PALLER FINANCIAL SERVICES INC

PrivateCIK: 2095931
Location

CENTENNIAL, CO

44
Positions
$133.76M
Total AUM (reported)
3.17M
Total Shares

Allocation by class

TOTAL AUM$133.76M44 positions
COM$12.50M9.3%
DORSEY WRGT TECH$9.03M6.8%
DEFIA QUANT ETF$9.02M6.7%
MRNGSTR WDE MOAT$6.34M4.7%
CORE HIGH DV ETF$6.33M4.7%
MSCI USA QLT FCT$5.92M4.4%
DORSEY WRGT INDS$4.94M3.7%

Portfolio Concentration

Top 318.2%4–1027.0%11–2538.9%Rest15.8%TOP 1045.3%0%100%
Top 3$24.40M18.2%
4–10$36.13M27.0%
11–25$52.10M38.9%
Rest$21.13M15.8%

Top 3 weight

18.2%

Top 10 weight

45.3%

Voting Authority Distribution

Total shares with voting rights: 3.17M

Sole

Full voting authority

3.17M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:

INVESCO EXCHANGE TRADED FD T

SOLE
DORSEY WRGT TECH
Shares66.27K
TypeSH
Market value$9.03M
6.75%
Sole
66.27K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
DEFIA QUANT ETF
Shares54.56K
TypeSH
Market value$9.02M
6.75%
Sole
54.56K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares61K
TypeSH
Market value$6.34M
4.74%
Sole
61K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE HIGH DV ETF
Shares230.77K
TypeSH
Market value$6.33M
4.73%
Sole
230.77K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares26.99K
TypeSH
Market value$5.92M
4.43%
Sole
26.99K
Shared
0.00
None
0.00

ROYCE SMALL CAP TRUST INC

SOLE
COM
Shares303.41K
TypeSH
Market value$5.60M
4.19%
Sole
303.41K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
DORSEY WRGT INDS
Shares18.94K
TypeSH
Market value$4.94M
3.69%
Sole
18.94K
Shared
0.00
None
0.00

AMPLIFY ETF TR

SOLE
ENER NAT RES ETF
Shares140.26K
TypeSH
Market value$4.49M
3.35%
Sole
140.26K
Shared
0.00
None
0.00

ARK ETF TR

SOLE
AUTNMUS TECHNLGY
Shares33.88K
TypeSH
Market value$4.48M
3.35%
Sole
33.88K
Shared
0.00
None
0.00

DBX ETF TR

SOLE
XTRACK MSCI EAFE
Shares136.11K
TypeSH
Market value$4.37M
3.27%
Sole
136.11K
Shared
0.00
None
0.00

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares5.95K
TypeSH
Market value$4.19M
3.13%
Sole
5.95K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP MOMNTUM
Shares24.55K
TypeSH
Market value$4.18M
3.12%
Sole
24.55K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
HLTH CARE ALPH
Shares32.99K
TypeSH
Market value$4.04M
3.02%
Sole
32.99K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares5.30K
TypeSH
Market value$3.90M
2.92%
Sole
5.30K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED ALP

SOLE
SML CP GRW ALP
Shares30.26K
TypeSH
Market value$3.85M
2.88%
Sole
30.26K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
URANI NUCLE ETF
Shares33.18K
TypeSH
Market value$3.85M
2.88%
Sole
33.18K
Shared
0.00
None
0.00

FIRST TR EXCHNG TRADED FD VI

SOLE
FT ENER INCO ETF
Shares173.20K
TypeSH
Market value$3.78M
2.83%
Sole
173.20K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL TEC
Shares51.56K
TypeSH
Market value$3.33M
2.49%
Sole
51.56K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
HOYA CAPT HI DIV
Shares339.70K
TypeSH
Market value$3.31M
2.48%
Sole
339.70K
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
NASD TECH DIV
Shares27.92K
TypeSH
Market value$3.21M
2.40%
Sole
27.92K
Shared
0.00
None
0.00

GLOBAL X FDS

SOLE
AGING POPUL ETF
Shares85.91K
TypeSH
Market value$3.09M
2.31%
Sole
85.91K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS MID CAP ETF
Shares27.61K
TypeSH
Market value$3.05M
2.28%
Sole
27.61K
Shared
0.00
None
0.00

ARK ETF TR

SOLE
BLOC FIN INN ETF
Shares71.49K
TypeSH
Market value$2.82M
2.11%
Sole
71.49K
Shared
0.00
None
0.00

ALLSPRING GLOBAL DIVIDEND OP

SOLE
COM
Shares431.55K
TypeSH
Market value$2.82M
2.11%
Sole
431.55K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR MATER ETF
Shares52.86K
TypeSH
Market value$2.69M
2.01%
Sole
52.86K
Shared
0.00
None
0.00
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