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  Name: Ascension Capital Advisors Inc.
  City: Houston
  State: TX
  Zip: 77056
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $179,825,000
  Total Value Change : $24,964,000
  Securities Held Change : 2
   
All Securities Held : 30
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 12
  Unchanged Positions : 6
  Decreased Positions : 8

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Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 1 - $55.79 $26,606,000 473,665 14.8% 2,779,000 12,536 0.043    N/A
   (FDV)1 Year Chart         FDV Federated Hermes Us Strateg... 2 - $0.00 $24,645,000 974,874 13.7% 3,596,000 98,190 10.832    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 3 - $62.78 $23,385,000 376,811 13% 7,034,000 86,907 0.013    Closed - End Fund - Debt
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 4 - $529.45 $22,337,000 42,703 12.42% 9,300,000 15,274 0    Closed - End Fund - E...
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 5 - $45.45 $13,064,000 260,863 7.26% 761,000 25,931 0.253    N/A
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 6 - $48.69 $13,064,000 265,321 7.26% 708,000 3,770 0    Closed - End Fund - Debt
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 7 - $0.00 $8,481,000 168,106 4.72% 422,000 7,667 0.019    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 8 - $451.76 $7,588,000 17,090 4.22% 1,971,000 3,375 0.004    Closed - End Fund - Debt
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 9 - $39.72 $6,066,000 155,446 3.37% 576,000 6,898 0.017    Closed - End Fund - Debt
   (REZ)1 Year Chart         REZ iShares FTSE NAREIT Resid P... 11 - $75.46 $5,383,000 74,697 2.99% 129,000 3,239 0.592    Closed - End Fund - Debt
   (MINT)1 Year Chart         MINT Pimco ETF Trust 20 - $100.46 $674,000 6,708 0.37% 27,000 225 0.005    Closed - End Fund - Debt
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 29 - $94.73 $232,000 2,500 0.13% 232,000 2,500 0    Closed - End Fund - Debt
      12 Records Found
  1    
Page 1 of 1
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