0.0M — — —
✕ Schwab US Large-Cap Growth ETF 808524300 — 103 SOLD $0.0M — — —
✕ State Street Utilities Select Sector SPDR ETF 81369Y886 — 74 SOLD $0.0M — — —
✕ iShares Core MSCI Emerging Markets ETF 46434G103 — 44 SOLD $0.0M — — —
✕ iShares Russell Mid-Cap ETF 464287499 — 32 SOLD $0.0M — — —
✕ Dimensional US Core Equity 1 ETF 25434V625 — 42 SOLD $0.0M — — —
✕ PACKAGING CORPORATION OF AMERICA 695156109 — 14 SOLD $0.0M — — —
✕ Altria Group, Inc. 02209S103 — 50 SOLD $0.0M — — —
✕ Mondelez International, Inc. 609207105 — 53 SOLD $0.0M — — —
✕ MERCK & CO., INC. 58933Y105 — 28 SOLD $0.0M — — —
✕ Vanguard Tax Managed Fund FTSE Developed Markets ETF 921943858 — 46 SOLD $0.0M — — —
✕ WisdomTree US SmallCap Fund 97717W562 — 51 SOLD $0.0M — — —
✕ iShares S&P 500 Growth ETF 464287309 — 24 SOLD $0.0M — — —
✕ IRON MOUNTAIN INCORPORATED 46284V101 — 32 SOLD $0.0M — — —
✕ DOW INC. 260557103 — 107 SOLD $0.0M — — —
✕ PURE STORAGE, INC. 74624M102 — 42 SOLD $0.0M — — —
✕ LA BANQUE TORONTO-DOMINION 891160509 — 31 SOLD $0.0M — — —
✕ DFA Dimensional US Core Equity Market ETF 25434V104 — 58 SOLD $0.0M — — —
✕ Pan American Silver Corp. 697900108 — 50 SOLD $0.0M — — —
✕ PHILLIPS 66 718546104 — 19 SOLD $0.0M — — —
✕ FIFTH THIRD BANCORP 316773100 — 54 SOLD $0.0M — — —
✕ NEWMONT CORPORATION 651639106 — 24 SOLD $0.0M — — —
✕ iShares MSCI World ETF 464286392 — 14 SOLD $0.0M — — —
✕ iShares MSCI Emerging Markets ex China ETF 46434G764 — 33 SOLD $0.0M — — —
✕ First Trust Value Line Dividend Index Fund 33734H106 — 55 SOLD $0.0M — — —
✕ DOCUSIGN, INC. 256163106 — 50 SOLD $0.0M — — —
✕ DFA Dimensional International Core Equity 2 ETF 25434V799 — 72 SOLD $0.0M — — —
✕ SYSCO CORPORATION 871829107 — 31 SOLD $0.0M — — —
✕ iShares Core Dividend Growth ETF 46434V621 — 36 SOLD $0.0M — — —
✕ Ishares US Equity Factor Rotation Active ETF 09290C103 — 42 SOLD $0.0M — — —
✕ iShares Future Exponential Technologies ETF 46434V381 — 35 SOLD $0.0M — — —
✕ State Street SPDR S&P Dividend ETF 78464A763 — 17 SOLD $0.0M — — —
✕ SERVISFIRST BANCSHARES, INC. 81768T108 — 30 SOLD $0.0M — — —
✕ Dimensional U S Core Equity 2 ETF 25434V708 — 60 SOLD $0.0M — — —
✕ Schwab US Mid-Cap ETF 808524508 — 77 SOLD $0.0M — — —
✕ iShares Trust - iShares Russell 1000 Value ETF 464287598 — 11 SOLD $0.0M — — —
✕ CONOCOPHILLIPS 20825C104 — 23 SOLD $0.0M — — —
✕ iShares US Tech Breakthrough Multisector ETF 46436E502 — 40 SOLD $0.0M — — —
✕ iShares Trust - iShares S&P 500 Value ETF 464287408 — 11 SOLD $0.0M — — —
✕ Ishares Gold Trust 464285204 — 26 SOLD $0.0M — — —
✕ LHA Market State Tactical Beta ETF 26922B105 — 59 SOLD $0.0M — — —
✕ U.S. BANCORP 902973304 — 42 SOLD $0.0M — — —
✕ Select Sector SPDR Trust - Financial Select Sector SPDR Fund 81369Y605 — 43 SOLD $0.0M — — —
✕ WisdomTree US Quality Dividend Growth Fund 97717X669 — 25 SOLD $0.0M — — —
✕ Schwab US Dividend Equity ETF 808524797 — 76 SOLD $0.0M — — —
✕ iShares Trust - iShares Expanded Tech-Software Sector ETF 464287515 — 25 SOLD $0.0M — — —
✕ Vanguard FTSE All World ex US Index Fund Investor Shares 922042775 — 29 SOLD $0.0M — — —
✕ Select Sector SPDR Trust - Real Estate Select Sector SPDR Fund 81369Y860 — 53 SOLD $0.0M — — —
✕ iShares US Industrials ETF 464287754 — 14 SOLD $0.0M — — —
✕ Dimensional World ex U S Core Equity 2 ETF 25434V880 — 61 SOLD $0.0M — — —
✕ REALTY INCOME CORPORATION 756109104 — 34 SOLD $0.0M — — —
✕ Ishares Flexible Income Active ETF N/A — 39 SOLD $0.0M — — —
✕ iShares Core S&P Mid-Cap ETF 464287507 — 30 SOLD $0.0M — — —
✕ First Trust North American Energy Infrastructure 33738D101 — 50 SOLD $0.0M — — —
✕ Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 46137V357 — 10 SOLD $0.0M — — —
✕ Schwab US Large-Cap Value ETF 808524409 — 63 SOLD $0.0M — — —
✕ CARRIER GLOBAL CORPORATION 14448C104 — 32 SOLD $0.0M — — —
✕ Capital Group Dividend Value ETF 14020W106 — 42 SOLD $0.0M — — —
✕ AllianzIM US Equity 6 Month Buffer10 Feb/Aug ETF 00888H679 — 54 SOLD $0.0M — — —
✕ iShares U.S. Insurance ETF 464288786 — 13 SOLD $0.0M — — —
✕ COPART, INC. 217204106 — 42 SOLD $0.0M — — —
✕ AllianzIM US Equity 6 Month Buffer10 Jun/Dec ETF 00888H646 — 58 SOLD $0.0M — — —
✕ SPDR Portfolio Emerging Markets ETF 78463X509 — 34 SOLD $0.0M — — —
✕ Truist Financial Corporation 89832Q109 — 32 SOLD $0.0M — — —
✕ Franklin International Core Dividend Tilt Idx ETF 35473P108 — 40 SOLD $0.0M — — —
✕ iShares Core MSCI International Developed Mkt ETF 46435G326 — 19 SOLD $0.0M — — —
✕ Schwab 1000 Index ETF 808524722 — 49 SOLD $0.0M — — —
✕ iShares MSCI ACWI ex US ETF 464288240 — 23 SOLD $0.0M — — —
✕ State Street SPDR S&P 400 Mid Cap Value ETF 78464A839 — 18 SOLD $0.0M — — —
✕ AllianzIM US Equity 6 Month Buffer10 Jan/Jul 00888H869 — 45 SOLD $0.0M — — —
✕ State Street SPDR S&P 600 Small Cap Value ETF 78464A300 — 15 SOLD $0.0M — — —
✕ First Trust Rising Dividend Achievers ETF 33738R506 — 20 SOLD $0.0M — — —
✕ AT&T INC. 00206R102 — 55 SOLD $0.0M — — —
✕ WisdomTree International MidCap Dividend Fund 97717W778 — 17 SOLD $0.0M — — —
✕ Schwab Emerging Markets Equity ETF 808524706 — 41 SOLD $0.0M — — —
✕ MARATHON PETROLEUM CORPORATION 56585A102 — 8 SOLD $0.0M — — —
✕ QNITY ELECTRONICS, INC. 74743L100 — 15 SOLD $0.0M — — —
✕ AllianzIM US Equity 6 Month Buffer10 Apr/Oct 00888H877 — 39 SOLD $0.0M — — —
✕ WARNER BROS. DISCOVERY, INC. 934423104 — 49 SOLD $0.0M — — —
✕ Innovator Equity Managed Floor ETF 45783Y673 — 36 SOLD $0.0M — — —
✕ PFIZER INC. 717081103 — 49 SOLD $0.0M — — —
✕ DUPONT DE NEMOURS, INC. 26614N102 — 29 SOLD $0.0M — — —
✕ FREEPORT-MCMORAN INC. 35671D857 — 21 SOLD $0.0M — — —
✕ iShares Core S&P US Value ETF 464287663 — 12 SOLD $0.0M — — —
✕ BlackRock Science and Technology Term Trust 09260K101 — 53 SOLD $0.0M — — —
✕ Innovator US Equity Power Buffer ETF - November 45782C573 — 28 SOLD $0.0M — — —
✕ State Street Cons Staples Sel Sec SPDR Inc ETF 81369Y308 — 14 SOLD $0.0M — — —
✕ VERIZON COMMUNICATIONS INC. 92343V104 — 26 SOLD $0.0M — — —
✕ iShares Currency Hedged MSCI EAFE ETF 46434V803 — 26 SOLD $0.0M — — —
✕ KINDER MORGAN, INC. 49456B101 — 36 SOLD $0.0M — — —
✕ Cohen & Steers REIT and Preferred and Income Fund Inc 19247X100 — 50 SOLD $0.0M — — —
✕ Invesco S&P MidCap 400 GARP ETF 46137V225 — 8 SOLD $0.0M — — —
✕ DFA Dimensional Emerging Markets Core Equity 2 ETF 25434V732 — 27 SOLD $0.0M — — —
✕ DFA Dimensional Core Fixed Income ETF 25434V872 — 22 SOLD $0.0M — — —
✕ Invesco S&P 500 Eql Wght Health Care ETF 46137V332 — 29 SOLD $0.0M — — —
✕ PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 744573106 — 11 SOLD $0.0M — — —
✕ COMCAST CORPORATION 20030N101 — 29 SOLD $0.0M — — —
✕ Vanguard International Equity Index Funds - Vanguard Emerging Markets Stock Inde 922042858 — 15 SOLD $0.0M — — —
✕ Eaton Vance Tax-Managed Diversified Equity Income Fund 27828N102 — 55 SOLD $0.0M — — —
✕ State Street SPDR S&P Kensho New Econ Comp ETF 78468R648 — 13 SOLD $0.0M — — —
✕ Schwab International Equity ETF 808524805 — 32 SOLD $0.0M — — —
✕ STAG INDUSTRIAL, INC. 85254J102 — 21 SOLD $0.0M — — —
✕ Schwab US Large-Cap ETF 808524201 — 28 SOLD $0.0M — — —
✕ Eaton Vance Enhanced Equity Income Fund 278274105 — 36 SOLD $0.0M — — —
✕ THE HACKETT GROUP, INC. 404609109 — 41 SOLD $0.0M — — —
✕ Capital Group International Focus Equity ETF 14019W109 — 23 SOLD $0.0M — — —
✕ iShares MSCI EAFE Min Vol Factor ETF 46429B689 — 8 SOLD $0.0M — — —
✕ Capital Group New Geography Equity ETF 14021N105 — 21 SOLD $0.0M — — —
✕ COVENANT LOGISTICS GROUP, INC. 22284P105 — 28 SOLD $0.0M — — —
✕ GRAPHIC PACKAGING HOLDING COMPANY 388689101 — 46 SOLD $0.0M — — —
✕ First Tr Morningstar Dividend Leaders Index Fund 336917109 — 14 SOLD $0.0M — — —
✕ METLIFE, INC. 59156R504 — 30 SOLD $0.0M — — —
✕ FORD MOTOR COMPANY 345370860 — 46 SOLD $0.0M — — —
✕ HECLA MINING COMPANY 422704106 — 28 SOLD $0.0M — — —
✕ THE GOLDMAN SACHS GROUP, INC. 38144G804 — 30 SOLD $0.0M — — —
✕ ARES CAPITAL CORPORATION. 04010L103 — 30 SOLD $0.0M — — —
✕ REGIONS FINANCIAL CORPORATION 7591EP100 — 19 SOLD $0.0M — — —
✕ Invesco High Yield Equity Dividend Achvrs ETF 46137V563 — 25 SOLD $0.0M — — —
✕ Nintendo Co., Ltd. 654445303 — 35 SOLD $0.0M — — —
✕ ANTERO MIDSTREAM CORPORATION 03676B102 — 28 SOLD $0.0M — — —
✕ iShares Morningstar Multi-Asset Income ETF 46432F875 — 23 SOLD $0.0M — — —
✕ LUMEN TECHNOLOGIES, INC. 550241103 — 56 SOLD $0.0M — — —
✕ Schwab US REIT ETF 808524847 — 23 SOLD $0.0M — — —
✕ ONEOK, INC. 682680103 — 6 SOLD $0.0M — — —
✕ Schwab US Broad Market ETF 808524102 — 17 SOLD $0.0M — — —
✕ DFA Dimensional Global Real Estate ETF 25434V658 — 16 SOLD $0.0M — — —
✕ DFA Dimensional US Large Cap Value ETF 25434V666 — 12 SOLD $0.0M — — —
✕ WisdomTree US SmallCap Dividend Fund 97717W604 — 12 SOLD $0.0M — — —
✕ iShares S&P Mid-Cap 400 Growth ETF 464287606 — 4 SOLD $0.0M — — —
✕ SOFI TECHNOLOGIES, INC. 83406F102 — 17 SOLD $0.0M — — —
✕ Mizuho Financial Group, Inc. 60687Y109 — 44 SOLD $0.0M — — —
✕ GLADSTONE INVESTMENT CORPORATION 376546107 — 27 SOLD $0.0M — — —
✕ CSX Corporation 126408103 — 7 SOLD $0.0M — — —
✕ DNP SELECT INCOME FUND INC. 23325P104 — 19 SOLD $0.0M — — —
✕ HALEON PLC 405552100 — 16 SOLD $0.0M — — —
✕ HERTZ GLOBAL HOLDINGS, INC. 42806J700 — 32 SOLD $0.0M — — —
✕ FS Credit Opportunities Corp 30290Y101 — 12 SOLD $0.0M — — —
✕ Versant Media Group, Inc. 925283103 — 1 SOLD $0.0M — — —