508 is the total number of securities Triumph Capital Management has owned. The longest Triumph Capital Management has owned a single stock is 10 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
QQQ | INVESCO QQQ TRUST SERI... | 10 | 10 | 0.93% | 5.18% | 9.88% | Q2 2021 | Q3 2023 | 10 |
SPY | SPDR S&P 500 ETF TRUST | 10 | 10 | 3.62% | 5.16% | 6.90% | Q2 2021 | Q3 2023 | 10 |
FTCS | FIRST TRUST CAPITAL ST... | 10 | 10 | 1.49% | 3.45% | 6.18% | Q2 2021 | Q3 2023 | 10 |
DIA | SPDR DOW JONES INDUSTR... | 10 | 10 | 0.89% | 3.03% | 4.88% | Q2 2021 | Q3 2023 | 10 |
MSFT | MICROSOFT CORP COM | 10 | 10 | 0.75% | 1.33% | 1.65% | Q2 2021 | Q3 2023 | 10 |
CIBR | FIRST TRUST NASDAQ CYB... | 10 | 10 | 0.01% | 1.28% | 1.89% | Q2 2021 | Q3 2023 | 10 |
IVV | ISHARES CORE S&P 500 ETF | 10 | 10 | 0.30% | 1.21% | 2.42% | Q2 2021 | Q3 2023 | 10 |
MOAT | VANECK VECTORS MORNING... | 10 | 10 | 0.24% | 1.14% | 2.19% | Q2 2021 | Q3 2023 | 10 |
FVD | FIRST TRUST VALUE LINE... | 10 | 10 | 0.28% | 1.01% | 1.43% | Q2 2021 | Q3 2023 | 10 |
BRKB | BERKSHIRE HATHAWAY INC... | 10 | 10 | 0.36% | 0.86% | 1.29% | Q2 2021 | Q3 2023 | 10 |
RSP | INVESCO S&P 500 EQUAL ... | 10 | 10 | 0.14% | 0.78% | 1.49% | Q2 2021 | Q3 2023 | 10 |
AAPL | APPLE INC COM | 10 | 10 | 0.48% | 0.74% | 1.06% | Q2 2021 | Q3 2023 | 10 |
QUAL | ISHARES MSCI USA QUALI... | 10 | 10 | 0.56% | 0.68% | 0.77% | Q2 2021 | Q3 2023 | 10 |
SPTM | SPDR PORTFOLIO S&P 150... | 10 | 10 | 0.51% | 0.63% | 0.72% | Q2 2021 | Q3 2023 | 10 |
NVDA | NVIDIA CORPORATION COM | 10 | 10 | 0.11% | 0.62% | 1.02% | Q2 2021 | Q3 2023 | 10 |
T | AT&T INC COM | 10 | 10 | 0.24% | 0.53% | 1.27% | Q2 2021 | Q3 2023 | 10 |
MDY | SPDR S&P MIDCAP 400 ET... | 10 | 10 | 0.18% | 0.52% | 1.30% | Q2 2021 | Q3 2023 | 10 |
DIV | GLOBAL X SUPERDIVIDEND... | 10 | 10 | 0.39% | 0.50% | 0.70% | Q2 2021 | Q3 2023 | 10 |
COWZ | PACER US CASH COWS 100... | 10 | 10 | 0.16% | 0.50% | 0.96% | Q2 2021 | Q3 2023 | 10 |
VOO | VANGUARD S&P 500 ETF | 10 | 10 | 0.14% | 0.49% | 0.70% | Q2 2021 | Q3 2023 | 10 |
AMZN | AMAZON COM INC COM | 10 | 10 | 0.15% | 0.47% | 1.35% | Q2 2021 | Q3 2023 | 10 |
VZ | VERIZON COMMUNICATIONS... | 10 | 10 | 0.20% | 0.44% | 0.82% | Q2 2021 | Q3 2023 | 10 |
FB | META PLATFORMS INC CL A | 10 | 10 | 0.19% | 0.42% | 0.61% | Q2 2021 | Q3 2023 | 10 |
WFC | WELLS FARGO CO NEW COM | 10 | 10 | 0.29% | 0.39% | 0.49% | Q2 2021 | Q3 2023 | 10 |
ALTY | THE GLOBAL X SUPERDIVI... | 10 | 10 | 0.28% | 0.39% | 0.51% | Q2 2021 | Q3 2023 | 10 |
JPM | JPMORGAN CHASE & CO COM | 10 | 10 | 0.26% | 0.36% | 0.46% | Q2 2021 | Q3 2023 | 10 |
EIX | EDISON INTL COM | 10 | 10 | 0.17% | 0.35% | 0.71% | Q2 2021 | Q3 2023 | 10 |
F | FORD MTR CO DEL COM | 10 | 10 | 0.06% | 0.35% | 0.52% | Q2 2021 | Q3 2023 | 10 |
IQLT | ISHARES MSCI INTL QUAL... | 10 | 10 | 0.30% | 0.35% | 0.40% | Q2 2021 | Q3 2023 | 10 |
TSLA | TESLA INC COM | 10 | 10 | 0.10% | 0.32% | 0.73% | Q2 2021 | Q3 2023 | 10 |
SPDW | SPDR PORTFOLIO DEVELOP... | 10 | 10 | 0.20% | 0.30% | 0.39% | Q2 2021 | Q3 2023 | 10 |
IWO | ISHARES RUSSELL 2000 G... | 10 | 10 | 0.11% | 0.30% | 0.71% | Q2 2021 | Q3 2023 | 10 |
VUG | VANGUARD GROWTH INDEX ... | 10 | 10 | 0.19% | 0.30% | 0.52% | Q2 2021 | Q3 2023 | 10 |
TWLO | TWILIO INC CL A | 10 | 10 | 0.13% | 0.29% | 0.50% | Q2 2021 | Q3 2023 | 10 |
XEL | XCEL ENERGY INC COM | 10 | 10 | 0.10% | 0.28% | 0.82% | Q2 2021 | Q3 2023 | 10 |
PLTR | PALANTIR TECHNOLOGIES ... | 10 | 10 | 0.01% | 0.28% | 0.48% | Q2 2021 | Q3 2023 | 10 |
SPEM | SPDR PORTFOLIO EMERGIN... | 10 | 10 | 0.18% | 0.25% | 0.32% | Q2 2021 | Q3 2023 | 10 |
JNJ | JOHNSON & JOHNSON COM | 10 | 10 | 0.12% | 0.21% | 0.40% | Q2 2021 | Q3 2023 | 10 |
TOTL | SPDR DOUBLELINE TOTAL ... | 10 | 10 | 0.18% | 0.20% | 0.24% | Q2 2021 | Q3 2023 | 10 |
JPST | JPMORGAN ULTRA-SHORT I... | 9 | 9 | 1.46% | 3.99% | 9.08% | Q3 2021 | Q3 2023 | 9 |
FTSM | FIRST TRUST ENHANCED S... | 9 | 9 | 0.31% | 3.82% | 8.50% | Q3 2021 | Q3 2023 | 9 |
FPE | FIRST TRUST PREFERRED ... | 9 | 9 | 1.88% | 2.70% | 3.42% | Q3 2021 | Q3 2023 | 9 |
FIXD | FIRST TRUST TCW OPPORT... | 9 | 9 | 0.28% | 2.29% | 4.60% | Q3 2021 | Q3 2023 | 9 |
BND | VANGUARD TOTAL BOND MA... | 9 | 9 | 0.09% | 1.58% | 2.48% | Q3 2021 | Q3 2023 | 9 |
SKYY | FIRST TRUST CLOUD COMP... | 9 | 9 | 0.95% | 1.56% | 1.89% | Q2 2021 | Q2 2023 | 9 |
XLF | FINANCIAL SELECT SECTO... | 7 | 2 | 0.15% | 1.25% | 2.29% | Q2 2021 | Q3 2023 | 9 |
SOFI | SOFI TECHNOLOGIES INC COM | 9 | 9 | 0.50% | 0.68% | 0.88% | Q3 2021 | Q3 2023 | 9 |
PG | PROCTER AND GAMBLE CO COM | 9 | 9 | 0.32% | 0.55% | 0.82% | Q3 2021 | Q3 2023 | 9 |
MMM | 3M CO COM | 9 | 9 | 0.10% | 0.49% | 0.71% | Q3 2021 | Q3 2023 | 9 |
BNDX | VANGUARD TOTAL INTERNA... | 9 | 9 | 0.14% | 0.41% | 1.34% | Q3 2021 | Q3 2023 | 9 |
PYPL | PAYPAL HLDGS INC COM | 8 | 1 | 0.17% | 0.36% | 0.58% | Q2 2021 | Q3 2023 | 9 |
SAFT | SAFETY INS GROUP INC COM | 6 | 3 | 0.01% | 0.33% | 0.63% | Q2 2021 | Q3 2023 | 9 |
ATSG | AIR TRANSPORT SERVICES... | 9 | 9 | 0.18% | 0.27% | 0.36% | Q3 2021 | Q3 2023 | 9 |
OKTA | OKTA INC CL A | 9 | 9 | 0.13% | 0.27% | 0.37% | Q3 2021 | Q3 2023 | 9 |
UBER | UBER TECHNOLOGIES INC COM | 9 | 9 | 0.19% | 0.26% | 0.34% | Q3 2021 | Q3 2023 | 9 |
CORP | PIMCO INVESTMENT GRADE... | 9 | 9 | 0.18% | 0.26% | 0.31% | Q3 2021 | Q3 2023 | 9 |
QCOM | QUALCOMM INC COM | 8 | 1 | 0.12% | 0.24% | 0.42% | Q2 2021 | Q3 2023 | 9 |
BAC | BK OF AMERICA CORP COM | 5 | 4 | 0.12% | 0.21% | 0.34% | Q2 2021 | Q3 2023 | 9 |
DIS | DISNEY WALT CO COM | 9 | 9 | 0.09% | 0.17% | 0.26% | Q3 2021 | Q3 2023 | 9 |
LMT | LOCKHEED MARTIN CORP COM | 5 | 4 | 0.12% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 9 |
SHY | ISHARES 1-3 YEAR TREAS... | 9 | 9 | 0.11% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 9 |
CHIQ | GLOBAL X MSCI CHINA CO... | 9 | 9 | 0.09% | 0.15% | 0.21% | Q2 2021 | Q2 2023 | 9 |
MU | MICRON TECHNOLOGY INC COM | 9 | 9 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
NYCB | NEW YORK CMNTY BANCORP... | 9 | 9 | 0.07% | 0.12% | 0.17% | Q2 2021 | Q2 2023 | 9 |
LIT | GLOBAL X LITHIUM & BAT... | 9 | 9 | 0.10% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
IWM | ISHARES RUSSELL 2000 ETF | 5 | 3 | 0.38% | 1.38% | 2.19% | Q2 2021 | Q3 2023 | 8 |
RDVY | FIRST TRUST RISING DIV... | 6 | 2 | 0.85% | 1.30% | 2.37% | Q2 2021 | Q3 2023 | 8 |
AON | AON PLC SHS CL A | 8 | 8 | 0.88% | 0.96% | 1.04% | Q4 2021 | Q3 2023 | 8 |
XLV | HEALTH CARE SELECT SEC... | 8 | 8 | 0.13% | 0.89% | 1.97% | Q2 2021 | Q1 2023 | 8 |
FGD | FIRST TRUST DOW JONES ... | 8 | 8 | 0.13% | 0.65% | 1.11% | Q4 2021 | Q3 2023 | 8 |
VTIP | VANGUARD SHORT-TERM IN... | 8 | 8 | 0.10% | 0.42% | 1.38% | Q3 2021 | Q2 2023 | 8 |
FDN | FIRST TRUST DOW JONES ... | 4 | 1 | 0.11% | 0.35% | 0.73% | Q2 2021 | Q3 2023 | 8 |
SNOW | SNOWFLAKE INC CL A | 7 | 1 | 0.12% | 0.34% | 0.55% | Q3 2021 | Q3 2023 | 8 |
SHYG | ISHARES 0-5 YEAR HIGH ... | 8 | 8 | 0.10% | 0.32% | 0.52% | Q3 2021 | Q2 2023 | 8 |
GOOGL | ALPHABET INC CAP STK CL A | 7 | 1 | 0.10% | 0.28% | 0.62% | Q2 2021 | Q3 2023 | 8 |
ALTL | PACER LUNT LARGE CAP A... | 8 | 8 | 0.11% | 0.22% | 0.64% | Q2 2021 | Q1 2023 | 8 |
SLY | SPDR S&P 600 SMALL CAP... | 8 | 8 | 0.13% | 0.21% | 0.25% | Q2 2021 | Q1 2023 | 8 |
UNH | UNITEDHEALTH GROUP INC... | 8 | 8 | 0.11% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
DOW | DOW INC COM | 5 | 3 | 0.10% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 8 |
PAVE | GLOBAL X U.S. INFRASTR... | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PAMC | PACER LUNT MIDCAP MULT... | 8 | 8 | 0.10% | 0.14% | 0.19% | Q3 2021 | Q2 2023 | 8 |
XOM | EXXON MOBIL CORP COM | 4 | 1 | 0.01% | 0.14% | 0.26% | Q2 2021 | Q3 2023 | 8 |
BA | BOEING CO COM | 5 | 3 | 0.00% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 8 |
VIG | VANGUARD DIVIDEND APPR... | 5 | 3 | 0.11% | 0.13% | 0.17% | Q2 2021 | Q2 2023 | 8 |
IWF | ISHARES RUSSELL 1000 G... | 5 | 3 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 8 |
LMBS | FIRST TRUST LOW DURATI... | 5 | 2 | 0.99% | 1.44% | 1.72% | Q3 2021 | Q3 2023 | 7 |
IBB | ISHARES BIOTECHNOLOGY ... | 7 | 7 | 0.23% | 0.65% | 1.44% | Q1 2022 | Q3 2023 | 7 |
LOUP | INNOVATOR LOUP FRONTIE... | 6 | 1 | 0.07% | 0.54% | 1.02% | Q2 2021 | Q3 2023 | 7 |
TMO | THERMO FISHER SCIENTIF... | 7 | 7 | 0.24% | 0.43% | 0.60% | Q1 2022 | Q3 2023 | 7 |
BGS | B & G FOODS INC NEW COM | 7 | 7 | 0.26% | 0.41% | 0.65% | Q2 2021 | Q4 2022 | 7 |
XLU | UTILITIES SELECT SECTO... | 7 | 7 | 0.12% | 0.38% | 1.03% | Q1 2022 | Q3 2023 | 7 |
PFF | ISHARES PREFERRED & IN... | 7 | 7 | 0.20% | 0.31% | 0.38% | Q1 2022 | Q3 2023 | 7 |
UPST | UPSTART HLDGS INC COM | 6 | 1 | 0.09% | 0.30% | 0.45% | Q2 2021 | Q1 2023 | 7 |
MELI | MERCADOLIBRE INC COM | 5 | 1 | 0.10% | 0.29% | 0.48% | Q2 2021 | Q3 2023 | 7 |
NFLX | NETFLIX INC COM | 7 | 7 | 0.11% | 0.28% | 0.49% | Q2 2021 | Q4 2022 | 7 |
SHOP | SHOPIFY INC CL A | 7 | 7 | 0.18% | 0.27% | 0.35% | Q3 2021 | Q1 2023 | 7 |
PFE | PFIZER INC COM | 7 | 7 | 0.15% | 0.27% | 0.58% | Q1 2022 | Q3 2023 | 7 |
ILF | ISHARES LATIN AMERICA ... | 7 | 7 | 0.16% | 0.26% | 0.47% | Q1 2022 | Q3 2023 | 7 |
BX | BLACKSTONE INC COM | 7 | 7 | 0.16% | 0.25% | 0.37% | Q1 2022 | Q3 2023 | 7 |
LLY | LILLY ELI & CO COM | 4 | 3 | 0.17% | 0.24% | 0.39% | Q3 2021 | Q3 2023 | 7 |
HA | HAWAIIAN HOLDINGS INC COM | 7 | 7 | 0.10% | 0.24% | 0.31% | Q2 2021 | Q4 2022 | 7 |
IHAK | ISHARES CYBERSECURITY ... | 7 | 7 | 0.20% | 0.24% | 0.28% | Q1 2022 | Q3 2023 | 7 |
STIP | ISHARES 0-5 YEAR TIPS ... | 7 | 7 | 0.16% | 0.21% | 0.32% | Q1 2022 | Q3 2023 | 7 |
C | CITIGROUP INC COM NEW | 7 | 7 | 0.11% | 0.20% | 0.27% | Q1 2022 | Q3 2023 | 7 |
USHY | ISHARES BROAD USD HIGH... | 7 | 7 | 0.10% | 0.19% | 0.29% | Q1 2022 | Q3 2023 | 7 |
WBA | WALGREENS BOOTS ALLIAN... | 7 | 7 | 0.12% | 0.19% | 0.35% | Q1 2022 | Q3 2023 | 7 |
SCHO | SCHWAB SHORT-TERM US T... | 5 | 2 | 0.12% | 0.16% | 0.26% | Q3 2021 | Q3 2023 | 7 |
CION INVT CORP COM | 6 | 1 | 0.02% | 0.16% | 0.27% | Q4 2021 | Q3 2023 | 7 | |
XME | SPDR S&P METALS & MINI... | 7 | 7 | 0.10% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
VO | VANGUARD MID-CAP INDEX... | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
IEI | ISHARES 3-7 YEAR TREAS... | 4 | 3 | 0.09% | 0.15% | 0.23% | Q3 2021 | Q3 2023 | 7 |
AMCR | AMCOR PLC ORD | 7 | 7 | 0.08% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 7 |
VBK | VANGUARD SMALL-CAP GRO... | 7 | 7 | 0.01% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
CIG | CIA ENERGETICA DE MINA... | 5 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
BIL | SPDR BLOOMBERG 1-3 MON... | 6 | 6 | 2.50% | 3.40% | 4.66% | Q2 2022 | Q3 2023 | 6 |
XLE | ENERGY SELECT SECTOR S... | 4 | 2 | 0.43% | 0.84% | 1.27% | Q2 2021 | Q2 2023 | 6 |
SE | SEA LTD SPONSORD ADS | 6 | 6 | 0.33% | 0.69% | 1.52% | Q2 2021 | Q3 2022 | 6 |
VTV | VANGUARD VALUE INDEX FUND | 6 | 6 | 0.47% | 0.63% | 0.87% | Q2 2021 | Q3 2022 | 6 |
NOBL | PROSHARES S&P 500 DIVI... | 6 | 6 | 0.42% | 0.58% | 0.89% | Q2 2022 | Q3 2023 | 6 |
AMD | ADVANCED MICRO DEVICES... | 3 | 3 | 0.33% | 0.50% | 0.70% | Q1 2022 | Q3 2023 | 6 |
AGG | ISHARES CORE U.S. AGGR... | 4 | 2 | 0.12% | 0.49% | 1.28% | Q3 2021 | Q3 2023 | 6 |
PANW | PALO ALTO NETWORKS INC... | 6 | 6 | 0.26% | 0.38% | 0.57% | Q2 2022 | Q3 2023 | 6 |
JACKSON FINANCIAL INC ... | 6 | 6 | 0.22% | 0.37% | 0.69% | Q1 2022 | Q2 2023 | 6 | |
OUSM | O'SHARES U.S. SMALL-CA... | 5 | 1 | 0.11% | 0.36% | 0.42% | Q2 2021 | Q4 2022 | 6 |
CRWD | CROWDSTRIKE HLDGS INC ... | 3 | 3 | 0.16% | 0.29% | 0.40% | Q2 2021 | Q3 2023 | 6 |
FTSL | FIRST TRUST SENIOR LOA... | 6 | 6 | 0.09% | 0.28% | 0.69% | Q2 2022 | Q3 2023 | 6 |
NCLH | NORWEGIAN CRUISE LINE ... | 5 | 1 | 0.20% | 0.28% | 0.37% | Q3 2021 | Q1 2023 | 6 |
INTC | INTEL CORP COM | 5 | 1 | 0.13% | 0.27% | 0.33% | Q1 2022 | Q3 2023 | 6 |
DAL | DELTA AIR LINES INC DE... | 6 | 6 | 0.12% | 0.27% | 0.36% | Q3 2021 | Q4 2022 | 6 |
PFFD | GLOBAL X U.S. PREFERRE... | 6 | 6 | 0.17% | 0.26% | 0.36% | Q2 2022 | Q3 2023 | 6 |
EWZ | ISHARES MSCI BRAZIL ETF | 6 | 6 | 0.15% | 0.24% | 0.48% | Q2 2022 | Q3 2023 | 6 |
GOVT | ISHARES U.S. TREASURY ... | 4 | 2 | 0.11% | 0.20% | 0.38% | Q3 2021 | Q3 2023 | 6 |
NWL | NEWELL BRANDS INC COM | 6 | 6 | 0.02% | 0.20% | 0.73% | Q2 2022 | Q3 2023 | 6 |
LUMN | LUMEN TECHNOLOGIES INC... | 4 | 1 | 0.06% | 0.19% | 0.30% | Q3 2021 | Q3 2023 | 6 |
MO | ALTRIA GROUP INC COM | 3 | 3 | 0.11% | 0.19% | 0.38% | Q2 2021 | Q3 2023 | 6 |
TROW | PRICE T ROWE GROUP INC... | 6 | 6 | 0.11% | 0.19% | 0.24% | Q1 2022 | Q2 2023 | 6 |
HD | HOME DEPOT INC COM | 6 | 6 | 0.13% | 0.18% | 0.20% | Q1 2022 | Q2 2023 | 6 |
CAG | CONAGRA BRANDS INC COM | 6 | 6 | 0.12% | 0.16% | 0.27% | Q2 2022 | Q3 2023 | 6 |
MGM | MGM RESORTS INTERNATIO... | 6 | 6 | 0.14% | 0.15% | 0.18% | Q2 2021 | Q3 2022 | 6 |
XLK | TECHNOLOGY SELECT SECT... | 5 | 5 | 0.12% | 0.89% | 1.65% | Q2 2021 | Q2 2022 | 5 |
FLOT | ISHARES FLOATING RATE ... | 3 | 2 | 0.02% | 0.69% | 1.64% | Q1 2022 | Q3 2023 | 5 |
HYLS | FIRST TRUST TACTICAL H... | 5 | 5 | 0.19% | 0.65% | 1.61% | Q3 2021 | Q3 2022 | 5 |
FYX | FIRST TRUST SMALL CAP ... | 5 | 5 | 0.21% | 0.55% | 0.72% | Q2 2021 | Q2 2022 | 5 |
XLRE | REAL ESTATE SELECT SEC... | 3 | 2 | 0.10% | 0.40% | 0.87% | Q1 2022 | Q3 2023 | 5 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 1 | 0.15% | 0.37% | 0.44% | Q1 2022 | Q3 2023 | 5 |
OGIG | O'SHARES GLOBAL INTERN... | 5 | 5 | 0.00% | 0.35% | 0.79% | Q2 2021 | Q2 2022 | 5 |
XLY | CONSUMER DISCRETIONARY... | 3 | 2 | 0.19% | 0.26% | 0.46% | Q2 2021 | Q4 2022 | 5 |
ALLY | ALLY FINL INC COM | 5 | 5 | 0.17% | 0.25% | 0.38% | Q3 2022 | Q3 2023 | 5 |
GSK PLC SPONSORED ADR | 5 | 5 | 0.21% | 0.25% | 0.35% | Q3 2022 | Q3 2023 | 5 | |
GLBE | GLOBAL E ONLINE LTD SHS | 5 | 5 | 0.14% | 0.22% | 0.32% | Q4 2021 | Q4 2022 | 5 |
SDIV | GLOBAL X SUPERDIVIDEND... | 4 | 1 | 0.10% | 0.22% | 0.29% | Q3 2021 | Q4 2022 | 5 |
DMAR | FT CBOE VEST U.S. EQUI... | 5 | 5 | 0.15% | 0.21% | 0.26% | Q4 2021 | Q4 2022 | 5 |
GILD | GILEAD SCIENCES INC COM | 5 | 5 | 0.10% | 0.21% | 0.31% | Q1 2022 | Q1 2023 | 5 |
ACN | ACCENTURE PLC IRELAND ... | 5 | 5 | 0.13% | 0.21% | 0.32% | Q1 2022 | Q1 2023 | 5 |
AXP | AMERICAN EXPRESS CO COM | 4 | 1 | 0.14% | 0.20% | 0.31% | Q2 2021 | Q3 2022 | 5 |
TGT | TARGET CORP COM | 3 | 2 | 0.09% | 0.16% | 0.25% | Q1 2022 | Q2 2023 | 5 |
FDRR | FIDELITY DIVIDEND ETF ... | 5 | 5 | 0.14% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
COIN | COINBASE GLOBAL INC CO... | 5 | 5 | 0.09% | 0.16% | 0.19% | Q2 2021 | Q2 2022 | 5 |
JHG | JANUS HENDERSON GROUP ... | 4 | 1 | 0.13% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 5 |
BODY | THE BEACHBODY COMPANY ... | 3 | 2 | 0.00% | 0.13% | 0.31% | Q2 2021 | Q3 2023 | 5 |
PPL | PPL CORP COM | 5 | 5 | 0.00% | 0.12% | 0.24% | Q2 2021 | Q2 2022 | 5 |
SRLN | SPDR BLACKSTONE SENIOR... | 5 | 5 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
BOTZ | GLOBAL X ROBOTICS & AR... | 4 | 1 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 5 |
PENN | PENN NATL GAMING INC COM | 4 | 1 | 0.01% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 5 |
EWW | ISHARES MSCI MEXICO ETF | 4 | 1 | 0.03% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 5 |
LUV | SOUTHWEST AIRLS CO COM | 5 | 5 | 0.02% | 0.09% | 0.13% | Q2 2021 | Q2 2022 | 5 |
HGEN | HUMANIGEN INC COM NEW | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ZNRG | ZNERGY INC COM | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
GBIL | GOLDMAN SACHS ACCESS T... | 4 | 4 | 1.01% | 2.56% | 4.65% | Q4 2022 | Q3 2023 | 4 |
SHV | ISHARES SHORT TREASURY... | 4 | 4 | 0.52% | 1.62% | 2.89% | Q4 2022 | Q3 2023 | 4 |
VCIT | VANGUARD INTERMEDIATE-... | 2 | 2 | 0.10% | 1.32% | 1.94% | Q3 2021 | Q4 2022 | 4 |
SMH | VANECK SEMICONDUCTOR ETF | 4 | 4 | 0.91% | 1.31% | 1.68% | Q1 2022 | Q4 2022 | 4 |
IWY | ISHARES RUSSELL TOP 20... | 4 | 4 | 0.95% | 1.19% | 1.59% | Q2 2021 | Q1 2022 | 4 |
MSTB | LHA MARKET STATE TACTI... | 3 | 1 | 0.15% | 1.19% | 1.64% | Q2 2021 | Q2 2023 | 4 |
UCON | FIRST TRUST TCW UNCONS... | 4 | 4 | 0.45% | 1.13% | 1.71% | Q4 2021 | Q3 2022 | 4 |
ARKK | ARK INNOVATION ETF | 3 | 1 | 0.12% | 0.68% | 1.12% | Q2 2021 | Q4 2022 | 4 |
FFTY | INNOVATOR IBD 50 ETF | 4 | 4 | 0.38% | 0.50% | 0.56% | Q2 2021 | Q1 2022 | 4 |
ED | CONSOLIDATED EDISON IN... | 4 | 4 | 0.11% | 0.32% | 0.59% | Q2 2021 | Q1 2022 | 4 |
SDOG | ALPS SECTOR DIVIDEND D... | 2 | 1 | 0.12% | 0.28% | 0.38% | Q1 2022 | Q2 2023 | 4 |
CLF | CLEVELAND-CLIFFS INC N... | 3 | 1 | 0.22% | 0.26% | 0.28% | Q2 2021 | Q1 2023 | 4 |
NKE | NIKE INC CL B | 4 | 4 | 0.15% | 0.25% | 0.30% | Q1 2022 | Q4 2022 | 4 |
DLO | DLOCAL LTD CLASS A COM | 4 | 4 | 0.16% | 0.25% | 0.36% | Q4 2021 | Q3 2022 | 4 |
IEP | ICAHN ENTERPRISES LP D... | 4 | 4 | 0.14% | 0.24% | 0.37% | Q4 2022 | Q3 2023 | 4 |
K | KELLOGG CO COM | 4 | 4 | 0.11% | 0.24% | 0.34% | Q2 2021 | Q1 2022 | 4 |
SQM | SOCIEDAD QUIMICA Y MIN... | 4 | 4 | 0.15% | 0.23% | 0.31% | Q4 2022 | Q3 2023 | 4 |
VYM | VANGUARD HIGH DIVIDEND... | 4 | 4 | 0.19% | 0.23% | 0.33% | Q4 2022 | Q3 2023 | 4 |
NU HLDGS LTD ORD SHS CL A | 3 | 1 | 0.04% | 0.23% | 0.44% | Q3 2022 | Q3 2023 | 4 | |
COMT | ISHARES U.S. ETF TRUST... | 4 | 4 | 0.17% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
PGNY | PROGYNY INC COM | 4 | 4 | 0.16% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
BUFD | FT CBOE VEST FUND OF D... | 4 | 4 | 0.16% | 0.20% | 0.24% | Q1 2022 | Q4 2022 | 4 |
S | SENTINELONE INC CL A | 4 | 4 | 0.12% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 4 |
FJUL | FT CBOE VEST U.S. EQUI... | 3 | 1 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q2 2022 | 4 |
FJAN | FT CBOE VEST U.S. EQUI... | 3 | 1 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q2 2022 | 4 |
UAL | UNITED AIRLS HLDGS INC... | 4 | 4 | 0.12% | 0.16% | 0.21% | Q2 2021 | Q1 2022 | 4 |
FSEP | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.14% | 0.16% | 0.18% | Q3 2021 | Q2 2022 | 4 |
FMAY | FT CBOE VEST U.S. EQUI... | 4 | 4 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q3 2022 | 4 |
FT CBOE VEST BUFFERED ... | 4 | 4 | 0.14% | 0.15% | 0.18% | Q1 2022 | Q4 2022 | 4 | |
DDEC | FT CBOE VEST U.S. EQUI... | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2022 | 4 |
USIG | ISHARES BROAD USD INVE... | 2 | 2 | 0.10% | 0.15% | 0.26% | Q3 2021 | Q1 2023 | 4 |
JNK | SPDR BLOOMBERG HIGH YI... | 4 | 4 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q1 2022 | 4 |
DSEP | FT CBOE VEST U.S. EQUI... | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q3 2022 | 4 |
FNOV | FT CBOE VEST U.S. EQUI... | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q3 2022 | 4 |
DJUN | FT CBOE VEST US EQUITY... | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q3 2022 | 4 |
SGOV | ISHARES 0-3 MONTH TREA... | 4 | 4 | 0.11% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
PALC | PACER LUNT LARGE CAP M... | 4 | 4 | 0.11% | 0.14% | 0.19% | Q1 2022 | Q4 2022 | 4 |
FTGC | FIRST TRUST GLOBAL TAC... | 3 | 1 | 0.12% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 4 |
SUSL | ISHARES ESG MSCI USA L... | 4 | 4 | 0.10% | 0.14% | 0.23% | Q2 2021 | Q1 2022 | 4 |
V | VISA INC COM CL A | 4 | 4 | 0.09% | 0.13% | 0.19% | Q2 2021 | Q1 2022 | 4 |
STNE | STONECO LTD COM CL A | 4 | 4 | 0.08% | 0.13% | 0.21% | Q4 2022 | Q3 2023 | 4 |
OXY | OCCIDENTAL PETE CORP COM | 3 | 1 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 4 |
NEE | NEXTERA ENERGY INC COM | 3 | 1 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q4 2022 | 4 |
FOLIOBEYOND RISING RAT... | 4 | 4 | 0.10% | 0.12% | 0.12% | Q2 2022 | Q1 2023 | 4 | |
CM | CANADIAN IMPERIAL BK C... | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
VOD | VODAFONE GROUP PLC NEW... | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
AQN | ALGONQUIN PWR UTILS CO... | 4 | 4 | 0.05% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
LQD | ISHARES IBOXX $ INVEST... | 4 | 4 | 0.02% | 0.09% | 0.15% | Q4 2021 | Q3 2022 | 4 |
IWR | ISHARES RUSSELL MIDCAP... | 3 | 3 | 1.89% | 2.04% | 2.29% | Q1 2023 | Q3 2023 | 3 |
JEPI | JPMORGAN EQUITY PREMIU... | 3 | 3 | 0.64% | 1.14% | 1.41% | Q1 2023 | Q3 2023 | 3 |
CTXS | CITRIX SYS INC COM | 3 | 3 | 0.55% | 0.67% | 0.80% | Q2 2021 | Q4 2021 | 3 |
QCLN | FIRST TRUST NASDAQ CLE... | 3 | 3 | 0.60% | 0.66% | 0.76% | Q2 2021 | Q4 2021 | 3 |
FLRN | SPDR BLOOMBERG INVESTM... | 3 | 3 | 0.27% | 0.62% | 0.84% | Q1 2023 | Q3 2023 | 3 |
IWP | ISHARES RUSSELL MID-CA... | 3 | 3 | 0.25% | 0.58% | 0.75% | Q1 2022 | Q3 2022 | 3 |
TSN | TYSON FOODS INC CL A | 3 | 3 | 0.49% | 0.52% | 0.53% | Q1 2023 | Q3 2023 | 3 |
KBH | KB HOME COM | 3 | 3 | 0.43% | 0.51% | 0.62% | Q2 2021 | Q4 2021 | 3 |
ATHM | AUTOHOME INC SP ADS RP... | 3 | 3 | 0.28% | 0.50% | 0.70% | Q2 2021 | Q4 2021 | 3 |
HLG | HAILIANG ED GROUP INC ... | 3 | 3 | 0.21% | 0.46% | 0.69% | Q2 2021 | Q4 2021 | 3 |
UJAN | INNOVATOR U.S. EQUITY ... | 3 | 3 | 0.11% | 0.43% | 0.61% | Q3 2022 | Q1 2023 | 3 |
BABA | ALIBABA GROUP HLDG LTD... | 3 | 3 | 0.25% | 0.43% | 0.65% | Q2 2021 | Q4 2021 | 3 |
TIP | ISHARES TIPS BOND ETF | 3 | 3 | 0.24% | 0.36% | 0.43% | Q3 2021 | Q1 2022 | 3 |
SCHF | SCHWAB INTERNATIONAL E... | 3 | 3 | 0.31% | 0.36% | 0.42% | Q2 2021 | Q4 2021 | 3 |
BP | BP PLC SPONSORED ADR | 3 | 3 | 0.29% | 0.34% | 0.39% | Q2 2021 | Q4 2021 | 3 |
CELH | CELSIUS HLDGS INC COM NEW | 3 | 3 | 0.29% | 0.34% | 0.40% | Q4 2021 | Q2 2022 | 3 |
MBB | ISHARES MBS ETF | 3 | 3 | 0.29% | 0.32% | 0.34% | Q1 2022 | Q3 2022 | 3 |
YYY | AMPLIFY HIGH INCOME ETF | 3 | 3 | 0.30% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 3 |
VV | VANGUARD LARGE-CAP IND... | 3 | 3 | 0.12% | 0.32% | 0.69% | Q1 2022 | Q3 2022 | 3 |
BSAC | BANCO SANTANDER CHILE ... | 3 | 3 | 0.24% | 0.32% | 0.38% | Q2 2021 | Q4 2021 | 3 |
AMGN | AMGEN INC COM | 3 | 3 | 0.27% | 0.31% | 0.37% | Q2 2021 | Q4 2021 | 3 |
OKE | ONEOK INC NEW COM | 3 | 3 | 0.25% | 0.30% | 0.36% | Q2 2021 | Q4 2021 | 3 |
VEA | VANGUARD FTSE DEVELOPE... | 3 | 3 | 0.27% | 0.29% | 0.34% | Q2 2021 | Q4 2021 | 3 |
EMB | ISHARES JP MORGAN USD ... | 3 | 3 | 0.27% | 0.29% | 0.30% | Q1 2022 | Q3 2022 | 3 |
EWS | ISHARES MSCI SINGAPORE... | 3 | 3 | 0.27% | 0.28% | 0.30% | Q1 2022 | Q3 2022 | 3 |
WPC | WP CAREY INC COM | 2 | 1 | 0.23% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 3 |
PATH | UIPATH INC CL A | 3 | 3 | 0.21% | 0.26% | 0.29% | Q2 2021 | Q4 2021 | 3 |
SHLX | SHELL MIDSTREAM PARTNE... | 3 | 3 | 0.19% | 0.23% | 0.28% | Q2 2021 | Q4 2021 | 3 |
VWO | VANGUARD FTSE EMERGING... | 3 | 3 | 0.21% | 0.23% | 0.27% | Q2 2021 | Q4 2021 | 3 |
BRCN | BURCON NUTRASCIENCE CO... | 3 | 3 | 0.18% | 0.22% | 0.26% | Q2 2021 | Q4 2021 | 3 |
LGH | HCM DEFENDER 500 INDEX... | 3 | 3 | 0.20% | 0.21% | 0.23% | Q2 2021 | Q4 2021 | 3 |
INTU | INTUIT COM | 3 | 3 | 0.11% | 0.21% | 0.27% | Q1 2022 | Q3 2022 | 3 |
GLOBAL X SUPERDIVIDEND... | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 | |
EQNR | EQUINOR ASA SPONSORED ADR | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
ARI | APOLLO COML REAL EST F... | 2 | 1 | 0.17% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 3 |
DMLP | DORCHESTER MINERALS LP... | 3 | 3 | 0.17% | 0.20% | 0.23% | Q2 2021 | Q4 2021 | 3 |
QQH | HCM DEFENDER 100 INDEX... | 3 | 3 | 0.18% | 0.20% | 0.21% | Q2 2021 | Q4 2021 | 3 |
SO | SOUTHERN CO COM | 3 | 3 | 0.17% | 0.20% | 0.23% | Q2 2021 | Q4 2021 | 3 |
FPX | FIRST TRUST US EQUITY ... | 3 | 3 | 0.17% | 0.19% | 0.20% | Q2 2021 | Q4 2021 | 3 |
GOOG | ALPHABET INC CAP STK CL C | 3 | 3 | 0.12% | 0.19% | 0.32% | Q1 2022 | Q3 2022 | 3 |
VIAC | VIACOMCBS INC CL B | 1 | 1 | 0.09% | 0.19% | 0.30% | Q2 2021 | Q4 2022 | 3 |
FUBO | FUBOTV INC COM | 3 | 3 | 0.11% | 0.18% | 0.28% | Q3 2021 | Q1 2022 | 3 |
EUFN | ISHARES MSCI EUROPE FI... | 3 | 3 | 0.10% | 0.18% | 0.35% | Q1 2023 | Q3 2023 | 3 |
IAT | ISHARES U.S. REGIONAL ... | 3 | 3 | 0.16% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
XLC | COMMUNICATION SERVICES... | 2 | 1 | 0.10% | 0.17% | 0.22% | Q3 2022 | Q3 2023 | 3 |
CHWY | CHEWY INC CL A | 3 | 3 | 0.11% | 0.17% | 0.24% | Q2 2021 | Q4 2021 | 3 |
XL | XL FLEET CORP COM CL A | 3 | 3 | 0.08% | 0.17% | 0.24% | Q2 2021 | Q4 2021 | 3 |
VIPS | VIPSHOP HOLDINGS LIMIT... | 3 | 3 | 0.08% | 0.16% | 0.26% | Q2 2021 | Q4 2021 | 3 |
FMAR | FT CBOE VEST U.S. EQUI... | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q2 2022 | 3 |
SJI | SOUTH JERSEY INDS INC COM | 3 | 3 | 0.13% | 0.16% | 0.20% | Q2 2021 | Q4 2021 | 3 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.00% | 0.16% | 0.31% | Q4 2021 | Q1 2023 | 3 |
TWO HBRS INVT CORP COM | 2 | 1 | 0.13% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 3 | |
PHILLIPS EDISON & CO I... | 2 | 1 | 0.13% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 3 | |
MPW | MEDICAL PPTYS TRUST IN... | 2 | 1 | 0.07% | 0.15% | 0.28% | Q4 2022 | Q3 2023 | 3 |
ACRE | ARES COML REAL ESTATE ... | 2 | 1 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 3 |
IRT | INDEPENDENCE RLTY TR I... | 2 | 1 | 0.09% | 0.15% | 0.24% | Q4 2022 | Q3 2023 | 3 |
OMAB | GRUPO AEROPORTUARIO DE... | 3 | 3 | 0.12% | 0.15% | 0.18% | Q2 2021 | Q4 2021 | 3 |
IRBT | IROBOT CORP COM | 3 | 3 | 0.10% | 0.14% | 0.19% | Q2 2021 | Q4 2021 | 3 |
LHX | L3HARRIS TECHNOLOGIES ... | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
FRANKLIN BSP RLTY TR I... | 2 | 1 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 3 | |
CS | CREDIT SUISSE GROUP SP... | 2 | 1 | 0.04% | 0.13% | 0.19% | Q3 2021 | Q1 2023 | 3 |
DISCK | DISCOVERY INC COM SER C | 3 | 3 | 0.10% | 0.13% | 0.17% | Q2 2021 | Q4 2021 | 3 |
EXR | EXTRA SPACE STORAGE IN... | 2 | 1 | 0.10% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 3 |
OLLI | OLLIES BARGAIN OUTLET ... | 3 | 3 | 0.09% | 0.13% | 0.18% | Q2 2021 | Q4 2021 | 3 |
IGV | ISHARES EXPANDED TECH-... | 3 | 3 | 0.11% | 0.12% | 0.15% | Q1 2022 | Q3 2022 | 3 |
IQDG | WISDOMTREE INTERNATION... | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
KNSL | KINSALE CAP GROUP INC COM | 3 | 3 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q4 2021 | 3 |
TOAST INC CL A | 2 | 1 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 3 | |
HYGV | FLEXSHARES HIGH YIELD ... | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
FEX | FIRST TRUST LARGE CAP ... | 2 | 2 | 2.26% | 2.39% | 2.52% | Q2 2023 | Q3 2023 | 2 |
DAUG | FT CBOE VEST U.S. EQUI... | 1 | 1 | 0.16% | 1.07% | 1.97% | Q2 2022 | Q2 2023 | 2 |
IVW | ISHARES S&P 500 GROWTH... | 2 | 2 | 0.73% | 0.74% | 0.75% | Q1 2022 | Q2 2022 | 2 |
IMCG | ISHARES MORNINGSTAR MI... | 2 | 2 | 0.51% | 0.57% | 0.63% | Q2 2021 | Q3 2021 | 2 |
QYLD | GLOBAL X NASDAQ 100 CO... | 1 | 1 | 0.22% | 0.54% | 0.85% | Q1 2023 | Q3 2023 | 2 |
GDX | VANECK VECTORS GOLD MI... | 2 | 2 | 0.43% | 0.53% | 0.63% | Q2 2021 | Q3 2021 | 2 |
FNK | FIRST TRUST MID CAP VA... | 2 | 2 | 0.38% | 0.51% | 0.64% | Q4 2021 | Q1 2022 | 2 |
DJAN | FT CBOE VEST U.S. EQUI... | 1 | 1 | 0.19% | 0.51% | 0.82% | Q2 2021 | Q4 2022 | 2 |
XLP | CONSUMER STAPLES SELEC... | 1 | 1 | 0.13% | 0.47% | 0.81% | Q3 2022 | Q1 2023 | 2 |
FXU | FIRST TRUST UTILITIES ... | 2 | 2 | 0.43% | 0.47% | 0.50% | Q2 2023 | Q3 2023 | 2 |
FRANKLIN BSP LENDING C... | 2 | 2 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q3 2023 | 2 | |
FTRI | FIRST TRUST INDXX GLOB... | 2 | 2 | 0.14% | 0.39% | 0.63% | Q2 2022 | Q3 2022 | 2 |
PEAKSTONE REALTY TRUST... | 2 | 2 | 0.37% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 | |
FUTU | FUTU HLDGS LTD SPON AD... | 2 | 2 | 0.33% | 0.38% | 0.44% | Q2 2021 | Q3 2021 | 2 |
FXZ | FIRST TRUST MATERIALS ... | 2 | 2 | 0.14% | 0.38% | 0.62% | Q2 2022 | Q3 2022 | 2 |
FYT | FIRST TRUST SMALL CAP ... | 2 | 2 | 0.31% | 0.38% | 0.45% | Q4 2021 | Q1 2022 | 2 |
BEP | BROOKFIELD RENEWABLE P... | 2 | 2 | 0.34% | 0.37% | 0.40% | Q4 2022 | Q1 2023 | 2 |
SPSM | SPDR PORTFOLIO S&P 600... | 2 | 2 | 0.22% | 0.36% | 0.50% | Q2 2023 | Q3 2023 | 2 |
ORCC | BLUE OWL CAPITAL CORPO... | 2 | 2 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
ITA | ISHARES U.S. AEROSPACE... | 2 | 2 | 0.26% | 0.36% | 0.46% | Q2 2023 | Q3 2023 | 2 |
ORCL | ORACLE CORP COM | 1 | 1 | 0.20% | 0.34% | 0.49% | Q1 2023 | Q3 2023 | 2 |
SLV | ISHARES SILVER TRUST | 2 | 2 | 0.30% | 0.33% | 0.35% | Q3 2021 | Q4 2021 | 2 |
BLACKSTONE SECD LENDIN... | 2 | 2 | 0.30% | 0.32% | 0.35% | Q2 2023 | Q3 2023 | 2 | |
MRNA | MODERNA INC COM | 2 | 2 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q2 2022 | 2 |
BLK | BLACKROCK INC COM | 2 | 2 | 0.27% | 0.28% | 0.29% | Q1 2022 | Q2 2022 | 2 |
DSL | DOUBLELINE INCOME SOLU... | 2 | 2 | 0.21% | 0.28% | 0.35% | Q2 2023 | Q3 2023 | 2 |
SAM | BOSTON BEER INC CL A | 2 | 2 | 0.26% | 0.27% | 0.28% | Q3 2021 | Q4 2021 | 2 |
CFLT | CONFLUENT INC CLASS A COM | 2 | 2 | 0.22% | 0.25% | 0.28% | Q2 2023 | Q3 2023 | 2 |
SPG | SIMON PPTY GROUP INC N... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q2 2023 | 2 |
SCHW | SCHWAB CHARLES CORP COM | 2 | 2 | 0.14% | 0.24% | 0.34% | Q2 2023 | Q3 2023 | 2 |
SSUS | DAY HAGAN/NED DAVIS RE... | 2 | 2 | 0.20% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
HRB | BLOCK H & R INC COM | 2 | 2 | 0.20% | 0.23% | 0.27% | Q1 2023 | Q2 2023 | 2 |
SBUX | STARBUCKS CORP COM | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q2 2022 | 2 |
PXD | PIONEER NAT RES CO COM | 2 | 2 | 0.19% | 0.22% | 0.26% | Q4 2022 | Q1 2023 | 2 |
KREF | KKR REAL ESTATE FIN TR... | 2 | 2 | 0.19% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
PSEC | PROSPECT CAP CORP COM | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
VALE | VALE S A SPONSORED ADS | 1 | 1 | 0.11% | 0.21% | 0.31% | Q4 2021 | Q4 2022 | 2 |
KXI | ISHARES GLOBAL CONSUME... | 2 | 2 | 0.19% | 0.21% | 0.22% | Q3 2022 | Q4 2022 | 2 |
CTAS | CINTAS CORP COM | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2022 | Q2 2022 | 2 |
JQUA | JPMORGAN U.S. QUALITY ... | 2 | 2 | 0.13% | 0.20% | 0.26% | Q2 2023 | Q3 2023 | 2 |
ETV | EATON VANCE TAX-MANAGE... | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
KHC | KRAFT HEINZ CO COM | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2021 | Q3 2021 | 2 |
NAVI | NAVIENT CORPORATION COM | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2022 | Q2 2022 | 2 |
SCHR | SCHWAB INTERMEDIATE-TE... | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q4 2021 | 2 |
BSBR | BANCO SANTANDER BRASIL... | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q1 2023 | 2 |
UMAY | INNOVATOR U.S. EQUITY ... | 2 | 2 | 0.15% | 0.16% | 0.18% | Q3 2022 | Q4 2022 | 2 |
IEMG | ISHARES CORE MSCI EMER... | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q2 2022 | 2 |
SWEETGREEN INC COM CL A | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q4 2022 | 2 | |
PSX | PHILLIPS 66 COM | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q3 2021 | 2 |
RKT | ROCKET COS INC COM CL A | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q2 2022 | 2 |
SOXX | ISHARES SEMICONDUCTOR ... | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2022 | 2 |
CLOU | GLOBAL X CLOUD COMPUTI... | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q1 2023 | 2 |
ANNALY CAPITAL MANAGEM... | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 | |
WU | WESTERN UN CO COM | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q3 2021 | 2 |
DVA | DAVITA INC COM | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
DVN | DEVON ENERGY CORP NEW COM | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q3 2021 | 2 |
FAX | ABRDN ASIA PACIFIC INC... | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
CCL | CARNIVAL CORP PAIRED CTF | 1 | 1 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 2 |
AAL | AMERICAN AIRLS GROUP I... | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q3 2021 | 2 |
BAP | CREDICORP LTD COM | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q3 2021 | 2 |
BPOP | POPULAR INC COM NEW | 2 | 2 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q2 2023 | 2 |
NWE | NORTHWESTERN CORP COM NEW | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q3 2021 | 2 |
BMY | BRISTOL-MYERS SQUIBB C... | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
GM | GENERAL MTRS CO COM | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
VTI | VANGUARD TOTAL STOCK M... | 1 | 1 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q1 2023 | 2 |
GS | GOLDMAN SACHS GROUP IN... | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
HAS | HASBRO INC COM | 1 | 1 | 0.02% | 0.11% | 0.21% | Q2 2022 | Q4 2022 | 2 |
KMB | KIMBERLY-CLARK CORP COM | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q1 2022 | 2 |
VUSB | VANGUARD ULTRA-SHORT B... | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
CAH | CARDINAL HEALTH INC COM | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
HYG | ISHARES IBOXX $ HIGH Y... | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
PM | PHILIP MORRIS INTL INC... | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
BBDC | BARINGS BDC INC COM | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
FDX | FEDEX CORP COM | 1 | 1 | 0.01% | 0.10% | 0.20% | Q4 2021 | Q2 2022 | 2 |
BXMX | NUVEEN S&P 500 BUY-WRI... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
FJUN | FT CBOE VEST U.S. EQUI... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
BBD | BANCO BRADESCO S A SP ... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
VIV | TELEFONICA BRASIL SA N... | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q1 2023 | 2 |
BKCC | BLACKROCK CAP INVT COR... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ECL | ECOLAB INC COM | 2 | 2 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q2 2022 | 2 |
XLSR | SPDR SSGA U.S. SECTOR ... | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 2 |
UAA | UNDER ARMOUR INC CL A | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
RWT | REDWOOD TRUST INC COM | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 2 |
QTEC | FIRST TRUST NASDAQ-100... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
SPYG | SPDR PORTFOLIO S&P 500... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
LU | LUFAX HOLDING LTD ADS ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UAUG | INNOVATOR U.S. EQUITY ... | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2023 | Q3 2023 | 1 |
DNOV | FT CBOE VEST U.S. EQUI... | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2022 | Q1 2022 | 1 |
FXH | FIRST TRUST HEALTH CAR... | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
BALT | INNOVATOR DEFINED WEAL... | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
FXN | FIRST TRUST ENERGY ALP... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
BTAL | AGF U.S. MARKET NEUTRA... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
KENVUE INC COM | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 | |
SGEN | SEAGEN INC COM | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
FIRST TRUST INDXX AERO... | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 | |
SIVB | SVB FINANCIAL GROUP COM | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
IYE | ISHARES U.S. ENERGY ETF | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
VGT | VANGUARD INFORMATION T... | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
SLB | SCHLUMBERGER LTD COM STK | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2022 | Q3 2022 | 1 |
FT CBOE VEST BUFFERED ... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 | |
SQ | SQUARE INC CL A | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
TMDX | TRANSMEDICS GROUP INC COM | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
CALF | PACER US SMALL CAP CAS... | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
CYPS | CYCLOPSS CORP COM NEW | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
CCIV | CHURCHILL CAPITAL CORP... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
HAL | HALLIBURTON CO COM | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
OPEN | OPENDOOR TECHNOLOGIES ... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
MMC | MARSH & MCLENNAN COS I... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
INLAND REAL ESTATE INC... | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 | |
U | UNITY SOFTWARE INC COM | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
BOX | BOX INC CL A | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
KKR | KKR & CO INC COM | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
COF | CAPITAL ONE FINL CORP COM | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
BUFR | FT CBOE VEST FUND OF B... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
DERMTECH INC COM | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 | |
MATTERPORT INC COM CL A | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2021 | Q3 2021 | 1 | |
OZON | OZON HLDGS PLC SPONSOR... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2021 | Q3 2021 | 1 |
CLPT | CLEARPOINT NEURO INC COM | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
RUN | SUNRUN INC COM | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
INNOVATOR EQUITY MANAG... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 | |
FVRR | FIVERR INTL LTD ORD SHS | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
COM | DIREXION AUSPICE BROAD... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
HIMX | HIMAX TECHNOLOGIES INC... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
DJUL | FT CBOE VEST U.S. EQUI... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
OWL | BLUE OWL CAPITAL INC C... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
GSG | ISHARES S&P GSCI COMMO... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
GENERAL ELECTRIC CO CO... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 | |
MRVL | MARVELL TECHNOLOGY INC... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
MAT | MATTEL INC COM | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
DAPR | FT CBOE VEST U.S. EQUI... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
GT | GOODYEAR TIRE & RUBR C... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
FT CBOE VEST US EQUITY... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 | |
DG | DOLLAR GEN CORP NEW COM | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
SAMSARA INC COM CL A | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 | |
ISHARES TR 20 PLUS YEA... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 | |
YOU | CLEAR SECURE INC COM CL A | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
GE | GENERAL ELECTRIC CO COM | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
LQDH | ISHARES INTEREST RATE ... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
LUCID GROUP INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 | |
JD | JD.COM INC SPON ADR CL A | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
APOLLO GLOBAL MGMT INC... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 | |
DDOG | DATADOG INC CL A COM | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
RBLX | ROBLOX CORP CL A | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
NEWR | NEW RELIC INC COM | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
NOC | NORTHROP GRUMMAN CORP COM | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
FAPR | FT CBOE VEST U.S. EQUI... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
TEI DIVERSIFIED INCOME... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 | |
GRTS | GRITSTONE BIO INC COM | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
BAX | BAXTER INTL INC COM | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
FOCT | FT CBOE VEST U.S. EQUI... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
MQ | MARQETA INC CLASS A COM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
CVX | CHEVRON CORP NEW COM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
ISHARES INVESTMENT GRA... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 | |
AAWW | ATLAS AIR WORLDWIDE HL... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
TLT | ISHARES 20 PLUS YEAR T... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
RIG | TRANSOCEAN LTD REG SHS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
TDOC | TELADOC HEALTH INC COM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
AMZA | INFRACAP MLP ETF | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
FROG | JFROG LTD ORD SHS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
PACW | PACWEST BANCORP DEL COM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
JPMORGAN INCOME ETF | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 | |
ASH | ASHLAND GLOBAL HLDGS I... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
DUOLINGO INC CL A COM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 | |
STWD | STARWOOD PPTY TR INC COM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
GSK | GSK PLC SPONSORED ADR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
JAGG | JPMORGAN U.S. AGGREGAT... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
GLD | SPDR GOLD SHARES | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
IVE | ISHARES S&P 500 VALUE ETF | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
PSFF | PACER SWAN SOS FUND OF... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
ALB | ALBEMARLE CORP COM | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
IXC | ISHARES GLOBAL ENERGY ETF | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
ABNB | AIRBNB INC COM CL A | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
HSY | HERSHEY CO COM | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
CRARY | CREDIT AGRICOLE S A ADR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
PFFA | VIRTUS INFRACAP U.S. P... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
SONO | SONOS INC COM | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
VNO | VORNADO RLTY TR SH BEN... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
FBT | FIRST TRUST NYSE ARCA ... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
CZR | CAESARS ENTERTAINMENT ... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
WLFC | WILLIS LEASE FIN CORP COM | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
SFL | SFL CORPORATION LTD SHS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
HON | HONEYWELL INTL INC COM | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
MED | MEDIFAST INC COM | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
OLO | OLO INC CL A | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
WMT | WALMART INC COM | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
ZI | ZOOMINFO TECHNOLOGIES ... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
GRBK | GREEN BRICK PARTNERS I... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
HIMS | HIMS & HERS HEALTH INC... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
USB | US BANCORP DEL COM NEW | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
CRM | SALESFORCE INC COM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
VNQ | VANGUARD REAL ESTATE ETF | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
CF | CF INDS HLDGS INC COM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
LMND | LEMONADE INC COM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
AZN | ASTRAZENECA PLC SPONSO... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
RYLD | GLOBAL X RUSSELL 2000 ... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ADSK | AUTODESK INC COM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
GLOBAL X NASDAQ 100 RI... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 | |
IWD | ISHARES RUSSELL 1000 V... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
ZION | ZIONS BANCORPORATION N... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
AMAT | APPLIED MATLS INC COM | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
RIVIAN AUTOMOTIVE INC ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 | |
WARNER BROS DISCOVERY ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 | |
SYBX | SYNLOGIC INC COM | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
MBT | MOBILE TELESYSTEMS PUB... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
IDNA | ISHARES GENOMICS IMMUN... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
KMI | KINDER MORGAN INC DEL COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
KEY | KEYCORP COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
PEACE ARCH ENTMT GROUP... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 | |
OUT | OUTFRONT MEDIA INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HBAN | HUNTINGTON BANCSHARES ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
GLAD | GLADSTONE CAPITAL CORP... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
FS ENERGY AND POWER FU... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 | |
DOMA HOLDINGS INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 | |
NAKD | NAKED BRAND GROUP LIMI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MULLEN AUTOMOTIVE INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
DOCRF | CLOUDMD SOFTWARE & SVC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VHT | VANGUARD HEALTH CARE I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
JUPW | JUPITER WELLNESS INC C... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
RNAZ | TRANSCODE THERAPEUTICS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST TRUST LIMITED DU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
HIGHLANDS REIT INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
PVHO | PROVISION HLDG INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KOIOS BEVERAGE CORP CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
Download |
The securities at the top of the list , including INVESCO QQQ TRUST SERIES I, SPDR S&P 500 ETF TRUST, and FIRST TRUST CAPITAL STRENGTH ETF, are the highest-conviction holdings of Triumph Capital Management.
The conviction is calculated by counting the number of quarters a security has been reported by Triumph Capital Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Triumph Capital Management owns currently or has owned in the past.