Gradient Investments LLC
- SEC CIK
- 0001542265
- Latest filing
- Jul 8, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 1,496
- −14 vs. Q3 2022
- Portfolio value
- $3.17B
- −$96.8M (−3.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,214,663 | $144.6M | 4.6% | +26,543+0.8% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 5,397,061 | $135.6M | 4.3% | −913,141−14.5% | Reduced | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 2,456,698 | $121.6M | 3.8% | +640,389+35.3% | Added | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 4,067,534 | $114.9M | 3.6% | −751,210−15.6% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,282,148 | $67.8M | 2.1% | −2,519−0.1% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 1,029,505 | $67.5M | 2.1% | +3,361+0.3% | Added | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 1,776,331 | $64.3M | 2.0% | −6,768−0.4% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,355,897 | $63.3M | 2.0% | +20,827+1.6% | Added | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 654,698 | $54.1M | 1.7% | +2380.0% | Added | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 1,599,699 | $50.9M | 1.6% | −367,475−18.7% | Reduced | – |
| Global X FDS37954Y376 | RATE PREFERRED | 2,207,189 | $49.7M | 1.6% | +12,154+0.6% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 427,219 | $48.7M | 1.5% | +2,398+0.6% | Added | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 1,301,722 | $48.1M | 1.5% | +665,596+104.6% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 803,450 | $43.8M | 1.4% | −11,144−1.4% | Reduced | – |
| AAPLApple Inc. | Stock | 336,209 | $43.7M | 1.4% | −2,505−0.7% | Reduced | History |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 1,314,505 | $38.1M | 1.2% | +25,010+1.9% | Added | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 1,401,934 | $37.9M | 1.2% | −59,717−4.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 157,608 | $37.8M | 1.2% | +7,469+5.0% | Added | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 918,651 | $37.6M | 1.2% | −33,773−3.5% | Reduced | – |
| iShares Tr464287556 | ISHARES BIOTECH | 271,460 | $35.6M | 1.1% | −2,780−1.0% | Reduced | – |
| CVXChevron Corp | Stock | 182,409 | $32.7M | 1.0% | −378−0.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 384,664 | $32.3M | 1.0% | −7,726−2.0% | Reduced | History |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 1,409,396 | $31.6M | 1.0% | +692,544+96.6% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 228,484 | $30.6M | 1.0% | −38,241−14.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 339,733 | $30.1M | 1.0% | −9,123−2.6% | Reduced | History |
| TGTTarget Corp | Stock | 191,247 | $28.5M | 0.9% | +81,651+74.5% | Added | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 192,165 | $28.0M | 0.9% | +192,165 | New | History |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 848,126 | $25.4M | 0.8% | +848,126 | New | – |
| EXRExtra Space Storage Inc. | COM | 171,070 | $25.2M | 0.8% | +170,932+123,863.8% | Added | History |
| JNJJohnson & Johnson | Stock | 140,305 | $24.8M | 0.8% | −572−0.4% | Reduced | History |
| CICigna Group | Stock | 72,364 | $24.0M | 0.8% | −8,011−10.0% | Reduced | History |
| BACBank of America Corp | Stock | 716,425 | $23.7M | 0.7% | −48,057−6.3% | Reduced | History |
| LOWLowes Companies Inc | Stock | 116,854 | $23.3M | 0.7% | −2,043−1.7% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 41,121 | $23.0M | 0.7% | +579+1.4% | Added | History |
| CMCSAComcast Corp | Stock | 634,712 | $22.2M | 0.7% | +90,919+16.7% | Added | History |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 708,267 | $21.3M | 0.7% | +708,267 | New | – |
| PYPLPayPal Holdings, Inc. | Stock | 280,105 | $19.9M | 0.6% | −6,155−2.2% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 180,523 | $19.9M | 0.6% | −10,244−5.4% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 945,394 | $19.8M | 0.6% | +163,608+20.9% | Added | – |
| BMYBristol Myers Squibb Co | Stock | 272,052 | $19.6M | 0.6% | +8,858+3.4% | Added | History |
| MDTMedtronic plc | Stock | 244,939 | $19.0M | 0.6% | +44,643+22.3% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 922,887 | $18.9M | 0.6% | +173,439+23.1% | Added | – |
| BXBlackstone Inc. | COM | 245,742 | $18.2M | 0.6% | +36,166+17.3% | Added | History |
| J P Morgan Exchange Traded F46641Q878 | BET USD HIG ETF | 398,171 | $17.5M | 0.6% | +102,074+34.5% | Added | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 783,723 | $17.0M | 0.5% | +782,038+46,411.8% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 31,828 | $16.9M | 0.5% | −2,095−6.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 51,984 | $16.4M | 0.5% | −56,874−52.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 132,153 | $15.9M | 0.5% | −5,884−4.3% | Reduced | History |
| RTXRTX Corp | Stock | 157,229 | $15.9M | 0.5% | +153,596+4,227.8% | Added | History |
| SBUXStarbucks Corp | Stock | 158,754 | $15.7M | 0.5% | −16,412−9.4% | Reduced | History |
| WTWWillis Towers Watson PLC | SHS | 63,903 | $15.6M | 0.5% | −670−1.0% | Reduced | History |
| ORCLOracle Corp | Stock | 190,063 | $15.5M | 0.5% | +187,912+8,736.0% | Added | History |
| WTRGEssential Utilities, Inc. | COM | 325,001 | $15.5M | 0.5% | +18,595+6.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 93,746 | $15.4M | 0.5% | +3,603+4.0% | Added | History |
| BDXBecton Dickinson & Co | Stock | 60,137 | $15.3M | 0.5% | +60,089+125,185.4% | Added | History |
| CBChubb Ltd | Stock | 69,300 | $15.3M | 0.5% | +68,848+15,231.9% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 49,424 | $15.2M | 0.5% | +49,337+56,709.2% | Added | History |
| CECelanese Corp | Stock | 148,017 | $15.1M | 0.5% | +33,018+28.7% | Added | History |
| DOVDOVER Corp | COM | 111,227 | $15.1M | 0.5% | +3,638+3.4% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 43,628 | $15.0M | 0.5% | −15,622−26.4% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 220,111 | $14.9M | 0.5% | +63,060+40.2% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 740,476 | $14.9M | 0.5% | +120,873+19.5% | Added | – |
| ICEIntercontinental Exchange, Inc. | Stock | 144,017 | $14.8M | 0.5% | +8,865+6.6% | Added | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 508,212 | $14.8M | 0.5% | +508,212 | New | – |
| DRIDarden Restaurants Inc | COM | 105,699 | $14.6M | 0.5% | −974−0.9% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 83,968 | $14.6M | 0.5% | +5,938+7.6% | Added | History |
| AMTAmerican Tower Corp | REIT | 68,882 | $14.6M | 0.5% | +9,747+16.5% | Added | History |
| AMPAmeriprise Financial Inc | COM | 46,734 | $14.6M | 0.5% | −2,647−5.4% | Reduced | History |
| CFGCitizens Financial Group Inc | COM | 369,083 | $14.5M | 0.5% | +21,776+6.3% | Added | History |
| SPLKSplunk Inc | COM | 168,175 | $14.5M | 0.5% | −33,879−16.8% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 69,776 | $14.4M | 0.5% | +6,198+9.7% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 205,411 | $14.4M | 0.5% | −14,946−6.8% | Reduced | History |
| CVSCVS Health Corp | Stock | 153,360 | $14.3M | 0.5% | +7,609+5.2% | Added | History |
| CCICrown Castle Inc. | REIT | 105,221 | $14.3M | 0.4% | +21,372+25.5% | Added | History |
| MMM3M Co | Stock | 118,898 | $14.3M | 0.4% | +12,116+11.3% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 141,599 | $14.2M | 0.4% | +29,141+25.9% | Added | History |
| BALLBALL Corp | COM | 276,660 | $14.1M | 0.4% | +274,554+13,036.8% | Added | History |
| SYYSysco Corp | Stock | 183,820 | $14.1M | 0.4% | +4,738+2.6% | Added | History |
| CMECME Group Inc. | COM | 83,361 | $14.0M | 0.4% | +83,177+45,204.9% | Added | History |
| FITBFifth Third Bancorp | COM | 421,958 | $13.8M | 0.4% | +40,937+10.7% | Added | History |
| ARESAres Management Corp | CL A COM STK | 201,579 | $13.8M | 0.4% | −2,664−1.3% | Reduced | History |
| GPNGlobal Payments Inc | Stock | 138,642 | $13.8M | 0.4% | +3,675+2.7% | Added | History |
| AVBAvalonbay Communities Inc | COM | 84,898 | $13.7M | 0.4% | +16,018+23.3% | Added | History |
| COPConocoPhillips | Stock | 115,246 | $13.6M | 0.4% | +11,687+11.3% | Added | History |
| PSAPublic Storage | COM | 48,403 | $13.6M | 0.4% | +4,191+9.5% | Added | History |
| BSXBoston Scientific Corp | Stock | 291,440 | $13.5M | 0.4% | −161,174−35.6% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 64,653 | $13.5M | 0.4% | +3,172+5.2% | Added | History |
| NFLXNetflix Inc | Stock | 44,884 | $13.2M | 0.4% | −22,109−33.0% | Reduced | History |
| VFCV F Corp | Stock | 477,602 | $13.2M | 0.4% | +170,492+55.5% | Added | History |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 505,174 | $12.8M | 0.4% | +505,174 | New | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 469,333 | $12.7M | 0.4% | +469,333 | New | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 291,297 | $12.4M | 0.4% | +291,222+388,296.0% | Added | – |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 93,818 | $12.4M | 0.4% | +93,795+407,804.3% | Added | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 280,670 | $11.6M | 0.4% | −28,531−9.2% | Reduced | – |
| NVDANVIDIA Corp | Stock | 77,704 | $11.4M | 0.4% | −8,819−10.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 73,978 | $11.2M | 0.4% | −6,056−7.6% | Reduced | History |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 224,951 | $11.1M | 0.4% | +100,168+80.3% | Added | – |
| VVisa Inc. | Stock | 53,447 | $11.1M | 0.4% | −3,104−5.5% | Reduced | History |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 276,591 | $11.1M | 0.3% | +123,687+80.9% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 497,423 | $11.0M | 0.3% | +1,151+0.2% | Added | – |
Sold out since Q3 2022 (217)
Positions held at the end of Q3 2022 that are gone from this filing.
The largest 100 of 217 by value last quarter.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 614,931 | $17.1M | 0.5% | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 430,478 | $11.5M | 0.4% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 136,953 | $5.75M | 0.2% | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 248,668 | $5.74M | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 9,480 | $201.0K | <0.1% | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 5,687 | $125.0K | <0.1% | – |
| RBB FD Inc74933W635 | MOTLEY FOOL GBL | 4,647 | $103.0K | <0.1% | – |
| AYXAlteryx, Inc. | COM CL A | 1,578 | $88.0K | <0.1% | History |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 995 | $83.0K | <0.1% | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 3,845 | $83.0K | <0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 1,710 | $76.0K | <0.1% | – |
| iShares Tr464288430 | ASIA 50 ETF | 931 | $46.0K | <0.1% | – |
| TWTRTwitter, Inc. | COM | 940 | $41.0K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J676 | BULLSHS 22 USD | 1,453 | $35.0K | <0.1% | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 1,398 | $34.0K | <0.1% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 251 | $32.0K | <0.1% | – |
| INGING Groep NV | SPONSORED ADR | 3,474 | $30.0K | <0.1% | History |
| Vanguard S&P 500 Value ETF921932703 | ETF | 235 | $29.0K | <0.1% | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 596 | $29.0K | <0.1% | – |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 620 | $25.0K | <0.1% | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 404 | $22.0K | <0.1% | – |
| ALGNAlign Technology Inc | COM | 105 | $22.0K | <0.1% | History |
| iShares Tr464287846 | DOW JONES US ETF | 237 | $21.0K | <0.1% | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 268 | $20.0K | <0.1% | – |
| SGOLabrdn Gold ETF Trust | ETF | 1,218 | $19.0K | <0.1% | History |
| Northern LTS FD Tr IV66538H567 | FRMLAFLIO SMRT | 629 | $19.0K | <0.1% | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 300 | $17.0K | <0.1% | – |
| KEYKeycorp | COM | 981 | $16.0K | <0.1% | History |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 1,587 | $16.0K | <0.1% | History |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 1,148 | $15.0K | <0.1% | History |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 890 | $15.0K | <0.1% | History |
| LENLennar Corp | CL A | 200 | $15.0K | <0.1% | History |
| BCATBlackRock Capital Allocation Term Trust | COM | 1,121 | $15.0K | <0.1% | History |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 1,088 | $13.0K | <0.1% | History |
| Invesco Exchange Traded FD T46137V720 | LEISU ENTMT ETF | 379 | $13.0K | <0.1% | – |
| OECOrion S.A. | COM | 1,003 | $13.0K | <0.1% | History |
| BWGBrandywineGLOBAL-Global Income Opportunities Fund Inc | COM | 1,709 | $13.0K | <0.1% | History |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 1,442 | $13.0K | <0.1% | History |
| DREDuke Realty Corp | COM NEW | 274 | $13.0K | <0.1% | History |
| JRINuveen Real Asset Income & Growth Fund | COM | 1,195 | $13.0K | <0.1% | History |
| JEFJefferies Financial Group Inc. | COM | 394 | $12.0K | <0.1% | History |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 803 | $12.0K | <0.1% | History |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 284 | $11.0K | <0.1% | – |
| EGEverest Group, Ltd. | COM | 41 | $11.0K | <0.1% | History |
| PTACohen & Steers Tax-Advantaged Preferred Securities & Income Fund | COM | 595 | $11.0K | <0.1% | History |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 233 | $10.0K | <0.1% | – |
| WDIWestern Asset Diversified Income Fund (WDI) | COM SHS BEN INT | 823 | $10.0K | <0.1% | History |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 123 | $10.0K | <0.1% | – |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 1,173 | $10.0K | <0.1% | History |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 1,368 | $10.0K | <0.1% | History |
| Swedish Expt CR Corp870297603 | ROG AGRI ETN22 | 1,123 | $10.0K | <0.1% | – |
| STEWSRH Total Return Fund, Inc. | COM | 821 | $9.00K | <0.1% | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 200 | $9.00K | <0.1% | – |
| Northern LTS FD Tr IV66538H674 | FORMULA FOLIOS | 310 | $9.00K | <0.1% | – |
| PHParker-Hannifin Corp | Stock | 35 | $8.00K | <0.1% | History |
| Vanguard Total World Stock ETF922042742 | ETF | 97 | $8.00K | <0.1% | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 175 | $8.00K | <0.1% | – |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 1,296 | $8.00K | <0.1% | History |
| First Tr High Income L/S FD33738E109 | COM | 721 | $8.00K | <0.1% | – |
| Orla MNG Ltd New68634K106 | COM | 2,386 | $8.00K | <0.1% | – |
| PPTFranklin Premier Income Trust | SH BEN INT | 2,218 | $8.00K | <0.1% | History |
| ALLYAlly Financial Inc. | Stock | 239 | $7.00K | <0.1% | History |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 148 | $7.00K | <0.1% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 290 | $7.00K | <0.1% | – |
| HIWHighwoods Properties, Inc. | COM | 262 | $7.00K | <0.1% | History |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 149 | $7.00K | <0.1% | – |
| AWPabrdn Global Premier Properties Fund | COM SH BEN INT | 1,812 | $7.00K | <0.1% | History |
| VRMVroom, Inc. | COM | 5,800 | $7.00K | <0.1% | History |
| ARDCAres Dynamic Credit Allocation Fund, Inc. | COM | 527 | $6.00K | <0.1% | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 246 | $6.00K | <0.1% | History |
| JBHTHunt J B Transport Services Inc | COM | 41 | $6.00K | <0.1% | History |
| iShares Tr464289859 | CORE 80 20 ETF | 100 | $6.00K | <0.1% | – |
| CSGPCostar Group, Inc. | COM | 80 | $6.00K | <0.1% | History |
| STAGSTAG Industrial, Inc. | COM | 208 | $6.00K | <0.1% | History |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 156 | $6.00K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G201 | S&P SMLCP MATL | 100 | $6.00K | <0.1% | – |
| MDCSekisui House U.S., Inc. | COM | 221 | $6.00K | <0.1% | History |
| SIVBSVB Financial Group | COM | 17 | $6.00K | <0.1% | History |
| TYTRI-CONTINENTAL Corp | COM | 227 | $6.00K | <0.1% | History |
| NCZVirtus Convertible & Income Fund II | COM | 2,036 | $6.00K | <0.1% | History |
| MKCMcCormick & Co Inc | Stock | 69 | $5.00K | <0.1% | History |
| AWKAmerican Water Works Company, Inc. | Stock | 38 | $5.00K | <0.1% | History |
| iShares Tr464288109 | MORNINGSTAR VALU | 85 | $5.00K | <0.1% | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 152 | $5.00K | <0.1% | – |
| RSGRepublic Services, Inc. | COM | 35 | $5.00K | <0.1% | History |
| ADXAdams Diversified Equity Fund, Inc. | COM | 335 | $5.00K | <0.1% | History |
| GDVGabelli Dividend & Income Trust | COM | 283 | $5.00K | <0.1% | History |
| RSSSResearch Solutions, Inc. | COM | 2,403 | $5.00K | <0.1% | History |
| AGRAvangrid, Inc. | COM | 116 | $5.00K | <0.1% | History |
| First Rep BK San Francisco C33616C100 | COM | 38 | $5.00K | <0.1% | – |
| iShares U.S. Regional Banks ETF464288778 | ETF | 82 | $4.00K | <0.1% | – |
| ICLRIcon PLC | COM | 23 | $4.00K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 155 | $4.00K | <0.1% | – |
| WSOWatsco Inc | COM | 14 | $4.00K | <0.1% | History |
| Nushares ETF Tr67092P110 | NUVEEN ESG 1-5 | 195 | $4.00K | <0.1% | – |
| HEIHeico Corp | COM | 27 | $4.00K | <0.1% | History |
| GLOBGlobant S.A. | COM | 19 | $4.00K | <0.1% | History |
| TEITempleton Emerging Markets Income Fund | COM | 817 | $4.00K | <0.1% | History |
| ASANAsana, Inc. | CL A | 172 | $4.00K | <0.1% | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 86 | $4.00K | <0.1% | – |