Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STONEBRIDGE FINANCIAL PLANNING GROUP LLC | 05-10-2022 | 03-31-2022 | 110 | 178,636,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | ENHAN SHRT MA AC | 201 | $271,000 | 2,710 | 0.15 | 2,710 | +Inf | 03-31-2022 | |
| PROSHARES TR | PSHS ULTRA QQQ | 202 | $259,000 | 3,600 | 0.14 | 3,600 | +Inf | 03-31-2022 | |
| PACER FDS TR | BNCHMRK INFRA | 203 | $256,000 | 6,555 | 0.14 | 6,555 | +Inf | 03-31-2022 | |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 204 | $248,000 | 5,400 | 0.14 | 5,400 | +Inf | 03-31-2022 |
