|
Q3 2024
|
227 |
370,425 |
UCON, AB ACTIVE ETFS INC, KNG, JPIE
|
13F-HR
|
10/10/2024 |
000139834424018774 |
|
Q2 2024
|
260 |
334,368 |
UCON, AB ACTIVE ETFS INC, KNG, FSCO
|
13F-HR
|
7/18/2024 |
000139834424012813 |
|
Q1 2024
|
248 |
328,071 |
AB ACTIVE ETFS INC, UCON, KNG, FSCO
|
13F-HR
|
4/23/2024 |
000139834424007483 |
|
Q4 2023
|
232 |
297,635 |
FTSL, JEPI, FSCO, JMEE
|
13F-HR
|
1/19/2024 |
000139834424000766 |
|
Q3 2023
|
212 |
272,279 |
FTSL, JEPI, FSCO, GSST
|
13F-HR
|
10/18/2023 |
000139834423019382 |
|
Q2 2023
|
219 |
261,907 |
FTSL, JEPI, GSST, FSCO
|
13F-HR
|
7/28/2023 |
000139834423013687 |
|
Q1 2023
|
217 |
220,091 |
FTSL, JEPI, GSST, FRA
|
13F-HR
|
5/17/2023 |
000139834423009926 |
|
Q4 2022
|
239 |
161,614 |
FTSL, JEPI, BOND, FRA
|
13F-HR
|
2/14/2023 |
000139834423003254 |
|
Q3 2022
|
757 |
134,853 |
FTSL, BOND, JEPI, PDI
|
13F-HR
|
11/14/2022 |
000139834422021975 |
|
Q2 2022
|
732 |
125,543 |
BOND, FTSL, FVD, AAPL
|
13F-HR
|
8/11/2022 |
000139834422015287 |
|
Q1 2022
|
205 |
143,059 |
BOND, LMBS, AAPL, HYLS
|
13F-HR
|
5/16/2022 |
000139834422009655 |
|
Q4 2021
|
707 |
130,743 |
PDI, AAPL, FVD, QQQ
|
13F-HR
|
2/15/2022 |
000139834422003480 |
|
Q3 2021
|
665 |
125,375 |
AAPL, PCI, FVD, LMBS
|
13F-HR
|
11/15/2021 |
000139834421021539 |
|
Q2 2021
|
697 |
139,507 |
PCI, AAPL, PKO, FVD
|
13F-HR
|
8/13/2021 |
000139834421016160 |
|
Q1 2021
|
667 |
127,271 |
PCI, LMBS, PKO, FVD
|
13F-HR
|
5/17/2021 |
000139834421010914 |
|
Q4 2020
|
209 |
105,263 |
PCI, LMBS, PKO, AAPL
|
13F-HR
|
2/9/2021 |
000139834421002768 |
|
Q3 2018
|
736 |
150,035 |
KO, PCI, INDEXIQ ETF TR, FVD
|
13F-HR
|
11/5/2018 |
000139834418015949 |
|
Q2 2018
|
700 |
138,581 |
KO, INDEXIQ ETF TR, VYM, SRLN
|
13F-HR
|
8/1/2018 |
000139834418011026 |
|
Q1 2018
|
663 |
131,170 |
KO, VYM, INDEXIQ ETF TR, SRLN
|
13F-HR
|
5/10/2018 |
000139834418007199 |
|
Q4 2017
|
819 |
133,719 |
KO, VYM, SRLN, SPLV
|
13F-HR
|
2/22/2018 |
000139834418002639 |