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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 51 | $1,365,909 | 71,105 | 0.00 | 0.00 | -41,929 | -37.09 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 52 | $1,344,255 | 69,687 | 0.00 | 0.00 | -74,699 | -51.74 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 MUNI | 53 | $1,316,431 | 54,086 | 0.00 | 0.00 | -1,694 | -3.04 | 03-31-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 54 | $1,193,655 | 15,667 | 0.00 | 0.00 | 300 | 1.95 | 03-31-2024 |
