Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERSONAL WEALTH PARTNERS | 04-25-2022 | 03-31-2022 | 74 | 229,194,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 51 | $1,205,000 | 3,325 | 0.53 | 3,325 | +Inf | 03-31-2022 | |
| ISHARES TR | IBOXX HI YD ETF | 52 | $1,178,000 | 14,315 | 0.51 | 14,315 | +Inf | 03-31-2022 | |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 53 | $1,132,000 | 15,005 | 0.49 | 15,005 | +Inf | 03-31-2022 | |
| ISHARES TR | S&P SML 600 GWT | 54 | $1,000,000 | 7,990 | 0.44 | 7,990 | +Inf | 03-31-2022 |
