Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS LLC / NC | 08-14-2023 | 06-30-2023 | 415 | 583,851,253 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ETF SER SOLUTIONS | APTUS COLLRD INV | 1 | $79,596,203 | 2,558,541 | 0.01 | 0.01 | 27,343 | 1.08 | 06-30-2023 |
| ETF SER SOLUTIONS | APTUS DEFINED | 2 | $76,543,136 | 3,078,968 | 0.01 | 0.01 | -120,215 | -3.76 | 06-30-2023 |
| ETF SER SOLUTIONS | OPUS SML CP VL | 3 | $41,941,371 | 1,312,690 | 0.01 | 0.01 | 18,087 | 1.40 | 06-30-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 4 | $23,640,375 | 427,261 | 0.00 | 0.00 | 30,358 | 7.65 | 06-30-2023 |
