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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | INVATR 20 PLS 9 | 51 | $25,139,418 | 1,262,019 | 0.00 | 0.00 | -181,026 | -12.54 | 03-31-2024 |
| GLOBAL X FDS | GLBL X MLP ETF | 52 | $25,068,049 | 519,868 | 0.00 | 0.00 | 254,347 | 95.79 | 03-31-2024 |
| AIM ETF PRODUCTS TRUST | US LARCP B20 MAR | 53 | $24,756,037 | 861,979 | 0.00 | 861,979 | +Inf | 03-31-2024 | |
| BONDBLOXX ETF TRUST | BLOOMBERG SEVEN | 54 | $24,218,909 | 510,194 | 0.00 | 510,194 | +Inf | 03-31-2024 |
