Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSS RETIREMENT ADVISORS LLC | 01-08-2024 | 12-31-2023 | 225 | 440,869,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST U S | 201 | $630,148 | 21,047 | 0.00 | 0.00 | -1,224 | -5.50 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 202 | $630,111 | 21,266 | 0.00 | 0.00 | -1,188 | -5.29 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BF | 203 | $625,874 | 20,157 | 0.00 | 0.00 | -1,130 | -5.31 | 12-31-2023 |
| AIM ETF PRODUCTS TRUST | US LRGCP B10 DEC | 204 | $624,468 | 23,802 | 0.00 | 0.00 | -1,317 | -5.24 | 12-31-2023 |
