Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
Franklin Templeton ETF Trust 13G/A
FLBL · 35473P595
11.6% 7/2/2026
Event 4/30/2026
NYLI MacKay Muni Income Opportunities Fund 13D/A
56062L100
0% 6/8/2026
Event 5/1/2026
NYLI MacKay Muni Income Opportunities Fund 13D/A
56062L407
0% 6/8/2026
Event 5/1/2026
NYLI MacKay Muni Income Opportunities Fund 13D/A
56062L308
0% 6/8/2026
Event 5/1/2026
NYLI MacKay Muni Income Opportunities Fund 13D/A
56062L209
0% 6/8/2026
Event 5/1/2026
Invesco Exchange-Traded Fund Trust II 13G/A
XSHQ · 46138G300
0% 9/3/2025
Event 8/29/2025
Invesco DB US Dollar Index Trust 13G/A
UUP · 46141D203
0% 5/1/2025
Event 12/31/2024