Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GUARDIAN WEALTH ADVISORS LLC / NC 05-15-2024 03-31-2024 452 817,188,955
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ETF SER SOLUTIONS APTUS COLLRD INV 1 $94,559,196 2,624,366 0.01 0.01 65,825 2.57 03-31-2024
ETF SER SOLUTIONS APTUS DEFINED 2 $54,259,619 2,035,277 0.01 0.01 -1,043,691 -33.90 03-31-2024
ETF SER SOLUTIONS APTUS ENHANCED 3 $50,120,764 2,143,745 0.01 2,143,745 +Inf 03-31-2024
ETF SER SOLUTIONS OPUS SML CP VL 4 $47,711,077 1,326,782 0.01 0.01 14,092 1.07 03-31-2024
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