OAK BROOK, IL
Allocation by class
Portfolio Concentration
Top 3 weight
49.6%
Top 10 weight
82.7%
Voting Authority Distribution
Total shares with voting rights: 6.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FDSOLE | BUYWRIT INCM ETF | 2.37M | SH | $54.33M 24.02% | 0.00 | 0.00 | 2.37M |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 766.28K | SH | $30.80M 13.62% | 0.00 | 0.00 | 766.28K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 634.01K | SH | $26.97M 11.93% | 0.00 | 0.00 | 634.01K |
CAPITAL GROUP EQUITY ETF TRSOLE | US SMALL AND MID | 794.12K | SH | $23.32M 10.31% | 0.00 | 0.00 | 794.12K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 487.62K | SH | $16.27M 7.19% | 0.00 | 0.00 | 487.62K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 422.91K | SH | $16.25M 7.18% | 0.00 | 0.00 | 422.91K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 166.05K | SH | $5.61M 2.48% | 0.00 | 0.00 | 166.05K |
CAPITAL GROUP NEW GEOGRAPHYSOLE | SHS | 173.98K | SH | $5.49M 2.43% | 0.00 | 0.00 | 173.98K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 64.18K | SH | $4.38M 1.94% | 0.00 | 0.00 | 64.18K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 39.81K | SH | $3.69M 1.63% | 0.00 | 0.00 | 39.81K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 62.02K | SH | $3.52M 1.55% | 0.00 | 0.00 | 62.02K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 91.62K | SH | $3.24M 1.43% | 0.00 | 0.00 | 91.62K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 52.52K | SH | $2.66M 1.18% | 0.00 | 0.00 | 52.52K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 61.46K | SH | $2.42M 1.07% | 0.00 | 0.00 | 61.46K |
PACER FDS TRSOLE | LUNT LRGCP MULTI | 38.54K | SH | $2.00M 0.88% | 0.00 | 0.00 | 38.54K |
APPLE INCSOLE | COM | 7.22K | SH | $1.83M 0.81% | 0.00 | 0.00 | 7.22K |
EA SERIES TRUSTSOLE | STRIVE ENHANCED | 83.10K | SH | $1.68M 0.74% | 0.00 | 0.00 | 83.10K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 35.50K | SH | $1.60M 0.71% | 0.00 | 0.00 | 35.50K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LAD | 59.82K | SH | $1.57M 0.69% | 0.00 | 0.00 | 59.82K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 58.93K | SH | $1.54M 0.68% | 0.00 | 0.00 | 58.93K |
SHERWIN WILLIAMS COSOLE | COM | 4.50K | SH | $1.44M 0.64% | 0.00 | 0.00 | 4.50K |
ISHARES TRSOLE | MSCI USA MIN VOL | 12.25K | SH | $1.14M 0.50% | 0.00 | 0.00 | 12.25K |
ABBVIE INCSOLE | COM | 5.12K | SH | $1.11M 0.49% | 0.00 | 0.00 | 5.12K |
ISHARES TRSOLE | MSCI USA QLT FCT | 4.97K | SH | $954.3K 0.42% | 0.00 | 0.00 | 4.97K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 33.98K | SH | $951.6K 0.42% | 0.00 | 0.00 | 33.98K |