Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALTON & ASSOCIATES INC | 04-16-2024 | 03-31-2024 | 189 | 205,216,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 51 | $1,614,784 | 15,263 | 0.00 | 0.00 | -435 | -2.77 | 03-31-2024 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 52 | $1,591,734 | 39,744 | 0.00 | 0.00 | -1,866 | -4.48 | 03-31-2024 |
| VANGUARD WORLD FDS | UTILITIES ETF | Liquidated | $0 | 0 | 0.00 | 11,552 | +Inf | 03-31-2024 | |
| VICTORY PORTFOLIOS II | VCSHS US 500 ENH | 54 | $1,480,403 | 22,447 | 0.00 | 0.00 | -371 | -1.63 | 03-31-2024 |
