Instuitional Investor - Integrated Wealth Management
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | KRE | 91,906 | $8,076,678 | 8.53% | |
| 2. | Aim Etf Products Trust - ALLIA US MAY ETF | 181,878 | $6,323,898 | 6.68% | |
| 3. | Aim Etf Products Trust - ALLIA US JUN ETF | 134,707 | $4,632,574 | 4.89% | |
| 4. | Elevation Series Trust - TRUE SE BUFF ETF | 157,722 | $4,351,545 | 4.6% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 47,401 | $4,083,119 | 4.31% |