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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
$119M +$103M +2,839,647 +543%
SFS
2
Sowell Financial Services
Arkansas
$4.91M
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$271K +$280K +7,695 New
Morgan Stanley
4
Morgan Stanley
New York
$32.9K +$34K +935 New
AIP
5
Alexis Investment Partners
Texas
-$97.3M -2,732,408 Closed