Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SRS CAPITAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 1840 | 897,613,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY PWR BUF | 151 | $513,260 | 14,903 | 0.00 | 0.00 | 1,280 | 9.40 | 12-31-2023 |
| ELEVANCE HEALTH INC | COM | 152 | $509,267 | 1,080 | 0.00 | 0.00 | 377 | 53.63 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 153 | $504,156 | 13,538 | 0.00 | 0.00 | 1,645 | 13.83 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 154 | $497,953 | 3,398 | 0.00 | 0.00 | -133 | -3.77 | 12-31-2023 |
