Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRADIENT INVESTMENTS LLC | 04-23-2024 | 03-31-2024 | 1235 | 4,312,130,197 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 HY | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,204 | -12.47 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 202 | $1,019,719 | 44,432 | 0.00 | 0.00 | 28,912 | 186.29 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 HY | 203 | $1,000,327 | 44,009 | 0.00 | 0.00 | -6,517 | -12.90 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 204 | $947,658 | 1,971 | 0.00 | 0.00 | 488 | 32.91 | 03-31-2024 |
