Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WIN ADVISORS INC | 04-24-2024 | 03-31-2024 | 54 | 227,000,205 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | Liquidated | $0 | 0 | 0.01 | 538,235 | +Inf | 03-31-2024 | |
ISHARES TR | RUS TOP 200 ETF | Liquidated | $0 | 0 | 0.01 | 0.00 | 194,237 | 1219.70 | 03-31-2024 |
ISHARES TR | CORE S&P US GWT | Liquidated | $15,940,723 | 136,001 | 0.01 | 0.00 | 136,001 | +Inf | 03-31-2024 |
INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 4 | $15,314,090 | 133,328 | 0.01 | 133,328 | +Inf | 03-31-2024 |