Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 05-10-2024 | 03-31-2024 | 3320 | 3,210,284,634 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 351 | $1,466,535 | 25,439 | 0.00 | 0.00 | 195 | 0.77 | 03-31-2024 |
| RIVERNORTH OPPORTUNITIES FD | COM | 352 | $1,460,621 | 121,314 | 0.00 | 0.00 | 6,342 | 5.52 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 353 | $1,455,123 | 20,856 | 0.00 | 0.00 | 1,745 | 9.13 | 03-31-2024 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 354 | $1,453,363 | 50,464 | 0.00 | 0.00 | 30,344 | 150.82 | 03-31-2024 |
