Westside Investment Management, Inc. ETFs

Westside Investment Management, Inc.

$469 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PGX Invesco ETF Tr Ii Pfd ETF	$0	$7.9 Million 0.0% of portfolio	704	Q1 2022 Added 0.14%
SLYV Spdr S&P 600 Small Cap Value E	$0	$7.53 Million 0.0% of portfolio	96	Q1 2025 Reduced 18.64%
SCHO Schwab Short Term Us Treasury	$0	$7.35 Million 0.0% of portfolio	302	Q4 2024 Added 100.0%
JHML John Hancock Multifactor Large	$0	$7.01 Million 0.0% of portfolio	104	Q1 2021 New
IXN Ishares Global Information Tec	$0	$6.44 Million 0.0% of portfolio	85	Q3 2021 New
RYT Invesco S&P 500 Equal Weight T	$0	$6.16 Million 0.0% of portfolio	180	Q3 2023 Added 900.0%
JHMM John Hancock Multifactor Mid C	$0	$6.13 Million 0.0% of portfolio	107	Q1 2021 New
ARKF Ark ETF Tr Fintech Innovation	$0	$5.99 Million 0.0% of portfolio	180	Q2 2023 Reduced 52.0%
PTH Invesco Exchange Traded Fd Tr	$0	$5.92 Million 0.0% of portfolio	150	Q1 2025 Reduced 62.96%
EMB Ishares Tr	$0	$5.89 Million 0.0% of portfolio	65	Q4 2022 Reduced 90.91%
BOTZ Global X Fds	$0	$5.69 Million 0.0% of portfolio	200	Q3 2022 Added 100.0%
FNDX Schwab Fundamental U S Large C	$0	$5.62 Million 0.0% of portfolio	238	Q1 2025 New
DWX Spdr Index Shs Fds S&P Intl Di	$0	$5.37 Million 0.0% of portfolio	140	Q1 2023 Reduced 58.82%
ROBO Robo Global Robotics And Autom	$0	$5.15 Million 0.0% of portfolio	100	Q4 2024 New
EFG Msci Eafe Growth ETF	$0	$5 Million 0.0% of portfolio	50	Q1 2025 New
JHMD John Hancock ETF Tr Multifacto	$0	$4.96 Million 0.0% of portfolio	142	Q1 2021 New
VOOV Vanguard S&P 500 Value ETF	$0	$4.74 Million 0.0% of portfolio	25	Q4 2023 New
IYE Ishares Tr	$0	$4.68 Million 0.0% of portfolio	95	Q2 2020 Reduced 44.12%
VPU Vanguard Utilities ETF	$0	$4.61 Million 0.0% of portfolio	27	Q1 2025 Added 170.0%
EBND Spdr Bloomberg Emerging Market	$0	$4.3 Million 0.0% of portfolio	214	Q1 2021 New
DRIV Global X Fds Global X Autonomo	$0	$4.23 Million 0.0% of portfolio	200	Q3 2023 Added 100.0%
DYNF Blackrock ETF Tr U S Equity Fa	$0	$4 Million 0.0% of portfolio	82	Q1 2025 New
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$3.99 Million 0.0% of portfolio	198	Q1 2021 New
BLOK Amplify ETF Tr Trnsformational	$0	$3.69 Million 0.0% of portfolio	100	Q1 2021 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$3.49 Million 0.0% of portfolio	38	Q3 2023 Reduced 99.02%
JHSC John Hancock ETF Tr Multifacto	$0	$3.43 Million 0.0% of portfolio	92	Q1 2021 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$3.37 Million 0.0% of portfolio	100	Q4 2024 New
FNDA Schwab Fundamental U S Small C	$0	$3.12 Million 0.0% of portfolio	114	Q1 2025 New
IDNA Ishares Tr Genomics Immunology	$0	$3.07 Million 0.0% of portfolio	150	Q4 2024 Reduced 40.0%
EEMV Ishares Msci Emerging Markets	$0	$2.74 Million 0.0% of portfolio	47	Q3 2023 Reduced 72.67%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$2.61 Million 0.0% of portfolio	41	Q2 2020 New
FNDF Schwab Fundamental Intl Large	$0	$2.6 Million 0.0% of portfolio	72	Q1 2025 New
XYLD Global X Fds S&P 500 Covered C	$0	$2.49 Million 0.0% of portfolio	63	Q1 2025 New
QLTA Ishares Trust Aaa A Rated Corp	$0	$2.28 Million 0.0% of portfolio	48	Q2 2023 New
RYLD Global X Fds Russell 2000 Cove	$0	$2.14 Million 0.0% of portfolio	142	Q1 2025 New
IYZ Ishares Tr Us Telecommunicatio	$0	$2.05 Million 0.0% of portfolio	75	Q3 2023 Reduced 75.0%
DBB Invesco Db Base Metals Fund	$393M	$1.92 Million 0.0% of portfolio	100	Q3 2021 New
SVOL Simplify ETF Simplify Volatili	$0	$1.56 Million 0.0% of portfolio	86	Q1 2025 Reduced 82.8%
CGW Invesco ETF Tr Ii S&P Global W	$0	$1.11 Million 0.0% of portfolio	20	Q4 2024 New
RWX Spdr Dow Jones International R	$0	$294,000 0.0% of portfolio	12	Q3 2022 Reduced 95.16%
BBH Vaneck ETF Tr Biotech ETF	$0	$0 0.0% of portfolio	0	Q1 2025 Sold Out
PTF Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	0	Q1 2025 Sold Out

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