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
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