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Alexis Practical Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1
Alexis Investment Partners
Texas
$91.5M +$3.1M +102,602 +4%
ISWM
2
Independent Solutions Wealth Management
New York
$12.9M +$776K +25,709 +7%
SFS
3
Sowell Financial Services
Arkansas
$4.5M
UBS Group
4
UBS Group
Switzerland
$37.6K -$37.8K -1,253 -52%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.94K +$3.68K +122 New
NWM
6
Napa Wealth Management
California
-$498K -16,998 Closed