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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
UJAN Innovator U.S. Equity Ultra Buf 46.63 +0.19% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.3 +1.8% +1.2% 68% +0.00% 24.3 — — — — — — —
OXLCG Oxford Lane Capital Corp. - 7.9 24.45 +0.41% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.1% +0.0% 68% +0.00% — 0.82 7.98% — — Jan 27 -3.6% —
GAM General American Investors, Inc 64.61 +0.70% 0.0% — ★★⯪☆☆ ★★★★⯪ ★★★★⯪ 3.7 -0.0% -0.0% 68% +0.00% 4.0 0.82 11.25% 9.17% 7.69% Aug 4 Financial Services +2.4% 1.5B
SCHI Schwab 5-10 Year Corporate Bond 21.55 -0.28% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 68% +0.00% — — 5.06% 5.07% 4.37% — — —
FEIG Northern Trust ESG & Climate In 38.85 -0.44% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 68% +0.00% — — 4.77% 4.73% — — — —
JHDG John Hancock Hedged Equity ETF 28.19 +0.51% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.2 +0.0% +0.0% 68% +0.00% 24.1 — — — — — — —
GAINI Gladstone Investment Corporatio 25.03 +0.08% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +0.5% +0.4% 68% +0.00% — 1.32 5.87% — — Nov 7 -1.1% —
EAGG iShares ESG Aware U.S. Aggregat 45.53 -0.35% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 68% +0.00% — — 4.03% 3.94% 3.29% — — —
DTK DTE Energy Company 2025 Series 21.43 -1.20% — — ⯪☆☆☆☆ ★★⯪☆☆ ☆☆☆☆☆ -4.1 -2.3% -1.6% 68% +0.00% — — — — — — — —
JULU AllianzIM U.S. Equity Buffer15 32.51 +0.43% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.1 +2.0% +1.4% 68% +0.00% 24.3 — — — — — — —
FLMB Franklin Municipal Green Bond E 22.22 -0.17% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 68% +0.00% — — 4.21% 3.96% 3.46% — — —
IGEB iShares Investment Grade System 43.03 -0.38% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 68% +0.00% — — 5.12% 5.03% 4.78% — — —
CPLS AB Core Plus Bond ETF 33.54 -0.32% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ 0.0 +0.0% +0.0% 68% +0.00% — — 4.65% — — — — —
IVSX Applied Finance IVS Internation 25.73 +1.02% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.6 +1.3% +0.9% 68% +0.00% 14.0 — — — — — — —
RMNY Rockefeller New York Municipal 23.30 +0.09% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.3 -0.1% -0.1% 68% +0.27% — — 4.37% — — — — —
ABEQ Absolute Select Value ETF 38.64 -0.85% — — ★★⯪☆☆ ★★★☆☆ ★★⯪☆☆ 1.3 +1.2% +0.8% 68% +0.00% 18.0 — 1.23% 1.53% 1.53% — — —
PBFB PGIM S&P 500 Buffer 20 ETF - Fe 32.73 +0.06% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.3 +1.7% +1.2% 68% +0.00% 24.3 — — — — — — —
DOCT FT Vest U.S. Equity Deep Buffer 48.34 +0.06% — — ★★★★☆ ★★⯪☆☆ ☆☆☆☆☆ 0.6 +1.9% +1.3% 68% +0.00% 24.4 — — — — — — —
XTEN BondBloxx Bloomberg Ten Year Ta 42.92 -0.46% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 68% +0.00% — — 4.32% 4.14% — — — —
VCIT Vanguard Intermediate-Term Corp 78.65 -0.44% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.0% -0.0% 68% +0.00% — — 4.85% 4.60% 4.14% — — —
FREI Fidelity Real Estate Income ETF 23.88 -0.35% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.8 -0.8% -0.5% 68% +0.00% 24.7 — — — — — — —
HYD VanEck High Yield Muni ETF 48.55 -0.39% — — ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ -0.7 +0.0% +0.0% 68% +0.00% — — 4.39% 4.34% 4.14% — — —
AAUA Alpha Architect US Equity 3 ETF 58.88 +0.62% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ 0.1 +2.4% +1.6% 68% +0.00% 24.5 — — — — — — —
XJUL FT Vest U.S. Equity Enhance & M 41.82 +0.16% — — ★★★⯪☆ ★★⯪☆☆ ☆☆☆☆☆ 0.2 +1.7% +1.2% 68% +0.00% 24.3 — — — — — — —
VLYPN Valley National Bancorp - 8.250 25.10 -0.71% — — ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.0% -0.0% 68% +0.00% — 1.09 8.05% — — Jul 23 Financial Services -2.2% —
VTEL Vanguard Long-Term Tax-Exempt B 97.31 -0.01% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.1% -0.1% 68% +0.00% — — 3.81% — — — — —
FTHI First Trust BuyWrite Income ETF 23.64 -0.04% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.0% -0.0% 68% +0.00% 22.4 — 8.98% 8.93% 8.60% — — —
CBOJ Calamos Bitcoin Structured Alt 24.38 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.2 +0.0% +0.0% 68% +0.00% — — — — — — — —
MGRD Affiliated Managers Group, Inc. 13.69 -0.15% — — ★★☆☆☆ ★★☆☆☆ ★★⯪☆☆ -1.2 +0.0% +0.0% 68% +0.00% — — 7.16% 6.67% 6.47% — — —
DAUG FT Vest U.S. Equity Deep Buffer 47.72 +0.27% — — ★★★⯪☆ ★★⯪☆☆ ☆☆☆☆☆ 0.2 +1.8% +1.2% 68% +0.00% 24.3 — — — — — — —
OCTU AllianzIM U.S. Equity Buffer15 30.91 +0.38% — — ★★★★☆ ★★⯪☆☆ ☆☆☆☆☆ 0.7 +2.1% +1.4% 68% +0.00% 24.2 — — — — — — —
BSJV Invesco BulletShares 2031 High 24.77 -0.68% — — ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.0% +0.0% 68% +0.00% — — 6.54% — — — — —
PFM Invesco Dividend Achievers ETF 56.76 -0.33% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 1.3 +0.0% +0.0% 68% +0.00% 24.3 — 1.41% 1.57% 1.74% — — —
KAT Scharf ETF 59.01 +0.57% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.1 +0.2% +0.1% 68% +0.00% 19.7 — — — — — — —
CCRP Columbia Corporate Bond ETF 18.77 -0.48% — — ★☆☆☆☆ ★★⯪☆☆ ★★⯪☆☆ -1.2 -0.4% -0.2% 68% +0.00% — — — — — — — —
XELLL Xcel Energy Inc. - 6.25% Junior 21.09 -0.07% — — ★★☆☆☆ ★★☆☆☆ ★★⯪☆☆ -3.3 -2.9% -2.0% 68% +0.00% — 0.37 — — — — -16.0% —
VUS Virtus US Dividend ETF 29.58 +0.22% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 1.8 +2.6% +1.8% 68% +0.00% 19.2 — — — — — — —
XSVN BondBloxx Bloomberg Seven Year 45.07 -0.40% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.0 -0.0% -0.0% 68% +0.00% — — 3.95% 4.01% — — — —
ENHI iShares Enhanced International 26.41 -0.49% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 1.3 +2.3% +1.6% 68% +0.00% 16.6 — — — — — — —
KCHVU Kochav Defense Acquisition Corp 10.55 +0.29% — — ☆☆☆☆☆ ☆☆☆☆☆ ☆☆☆☆☆ -6.2 +0.4% +0.3% 68% +0.00% — — — — — — Financial Services +1.2% —
EXEQ Wedbush ReturnOnLeadership U.S. 26.48 +0.01% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 1.6 +2.6% +1.8% 68% +0.00% 16.7 — — — — — — —
TSPX Twin Oak Active Opportunities E 30.54 +0.38% — — ★★★⯪☆ ★★⯪☆☆ ★★⯪☆☆ 0.3 +0.0% +0.0% 68% +0.00% 23.9 — — — — — — —
MYCN State Street My2034 Corporate B 23.29 -0.47% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 68% +0.00% — — 5.00% — — — — —
HEDG Equable Shares Hedged Equity ET 30.86 +0.24% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.1 +0.6% +0.4% 69% +0.00% 24.3 — — — — — — —
BMAY Innovator U.S. Equity Buffer ET 48.74 +0.32% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.2 +1.9% +1.3% 69% +0.00% 24.3 — — — — — — —
NMPAU NMP Acquisition Corp. 10.35 +0.00% — — ☆☆☆☆☆ ☆☆☆☆☆ ☆☆☆☆☆ -6.5 +0.0% +0.0% 69% +0.00% — — — — — — Financial Services +1.8% —
HFND Unlimited HFND Multi-Strategy R 23.63 +0.34% — — ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 2.0 +0.3% +0.2% 69% +0.00% 19.0 — 5.06% 3.38% — — — —
IWD iShares Russell 1000 Value ETF 255.43 -0.13% — — ★★★⯪☆ ★★★★⯪ ★★★☆☆ 4.2 +1.0% +0.7% 69% +0.00% 21.0 — 1.54% 1.79% 1.90% — — —
QQHG Invesco QQQ Hedged Advantage ET 66.44 -0.22% — — ★★★⯪☆ ★★⯪☆☆ ★★⯪☆☆ 3.0 +4.0% +2.7% 69% +0.00% 26.6 — 0.21% — — — — —
QLV Northern Trust US Quality Low V 80.82 +0.00% — — ★★★⯪☆ ★★★★⯪ ★★⯪☆☆ 3.3 +0.0% +0.0% 69% +0.00% 21.2 — 1.59% 1.68% 1.64% — — —