Proactive Wealth Strategies LLC ETFs

Proactive Wealth Strategies LLC

$215 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FTA First Tr Large Cap Value	$0	$464,000 0.22% of portfolio	5,574	Q3 2025 Added 0.49%
SZNE Pacer Fds Tr Cfra Stovall Eql	$0	$408,000 0.19% of portfolio	11,956	Q3 2025 Added 1.87%
SRVR Pacer Fds Tr Benchmark Data &	$0	$402,000 0.19% of portfolio	12,699	Q3 2025 Added 0.42%
HISF First Tr Exc Traded Fd Iv High	$0	$398,000 0.19% of portfolio	8,833	Q3 2025 Reduced 27.98%
ILCV Ishares Morningstar Value ETF	$0	$394,000 0.18% of portfolio	4,383	Q3 2025 Reduced 0.2%
FEX First Tr Large Cap Core Alphde	$0	$371,000 0.17% of portfolio	3,176	Q3 2025 Reduced 22.86%
HYLS First Tr Tactical High Yield L	$0	$361,000 0.17% of portfolio	8,606	Q3 2025 Reduced 1.07%
IMCB Ishares Morningstar Mid Cap Et	$0	$354,000 0.16% of portfolio	4,272	Q3 2025 Added 0.38%
MDIV First Trust Multi Asset Divers	$0	$346,000 0.16% of portfolio	21,598	Q3 2025 Added 40.25%
GLD Spdr Gold Trust	$131B	$344,000 0.16% of portfolio	968	Q2 2025 Reduced 78.85%
TDIV First Trust Nasdaq Technology	$0	$342,000 0.16% of portfolio	3,474	Q3 2025 Reduced 14.52%
FTSL First Trust Senior Ln Fund	$0	$323,000 0.15% of portfolio	7,056	Q3 2025 Added 1.61%
FGD First Tr Exchange Trd Fd Ii Fi	$0	$314,000 0.15% of portfolio	10,954	Q3 2025 Added 0.03%
VTV Vanguard Value ETF	$0	$313,000 0.15% of portfolio	1,680	Q3 2025 Added 7.14%
FVC First Tr Exche Trd Fd Vi Dorse	$0	$307,000 0.14% of portfolio	8,523	Q3 2025 Reduced 0.04%
RWJ Invesco Exchange Traded Fd Tr	$0	$304,000 0.14% of portfolio	6,303	Q3 2025 Added 1.17%
FPE First Tr Pfd Secs & Income ETF	$0	$295,000 0.14% of portfolio	16,189	Q3 2025 Added 1.4%
ROBT First Tr Exchange Traded Fd Vi	$0	$282,000 0.13% of portfolio	5,333	Q3 2025 Reduced 3.61%
IWD Ishares Russell 1000 Val ETF	$0	$273,000 0.13% of portfolio	1,345	Q3 2025 Added 0.75%
IWO Ishares Russell 2000 Gwt ETF	$0	$270,000 0.13% of portfolio	845	Q3 2025 Added 0.12%
IFRA Ishares Tr	$0	$259,000 0.12% of portfolio	4,905	Q3 2025 Added 0.41%
VMBS Vanguard Mortg Backed Sec ETF	$0	$254,000 0.12% of portfolio	5,418	Q3 2025 Reduced 6.68%
ESGU Ishares Trust Ishares Esg Awar	$0	$252,000 0.12% of portfolio	1,735	Q3 2025 New
FIW First Trust Water ETF	$0	$242,000 0.11% of portfolio	2,159	Q3 2025 Added 0.14%
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$234,000 0.11% of portfolio	4,287	Q2 2025 Reduced 2.99%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$231,000 0.11% of portfolio	4,643	Q3 2025 Reduced 0.04%
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$230,000 0.11% of portfolio	5,166	Q3 2025 Added 1.19%
IJR Ishares Core S&P Sm Cap ETF	$0	$216,000 0.1% of portfolio	1,822	Q3 2025 Reduced 3.34%
VOO Vanguard Index Fds S&P 500 ETF	$0	$213,000 0.1% of portfolio	348	Q3 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$207,000 0.1% of portfolio	3,913	Q3 2025 Added 0.31%
FDVV Fidelity High Dividend ETF	$0	$204,000 0.1% of portfolio	3,673	Q3 2025 New

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