ETF
135 articles • Page 3 of 3
Client First Advisory Group LLC has increased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by purchasing an additional 25,118 shares in the third quarter, bringing their total ownership ...
Client 1ST Advisory Group LLC decreased its holdings of Dimensional International Core Equity 2 ETF (BATS:DFIC) in the third quarter, selling 21,581 shares and reducing its stake to 437,732 shares....
FLP Wealth Management LLC significantly increased its stake in the iShares Core S&P 500 ETF (IVV) during the third quarter by up to 2,428.2%. The firm's ownership rose to 12,717 shares after acquiring...
Carnegie Investment Counsel increased their investment in Vanguard Tax-Exempt Bond ETF (VTEB) by 3.3% during the third quarter, adding an additional 11,453 shares to reach a total of 361,706 shares....
Osaic Holdings Inc. increased its holdings in Innovator International Developed Power Buffer ETF by 21.6% during Q2, acquiring an additional 18,352 shares, bringing the total to 103,213 shares....
Clayton Financial Group LLC increased its holdings of iShares MSCI EAFE Value ETF (EFV) by purchasing an additional 8,338 shares in the third quarter. This move boosted their total ownership to 16,800...
Brookstone Capital Management significantly increased its holdings of iShares S&P 100 ETF (symbol: OEF) in the third quarter. The firm's ownership rose to 36,006 shares after purchasing an additional ...
Cwm LLC increased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by purchasing an additional 18,453 shares during the third quarter. As a result of this transaction, the firm now owns 9,95...
Cwm LLC increased its stock position in the Invesco S&P 500 Momentum ETF (SPMO) by buying an additional 164,530 shares in the third quarter. The company now holds a total of 2,622,555 shares....
Cwm LLC increased its holdings of SPDR Portfolio Europe ETF (NYSEARCA:SPEU) during the third quarter by buying an additional 168,266 shares. This brought their total to 2,215,382 shares....
Cambridge Advisors Inc. increased its holdings of JPMorgan Equity Premium Income ETF (JEPI) by 8.8% in the third quarter, according to recent SEC filings. The firm now holds 187,501 shares after purch...
Fiduciary Planning LLC increased its holdings in iShares S&P 100 ETF (OEF) by acquiring an additional 2,626 shares during the third quarter. This brought their total holdings to 33,052 shares....
Brookstone Capital Management increased its holdings in the Vanguard S&P 500 ETF (VOO) by purchasing an additional 4,859 shares in the third quarter, bringing their total to 123,759 shares worth $75.7...
The abrdn Physical Silver Shares ETF (SIVR) achieved a new one-year high on Tuesday with shares trading as high as $65.95 and closing at $65.59, following the previous day's close of $63.98. Trading v...
Centerline Wealth Advisors LLC reduced its holding of Fidelity Blue Chip Growth ETF (BATS:FBCG) by 10.5% in the third quarter, selling off 48,339 shares and retaining 411,352 shares....
Brookstone Capital Management increased its share ownership of iShares S&P 500 Value ETF (IVE) in the third quarter by purchasing an additional 8,498 shares, raising its total holdings to 107,094 shar...
Brookstone Capital Management increased its holdings in the Vanguard Tax-Exempt Bond ETF (VTEB) by purchasing an additional 83,718 shares during Q3. This resulted in a total ownership position of 455,...
The Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) saw a notable rise in trading volume on Friday, reaching approximately 393,570 shares traded, which represents a 39% increase from th...
Harbor Investment Advisory LLC reduced its holdings in the SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) by selling 5,627 shares during the third quarter. As a result of this transaction, they no...
Farnam Financial LLC reduced its holdings of Schwab US Large-Cap ETF (symbol: SCHX) by 9.2% during Q3, selling off 52,675 shares but still owning a total of 520,427 shares....
Chandler Asset Management Inc. decreased its holdings in the Vanguard FTSE Developed Markets ETF (NYSEARCA: VEA) by 6.2% during the third quarter, reducing its ownership to 914,111 shares after sellin...
GoalVest Advisory LLC increased its holdings of Vanguard Growth ETF (VUG) during the third quarter, adding 2,052 shares to its existing position, making the total share count 79,825....
The Obra Opportunistic Structured Products ETF (OOSP) experienced an increase of 24.8% in short interest from November 30th to December 15th, rising to 23,497 shares and accounting for approximately 0...
Cantor Fitzgerald Investment Advisors L.P. increased its holdings in the iShares 3-7 Year Treasury Bond ETF (IEI) by 3.1% during the third quarter, adding 12,848 shares to reach a total of 432,750 sha...
Calamos Wealth Management LLC increased its holdings of iShares S&P 500 Value ETF (NYSEARCA: IVE) in the third quarter, raising them to 577,104 shares. This represents a 3.9% increase after acquiring ...
Permanent Capital Management LP purchased 700,835 shares of the Vanguard Intermediate-Term Treasury ETF (VGIT) in the third quarter, as reported in their latest SEC filing. This investment is worth ap...
Comprehensive Financial Consultants Institutional Inc. reduced its holdings in ProShares' S&P 500 Aristocrats ETF by 22.2% in the third quarter, selling off 6,652 shares and retaining 23,335 shares....
Cwm LLC increased its holdings of SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in the third quarter, adding an additional 33,612 shares. Following this purchase, the firm now holds a total of 4,728,484 s...
First Horizon Corporation has acquired a new stake in Vanguard Information Technology ETF (VGT) during the third quarter of the year. The company purchased 4,757 shares valued at around $3.55 million....
Valmark Advisers Inc. reduced its holdings of Fidelity Value Factor ETF (NYSEARCA:FVAL) by 31.8% in the third quarter, selling 7,872 shares and retaining 16,876 shares....
Geneos Wealth Management Inc. reduced its holdings in Vanguard Consumer Staples ETF (VDC) by selling 6,217 shares during the third quarter and now holds 1,483 shares....
Benchmark Financial Wealth Advisors LLC reduced its holdings of Vanguard Total Stock Market ETF (VTI) by 3.6% in the third quarter, selling off 3,246 shares to hold a total of 87,871 shares....
During Q3 2023, Ergawealth Advisors Inc. decreased its holdings of the First Trust Capital Strength ETF (FTCS) by selling 39,414 shares. The firm now holds a total of 121,518 shares....
Ergawealth Advisors Inc. reduced its holding in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) by selling 58,078 shares during the third quarter. This action lowered their stake to 33,452 shares....
During the third quarter, Darwin Wealth Management LLC increased its holdings in iShares MSCI EAFE ETF by 5.1%. The firm now owns 153,327 shares of the exchange-traded fund as per their latest Form 13...