TRACTION FINANCIAL PARTNERS, LLC

PrivateCIK: 2007748
Location

ENCAMPMENT, WY

57
Positions
$162.43M
Total AUM (reported)
2.54M
Total Shares

Allocation by class

TOTAL AUM$162.43M57 positions
TR UNIT$18.45M11.4%
SMITH CORE PLUS$17.44M10.7%
UNIT SER 1$16.43M10.1%
RISNG DIVD ACHIV$16.24M10.0%
S&P 500 ETF SHS$14.54M9.0%
S&P MDCP QUALITY$13.01M8.0%
RAFI US 1500$12.57M7.7%

Portfolio Concentration

Top 332.2%4–1044.6%11–2515.4%Rest7.8%TOP 1076.8%0%100%
Top 3$52.31M32.2%
4–10$72.42M44.6%
11–25$25.02M15.4%
Rest$12.68M7.8%

Top 3 weight

32.2%

Top 10 weight

76.8%

Voting Authority Distribution

Total shares with voting rights: 2.54M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.54M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole57
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings57
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares28.37K
TypeSH
Market value$18.45M
11.36%
Sole
0.00
Shared
0.00
None
28.37K

ALPS ETF TR

SOLE
SMITH CORE PLUS
Shares677.13K
TypeSH
Market value$17.44M
10.74%
Sole
0.00
Shared
0.00
None
677.13K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares28.46K
TypeSH
Market value$16.43M
10.11%
Sole
0.00
Shared
0.00
None
28.46K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares237.78K
TypeSH
Market value$16.24M
10.00%
Sole
0.00
Shared
0.00
None
237.78K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares24.34K
TypeSH
Market value$14.54M
8.95%
Sole
0.00
Shared
0.00
None
24.34K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP QUALITY
Shares125.82K
TypeSH
Market value$13.01M
8.01%
Sole
0.00
Shared
0.00
None
125.82K

INVESCO EXCHANGE TRADED FD T

SOLE
RAFI US 1500
Shares273.94K
TypeSH
Market value$12.57M
7.74%
Sole
0.00
Shared
0.00
None
273.94K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST LADDERED
Shares170.94K
TypeSH
Market value$5.77M
3.55%
Sole
0.00
Shared
0.00
None
170.94K

FIRST TR EXCH TRADED FD III

SOLE
PFD SECS INC ETF
Shares312.31K
TypeSH
Market value$5.54M
3.41%
Sole
0.00
Shared
0.00
None
312.31K

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares74.11K
TypeSH
Market value$4.75M
2.92%
Sole
0.00
Shared
0.00
None
74.11K

PIMCO ETF TR

SOLE
ACTIVE BD ETF
Shares45.46K
TypeSH
Market value$4.19M
2.58%
Sole
0.00
Shared
0.00
None
45.46K

VANGUARD MUN BD FDS

SOLE
TAX EXEMPT BD
Shares71.47K
TypeSH
Market value$3.57M
2.20%
Sole
0.00
Shared
0.00
None
71.47K

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares23.75K
TypeSH
Market value$2.63M
1.62%
Sole
0.00
Shared
0.00
None
23.75K

FIRST TR EXCHANGE-TRADED FD

SOLE
FST LOW OPPT EFT
Shares43.93K
TypeSH
Market value$2.19M
1.35%
Sole
0.00
Shared
0.00
None
43.93K

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares37.60K
TypeSH
Market value$1.48M
0.91%
Sole
0.00
Shared
0.00
None
37.60K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P SMCP VLU MNT
Shares23.05K
TypeSH
Market value$1.39M
0.86%
Sole
0.00
Shared
0.00
None
23.05K

FIRST TR EXCH TRADED FD III

SOLE
MANAGD MUN ETF
Shares25.63K
TypeSH
Market value$1.30M
0.80%
Sole
0.00
Shared
0.00
None
25.63K

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares51.83K
TypeSH
Market value$1.28M
0.79%
Sole
0.00
Shared
0.00
None
51.83K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares3.91K
TypeSH
Market value$1.12M
0.69%
Sole
0.00
Shared
0.00
None
3.91K

FIRST TR EXCH TRADED FD III

SOLE
MUNI HI INCM ETF
Shares22.86K
TypeSH
Market value$1.09M
0.67%
Sole
0.00
Shared
0.00
None
22.86K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares2.47K
TypeSH
Market value$1.08M
0.66%
Sole
0.00
Shared
0.00
None
2.47K

FIRST TR EXCHANGE TRAD FD VI

SOLE
FST TR GLB FD
Shares36.80K
TypeSH
Market value$1.06M
0.65%
Sole
0.00
Shared
0.00
None
36.80K

SCHWAB STRATEGIC TR

SOLE
US BRD MKT ETF
Shares41.26K
TypeSH
Market value$1.04M
0.64%
Sole
0.00
Shared
0.00
None
41.26K

AMPLIFY ETF TR

SOLE
BLOCKCHAIN TECHN
Shares17.25K
TypeSH
Market value$859.0K
0.53%
Sole
0.00
Shared
0.00
None
17.25K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares15.96K
TypeSH
Market value$748.6K
0.46%
Sole
0.00
Shared
0.00
None
15.96K
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