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2026-01-25 07:42 UTC
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Invesco BulletShares 2030 Corporate Bond ETF $BSCU Shares Bought by Everpar Advisors LLC
Everpar Advisors LLC has significantly increased its holdings of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in the third quarter, raising ownership to 73,167 shares after acquiring an additio...
Invesco S&P 500 Equal Weight ETF $RSP Position Decreased by First United Bank & Trust
First United Bank & Trust cut its holdings of Invesco's S&P 500 Equal Weight ETF (RSP) by a significant margin during the third quarter as reported to the SEC. The reduction amounts to approximately a...
Vanguard Total Stock Market ETF $VTI Shares Purchased by Decker Retirement Planning Inc.
Decker Retirement Planning Inc. increased its holdings of Vanguard Total Stock Market ETF (VTI) by 27.9% in the third quarter, adding 3,337 shares to reach a total of 15,281 shares as per its latest S...
Decker Retirement Planning Inc. Sells 76,471 Shares of SPDR S&P Metals & Mining ETF $XME
Decker Retirement Planning Inc. decreased its holdings in the SPDR S&P Metals & Mining ETF (symbol: XME) by selling 76,471 shares during the third quarter. The company now owns 47,785 shares of this e...
Global X U.S. Infrastructure Development ETF $PAVE Shares Bought by Trilogy Capital Inc.
Trilogy Capital Inc. increased its holdings of Global X U.S. Infrastructure Development ETF (PAVE) in the third quarter by 408.9%, resulting in a total ownership of 26,222 shares after purchasing an a...
Vanguard Dividend Appreciation ETF $VIG Shares Sold by Trilogy Capital Inc.
Trilogy Capital Inc., an institutional investor, decreased its holdings of Vanguard Dividend Appreciation ETF (VIG) by 83% in the third quarter through a sale of 16,702 shares, resulting in ownership ...
iShares Core S&P 500 ETF $IVV is Hudock Inc.’s Largest Position
Hudock Inc. reduced its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) by 0.7% in the third quarter, selling 835 shares to hold a total of 123,825 shares....
Valmark Advisers Inc. Acquires Shares of 30,526 Capital Group International Equity ETF $CGIE
In the third quarter, Valmark Advisers Inc. purchased a new position in Capital Group International Equity ETF (NYSEARCA: CGIE). They acquired 30,526 shares worth about $1,029,000, resulting in owners...
HB Wealth Management LLC Boosts Stock Position in Vanguard Health Care ETF $VHT
HB Wealth Management LLC increased its investment in Vanguard Health Care ETF by 103.4% during the third quarter. The firm's holding of the company's stock rose to 15,574 shares after acquiring an add...
Heck Capital Advisors LLC Has $9.40 Million Stake in iShares MSCI Intl Value Factor ETF $IVLU
Heck Capital Advisors LLC decreased its holdings of the iShares MSCI International Value Factor ETF (ticker: IVLU) by 25% during the third quarter, selling 88,061 shares to end with a total holding of...
Evolution Wealth Management Inc. Buys 33,315 Shares of Innovator Power Buffer Step-Up Strategy ETF $PSTP
Evolution Wealth Management Inc. increased its investment in the Innovator Power Buffer Step-Up Strategy ETF by acquiring 33,315 shares during the third quarter, as reported in their most recent SEC f...
Elk River Wealth Management LLC Increases Stock Holdings in SPDR S&P Dividend ETF $SDY
Elk River Wealth Management LLC increased its holdings of the SPDR S&P Dividend ETF (NYSEARCA: SDY) by 1.3% during the third quarter, adding an additional 5,294 shares to bring its total ownership to ...
SPDR Portfolio S&P 500 ETF $SPLG Shares Purchased by Cerity Partners LLC
Cerity Partners LLC increased its holdings of SPDR Portfolio S&P 500 ETF (SPLG) by 12.7% in the third quarter, acquiring an additional 43,339 shares to reach a total ownership of 383,625 shares....
GoalVest Advisory LLC Invests $7.97 Million in Goldman Sachs Municipal Income ETF $GMUB
GoalVest Advisory LLC purchased 156,612 shares of the Goldman Sachs Municipal Income ETF (GMUB) during the third quarter, with a total investment value of approximately $7,968,000....
SPDR Portfolio S&P 500 ETF $SPLG Shares Sold by Leslie Global Wealth LLC
Leslie Global Wealth LLC reduced its holdings of the SPDR Portfolio S&P 500 ETF (SPLG) by selling 70,210 shares in the third quarter. The firm now owns 349,661 shares....
WestEnd Advisors LLC Sells 1,607,895 Shares of iShares Expanded Tech-Software Sector ETF $IGV
WestEnd Advisors LLC reduced its holdings in iShares Expanded Tech-Software Sector ETF (IGV) by selling 1,607,895 shares during the third quarter. The firm now holds 13,551 shares....
SPDR Portfolio S&P 500 Growth ETF $SPYG Holdings Reduced by Leslie Global Wealth LLC
Leslie Global Wealth LLC reduced its holdings of SPDR Portfolio S&P 500 Growth ETF (SPYG) by 20.1% in the third quarter, selling 79,078 shares and retaining ownership of 313,521 shares....
Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT) Sees Strong Trading Volume – Should You Buy?
The Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ: BSCT) experienced a significant increase in trading volume on Friday, with approximately 771,741 shares traded mid-day, marking a 43% rise fro...
iShares U.S. Basic Materials ETF (NYSEARCA:IYM) Sees Large Volume Increase – Here’s What Happened
The iShares U.S. Basic Materials ETF (NYSEARCA:IYM) experienced an 81% increase in trading volume on Friday, with 67,828 shares traded compared to the previous day's 37,495 shares. The stock was last ...
Invesco BulletShares 2032 Corporate Bond ETF (NASDAQ:BSCW) Sees Large Volume Increase – Here’s Why
The Invesco BulletShares 2032 Corporate Bond ETF (NASDAQ:BSCW) experienced a significant rise in trading volume on Friday, with approximately 378,270 shares traded. This marks a 73% increase from Thur...
Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ) Sees Strong Trading Volume – Here’s What Happened
On Friday, Invesco BulletShares 2026 Corporate Bond ETF saw an increase in trading volume with approximately 1,670,905 shares exchanged, marking a 135% rise from the previous day's total of 711,633 sh...
iShares Dow Jones U.S. ETF (NYSEARCA:IYY) Sees Strong Trading Volume – Here’s What Happened
The iShares Dow Jones U.S. ETF (IYY) experienced significantly higher trading volume on Friday with 50,212 shares traded mid-day compared to the previous day's 33,943 shares. The stock closed at $165....
Fifth Third Wealth Advisors LLC Buys 9,564 Shares of Vanguard FTSE Emerging Markets ETF $VWO
Fifth Third Wealth Advisors LLC increased its holdings in the Vanguard FTSE Emerging Markets ETF (VWO) by acquiring an additional 9,564 shares during the third quarter, according to a recent filing wi...
Invesco S&P 500 Momentum ETF $SPMO is Altus Wealth Group LLC’s 3rd Largest Position
Altus Wealth Group LLC increased its holdings of Invesco’s S&P 500 Momentum ETF (SPMO) by 4.7% in the third quarter, according to a filing with the SEC. The firm now holds 137,743 shares after acquiri...
Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR) Reaches New 52-Week High – Here’s Why
The Innovator U.S. Equity Power Buffer ETF – March (BATS: PMAR) recorded a new 52-week high on Friday, trading up to $45.03 and ending the day at $44.97 with 17,570 shares traded. The ETF previously c...
First Pacific Financial Has $696,000 Position in Amplify Etho Climate Leadership U.S. ETF $ETHO
First Pacific Financial reduced its holdings of the Amplify Etho Climate Leadership U.S.ETF (ETHO) by 43.2% during the third quarter, decreasing its share count from an earlier figure to a current tot...
GoalFusion Wealth Management LLC Makes New $6.71 Million Investment in Vanguard Growth ETF $VUG
GoalFusion Wealth Management LLC has recently purchased 13,990 shares of Vanguard Growth ETF (VUG) during the third quarter, with a total investment valued at about $6.71 million as per their latest f...
Cascade Financial Partners LLC Has $5.53 Million Stake in Vanguard Tax-Exempt Bond ETF $VTEB
Cascade Financial Partners LLC reduced its holdings in the Vanguard Tax-Exempt Bond ETF (ticker VTEB) by 24.7% during the third quarter, selling off 36,262 shares to end up with a total of 110,339 sha...
Osaic Holdings Inc. Lowers Stock Holdings in iShares Latin America 40 ETF $ILF
Osaic Holdings Inc. has significantly reduced its holdings in the iShares Latin America 40 ETF (NYSEARCA:ILF) by 79.2% during the second quarter, decreasing its ownership to 43,461 shares after sellin...
Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY) Short Interest Up 24.9% in December
Short interest for Fidelity MSCI Utilities Index ETF (FUTY) increased to 137,910 shares as of December 15th from 110,396 shares on November 30th, marking a rise of 24.9%. This data is based on average...
Fidelity MSCI Information Technology Index ETF $FTEC Shares Sold by Cantor Fitzgerald Investment Advisors L.P.
Cantor Fitzgerald Investment Advisors L.P. has decreased its holdings of the Fidelity MSCI Information Technology Index ETF (FTEC) by 10.4% during the third quarter, following the sale of 3,588 shares...
Osaic Holdings Inc. Purchases 25,521 Shares of Invesco International BuyBack Achievers ETF $IPKW
Osaic Holdings Inc. increased its ownership in Invesco International BuyBack Achievers ETF (IPKW) by 783.6% in the second quarter, adding 25,521 shares to bring its total holdings up to 28,778 shares....
Delta Investment Management LLC Acquires Shares of 427,545 Federated Hermes MDT Large Cap Core ETF $FLCC
Delta Investment Management LLC purchased 427,545 shares of Federated Hermes MDT Large Cap Core ETF (ticker: FLCC) in the third quarter as per their SEC filing with Form 13F....
8,579 Shares in iShares U.S. Utilities ETF $IDU Purchased by Brendel Financial Advisors LLC
Brendel Financial Advisors LLC has acquired a new stake in iShares U.S. Utilities ETF (NYSEARCA:IDU) during the third quarter, with the purchase of 8,579 shares valued at about $951,000. This acquisit...
JPMorgan Ultra-Short Income ETF $JPST Holdings Raised by Continuum Advisory LLC
Continuum Advisory LLC has increased its holdings of JPMorgan Ultra-Short Income ETF (NYSEARCA: JPST) by 76.3% during the third quarter, as reported to the Securities and Exchange Commission via a fil...
Argent Focused Small Cap ETF (NASDAQ:ALIL) Short Interest Update
The Argent Focused Small Cap ETF (NASDAQ:ALIL) experienced a significant decrease in short interest, reducing by 24.6% from November to December 15th, with the total short interest standing at 1,367 s...
Franklin International Core Dividend Tilt Index ETF $DIVI is Baron Wealth Management LLC’s 3rd Largest Position
Baron Wealth Management LLC increased its holdings of Franklin International Core Dividend Tilt Index ETF (NYSEARCA: DIVI) by 4.2% in the third quarter, acquiring an additional 28,311 shares to reach ...
Vanguard Total World Stock ETF $VT Shares Sold by Diversified Trust Co
Diversified Trust Co reduced its holdings of Vanguard Total World Stock ETF (NYSEARCA: VT) in the third quarter by selling 8,404 shares. After this transaction, they hold a total of 34,515 shares....
Vanguard Small-Cap ETF $VB is MPS Loria Financial Planners LLC’s 4th Largest Position
MPS Loria Financial Planners LLC increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.1% during the third quarter, adding 3,136 shares to reach a total of 149,475 shares....
Perigon Wealth Management LLC Acquires 7,611 Shares of Vanguard Short-Term Corporate Bond ETF $VCSH
During the third quarter, Perigon Wealth Management LLC increased its holdings in Vanguard Short-Term Corporate Bond ETF (VCSH) by purchasing an additional 7,611 shares. This transaction raised their ...
Cahaba Wealth Management Inc. Acquires 24,132 Shares of iShares National Muni Bond ETF $MUB
Cahaba Wealth Management Inc. increased its holdings in the iShares National Muni Bond ETF (MUB) by 7.7% in the third quarter, purchasing an additional 24,132 shares and bringing its total ownership t...
Franklin Focused Growth ETF $FFOG Stake Increased by Osaic Holdings Inc.
Osaic Holdings Inc., an institutional investor, raised its stake in Franklin Focused Growth ETF (NYSEARCA:FFOG) during the second quarter. It reported owning 55,924 shares after purchasing an addition...
Everpar Advisors LLC Has $4.83 Million Holdings in Capital Group Dividend Value ETF $CGDV
Everpar Advisors LLC increased its holdings of Capital Group's Dividend Value ETF (CGDV) by 16.8% in the third quarter, resulting in ownership of 114,823 shares after purchasing an additional 16,490 s...
Short Interest in Simplify Tara India Opportunities ETF (NYSEARCA:IOPP) Declines By 34.8%
The short interest in Simplify Tara India Opportunities ETF (IOPP) significantly decreased by 34.8% from November 30th to December 15th, reducing the total short shares to 1,365. This represents a dec...
SPDR Doubleline Total Return Tactical ETF (NYSEARCA:TOTL) Sees Large Drop in Short Interest
The SPDR Doubleline Total Return Tactical ETF (TOTL) reported a notable decrease in short interest by 35.2% from the previous month, dropping to 387,432 shares as of December 15th....
Short Interest in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP) Decreases By 34.9%
Invesco's S&P 500 GARP ETF (SPGP) saw a significant decline of 34.9% in short interest from November to December, dropping to 13,085 shares by December 15th from 20,111 shares at the end of November....
iShares Currency Hedged MSCI Japan ETF (NYSEARCA:HEWJ) Short Interest Down 34.9% in December
The iShares Currency Hedged MSCI Japan ETF experienced a significant decrease of 34.9% in short interest between November and December, dropping from 46,249 shares to 30,105 shares as of December 15th...
Columbus Macro LLC Grows Stock Position in Vanguard Emerging Markets Government Bond ETF $VWOB
Columbus Macro LLC increased its holdings of Vanguard Emerging Markets Government Bond ETF (VWOB) by 9.3% during the third quarter according to recent filings with the Securities and Exchange Commissi...
Carnegie Investment Counsel Has $8.06 Million Stock Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV
Carnegie Investment Counsel increased its investment in the iShares 0-3 Month Treasury Bond ETF (SGOV) by 30.9% during the third quarter of the year, adding 18,896 shares to reach a total holding of 8...
Clune & Associates LTD. Buys 11,040 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD
In the third quarter, Clune & Associates LTD increased its holdings in Dimensional Short-Duration Fixed Income ETF (DFSD) by purchasing an additional 11,040 shares. This increase brings their total ow...
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