CX Institutional
· CIK 0001737089| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | COWZ | Pacer ETFs/USA | — | 306 | $18K | 0.00% | SOLD |
| 22 | QQQM | Invesco Exchange-Traded Fund T | — | 67 | $17K | 0.00% | SOLD |
| 23 | OACP | Unified Series Trust/Oneascent | — | 730 | $17K | 0.00% | SOLD |
| 24 | YJUN | First Trust Exchange-Traded Fu | — | 621 | $16K | — | SOLD |
| 25 | ETHA | iShares ETFs/USA | Financial Services | 650 | $15K | — | SOLD |
| 26 | PREF | Principal Exchange-Traded Fund | — | 772 | $15K | — | SOLD |
| 27 | GLDI | ETRACS ETNs/UBS AG/London/USA | Financial Services | 80 | $14K | — | SOLD |
| 28 | IGIB | iShares ETFs/USA | — | 262 | $14K | — | SOLD |
| 29 | LTC | LTC PROPERTIES INC | Real Estate | 420 | $14K | — | SOLD |
| 30 | OALC | Unified Series Trust/Oneascent | — | 404 | $14K | — | SOLD |
| 31 | GDMN | WisdomTree ETFs/USA | — | 155 | $14K | — | SOLD |
| 32 | PDBC | Invesco ETFs/USA | — | 1,007 | $13K | — | SOLD |
| 33 | IDMO | Invesco Exchange-Traded Fund T | — | 218 | $12K | — | SOLD |
| 34 | — | TREEHOUSE FOODS | — | 493 | $12K | — | SOLD |
| 35 | AMLP | ALPS ETF Trust | — | 230 | $11K | — | SOLD |
| 36 | SPYI | Neos ETF Trust | — | 200 | $11K | — | SOLD |
| 37 | IBD | Northern Lights Fund Trust IV/ | — | 365 | $9K | — | SOLD |
| 38 | GPIX | Goldman Sachs ETF Trust | — | 150 | $8K | — | SOLD |
| 39 | SHYG | iShares Trust | — | 191 | $8K | — | SOLD |
| 40 | QQQI | Neos ETF Trust | — | 150 | $8K | — | SOLD |
Sector Allocation
Technology
26.3%
Healthcare
15.9%
Financial Services
15.4%
Consumer Cyclical
13.3%
Industrials
9.3%
Communication Services
6.6%
Consumer Defensive
4.2%
Energy
4.0%
Utilities
2.2%
Basic Materials
1.8%