Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DENVER WEALTH MANAGEMENT INC | 04-18-2024 | 03-31-2024 | 80 | 195,914,188 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $43,491,474 | 706,834 | 0.02 | 0.01 | 260,679 | 58.43 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 2 | $25,679,433 | 140,564 | 0.01 | 0.01 | 12,073 | 9.40 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 3 | $12,921,219 | 137,856 | 0.01 | 0.00 | 35,980 | 35.32 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 4 | $10,961,710 | 32,523 | 0.01 | 0.00 | 11,983 | 58.34 | 03-31-2024 |
