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Symbol Name Price Day % Short % Analyst Short-Term Long-Term Div Score Composite Naive Forecast Adjusted Forecast Reliability Surprise % P/E Beta Div Yield (1yr) Div Yield (3yr) Div Yield (5yr) Next Earnings Sector 52W % Mkt Cap
VSDM Vanguard Short Duration Tax-Exe 75.06 +0.11% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 75% +0.00% — — 3.10% — — — — —
VOT Vanguard Morningstar Mid-Cap Gr 288.72 -1.96% — — ★★★⯪☆ ★★★⯪☆ ★★⯪☆☆ 2.8 +1.4% +1.0% 75% +0.00% 33.5 — 0.64% 0.69% 0.70% — — —
ILCG iShares Morningstar Large-Cap G 113.03 -2.07% — — ★★⯪☆☆ ★★★★⯪ ★★☆☆☆ 0.5 -2.7% -2.0% 75% +0.00% 29.2 — 0.45% 0.52% 0.59% — — —
ODHY Obra Defensive High Yield ETF 9.91 +0.04% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.9 -0.8% -0.6% 75% +0.00% — — 5.21% — — — — —
OACP OneAscent Core Plus Bond ETF 21.89 -0.02% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 75% +0.00% — — 3.92% 4.28% — — — —
OBAWU Oxley Bridge Acquisition Limite 10.37 +0.00% — — ⯪☆☆☆☆ ★★⯪☆☆ ☆☆☆☆☆ -2.1 +0.6% +0.4% 75% +0.00% — — — — — — Financial Services +2.7% —
TACK Fairlead Tactical Sector ETF 32.11 +0.01% — — ⯪☆☆☆☆ ★★⯪☆☆ ★★☆☆☆ -1.5 +0.0% +0.0% 75% +0.00% 25.8 — 1.31% 1.28% — — — —
TIPB Northern Trust 2035 Inflation-L 96.66 +0.23% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 75% +0.00% — — — — — — — —
NWAX New America Acquisition I Corp. 10.04 -0.05% 0.4% — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.5 +0.0% +0.0% 75% +0.00% — — — — — — Financial Services -1.6% 500.2M
QUSA VistaShares Target 15 USA Quali 17.02 -2.25% — — ★★☆☆☆ ★★⯪☆☆ ★★★★☆ -0.5 -1.0% -0.7% 75% +1.06% 25.6 — 13.87% — — — — —
RCLY Reckoner BBB-B CLO Annual ETF 103.53 -0.08% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.4 +0.8% +0.6% 75% +0.00% — — — — — — — —
SPUT Innovator Equity Premium Income 28.63 -0.56% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.6 +0.7% +0.6% 75% +0.00% 24.6 — 4.90% — — — — —
LEND SEI High Yield Bond & Alternati 24.00 -0.35% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.5 -0.7% -0.5% 75% +0.00% — — — — — — — —
SMTH ALPS Smith Core Plus Bond ETF 24.78 +0.12% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 -0.3% -0.2% 75% +0.00% — — 4.26% — — — — —
PJAN Innovator U.S. Equity Power Buf 50.87 -0.43% — — ★★★⯪☆ ★★⯪☆☆ ☆☆☆☆☆ 0.4 +1.9% +1.4% 75% +0.00% 24.3 — — — — — — —
IYLD iShares Morningstar Multi-Asset 21.66 -0.01% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.0 -0.0% -0.0% 75% +0.00% 15.5 — 4.75% 4.99% 5.10% — — —
PDLB Ponce Financial Group, Inc. 20.13 -0.25% 2.4% — ★★⯪☆☆ ★★★⯪☆ ☆☆☆☆☆ -0.5 -0.7% -0.5% 75% +0.00% 14.3 0.57 — — — Oct 30 Financial Services +38.5% 486.9M
FTBI First Trust Balanced Income ETF 21.24 -0.53% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.1% +0.1% 75% +0.00% 21.5 — 7.85% — — — — —
IRTR iShares LifePath Retirement ETF 31.39 -0.30% — — ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 0.8 +0.0% +0.0% 75% +0.00% 20.5 — 3.18% — — — — —
MYMK State Street My2031 Municipal B 24.40 +0.66% — — ★★☆☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.5 +0.0% +0.0% 75% +0.00% — — 2.58% — — — — —
CPSD Calamos S&P 500 Structured Alt 27.22 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.6 +1.1% +0.9% 75% +0.00% — — — — — — — —
TAFI AB Tax-Aware Short Duration Mun 24.76 +0.08% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 75% +0.00% — — 3.11% 3.23% — — — —
BKMS BNY Mellon Municipal Short Dura 25.15 -0.16% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.2 -0.2% -0.2% 75% +0.28% — — — — — — — —
PAUG Innovator U.S. Equity Power Buf 46.73 -0.57% — — ★★★⯪☆ ★★⯪☆☆ ☆☆☆☆☆ 0.5 +2.0% +1.5% 75% +0.00% 24.2 — — — — — — —
TAXX BondBloxx IR+M Tax-Aware Short 50.08 +0.16% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 75% +0.00% — — 3.45% — — — — —
PBJN PGIM S&P 500 Buffer 20 ETF - Ju 31.41 -0.53% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.3 +1.6% +1.2% 75% +0.00% 27.8 — — — — — — —
DFGP Dimensional Global Core Plus Fi 52.35 -0.30% — — ★★⯪☆☆ ★★⯪☆☆ ★★★★☆ 0.5 -0.0% -0.0% 75% +0.00% — — 5.47% — — — — —
PYLD PIMCO Multisector Bond Active E 25.45 -0.20% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.4 +0.2% +0.1% 75% +0.00% — — 6.37% 6.04% — — — —
DUKZ Ocean Park Diversified Income E 24.68 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 75% +0.00% — — 3.74% — — — — —
EWN iShares MSCI Netherlands Index 64.94 -0.29% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 0.5 -0.7% -0.5% 75% +0.75% 18.2 — 4.80% 2.96% 2.46% — — —
XSEP FT Vest U.S. Equity Enhance & M 45.35 -0.48% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.2 +1.7% +1.3% 75% +0.00% 24.9 — — — — — — —
UNIY WisdomTree Voya Yield Enhanced 46.65 -0.01% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.2 -0.2% -0.2% 75% +0.00% — — 4.81% 4.86% — — — —
NUSA Nuveen ESG 1-5 Year U.S. Aggreg 22.74 +0.10% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 75% +0.00% — — 3.86% 3.97% 3.43% — — —
IBMW iShares iBonds Dec 2034 Term Mu 24.18 +0.12% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -1.1 -1.4% -1.1% 75% +1.86% — — — — — — — —
CHSCM CHS Inc 22.80 +0.52% — — ★★⯪☆☆ ★★☆☆☆ ★★⯪☆☆ -0.5 +0.7% +0.5% 75% +1.75% — — 6.89% 6.80% 6.73% Jul 8 Consumer Defensive -9.5% —
SCEP Sterling Capital Hedged Equity 24.74 -1.12% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.2 +0.3% +0.2% 74% +0.00% 26.8 — — — — — — —
BCLO iShares BBB-B CLO Active ETF 49.65 +0.09% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 74% +0.00% — — 6.35% — — — — —
ADAMO Adamas Trust, Inc. - 9.250% Sen 24.13 -0.49% — — ★☆☆☆☆ ★★⯪☆☆ ★★★☆☆ 2.8 +4.8% +3.6% 74% +0.00% — — — — — — — —
TRNZ Trinity Capital Inc. 25.08 +0.08% — — ★★☆☆☆ ★★⯪☆☆ ★★☆☆☆ -0.8 -0.1% -0.0% 74% +0.00% — — 7.83% — — — — —
SCHR Schwab Intermediate-Term U.S. T 23.90 +0.17% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.0 +0.0% +0.0% 74% +0.00% — — 3.94% 3.82% 3.19% — — —
GJUN FT Vest U.S. Equity Moderate Bu 42.03 -0.45% — — ★★★★☆ ★★⯪☆☆ ☆☆☆☆☆ 0.5 +1.6% +1.2% 74% +0.00% 24.2 — — — — — — —
AOHY Angel Oak High Yield Opportunit 10.71 -0.16% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.1% -0.0% 74% +0.00% 2.3 — 6.61% — — — — —
FMUB Fidelity Municipal Bond Opportu 49.11 +0.07% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 74% +0.00% — — 3.58% — — — — —
SNOV FT Vest U.S. Small Cap Moderate 27.03 -0.88% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.7 +1.1% +0.8% 74% +0.00% 16.2 — — — — — — —
RCLR Reckoner BBB-B CLO Reinvesting 51.59 +0.10% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.3 +0.8% +0.6% 74% +0.00% — — — — — — — —
MRSK Toews Agility Shares Managed Ri 39.65 -0.79% — — ★★⯪☆☆ ★★★☆☆ ★★☆☆☆ 1.1 +1.2% +0.9% 74% +0.00% 24.3 — 0.37% 0.47% 3.38% — — —
ROCY JPMorgan Equity Premium Yield E 54.83 -1.01% — — ★★★⯪☆ ★★⯪☆☆ ★★★☆☆ 1.5 +1.4% +1.0% 74% +0.00% 23.6 — — — — — — —
SOCAU Solarius Capital Acquisition Co 10.40 +0.00% — — ⯪☆☆☆☆ ★★⯪☆☆ ☆☆☆☆☆ -2.5 -0.0% -0.0% 74% +0.00% — — — — — — Financial Services +1.9% —
BSJQ Invesco BulletShares 2026 High 22.75 +0.03% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 74% +0.00% — — 5.36% 6.14% 5.90% — — —
FERA Fifth Era Acquisition Corp I 10.55 -0.01% 0.0% — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.0 +0.7% +0.5% 74% +0.00% 62.1 — — — — May 9 Financial Services +2.7% 329.9M