Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRADIENT INVESTMENTS LLC | 04-23-2024 | 03-31-2024 | 1235 | 4,312,130,197 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $222,720,903 | 3,619,712 | 0.01 | 0.00 | -48,466 | -1.32 | 03-31-2024 |
| INNOVATOR ETFS TRUST | GRADIENT TACTIC | 2 | $171,395,852 | 6,127,495 | 0.00 | 0.00 | -2,383,606 | -28.01 | 03-31-2024 |
| ISHARES TR | ISHS 5-10YR INVT | 3 | $162,518,561 | 3,149,585 | 0.00 | 0.00 | 1,135,992 | 56.42 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4 | $109,719,367 | 3,061,366 | 0.00 | 0.00 | -986,609 | -24.37 | 03-31-2024 |
