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☆Elevated Capital Advisors, LLC

CIK 0001802387 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.159
AUM ($M)
364
Positions
849
Turnover
0.15
Top-10 wt
28%
Herfindahl
0.013
History (qtrs)
6
Excess Return
—

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Security type

Holdings · 500 of 874 positions (showing top 500 by weight) · portfolio value $364M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VUG funds › VANGUARD INDEX FDS ADD — 3.7% +0.9% 13.4 155,917 +130,116 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 3.6% +0.7% 13.3 185,986 +798 5 —
☆BUCK funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 3.2% +0.6% 11.7 497,573 +56,156 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 2.9% +0.6% 10.5 48,340 +1,392 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 2.7% +0.3% 9.8 111,996 -13,605 5 —
☆AAPL funds › APPLE INC TRIM — 2.6% -0.3% 9.5 32,827 -13,171 5 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 2.6% +0.0% 9.4 360,978 +26,138 5 —
☆SBAR funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 2.3% +0.5% 8.2 320,829 +32,874 4 —
☆FOXY funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 2.2% +0.4% 8.1 273,420 +29,491 2 —
☆AGGH funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 2.2% +0.4% 8.0 397,811 +46,281 4 —
☆FPEI funds › FIRST TR EXCH TRADED FD III ADD — 2.0% +0.2% 7.2 372,937 +5,446 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 1.9% +0.3% 7.0 144,433 +9,089 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 1.8% +0.3% 6.6 84,558 +5,859 5 —
☆SVOL funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 1.5% +0.4% 5.6 346,217 +41,576 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.4% -0.2% 5.1 25,524 -10,748 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.4% -0.5% 4.9 13,211 -7,184 5 —
☆PCN funds › PIMCO CORPORATE & INCM STRG ADD — 1.4% +0.2% 4.9 411,339 +11,593 5 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 1.3% +0.1% 4.6 94,673 -123 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 1.2% +0.3% 4.5 75,231 +3,503 5 —
☆DSU funds › BLACKROCK DEBT STRATEGIES FD ADD — 1.2% +0.1% 4.5 462,634 +7,140 5 —
☆SIXO funds › AIM ETF PRODUCTS TRUST TRIM — 1.1% -0.7% 4.0 111,448 -98,569 5 —
☆ONEZ funds › ELEVATION SERIES TRUST ADD — 1.1% +0.5% 3.9 143,052 +56,023 2 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.0% +0.4% 3.8 5,181 +781 5 —
☆MAYW funds › AIM ETF PRODUCTS TRUST NEW — 1.0% +1.0% 3.6 103,773 +103,773 1 —
☆TUA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.9% +0.0% 3.3 163,300 -2,502 5 —
☆VNLA funds › JANUS DETROIT STR TR TRIM — 0.9% +0.0% 3.3 67,641 -2,750 5 —
☆SIXD funds › AIM ETF PRODUCTS TRUST ADD — 0.9% +0.9% 3.3 105,606 +102,189 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.9% +0.1% 3.3 69,468 +1,677 5 —
☆PYLD funds › PIMCO ETF TR TRIM — 0.9% +0.1% 3.2 120,324 -4,424 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.9% +0.1% 3.2 41,213 +1,008 5 —
☆BLV funds › VANGUARD BD INDEX FDS ADD — 0.9% +0.1% 3.1 45,268 +2,138 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.8% +0.1% 3.1 63,732 +731 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.8% +0.2% 3.0 10,051 +386 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.8% -0.3% 3.0 12,384 -8,734 5 —
☆GAEM funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.8% +0.1% 2.8 102,237 +8,394 4 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.7% +0.1% 2.6 51,928 +1,272 5 —
☆OCTW funds › AIM ETF PRODUCTS TRUST TRIM — 0.7% -0.5% 2.5 61,179 -59,650 2 —
☆BOND funds › PIMCO ETF TR TRIM — 0.7% +0.0% 2.5 27,025 -905 5 —
☆QUAL funds › ISHARES TR ADD — 0.7% +0.2% 2.5 11,302 +836 5 —
☆CUSIP:00888H687 funds › AIM ETF PRODUCTS TRUST TRIM — 0.6% -0.4% 2.3 69,936 -66,593 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.6% +0.3% 2.3 3,978 -3,550 5 —
☆SEPZ funds › ELEVATION SERIES TRUST TRIM — 0.6% +0.1% 2.2 49,069 -3,444 2 —
☆JUNW funds › AIM ETF PRODUCTS TRUST ADD — 0.6% +0.6% 2.2 63,891 +61,521 5 —
☆BILZ funds › PIMCO ETF TR ADD — 0.6% +0.3% 2.1 20,564 +8,127 5 —
☆JULW funds › AIM ETF PRODUCTS TRUST TRIM — 0.5% -0.4% 2.0 48,661 -47,191 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.5% -0.1% 1.9 5,454 -2,898 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.5% +0.1% 1.9 2,615 -2,443 5 —
☆FFC funds › FLAHERTY & CRUMRIN PFD & INM ADD — 0.5% +0.1% 1.9 116,044 +1,914 5 —
☆EMLP funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.5% +0.0% 1.9 42,604 -272 5 —
☆V funds › VISA INC TRIM — 0.5% -0.1% 1.8 5,133 -1,918 5 —
☆MAYT funds › AIM ETF PRODUCTS TRUST NEW — 0.5% +0.5% 1.7 42,862 +42,862 1 —
☆DECU funds › AIM ETF PRODUCTS TRUST TRIM — 0.5% -0.3% 1.7 57,107 -53,662 2 —
☆AVGO funds › BROADCOM INC TRIM — 0.5% -0.1% 1.7 4,382 -3,117 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.4% +0.2% 1.5 4,074 +1,360 5 —
☆TSLA funds › TESLA INC TRIM — 0.4% -0.0% 1.5 3,518 -1,342 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.4% +0.1% 1.4 17,332 -271 5 —
☆QBER funds › ELEVATION SERIES TRUST TRIM — 0.4% -0.3% 1.4 58,882 -52,560 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM — 0.4% +0.1% 1.4 1,428 -1,823 5 —
☆PAYM funds › ELEVATION SERIES TRUST ADD — 0.4% +0.1% 1.4 54,234 +6,572 2 —
☆GOOG funds › ALPHABET INC TRIM — 0.4% -0.1% 1.3 3,726 -2,682 5 —
☆FGD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.4% +0.0% 1.3 40,718 +62 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.4% +0.1% 1.3 19,046 +2,949 5 —
☆META funds › META PLATFORMS INC TRIM — 0.3% -0.1% 1.3 2,230 -940 5 —
☆FIDU funds › FIDELITY COVINGTON TRUST TRIM — 0.3% -0.1% 1.2 12,244 -9,028 5 —
☆MDYG funds › SPDR SERIES TRUST TRIM — 0.3% -0.1% 1.2 10,841 -6,648 5 —
☆FDIS funds › FIDELITY COVINGTON TRUST TRIM — 0.3% -0.1% 1.2 11,695 -6,815 5 —
☆IVW funds › ISHARES TR ADD — 0.3% +0.1% 1.2 8,610 +1,286 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.3% -0.1% 1.2 2,294 -1,140 5 —
☆IVV funds › ISHARES TR TRIM — 0.3% -0.1% 1.2 1,570 -984 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.3% -0.2% 1.2 4,343 -2,058 5 —
☆MDIV funds › FIRST TR EXCHANGE TRADED FD ADD — 0.3% +0.0% 1.2 70,994 +1,088 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.3% -0.1% 1.1 4,263 -1,824 5 —
☆TROW funds › PRICE T ROWE GROUP INC TRIM — 0.3% -0.2% 1.1 9,496 -10,442 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.3% -0.1% 1.1 2,144 -790 5 —
☆GBCI funds › GLACIER BANCORP INC NEW HOLD — 0.3% +0.1% 1.1 20,413 +0 5 —
☆FHLC funds › FIDELITY COVINGTON TRUST TRIM — 0.3% -0.1% 1.0 13,590 -8,598 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.3% -0.1% 1.0 5,749 -3,826 5 —
☆FUTY funds › FIDELITY COVINGTON TRUST TRIM — 0.3% -0.1% 1.0 17,477 -8,227 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.3% +0.1% 1.0 881 -1,303 3 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.3% +0.1% 1.0 8,800 -270 5 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 1.0 38,255 +4,102 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.3% -0.1% 1.0 3,945 -2,390 5 —
☆FTQI funds › FIRST TR EXCHANGE TRADED FD ADD — 0.3% +0.0% 1.0 44,095 +426 5 —
☆MDYV funds › SPDR SERIES TRUST TRIM — 0.3% -0.1% 1.0 10,042 -6,329 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.0% 0.9 6,420 -1,921 5 —
☆SPD funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.3% +0.0% 0.9 22,064 -1,567 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% -0.0% 0.9 7,704 -5,416 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.2% -0.1% 0.9 2,706 -1,735 5 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.2% +0.1% 0.9 4,636 +0 5 —
☆FMAT funds › FIDELITY COVINGTON TRUST TRIM — 0.2% -0.2% 0.9 15,084 -12,598 5 —
☆MTUM funds › ISHARES TR ADD — 0.2% +0.1% 0.9 2,532 +102 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.2% +0.0% 0.9 20,042 +33 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.2% -0.1% 0.9 3,071 -2,483 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.2% -0.0% 0.8 2,390 -979 5 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.0% 0.8 7,724 -245 5 —
☆INTU funds › INTUIT TRIM — 0.2% -0.2% 0.8 2,959 -733 5 —
☆GE funds › GE AEROSPACE TRIM — 0.2% -0.0% 0.7 1,968 -1,244 5 —
☆IVE funds › ISHARES TR ADD — 0.2% +0.1% 0.7 3,116 +582 5 —
☆JANZ funds › ELEVATION SERIES TRUST TRIM — 0.2% -0.1% 0.7 17,216 -15,176 4 —
☆AMGN funds › AMGEN INC TRIM — 0.2% -0.1% 0.7 1,865 -1,095 5 —
☆FDD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 0.7 36,117 -599 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.2% +0.0% 0.7 1,594 -1,036 5 —
☆VLO funds › VALERO ENERGY CORP TRIM — 0.2% -0.2% 0.6 2,417 -2,905 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.2% -0.0% 0.6 7,592 -2,687 3 —
☆DECZ funds › ELEVATION SERIES TRUST TRIM — 0.2% -0.1% 0.6 14,467 -13,271 4 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.0% 0.6 5,418 -1,397 3 —
☆SGOV funds › ISHARES TR TRIM — 0.2% +0.0% 0.6 6,030 -89 5 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.0% 0.6 3,248 -129 5 —
☆EMXC funds › ISHARES INC ADD — 0.2% +0.1% 0.6 5,691 +393 5 —
☆CFG funds › CITIZENS FINL GROUP INC TRIM — 0.2% -0.1% 0.6 8,287 -9,465 5 —
☆F funds › FORD MTR CO TRIM — 0.2% -0.1% 0.6 40,845 -46,596 5 —
☆USB funds › US BANCORP TRIM — 0.2% -0.1% 0.6 9,347 -10,851 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 0.6 20,344 +2,367 5 —
☆D funds › DOMINION ENERGY INC TRIM — 0.2% -0.1% 0.6 8,140 -9,556 5 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.2% -0.1% 0.6 4,463 -1,474 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% +0.0% 0.6 1,832 -8 3 —
☆SPYC funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.2% +0.0% 0.5 12,022 -861 2 —
☆TLT funds › ISHARES TR TRIM — 0.1% +0.0% 0.5 6,296 -27 5 —
☆KEY funds › KEYCORP TRIM — 0.1% -0.1% 0.5 23,521 -26,882 5 —
☆EFG funds › ISHARES TR ADD — 0.1% +0.0% 0.5 4,353 +571 5 —
☆WTS funds › WATTS WATER TECHNOLOGIES INC TRIM — 0.1% -0.0% 0.5 1,373 -836 5 —
☆AFL funds › AFLAC INC HOLD Common Stock 0.1% +0.0% 0.5 4,520 +0 5 —
☆ADM funds › ARCHER DANIELS MIDLAND CO TRIM — 0.1% -0.1% 0.5 6,917 -8,858 3 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.1% 0.5 3,179 -1,125 5 —
☆FITB funds › FIFTH THIRD BANCORP TRIM — 0.1% -0.1% 0.5 9,131 -8,668 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.1% 0.5 547 -315 5 —
☆PFE funds › PFIZER INC TRIM — 0.1% -0.2% 0.5 21,185 -24,066 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.2% 0.5 11,921 -12,332 5 —
☆ADBE funds › ADOBE INC TRIM — 0.1% -0.1% 0.5 2,442 -992 5 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.1% 0.5 3,690 -2,482 5 —
☆PRU funds › PRUDENTIAL FINL INC TRIM — 0.1% -0.1% 0.5 4,555 -5,355 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.1% -0.1% 0.5 3,210 -1,674 3 —
☆RF funds › REGIONS FINANCIAL CORP NEW TRIM — 0.1% -0.1% 0.5 15,324 -19,720 3 —
☆TFC funds › TRUIST FINL CORP TRIM — 0.1% -0.1% 0.5 9,216 -9,918 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.1% -0.1% 0.5 382 -383 5 —
☆SHEL funds › SHELL PLC HOLD — 0.1% -0.0% 0.5 5,881 +0 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC TRIM — 0.1% -0.1% 0.5 25,567 -30,877 5 —
☆PAYX funds › PAYCHEX INC TRIM — 0.1% -0.1% 0.4 4,473 -3,506 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.1% +0.0% 0.4 1,611 -279 5 —
☆GGG funds › GRACO INC TRIM — 0.1% -0.0% 0.4 5,742 -1,699 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.1% -0.0% 0.4 7,601 -3,315 5 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.1% -0.1% 0.4 4,145 -5,863 3 —
☆WSM funds › WILLIAMS SONOMA INC TRIM — 0.1% -0.0% 0.4 1,829 -1,425 5 —
☆PB funds › PROSPERITY BANCSHARES INC HOLD — 0.1% +0.0% 0.4 5,801 +0 5 —
☆OMC funds › OMNICOM GROUP INC TRIM — 0.1% -0.1% 0.4 5,791 -6,562 5 —
☆IYW funds › ISHARES TR ADD — 0.1% +0.0% 0.4 1,666 +188 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.1% -0.1% 0.4 3,072 -3,376 5 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.1% -0.0% 0.4 2,468 -1,717 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.1% +0.0% 0.4 1,747 +282 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% -0.1% 0.4 5,726 -6,460 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% +0.0% 0.4 1,200 -8 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.1% -0.1% 0.4 2,578 -1,510 5 —
☆IJR funds › ISHARES TR ADD — 0.1% +0.0% 0.4 2,714 +6 5 —
☆INTC funds › INTEL CORP TRIM — 0.1% +0.1% 0.4 2,873 -579 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.1% 0.4 19,237 -16,129 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.1% 0.4 4,119 -2,498 5 —
☆ZROZ funds › PIMCO ETF TR ADD — 0.1% +0.1% 0.4 6,160 +3,691 5 —
☆IWP funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 2,686 +0 5 —
☆OEF funds › ISHARES TR ADD — 0.1% +0.0% 0.4 1,074 +48 5 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN TRIM — 0.1% -0.1% 0.4 3,604 -4,055 5 —
☆LEN funds › LENNAR CORP TRIM — 0.1% -0.0% 0.4 4,282 -1,435 3 —
☆EG funds › EVEREST GROUP LTD TRIM — 0.1% -0.1% 0.4 1,072 -895 5 —
☆IP funds › INTERNATIONAL PAPER CO TRIM — 0.1% -0.1% 0.4 10,009 -8,850 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.1% +0.0% 0.4 504 -2 5 —
☆LTPZ funds › PIMCO ETF TR ADD — 0.1% +0.1% 0.4 7,400 +5,548 5 —
☆THRO funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 0.4 8,644 +1,410 4 —
☆CMS funds › CMS ENERGY CORP TRIM — 0.1% -0.1% 0.4 4,849 -5,052 5 —
☆NEM funds › NEWMONT CORP TRIM — 0.1% -0.0% 0.4 3,941 -722 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.1% +0.1% 0.4 1,633 +1,633 1 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.1% -0.0% 0.4 14,772 -3,909 3 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 0.4 1,633 +1,633 1 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.4 6,790 -532 4 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.1% -0.1% 0.4 715 -494 5 —
☆EIX funds › EDISON INTL TRIM — 0.1% -0.1% 0.4 4,811 -5,173 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.1% +0.0% 0.4 2,253 -108 5 —
☆BG funds › BUNGE GLOBAL SA TRIM — 0.1% -0.1% 0.4 3,339 -4,081 2 —
☆EXC funds › EXELON CORP TRIM — 0.1% -0.1% 0.4 7,543 -7,637 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.1% -0.1% 0.4 3,526 -2,045 5 —
☆FE funds › FIRSTENERGY CORP TRIM — 0.1% -0.1% 0.3 7,351 -7,747 5 —
☆OKE funds › ONEOK INC NEW TRIM — 0.1% -0.1% 0.3 3,945 -3,814 5 —
☆ES funds › EVERSOURCE ENERGY TRIM — 0.1% -0.1% 0.3 4,742 -5,550 2 —
☆SKOR funds › FLEXSHARES TR TRIM — 0.1% -0.2% 0.3 7,044 -15,715 5 —
☆JULU funds › AIM ETF PRODUCTS TRUST TRIM — 0.1% -0.1% 0.3 10,646 -9,390 2 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% +0.0% 0.3 1,604 +0 5 —
☆LYB funds › LYONDELLBASELL INDUSTRIES NV TRIM — 0.1% -0.2% 0.3 6,467 -6,987 5 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.1% -0.0% 0.3 3,165 -2,288 5 —
☆GOVT funds › ISHARES TR TRIM — 0.1% -0.2% 0.3 14,893 -28,059 5 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 0.3 1,523 -704 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% -0.1% 0.3 822 -592 5 —
☆C funds › CITIGROUP INC TRIM — 0.1% -0.0% 0.3 2,363 -1,652 3 —
☆GPC funds › GENUINE PARTS CO TRIM — 0.1% -0.1% 0.3 2,782 -3,359 3 —
☆SPBO funds › SPDR SERIES TRUST TRIM — 0.1% -0.2% 0.3 11,279 -25,601 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.1% -0.0% 0.3 5,669 -1,923 3 —
☆WEC funds › WEC ENERGY GROUP INC TRIM — 0.1% -0.1% 0.3 2,775 -3,167 5 —
☆OGE funds › OGE ENERGY CORP TRIM — 0.1% -0.1% 0.3 6,623 -7,290 5 —
☆ILTB funds › ISHARES TR TRIM — 0.1% -0.2% 0.3 6,537 -14,571 5 —
☆LULU funds › LULULEMON ATHLETICA INC TRIM — 0.1% -0.0% 0.3 2,810 -4 3 —
☆DTE funds › DTE ENERGY CO TRIM — 0.1% -0.1% 0.3 2,094 -2,219 5 —
☆ETR funds › ENTERGY CORP NEW TRIM — 0.1% +0.0% 0.3 2,753 -103 5 —
☆ONEH funds › ELEVATION SERIES TRUST ADD — 0.1% +0.0% 0.3 12,758 +6,587 2 —
☆CUSIP:33740U711 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.1% 0.3 7,680 -7,474 2 —
☆MBB funds › ISHARES TR ADD — 0.1% +0.0% 0.3 3,321 +281 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.1% +0.0% 0.3 3,336 +0 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.1% -0.1% 0.3 1,915 -1,547 5 —
☆BBY funds › BEST BUY INC TRIM — 0.1% -0.1% 0.3 4,065 -5,104 3 —
☆PPL funds › PPL CORP TRIM — 0.1% -0.1% 0.3 8,461 -8,687 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.3 10,322 -9,823 2 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% +0.0% 0.3 2,351 -89 5 —
☆VRSK funds › VERISK ANALYTICS INC TRIM — 0.1% -0.0% 0.3 1,674 -858 3 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.1% +0.0% 0.3 2,548 +0 5 —
☆OCTZ funds › ELEVATION SERIES TRUST TRIM — 0.1% -0.0% 0.3 6,538 -6,193 2 —
☆VTIP funds › VANGUARD MALVERN FDS TRIM — 0.1% +0.0% 0.3 5,935 -272 5 —
☆PAVE funds › GLOBAL X FDS HOLD — 0.1% +0.0% 0.3 5,056 +0 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% +0.0% 0.3 687 -116 3 —
☆PNW funds › PINNACLE WEST CAP CORP TRIM — 0.1% -0.1% 0.3 2,778 -3,414 2 —
☆SPUC funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.1% -0.0% 0.3 5,995 -5,641 2 —
☆CLOZ funds › SERIES PORTFOLIOS TR TRIM — 0.1% +0.0% 0.3 11,025 -482 5 —
☆XLF funds › SELECT SECTOR SPDR TR HOLD — 0.1% +0.0% 0.3 5,349 +0 5 —
☆MS funds › MORGAN STANLEY TRIM — 0.1% -0.0% 0.3 1,368 -945 3 —
☆IJH funds › ISHARES TR ADD — 0.1% +0.0% 0.3 3,706 +10 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP TRIM — 0.1% -0.1% 0.3 3,515 -3,573 5 —
☆XLB funds › SELECT SECTOR SPDR TR TRIM — 0.1% +0.0% 0.3 5,592 -433 3 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.1% +0.0% 0.3 5,399 +1,190 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.0% 0.3 2,360 -917 3 —
☆WU funds › WESTERN UN CO TRIM — 0.1% -0.1% 0.3 35,741 -24,183 5 —
☆TOL funds › TOLL BROTHERS INC TRIM — 0.1% -0.0% 0.3 1,608 -1,300 5 —
☆WST funds › WEST PHARMACEUTICAL SVSC INC TRIM — 0.1% -0.0% 0.3 730 -677 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.1% -0.0% 0.3 639 -386 5 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.1% +0.0% 0.2 825 -82 3 —
☆SWKS funds › SKYWORKS SOLUTIONS INC TRIM — 0.1% -0.1% 0.2 3,624 -5,204 2 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.1% 0.2 2,788 -2,782 3 —
☆NI funds › NISOURCE INC TRIM — 0.1% +0.0% 0.2 5,139 -513 5 —
☆UMBF funds › UMB FINL CORP HOLD — 0.1% +0.0% 0.2 1,667 +0 3 —
☆SPLS funds › PIMCO ETF TR NEW — 0.1% +0.1% 0.2 4,382 +4,382 1 —
☆PAYH funds › ELEVATION SERIES TRUST ADD — 0.1% +0.1% 0.2 9,503 +9,489 2 —
☆RIGS funds › ALPS ETF TR TRIM ETP 0.1% +0.0% 0.2 10,252 -461 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% +0.0% 0.2 2,698 +1,854 3 —
☆HPQ funds › HP INC TRIM — 0.1% -0.1% 0.2 10,477 -13,243 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 0.2 447 -260 5 —
☆SGOL funds › ETFS GOLD TR HOLD — 0.1% -0.0% 0.2 5,917 +0 5 —
☆QQQH funds › NEOS ETF TRUST HOLD — 0.1% +0.0% 0.2 4,021 +0 4 —
☆ATR funds › APTARGROUP INC TRIM — 0.1% -0.0% 0.2 1,751 -717 5 —
☆CAG funds › CONAGRA BRANDS INC TRIM — 0.1% -0.1% 0.2 15,640 -14,338 2 —
☆HIGH funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.1% -0.0% 0.2 9,519 -7,227 5 —
☆XLRE funds › SELECT SECTOR SPDR TR TRIM — 0.1% +0.0% 0.2 4,625 -435 3 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.1% -0.0% 0.2 1,415 -1,408 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.1% +0.0% 0.2 2,528 +399 3 —
☆STLD funds › STEEL DYNAMICS INC TRIM — 0.1% -0.0% 0.2 869 -978 5 —
☆AVIG funds › AMERICAN CENTY ETF TR TRIM — 0.0% -0.1% 0.2 4,369 -10,054 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.2 1,075 +488 3 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.0% +0.0% 0.2 1,666 -2 3 —
☆GMAY funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.2 4,010 +4,010 1 —
☆EMB funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,724 +189 3 —
☆FNF funds › FIDELITY NATL FINL INC TRIM — 0.0% -0.0% 0.2 3,436 -3,292 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.0% -0.0% 0.1 777 -808 5 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN TRIM — 0.0% +0.0% 0.1 773 -62 3 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.1 1,635 +1,304 3 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 0.1 1,940 +762 5 —
☆TYA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.0% -0.0% 0.1 11,144 -839 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.0% +0.0% 0.1 325 -5 4 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 1,415 +10 3 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 196 +21 5 —
☆COLM funds › COLUMBIA SPORTSWEAR CO TRIM — 0.0% -0.0% 0.1 2,178 -1,248 2 —
☆XLP funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.1 1,608 +0 3 —
☆AOR funds › ISHARES TR TRIM — 0.0% +0.0% 0.1 1,894 -54 3 —
☆GEV funds › GE VERNOVA INC TRIM — 0.0% +0.0% 0.1 110 -1 5 —
☆MAS funds › MASCO CORP TRIM — 0.0% +0.0% 0.1 1,564 -109 3 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% +0.0% 0.1 5,101 +0 3 —
☆SPSB funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.1 4,202 +0 3 —
☆HYLS funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 3,059 +0 3 —
☆IWO funds › ISHARES TR TRIM — 0.0% +0.0% 0.1 313 -100 5 —
☆CMBS funds › ISHARES TR TRIM — 0.0% -0.1% 0.1 2,503 -5,430 5 —
☆SCHB funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 4,170 +0 3 —
☆MUB funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,117 +54 3 —
☆DECT funds › AIM ETF PRODUCTS TRUST TRIM — 0.0% +0.0% 0.1 2,980 -59 2 —
☆IXN funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 799 +0 3 —
☆WAB funds › WABTEC HOLD — 0.0% +0.0% 0.1 420 +0 3 —
☆MNST funds › MONSTER BEVERAGE CORP NEW TRIM — 0.0% -0.0% 0.1 1,125 -1,407 3 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.0% +0.0% 0.1 1,042 +0 3 —
☆COR funds › CENCORA INC TRIM — 0.0% -0.0% 0.1 374 -7 3 —
☆QCLN funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 1,682 +0 3 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 1,268 +951 3 —
☆FREL funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.1 3,397 -4,653 5 —
☆FNDB funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 3,234 +0 3 —
☆TMUS funds › T-MOBILE US INC TRIM — 0.0% -0.0% 0.1 582 -10 3 —
☆IEI funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 798 +0 5 —
☆NRG funds › NRG ENERGY INC TRIM — 0.0% -0.0% 0.1 631 -89 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.1 529 +529 1 —
☆AUGW funds › AIM ETF PRODUCTS TRUST HOLD — 0.0% +0.0% 0.1 2,652 +0 5 —
☆KMB funds › KIMBERLY-CLARK CORP TRIM — 0.0% -0.0% 0.1 810 -574 5 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.0% +0.0% 0.1 559 +0 5 —
☆IWR funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 793 +0 3 —
☆CORO funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.1 2,387 +2,387 1 —
☆NFLX funds › NETFLIX INC. TRIM — 0.0% -0.0% 0.1 1,212 -44 3 —
☆FIW funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.1 780 +2 3 —
☆SMOG funds › VANECK ETF TRUST HOLD — 0.0% +0.0% 0.1 583 +0 3 —
☆SPGP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.1 683 +0 3 —
☆BEN funds › FRANKLIN RESOURCES INC TRIM — 0.0% -0.0% 0.1 2,498 -2,114 5 —
☆MARW funds › AIM ETF PRODUCTS TRUST NEW — 0.0% +0.0% 0.1 2,280 +2,280 1 —
☆ORLY funds › OREILLY AUTOMOTIVE INC HOLD — 0.0% +0.0% 0.1 885 +0 3 —
☆MCK funds › MCKESSON CORP HOLD — 0.0% -0.0% 0.1 107 +0 3 —
☆NKE funds › NIKE INC TRIM — 0.0% -0.0% 0.1 1,956 -624 3 —
☆FCX funds › FREEPORT MCMORAN INC HOLD — 0.0% +0.0% 0.1 1,272 +0 3 —
☆EFV funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 1,040 +0 3 —
☆PFF funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 2,583 +0 3 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.0% +0.0% 0.1 230 -60 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.0% +0.0% 0.1 75 +0 3 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% +0.0% 0.1 2,275 +736 3 —
☆FNV funds › FRANCO NEV CORP HOLD — 0.0% -0.0% 0.1 356 +0 3 —
☆SEPT funds › AIM ETF PRODUCTS TRUST TRIM — 0.0% -0.0% 0.1 1,951 -739 3 —
☆GLD funds › SPDR GOLD TR TRIM — 0.0% -0.0% 0.1 192 -3 3 —
☆FNCL funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.1 906 -2,039 5 —
☆PCAR funds › PACCAR INC HOLD — 0.0% +0.0% 0.1 577 +0 3 —
☆IWY funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 235 +0 3 —
☆CBSH funds › COMMERCE BANCSHARES INC HOLD — 0.0% +0.0% 0.1 1,172 +0 3 —
☆GLOF funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 1,138 +0 3 —
☆CEFZ funds › ELEVATION SERIES TRUST TRIM — 0.0% +0.0% 0.1 8,087 -1,024 2 —
☆SJM funds › SMUCKER J M CO TRIM — 0.0% +0.0% 0.1 590 -51 3 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.0% -0.0% 0.1 167 -393 3 —
☆VCR funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.1 162 +0 3 —
☆NOC funds › NORTHROP GRUMMAN CORP HOLD — 0.0% -0.0% 0.1 126 +0 3 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.0% +0.0% 0.1 258 +12 3 —
☆VOT funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 200 +0 3 —
☆VRSN funds › VERISIGN INC TRIM — 0.0% -0.0% 0.1 235 -40 3 —
☆TEL funds › TE CONNECTIVITY PLC TRIM — 0.0% +0.0% 0.1 290 -14 3 —
☆IEMG funds › ISHARES INC TRIM — 0.0% +0.0% 0.1 700 -148 3 —
☆IVZ funds › INVESCO LTD TRIM — 0.0% +0.0% 0.1 2,152 -361 5 —
☆EFAV funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 643 +0 3 —
☆FLTR funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.1 2,169 +24 3 —
☆SPLB funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.1 2,476 +0 3 —
☆LNT funds › ALLIANT ENERGY CORP TRIM — 0.0% +0.0% 0.1 707 -114 5 —
☆SYY funds › SYSCO CORP TRIM — 0.0% +0.0% 0.1 642 -17 3 —
☆EBAY funds › EBAY INC. HOLD — 0.0% +0.0% 0.1 475 +0 3 —
☆PLD funds › PROLOGIS INC. TRIM — 0.0% +0.0% 0.1 391 -10 3 —
☆DBEF funds › DBX ETF TR HOLD — 0.0% +0.0% 0.1 955 +0 3 —
☆SEIX funds › VIRTUS ETF TR II TRIM — 0.0% -0.0% 0.0 2,156 -4,727 3 —
☆FLG funds › FLAGSTAR BANK NATIONAL ASSOC TRIM — 0.0% +0.0% 0.0 3,337 -505 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% +0.0% 0.0 158 -6 3 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% +0.0% 0.0 244 +1 3 —
☆VRT funds › VERTIV HOLDINGS CO HOLD — 0.0% +0.0% 0.0 146 +0 3 —
☆FCOM funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.0 703 -1,651 5 —
☆EGP funds › EASTGROUP PPTYS INC TRIM — 0.0% -0.0% 0.0 238 -84 5 —
☆IXC funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 972 +0 3 —
☆FTGC funds › FIRST TR EXCHANGE TRAD FD VI HOLD — 0.0% +0.0% 0.0 1,764 +0 3 —
☆NVT funds › NVENT ELEC PLC TRIM — 0.0% -0.0% 0.0 280 -742 2 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW TRIM — 0.0% -0.0% 0.0 361 -28 3 —
☆GJUN funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% +0.0% 0.0 1,142 +0 5 —
☆CLOX funds › SERIES PORTFOLIOS TR TRIM — 0.0% -0.0% 0.0 1,798 -4,175 3 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.0 553 +0 3 —
☆WSO funds › WATSCO INC TRIM — 0.0% +0.0% 0.0 109 -20 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 1,579 +1,579 1 —
☆R funds › RYDER SYS INC TRIM — 0.0% +0.0% 0.0 167 -50 5 —
☆HACK funds › AMPLIFY ETF TR HOLD — 0.0% +0.0% 0.0 418 +0 3 —
☆RFDA funds › ALPS ETF TR TRIM ETP 0.0% -0.0% 0.0 618 -356 5 —
☆KO funds › COCA COLA CO ADD — 0.0% +0.0% 0.0 535 +100 3 —
☆BAI funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 0.0 824 +322 2 —
☆MET funds › METLIFE INC TRIM — 0.0% -0.0% 0.0 497 -545 3 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.0% -0.0% 0.0 461 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% +0.0% 0.0 80 +0 3 —
☆FLDR funds › FIDELITY MERRIMACK STR TR TRIM — 0.0% -0.0% 0.0 818 -1,344 3 —
☆IWM funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 136 +0 3 —
☆FIGS funds › FIGS INC TRIM — 0.0% -0.0% 0.0 3,994 -6 3 —
☆CLX funds › CLOROX CO DEL HOLD — 0.0% +0.0% 0.0 426 +0 3 —
☆RL funds › RALPH LAUREN CORP HOLD — 0.0% +0.0% 0.0 100 +0 3 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM — 0.0% -0.0% 0.0 326 -756 5 —
☆JANT funds › AIM ETF PRODUCTS TRUST TRIM — 0.0% -0.0% 0.0 897 -2,603 2 —
☆SON funds › SONOCO PRODS CO TRIM — 0.0% -0.0% 0.0 687 -157 5 —
☆EEM funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 564 +0 3 —
☆ZION funds › ZIONS BANCORPORATION NATL AS HOLD — 0.0% +0.0% 0.0 543 +0 3 —
☆RFDI funds › FIRST TR EXCH TRADED FD III HOLD — 0.0% +0.0% 0.0 417 +0 3 —
☆FV funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.0 475 +0 3 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.0% -0.0% 0.0 341 -413 3 —
☆USMV funds › ISHARES TR ADD — 0.0% +0.0% 0.0 365 +58 3 —
☆AZO funds › AUTOZONE INC HOLD — 0.0% +0.0% 0.0 11 +0 3 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC TRIM — 0.0% +0.0% 0.0 386 -23 3 —
☆GATX funds › GATX CORP TRIM — 0.0% -0.0% 0.0 191 -64 5 —
☆XRP funds › BITWISE XRP ETF HOLD — 0.0% -0.0% 0.0 2,897 +0 2 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% +0.0% 0.0 182 -44 4 —
☆ATO funds › ATMOS ENERGY CORP ADD — 0.0% +0.0% 0.0 193 +1 3 —
☆XHB funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 269 +0 3 —
☆AES funds › AES CORP HOLD Common Stock 0.0% +0.0% 0.0 2,094 +0 3 —
☆KGC funds › KINROSS GOLD CORP HOLD — 0.0% -0.0% 0.0 1,278 +0 3 —
☆MINT funds › PIMCO ETF TR TRIM — 0.0% -0.0% 0.0 298 -76 3 —
☆DVY funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 184 +0 3 —
☆EVR funds › EVERCORE INC TRIM — 0.0% -0.0% 0.0 84 -25 4 —
☆GLW funds › CORNING INC HOLD — 0.0% +0.0% 0.0 111 +0 3 —
☆XFIV funds › BONDBLOXX ETF TRUST TRIM — 0.0% -0.0% 0.0 579 -535 2 —
☆BJ funds › BJS WHSL CLUB HLDGS INC TRIM — 0.0% -0.0% 0.0 322 -728 3 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.0 535 +535 1 —
☆SIXZ funds › AIM ETF PRODUCTS TRUST TRIM — 0.0% -0.0% 0.0 836 -320 2 —
☆NBTB funds › NBT BANCORP INC HOLD — 0.0% +0.0% 0.0 533 +0 3 —
☆JUNT funds › AIM ETF PRODUCTS TRUST NEW — 0.0% +0.0% 0.0 681 +681 1 —
☆FMC funds › FMC CORP HOLD — 0.0% -0.0% 0.0 2,233 +0 3 —
☆MANH funds › MANHATTAN ASSOCIATES INC TRIM — 0.0% -0.0% 0.0 182 -480 2 —
☆SHLD funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.0 419 +318 2 —
☆SPHY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 1,061 -1,129 3 —
☆ARKF funds › ARK ETF TR HOLD — 0.0% +0.0% 0.0 623 +0 3 —
☆NWL funds › NEWELL BRANDS INC TRIM — 0.0% +0.0% 0.0 3,920 -937 5 —
☆A funds › AGILENT TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.0 180 -397 3 —
☆CAT funds › CATERPILLAR INC HOLD — 0.0% +0.0% 0.0 22 +0 3 —
☆SIXJ funds › AIM ETF PRODUCTS TRUST HOLD — 0.0% +0.0% 0.0 628 +0 5 —
☆SPYG funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 191 +0 3 —
☆SPYV funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 371 +0 3 —
☆IEF funds › ISHARES TR TRIM — 0.0% +0.0% 0.0 235 -11 3 —
☆VNQI funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.0 494 +0 3 —
☆BLOK funds › AMPLIFY ETF TR HOLD — 0.0% +0.0% 0.0 349 +0 3 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.0 82 -60 3 —
☆DHI funds › D R HORTON INC TRIM — 0.0% +0.0% 0.0 133 -10 3 —
☆AOA funds › ISHARES TR ADD — 0.0% +0.0% 0.0 219 +6 3 —
☆DHR funds › DANAHER CORP DEL HOLD — 0.0% +0.0% 0.0 112 +0 3 —
☆FEBT funds › AIM ETF PRODUCTS TRUST NEW — 0.0% +0.0% 0.0 515 +515 1 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% +0.0% 0.0 167 +68 3 —
☆J funds › JACOBS SOLUTIONS INC HOLD — 0.0% +0.0% 0.0 167 +0 3 —
☆IDA funds › IDACORP INC HOLD — 0.0% +0.0% 0.0 139 +0 3 —
☆PINS funds › PINTEREST INC HOLD — 0.0% +0.0% 0.0 1,000 +0 3 —
☆BLCR funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 413 +413 1 —
☆GIS funds › GENERAL MILLS INC TRIM — 0.0% -0.0% 0.0 580 -826 3 —
☆CHRD funds › CHORD ENERGY CORPORATION TRIM — 0.0% -0.0% 0.0 177 -425 2 —
☆TBIL funds › RBB FD INC ADD — 0.0% +0.0% 0.0 400 +315 3 —
☆CFFN funds › CAPITOL FED FINL INC ADD — 0.0% +0.0% 0.0 2,328 +19 3 —
☆MRVL funds › MARVELL TECHNOLOGY INC HOLD — 0.0% +0.0% 0.0 66 +0 3 —
☆CSX funds › CSX CORP HOLD — 0.0% +0.0% 0.0 413 +0 3 —
☆FID funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.0 897 +0 3 —
☆XME funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 178 +178 1 —
☆XEL funds › XCEL ENERGY INC HOLD — 0.0% +0.0% 0.0 237 +0 3 —
☆QBUL funds › ELEVATION SERIES TRUST HOLD — 0.0% +0.0% 0.0 787 +0 5 —
☆SPTI funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 666 -627 2 —
☆ENTG funds › ENTEGRIS INC TRIM — 0.0% -0.0% 0.0 104 -275 2 —
☆TXT funds › TEXTRON INC TRIM — 0.0% -0.0% 0.0 203 -453 3 —
☆AOM funds › ISHARES TR ADD — 0.0% +0.0% 0.0 369 +2 3 —
☆QGRW funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.0 277 +177 3 —
☆SCHC funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 372 +0 3 —
☆AMCR funds › AMCOR PLC HOLD — 0.0% +0.0% 0.0 408 +0 2 —
☆UGI funds › UGI CORP NEW TRIM — 0.0% -0.0% 0.0 499 -161 4 —
☆STT funds › STATE STR CORP HOLD — 0.0% +0.0% 0.0 100 +0 3 —
☆DOW funds › DOW HLDGS INC TRIM — 0.0% -0.0% 0.0 609 -1,366 3 —
☆IWS funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 97 +0 3 —
☆PRG funds › PROG HOLDINGS INC HOLD — 0.0% +0.0% 0.0 340 +0 3 —
☆Q funds › QNITY ELECTRONICS INC HOLD — 0.0% +0.0% 0.0 97 +0 3 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.0% +0.0% 0.0 168 -52 3 —
☆RFFC funds › ALPS ETF TR HOLD ETP 0.0% +0.0% 0.0 208 +0 3 —
☆BKLN funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.0 751 +0 3 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.0 212 -433 3 —
☆IBUY funds › AMPLIFY ETF TR HOLD — 0.0% +0.0% 0.0 220 +0 3 —
☆PPTA funds › PERPETUA RESOURCES CORP HOLD — 0.0% -0.0% 0.0 715 +0 3 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.0% +0.0% 0.0 58 -5 3 —
☆FXL funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 67 +0 3 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.0% -0.0% 0.0 65 -11 3 —
☆HCA funds › HCA HEALTHCARE INC HOLD — 0.0% -0.0% 0.0 36 +0 3 —
☆IYR funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 138 +0 3 —
☆SO funds › SOUTHERN CO HOLD — 0.0% +0.0% 0.0 146 +0 3 —
☆ASML funds › ASML HLDG NV HOLD — 0.0% +0.0% 0.0 7 +0 3 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.0% +0.0% 0.0 42 +0 3 —
☆P funds › EVERPURE INC TRIM — 0.0% -0.0% 0.0 175 -496 2 —
☆UMC funds › UNITED MICROELECTRONICS CORP HOLD — 0.0% +0.0% 0.0 500 +0 3 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.0% +0.0% 0.0 28 +0 3 —
☆BOTZ funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.0 348 +0 2 —
☆JAAA funds › JANUS DETROIT STR TR TRIM — 0.0% -0.0% 0.0 258 -49 3 —
☆MMM funds › 3M CO HOLD — 0.0% +0.0% 0.0 80 +0 3 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.0% +0.0% 0.0 40 -6 3 —
☆AOK funds › ISHARES TR TRIM — 0.0% +0.0% 0.0 302 -34 3 —
☆CDW funds › CDW CORP TRIM — 0.0% +0.0% 0.0 88 -8 3 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I HOLD — 0.0% -0.0% 0.0 192 +0 3 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.0% -0.0% 0.0 97 +0 3 —
☆EXTR funds › EXTREME NETWORKS INC TRIM — 0.0% -0.0% 0.0 378 -853 2 —
☆CTVA funds › CORTEVA INC HOLD — 0.0% +0.0% 0.0 143 +0 3 —
☆CMDT funds › PIMCO ETF TR TRIM — 0.0% -0.0% 0.0 394 -87 5 —
☆NGG funds › NATIONAL GRID PLC HOLD — 0.0% +0.0% 0.0 144 +0 3 —
☆SLYG funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 99 +0 3 —
☆SCZ funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 143 +0 3 —
☆PZA funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.0 496 +250 2 —
☆NXTG funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 76 +0 3 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.0 204 -99 3 —
☆CDE funds › COEUR MNG INC HOLD — 0.0% -0.0% 0.0 704 +0 2 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.0% +0.0% 0.0 198 +0 3 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 59 +0 3 —
☆AEE funds › AMEREN CORP HOLD — 0.0% +0.0% 0.0 100 +0 3 —
☆NOVZ funds › ELEVATION SERIES TRUST HOLD — 0.0% +0.0% 0.0 240 +0 4 —
☆MARZ funds › ELEVATION SERIES TRUST HOLD — 0.0% +0.0% 0.0 306 +0 4 —
☆APRZ funds › ELEVATION SERIES TRUST HOLD — 0.0% +0.0% 0.0 281 +0 4 —
☆CEG funds › CONSTELLATION ENERGY CORP HOLD — 0.0% -0.0% 0.0 45 +0 3 —
☆RVTY funds › REVVITY INC TRIM — 0.0% -0.0% 0.0 100 -269 3 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.0 206 +206 1 —
☆M funds › MACYS INC HOLD — 0.0% +0.0% 0.0 462 +0 3 —
☆JULZ funds › ELEVATION SERIES TRUST HOLD — 0.0% +0.0% 0.0 232 +0 4 —
☆RFEM funds › FIRST TR EXCH TRADED FD III HOLD — 0.0% +0.0% 0.0 112 +0 3 —
☆FMTM funds › EA SERIES TRUST NEW — 0.0% +0.0% 0.0 238 +238 1 —
☆DTCR funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.0 341 +0 3 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.0% +0.0% 0.0 21 +0 3 —
☆ALSN funds › ALLISON TRANSMISSION HLDGS I HOLD — 0.0% +0.0% 0.0 89 +0 3 —
☆FMDE funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 244 +244 1 —
☆HOG funds › HARLEY DAVIDSON INC HOLD — 0.0% +0.0% 0.0 400 +0 3 —
☆DECW funds › AIM ETF PRODUCTS TRUST HOLD — 0.0% +0.0% 0.0 272 +0 3 —
☆IJK funds › ISHARES TR NEW — 0.0% +0.0% 0.0 81 +81 1 —
☆ARKQ funds › ARK ETF TR HOLD — 0.0% +0.0% 0.0 68 +0 3 —
☆SOFI funds › SOFI TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.0 500 +0 3 —
☆COIN funds › COINBASE GLOBAL INC HOLD — 0.0% -0.0% 0.0 61 +0 3 —
☆HWM funds › HOWMET AEROSPACE INC HOLD — 0.0% +0.0% 0.0 33 +0 3 —
☆FTMH funds › PUTNAM ETF TRUST HOLD — 0.0% +0.0% 0.0 740 +0 3 —
☆SJB funds › PROSHARES TR HOLD — 0.0% +0.0% 0.0 575 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 364 849 0.15 28% 0.013 0.159 — in
2026Q1 397 843 0.22 24% 0.011 0.098 — in
2025Q4 429 831 0.07 24% 0.010 0.240 — in
2025Q3 402 257 0.11 25% 0.011 0.180 — in
2025Q2 357 252 0.00 24% 0.011 0.382 — entered
2025Q1 357 252 0.00 24% 0.011 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status