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 |
|---|---|---|
|
VanEck ETF Trust
13G
GPZ · 92189H649
|
5.1% |
11/3/2026
Event 10/30/2026
|
|
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
|