Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ELEVATED CAPITAL ADVISORS LLC | 04-15-2024 | 03-31-2024 | 175 | 348,990,695 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $16,828,568 | 37,901 | 0.00 | 0.01 | -1,416 | -3.60 | 03-31-2024 |
| ALPS ETF TR | RIVRFRNT STR INC | 2 | $12,548,276 | 548,439 | 0.00 | 0.00 | 159,563 | 41.03 | 03-31-2024 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 3 | $10,898,765 | 283,232 | 0.00 | 0.00 | 12,410 | 4.58 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $10,474,013 | 30,430 | 0.00 | 0.00 | 950 | 3.22 | 03-31-2024 |
