Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNALPOINT ASSET MANAGEMENT LLC | 04-11-2024 | 03-31-2024 | 247 | 363,890,650 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 151 | $859,258 | 9,267 | 0.00 | 0.00 | -151 | -1.60 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 152 | $839,033 | 17,520 | 0.00 | 17,520 | +Inf | 03-31-2024 | |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT FINL | 153 | $835,812 | 16,813 | 0.00 | 0.00 | -36 | -0.21 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 154 | $832,402 | 13,962 | 0.00 | 0.00 | -4,409 | -24.00 | 03-31-2024 |
