TMUSL T-Mobile US, Inc. 6.250% Senior Notes due 2069
XNASStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- Industry (SIC)
- RADIOTELEPHONE COMMUNICATIONS (4812) · industry map
- Exchange
- XNAS
- CIK
- 0001283699
- Headquarters
- Bellevue, WA
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | 0.32% | 0.32% |
| Feb | -- | -0.96% | -0.96% |
| Mar | -- | -2.70% | -2.70% |
| Apr | -- | 2.84% | 2.84% |
| May | -- | -2.66% | -2.66% |
| Jun | -- | -5.03% | -5.03% |
| Jul | -- | -0.43% | -0.43% |
| Aug | -1.71% | -0.69% | -1.20% |
| Sep | 0.49% | -10.06% | -4.79% |
| Oct | 0.73% | -5.28%* | -2.28% |
| Nov | -0.44% | -- | -0.44% |
| Dec | 0.52% | -- | 0.52% |
| Total | -0.43% | -22.58% | -11.50% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Click Frenzy-Pro™ for an AI analysis of this ticker.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
TMUSL Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
TMUSL Institutional Ownership (13F)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
TMUSL Board & Officers
As of SEC filings through Sep 28, 2026Directors 14
- Srikant M. Datar · since Apr 30, 2013
- Teresa Taylor · since Apr 30, 2013
- Thomas Dannenfeldt · since Nov 15, 2013
- G Michael Sievert · listed since Feb 2018
- Christian Illek · since Dec 1, 2018
- Srini Gopalan · since Jun 13, 2019
- Raul Marcelo Claure · since Apr 1, 2020
- Dominique Leroy · since Nov 13, 2020
- Letitia A Long · since Jun 22, 2021
- Deutsche Telekom Ag (entity) · listed since Feb 2023
- Deutsche Telekom Holding B.V. (entity) · listed since Feb 2023
- T-Mobile Global Holding GmbH (entity) · listed since Feb 2023
- T-Mobile Global Zwischenholding GmbH (entity) · listed since Feb 2023
- James J Kavanaugh · since Jul 18, 2023
Officers 11
- Srini Gopalan · President and CEO · listed since Nov 2025
- Callie R Field · President, Business Group · since Apr 25, 2022
- Peter Osvaldik · Chief Financial Officer · listed since Dec 2025
- Jon Freier · Chief Operating Officer · listed since Feb 2026
- Deeanne King · EVP & Chief People Officer · listed since Feb 2023
- Daniel James Drobac · VP & Chief Accounting Officer · since May 1, 2025
- Mark Wolfe Nelson · Chief Legal Officer & GC · listed since Dec 2025
- Andre Almeida · Chief Broadband, Ent. & Emerg · listed since Feb 2026
- Michael J. Katz · Chief Bus. and Prod. Officer · listed since Feb 2026
- Christopher Sambar · Chief Enterprise Officer · since Aug 1, 2026
- John Saw · Pres of Technology & CTO · since Sep 19, 2025
10% owners 4
- Deutsche Telekom Ag (entity) · listed since Feb 2023
- Deutsche Telekom Holding B.V. (entity) · listed since Feb 2023
- T-Mobile Global Holding GmbH (entity) · listed since Feb 2023
- T-Mobile Global Zwischenholding GmbH (entity) · listed since Feb 2023
Changes in the last 10 years (92)
| Aug 1, 2026 | Christopher Sambar became Chief Enterprise Officer |
| Mar 26, 2026 | The company announced the departure of Abdurazak Mudesir from the board in an SEC filing |
| Feb 18, 2026 | Michael J. Katz listed as Chief Bus. and Prod. Officer (previously Pres, Mkting Stgy & Prods) in SEC filings |
| Feb 18, 2026 | Jon Freier listed as Chief Operating Officer (previously President, Consumer Group) in SEC filings |
| Feb 18, 2026 | Andre Almeida listed as Chief Broadband, Ent. & Emerg (previously Pres., Gr & Emerg Businesses) in SEC filings |
| Dec 15, 2025 | Mark Wolfe Nelson listed as Chief Legal Officer & GC (previously EVP and General Counsel) in SEC filings |
| Dec 11, 2025 | Peter Osvaldik listed as Chief Financial Officer (previously EVP & CFO) in SEC filings |
| Nov 4, 2025 | Srini Gopalan listed as President and CEO (previously Chief Operating Officer) in SEC filings |
| Sep 23, 2025 | Andre Almeida first listed as Pres., Gr & Emerg Businesses in an SEC filing |
| Sep 19, 2025 | John Saw became Pres of Technology & CTO |
| Sep 19, 2025 | Abdurazak Mudesir became a director |
| Aug 22, 2025 | The company announced the departure of Ulf Ewaldsson as President, Technology in an SEC filing |
| Aug 22, 2025 | The company announced the departure of Andre Almeida from the board in an SEC filing |
| May 1, 2025 | Daniel James Drobac became VP & Chief Accounting Officer |
| Mar 4, 2025 | Srini Gopalan first listed as Chief Operating Officer in an SEC filing |
| Feb 18, 2025 | The company announced the departure of Kelvin R Westbrook from the board in an SEC filing |
| Mar 6, 2024 | Michael J. Katz listed as Pres, Mkting Stgy & Prods (previously President, MIX) in SEC filings |
| Jul 18, 2023 | James J Kavanaugh became a director |
| Jun 16, 2023 | Nestor Cano became EVP, Transformation and CIDO |
| Jun 16, 2023 | Andre Almeida became a director |
| Apr 12, 2023 | Neville R Ray reported in an SEC filing no longer being President, Technology |
| Apr 10, 2023 | Ulf Ewaldsson became President, Technology |
| Mar 9, 2023 | The company announced the departure of G Michael Sievert as President and CEO in an SEC filing |
| Feb 22, 2023 | T-Mobile Global Zwischenholding GmbH first listed as a director in an SEC filing |
| Feb 22, 2023 | T-Mobile Global Zwischenholding GmbH first listed as a 10% owner in an SEC filing |
| Feb 22, 2023 | T-Mobile Global Holding GmbH first listed as a director in an SEC filing |
| Feb 22, 2023 | T-Mobile Global Holding GmbH first listed as a 10% owner in an SEC filing |
| Feb 22, 2023 | Deutsche Telekom Holding B.V. first listed as a director in an SEC filing |
| Feb 22, 2023 | Deutsche Telekom Holding B.V. first listed as a 10% owner in an SEC filing |
| Feb 22, 2023 | Deutsche Telekom Ag first listed as a director in an SEC filing |
| Feb 22, 2023 | Deutsche Telekom Ag first listed as a 10% owner in an SEC filing |
| Feb 17, 2023 | Michael J. Katz listed as President, MIX (previously Chief Marketing Officer) in SEC filings |
| Feb 17, 2023 | Deeanne King listed as EVP & Chief People Officer (previously EVP, Human Resources) in SEC filings |
| Jan 30, 2023 | The company announced the departure of Bavan Holloway from the board in an SEC filing |
| Apr 25, 2022 | Callie R Field became President, Business Group |
| Apr 20, 2022 | The company announced the departure of Michael Wilkens from the board in an SEC filing |
| Apr 5, 2022 | Dow Draper reported in an SEC filing no longer being EVP, Emerging Products |
| Mar 8, 2022 | Michael J. Katz listed as Chief Marketing Officer (previously President, Business Group) in SEC filings |
| Feb 17, 2022 | Michael J. Katz listed as President, Business Group (previously EVP, T-Mobile for Business) in SEC filings |
| Feb 17, 2022 | Jon Freier listed as President, Consumer Group (previously EVP, Consumer Markets) in SEC filings |
| Feb 14, 2022 | Peter A Ewens listed as EVP, Corp Strategy & Dev (previously EVP, Corporate Strategy) in SEC filings |
| Feb 4, 2022 | Softbank Group Corp reported in an SEC filing no longer being a director |
| Feb 4, 2022 | Delaware Project 6 L.L.C. reported in an SEC filing no longer being a director |
| Oct 11, 2021 | Mark Wolfe Nelson became EVP and General Counsel |
| Aug 26, 2021 | T-Mobile Global Zwischenholding GmbH reported in an SEC filing no longer being a director |
| Aug 26, 2021 | T-Mobile Global Zwischenholding GmbH reported in an SEC filing no longer being a 10% owner |
| Aug 26, 2021 | T-Mobile Global Holding GmbH reported in an SEC filing no longer being a director |
| Aug 26, 2021 | T-Mobile Global Holding GmbH reported in an SEC filing no longer being a 10% owner |
| Aug 26, 2021 | Deutsche Telekom Holding B.V. reported in an SEC filing no longer being a director |
| Aug 26, 2021 | Deutsche Telekom Holding B.V. reported in an SEC filing no longer being a 10% owner |
| Aug 26, 2021 | Deutsche Telekom Ag reported in an SEC filing no longer being a director |
| Aug 26, 2021 | Deutsche Telekom Ag reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2021 | Letitia A Long became a director |
| Jun 3, 2021 | Michael J. Katz became EVP, T-Mobile for Business |
| Jun 3, 2021 | Jon Freier became EVP, Consumer Markets |
| Jun 3, 2021 | Dow Draper became EVP, Emerging Products |
| Jun 3, 2021 | Bavan Holloway became a director |
| Nov 13, 2020 | Omar Tazi became a director |
| Nov 13, 2020 | Michael Wilkens became a director |
| Nov 13, 2020 | Dominique Leroy became a director |
| Oct 6, 2020 | Delaware Project 6 L.L.C. no longer listed as a 10% owner in SEC filings |
| Jul 20, 2020 | Dara Bazzano became SVP & Chief Accounting Officer |
| Jul 6, 2020 | Peter Osvaldik listed as EVP & CFO (previously SVP, Finance & CAO) in SEC filings |
| Jun 30, 2020 | Ronald D Fisher reported in an SEC filing no longer being a director |
| Jun 26, 2020 | Delaware Project 6 L.L.C. first on file as a director |
| Jun 26, 2020 | Delaware Project 6 L.L.C. first on file as a 10% owner |
| Jun 26, 2020 | Delaware Project 4 L.L.C. first on file as a director |
| Jun 26, 2020 | Delaware Project 4 L.L.C. first on file as a 10% owner |
| Jun 24, 2020 | T-Mobile Global Zwischenholding GmbH first listed as a director in an SEC filing |
| Jun 24, 2020 | T-Mobile Global Holding GmbH first listed as a director in an SEC filing |
| Jun 24, 2020 | Softbank Group Corp first listed as a director in an SEC filing |
| Jun 24, 2020 | SoftBank Group Capital Ltd first listed as a director in an SEC filing |
| Jun 24, 2020 | Deutsche Telekom Holding B.V. first listed as a director in an SEC filing |
| Jun 24, 2020 | Deutsche Telekom Ag first listed as a director in an SEC filing |
| May 5, 2020 | G Michael Sievert listed as President and CEO (previously President & COO) in SEC filings |
| Apr 2, 2020 | Softbank Group Corp reported in an SEC filing no longer being a 10% owner |
| Apr 2, 2020 | SoftBank Group Capital Ltd reported in an SEC filing no longer being a 10% owner |
| Apr 1, 2020 | Stephen R Kappes became a director |
| Apr 1, 2020 | Softbank Group Corp became a 10% owner |
| Apr 1, 2020 | SoftBank Group Capital Ltd became a 10% owner |
| Apr 1, 2020 | Ronald D Fisher became a director |
| Apr 1, 2020 | Raul Marcelo Claure became a director |
| Apr 1, 2020 | Matthew A. Staneff became EVP, Chief Marketing Officer |
| Apr 1, 2020 | Deeanne King became EVP, Human Resources |
| Feb 19, 2020 | Neville R Ray listed as President, Technology (previously EVP & Chief Technology Officer) in SEC filings |
| Jun 13, 2019 | Srini Gopalan became a director |
| Feb 20, 2019 | John J Legere listed as CEO (previously President & CEO) in SEC filings |
| Dec 1, 2018 | Christian Illek became a director |
| Jul 5, 2018 | G Michael Sievert listed as President & COO (previously Chief Operating Officer) in SEC filings |
| Jun 13, 2018 | Olaf Swantee became a director |
| Feb 27, 2018 | G Michael Sievert first listed as a director in an SEC filing |
| Feb 20, 2018 | Thomas Christopher Keys listed as Pres. MetroPCS (previously Pres., T-Mobile Ind. Channels) in SEC filings |
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Not reported recently (20)
- Nestor Cano · Last reported as EVP, Transformation and CIDO in an SEC filing dated Apr 3, 2025
- Dara Bazzano · Last reported as SVP & Chief Accounting Officer in an SEC filing dated Feb 21, 2025
- Peter A Ewens · Last reported as EVP, Corp Strategy & Dev in an SEC filing dated Mar 7, 2023
- Thorsten Langheim · Last reported as a director in an SEC filing dated Jun 15, 2022
- Raphael Kubler · Last reported as a director in an SEC filing dated Jun 15, 2022
- Timotheus Hottges · Last reported as a director in an SEC filing dated Jun 15, 2022
- Omar Tazi · Last reported as a director in an SEC filing dated Jun 15, 2022
- David A Miller · Last reported as EVP, General Counsel & Sec. in an SEC filing dated Aug 12, 2021
- Matthew A. Staneff · Last reported as EVP, Chief Marketing Officer in an SEC filing dated May 10, 2021
- Lawrence Guffey · Last reported as a director in an SEC filing dated Jul 16, 2020
- Delaware Project 4 L.L.C. · Last reported as a director in an SEC filing dated Jul 6, 2020
- SoftBank Group Capital Ltd · Last reported as a director in an SEC filing dated Jun 26, 2020
- Stephen R Kappes · Last reported as a director in an SEC filing dated Jun 8, 2020
- John J Legere · Last reported as a director in an SEC filing dated Apr 3, 2020
- David R Carey · Last reported as EVP, Corporate Services in an SEC filing dated Feb 27, 2020
- Elizabeth A. McAuliffe · Last reported as EVP, Human Resources in an SEC filing dated Feb 19, 2020
- J Braxton Carter II · Last reported as EVP & CFO in an SEC filing dated Feb 12, 2020
- Thomas Christopher Keys · Last reported as Pres. MetroPCS in an SEC filing dated Feb 27, 2019
- Olaf Swantee · Last reported as a director in an SEC filing dated Jun 15, 2018
- W Michael Barnes · Last reported as a director in an SEC filing dated Feb 22, 2018
TMUSL Proposed Insider Sales (Form 144)
Latest: 2026-09-10What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | Drobac Daniel James | Officer | 772 | $137.7K | 2026-09-10 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-21 | Freier Jon | Officer | 4,799 | $911.8K | 2026-05-21 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-01 | Katz Michael J. | Officer | 5,000 | $979.0K | 2026-05-01 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-10 | Datar Srikant M. | Director | 1,000 | $218.3K | 2026-03-10 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-04 | Datar Srikant M. | Director | 3,291 | $727.6K | 2026-03-04 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-24 | Nelson Mark Wolfe | Officer | 2,330 | $518.0K | 2026-02-24 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-24 | SIEVERT G MICHAEL | Officer, Director | 1,089 | $241.6K | 2026-02-24 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-23 | SIEVERT G MICHAEL | Officer, Director | 13,911 | $3.06M | 2026-02-23 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-19 | SIEVERT G MICHAEL | Director | 80,000 | $17.20M | 2026-02-19 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-18 | Osvaldik Peter | Officer | 27,000 | $5.80M | 2026-02-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | FPE First Trust Preferred Securities and Income ETF | First Trust | 0.20% | $11.9M | $5.8B | 2026-10-20 |
| 2 | PSK State Street® SPDR® ICE Preferred Securities ETF | SPDR (State Street) | 0.48% | $3.0M | $620.0M | 2026-10-20 |
| 3 | JHPI John Hancock Preferred Income ETF | Nport | 0.61% | $1.3M | — | 2026-06-30 |
| 4 | EVPF Eaton Vance Preferred Securities and Income ETF | Nport | 1.45% | $508,737 | — | 2026-06-30 |
| 5 | CSPF Cohen & Steers Preferred and Income Opportunities Active ETF | Nport | 0.15% | $413,633 | — | 2026-06-30 |
| 6 | CSSD Cohen & Steers Short Duration Preferred and Income Active ETF | Nport | 0.40% | $185,840 | — | 2026-06-30 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.