Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS LTD LLC | 07-25-2024 | 06-30-2024 | 1584 | 770,503,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | S&P 500 DV ARIST | 251 | $337,000 | 3,502 | 0.04 | 0.05 | 0 | 0.00 | 06-30-2024 |
| BLACKSTONE INC | COM | 252 | $337,000 | 2,725 | 0.04 | 0.04 | 142 | 5.50 | 06-30-2024 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 253 | $329,000 | 6,600 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 254 | $328,000 | 3,160 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2024 |
