| 8/20/2026 | Susquehanna International Group LLP | 63,770 | $158K | 0.0% | +45.0% | 0.116% | |
| 8/20/2026 | Two Sigma Securities LLC | 31,332 | $78K | 0.0% | N/A | 0.057% | |
| 8/17/2026 | Almitas Capital LLC | 62,565 | $155K | 0.0% | N/A | 0.114% | |
| 8/17/2026 | Bank of America Corp DE | 215,710 | $535K | 0.0% | N/A | 0.393% | |
| 8/12/2026 | Northwestern Mutual Wealth Management Co. | 59,793 | $148K | 0.0% | N/A | 0.109% | |
| 8/12/2026 | Landscape Capital Management L.L.C. | 1,163,091 | $2.88M | 0.2% | N/A | 2.120% | |
| 7/16/2026 | Shaker Financial Services LLC | 867,755 | $2.15M | 0.7% | +204.3% | 1.582% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 73,477 | $182K | 0.0% | +9.0% | 0.134% | |
| 6/3/2026 | NewEdge Advisors LLC | 17,500 | $45K | 0.0% | -35.7% | 0.032% | |
| 5/19/2026 | NewEdge Advisors LLC | 17,500 | $45K | 0.0% | -35.7% | 0.032% | |
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| 5/19/2026 | Bank of America Corp DE | 237,035 | $607K | 0.0% | -25.8% | 0.432% | |
| 2/19/2026 | Compound Planning Inc. | 15,121 | $43K | 0.0% | N/A | 0.028% | |
| 2/19/2026 | Invesco Ltd. | 446,797 | $1.26M | 0.0% | -4.4% | 0.815% | |
| 2/17/2026 | Osaic Holdings Inc. | 74,149 | $210K | 0.0% | +2,110.1% | 0.135% | |
| 2/13/2026 | Kestra Advisory Services LLC | 12,888 | $36K | 0.0% | -50.9% | 0.024% | |
| 2/13/2026 | Stifel Financial Corp | 64,437 | $182K | 0.0% | -8.5% | 0.118% | |
| 2/13/2026 | Wells Fargo & Company MN | 54,361 | $154K | 0.0% | +15.1% | 0.099% | |
| 2/12/2026 | Jane Street Group LLC | 33,266 | $94K | 0.0% | -30.9% | 0.061% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 74,472 | $211K | 0.0% | +97.8% | 0.136% | |
| 2/11/2026 | LPL Financial LLC | 1,406,640 | $3.98M | 0.0% | -5.4% | 2.566% | |
| 2/11/2026 | Fiera Capital Corp | 413,905 | $1.17M | 0.0% | +93.0% | 0.755% | |
| 2/10/2026 | One Capital Management LLC | 13,375 | $38K | 0.0% | N/A | 0.024% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 61,626 | $174K | 0.0% | -18.5% | 0.112% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 1,503,121 | $4.25M | 0.0% | +1,886.7% | 2.742% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 10,128 | $29K | 0.0% | N/A | 0.018% | |
| 1/26/2026 | Shaker Financial Services LLC | 152,270 | $431K | 0.1% | +190.9% | 0.278% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 63,840 | $181K | 0.0% | +6.3% | 0.116% | |
| 11/17/2025 | NewEdge Advisors LLC | 27,200 | $80K | 0.0% | -18.7% | 0.050% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 75,661 | $222K | 0.0% | -16.2% | 0.138% | |
| 11/17/2025 | Bank of America Corp DE | 383,676 | $1.12M | 0.0% | -13.5% | 0.700% | |
| 11/17/2025 | Ameriprise Financial Inc. | 70,989 | $208K | 0.0% | -31.5% | 0.130% | |
| 11/13/2025 | Landscape Capital Management L.L.C. | 170,471 | $499K | 0.0% | -51.6% | 0.311% | |
| 11/7/2025 | Fiera Capital Corp | 214,457 | $628K | 0.0% | +33.8% | 0.391% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 22,736 | $67K | 0.0% | -35.5% | 0.041% | |
| 10/22/2025 | Shaker Financial Services LLC | 52,336 | $153K | 0.1% | -82.9% | 0.095% | |
| 10/15/2025 | World Investment Advisors | 11,044 | $32K | 0.0% | N/A | 0.020% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 27,307 | $81K | 0.0% | N/A | 0.050% | |
| 8/18/2025 | Tactive Advisors LLC | 12,575 | $37K | 0.0% | N/A | 0.023% | |
| 8/15/2025 | Bank of America Corp DE | 443,692 | $1.31M | 0.0% | +15.1% | 0.810% | |
| 8/15/2025 | Ameriprise Financial Inc. | 103,677 | $307K | 0.0% | -53.1% | 0.189% | |
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| 8/14/2025 | Jane Street Group LLC | 20,064 | $59K | 0.0% | N/A | 0.037% | |
| 8/14/2025 | Raymond James Financial Inc. | 8,470 | $25K | 0.0% | N/A | 0.015% | |
| 8/13/2025 | Invesco Ltd. | 531,135 | $1.57M | 0.0% | +1.4% | 0.969% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 90,271 | $267K | 0.0% | -7.1% | 0.165% | |
| 8/8/2025 | Calamos Advisors LLC | 110,285 | $326K | 0.0% | -8.0% | 0.201% | |
| 8/6/2025 | Wedbush Securities Inc. | 51,585 | $153K | 0.0% | +13.6% | 0.094% | |
| 8/5/2025 | Shaker Financial Services LLC | 306,376 | $907K | 0.3% | +46.5% | 0.559% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 35,260 | $104K | 0.0% | -27.3% | 0.064% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 11,900 | $35K | 0.0% | -76.0% | 0.022% | |
| 7/15/2025 | IMS Capital Management | 121,983 | $361K | 0.2% | N/A | 0.223% | |
| 7/15/2025 | Unified Investment Management | 10,345 | $31K | 0.0% | N/A | 0.019% | |
| 5/16/2025 | NewEdge Advisors LLC | 32,200 | $93K | 0.0% | -13.0% | 0.061% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 492,844 | $1.43M | 0.1% | +248.3% | 0.928% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 97,188 | $282K | 0.0% | -14.3% | 0.183% | |
| 5/12/2025 | Invesco Ltd. | 523,672 | $1.52M | 0.0% | +12.1% | 0.986% | |
| 5/12/2025 | Wolverine Asset Management LLC | 148,483 | $431K | 0.0% | +69.9% | 0.280% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 62,441 | $177K | 0.0% | N/A | 0.118% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 49,550 | $144K | 0.0% | +118.0% | 0.093% | |
| 5/9/2025 | Shaker Financial Services LLC | 209,133 | $606K | 0.2% | +130.1% | 0.394% | |
| 5/7/2025 | LPL Financial LLC | 1,377,264 | $3.99M | 0.0% | -15.2% | 2.594% | |
| 4/29/2025 | Calamos Advisors LLC | 119,875 | $348K | 0.0% | N/A | 0.226% | |
| 4/17/2025 | Strategic Advisors LLC | 14,379 | $42K | 0.0% | N/A | 0.027% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 62,826 | $182K | 0.0% | +15.3% | 0.118% | |
| 2/17/2025 | Citadel Advisors LLC | 25,581 | $74K | 0.0% | N/A | 0.048% | |
| 2/17/2025 | Bank of America Corp DE | 427,975 | $1.24M | 0.0% | -4.0% | 0.806% | |
| 2/17/2025 | Ameriprise Financial Inc. | 275,654 | $797K | 0.0% | -51.4% | 0.519% | |
| 2/14/2025 | Stifel Financial Corp | 82,437 | $238K | 0.0% | +103.5% | 0.155% | |
| 2/14/2025 | Shaker Financial Services LLC | 90,886 | $263K | 0.1% | N/A | 0.171% | |
| 2/13/2025 | NewEdge Advisors LLC | 37,000 | $107K | 0.0% | -32.0% | 0.070% | |
| 2/13/2025 | Invesco Ltd. | 467,185 | $1.35M | 0.0% | +21.7% | 0.880% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 47,804 | $138K | 0.0% | -79.5% | 0.090% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 141,495 | $409K | 0.0% | N/A | 0.267% | |
| 2/11/2025 | LPL Financial LLC | 1,624,704 | $4.70M | 0.0% | +8.8% | 3.060% | |
| 2/11/2025 | Virtu Financial LLC | 15,503 | $45K | 0.0% | N/A | 0.029% | |
| 2/3/2025 | Wolverine Asset Management LLC | 87,414 | $253K | 0.0% | N/A | 0.165% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 22,731 | $66K | 0.0% | +63.5% | 0.043% | |
| 1/30/2025 | IMS Capital Management | 201,321 | $582K | 0.3% | +2.9% | 0.379% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 54,489 | $157K | 0.0% | +20.2% | 0.103% | |
| 11/15/2024 | MML Investors Services LLC | 53,471 | $165K | 0.0% | -10.1% | 0.101% | |
| 11/15/2024 | Jane Street Group LLC | 12,087 | $37K | 0.0% | N/A | 0.023% | |
| 11/15/2024 | HighTower Advisors LLC | 11,000 | $34K | 0.0% | N/A | 0.021% | |
| 11/1/2024 | Fiera Capital Corp | 166,450 | $514K | 0.0% | +555.2% | 0.314% | |
| 10/21/2024 | Fortis Group Advisors LLC | 12,774 | $39K | 0.0% | N/A | 0.024% | |
| 8/21/2024 | IMS Capital Management | 194,581 | $597K | 0.3% | +63.3% | 0.367% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 26,905 | $80K | 0.0% | +14.2% | 0.051% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 76,096 | $226K | 0.0% | -4.3% | 0.143% | |
| 8/7/2024 | Wedbush Securities Inc. | 45,410 | $135K | 0.0% | -13.9% | 0.086% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 45,626 | $136K | 0.0% | -8.4% | 0.086% | |
| 7/15/2024 | Melfa Wealth Management Inc. | 42,950 | $128K | 0.1% | N/A | 0.081% | |
| 5/17/2024 | Beacon Capital Management LLC | 10,839 | $32K | 0.0% | N/A | 0.020% | |
A new income category is drawing serious money - here's why (Ad) Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the eye-popping yields are fueling a boom among everyday investors. Three years ago, barely a dozen of these funds existed - today there are more than 100, holding over $140 billion.
These funds trade on the NYSE and NASDAQ and are built to generate monthly income. Some investors are targeting $5,000 a month with roughly one-tenth of the nest egg Wall Street says you need. Watch the short briefing to see how this income approach works |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 23,568 | $70K | 0.0% | -48.7% | 0.044% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 45,973 | $144K | 0.0% | +95.1% | 0.087% | |
| 10/11/2023 | Dynamic Advisor Solutions LLC | 50,308 | $130K | 0.0% | +17.0% | 0.096% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 13,900 | $41K | 0.0% | -41.5% | 0.026% | |
| 8/2/2023 | Sigma Planning Corp | 101,121 | $297K | 0.0% | -12.8% | 0.192% | |
| 7/31/2023 | LPL Financial LLC | 1,415,928 | $4.16M | 0.0% | +4.1% | 2.690% | |
| 7/27/2023 | B. Riley Wealth Advisors Inc. | 131,949 | $388K | 0.0% | -8.2% | 0.251% | |
| 7/27/2023 | Pinnacle Associates Ltd. | 17,440 | $51K | 0.0% | N/A | 0.033% | |
| 5/10/2023 | Landscape Capital Management L.L.C. | 59,680 | $153K | 0.0% | +157.0% | 0.113% | |
| 5/10/2023 | LPL Financial LLC | 1,360,077 | $3.50M | 0.0% | +4.1% | 2.584% | |