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Alexis Practical Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
1
Independent Solutions Wealth Management
New York
$140M +$3.34M +85,741 +3%
SFS
2
Sowell Financial Services
Arkansas
$5.66M
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$745K +$413K +10,618 +138%
Morgan Stanley
4
Morgan Stanley
New York
$30.1K -$7.59K -195 -21%
UBS Group
5
UBS Group
Switzerland
$1.22K +$1.17K +30 New