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2026-01-25 07:43 UTC
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First PREMIER Bank Sells 2,245 Shares of Vanguard Total Stock Market ETF $VTI
During the third quarter, First PREMIER Bank reduced its ownership in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by selling 2,245 shares. The bank's new holding totals 119,402 shares of the compa...
Brookstone Capital Management Has $18.54 Million Stock Holdings in Invesco NASDAQ 100 ETF $QQQM
Brookstone Capital Management increased its holdings of the Invesco NASDAQ 100 ETF (QQQM) by 49.7% during the third quarter, acquiring an additional 24,904 shares, for a total of 75,006 shares....
Invesco S&P 500 Momentum ETF $SPMO Shares Purchased by Brookstone Capital Management
In the third quarter of 2023, Brookstone Capital Management significantly increased its investment in the Invesco S&P 500 Momentum ETF (SPMO) by acquiring an additional 183,705 shares. This purchase c...
Fiduciary Planning LLC Boosts Stock Holdings in Fidelity Fundamental Large Cap Core ETF $FFLC
In the third quarter, Fiduciary Planning LLC increased its holdings in Fidelity Fundamental Large Cap Core ETF (FFLC) by 9.6%. The firm's new total ownership stands at 244,822 shares after purchasing ...
FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP) Hits New 12-Month High – Time to Buy?
The FT Vest U.S. Equity Buffer ETF for September saw trading at a new 52-week high of $51.65, reaching up to $51.59 during mid-day on Tuesday....
VanEck Uranium and Nuclear ETF $NLR Shares Acquired by Commonwealth Equity Services LLC
Commonwealth Equity Services LLC increased its holdings of VanEck Uranium and Nuclear ETF (NYSEARCA:NLR) in the third quarter by 87.7%, according to recent SEC filings. The firm now owns 136,730 share...
GoalVest Advisory LLC Grows Stock Position in Goldman Sachs Physical Gold ETF $AAAU
GoalVest Advisory LLC increased its investment in Goldman Sachs Physical Gold ETF (NYSEARCA:AAA) by acquiring an additional 70,129 shares during the third quarter. This represents a growth of 103.7%. ...
Invesco BulletShares 2034 Corporate Bond ETF $BSCY Shares Purchased by Clark Asset Management LLC
Clark Asset Management LLC increased its holdings of Invesco BulletShares 2034 Corporate Bond ETF (NASDAQ:BSCY) in the third quarter, raising its position by 69.6% after acquiring 83,629 additional sh...
Farther Finance Advisors LLC Purchases 17,843 Shares of iShares Global 100 ETF $IOO
Farther Finance Advisors LLC significantly increased its holdings in the iShares Global 100 ETF (ticker: IOO) by purchasing an additional 17,843 shares in Q3, raising its total share count to 18,047....
Trilogy Capital Inc. Sells 41,552 Shares of THOR Equal Weight Low Volatility ETF $THLV
Trilogy Capital Inc. reduced its holdings in THOR Equal Weight Low Volatility ETF (THLV) by 55.4% during the third quarter, as reported to the SEC. The firm now holds 33,453 shares of the ETF....
Invesco S&P 500 Low Volatility ETF $SPLV Shares Sold by ORG Partners LLC
ORG Partners LLC reduced its holdings of Invesco's S&P 500 Low Volatility ETF (SPLV) by 81% in the third quarter. Post-reduction, ORG Partners now owns 4,545 shares of the ETF....
Pasadena Private Wealth LLC Purchases 889 Shares of iShares Core S&P 500 ETF $IVV
Pasadena Private Wealth LLC has increased its holdings in the iShares Core S&P 500 ETF (IVV) by purchasing an additional 889 shares, marking a 80.2% increase in their position for the third quarter. T...
JPMorgan International Bond Opportunities ETF $JPIB Shares Purchased by Valmark Advisers Inc.
Valmark Advisers Inc. increased its investment in JPMorgan International Bond Opportunities ETF (ticker: JPIB) significantly during the third quarter, doubling its holding through an additional purcha...
First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) Reaches New 52-Week High – Time to Buy?
The First Trust NASDAQ CFB Semiconductor Index Fund has reached a new 52-week high of $144.49, closing at $144.5290 with 23,070 shares traded....
T. Rowe Price U.S. Equity Research ETF (NYSEARCA:TSPA) Hits New 12-Month High – Still a Buy?
The T. Rowe Price U.S. Equity Research ETF (NYSEARCA:TSPA) reached a new 52-week high during mid-day trading on Friday, with shares as high as $43.54 and closing at $43.5190. The day's volume saw 53,9...
Bushido Capital US Equity ETF (NASDAQ:SMRI) Sees Unusually-High Trading Volume – Time to Buy?
Bushido Capital US Equity ETF (NASDAQ:SMRI) experienced unusually high trading volume on Friday with approximately 30,342 shares traded, compared to the previous day's volume of 3,712 shares. The stoc...
iShares MSCI Europe IMI Index ETF (TSE:XEU) Sets New 52-Week High – Time to Buy?
The iShares MSCI Europe IMI Index ETF (TSE:XEU) hit a new 52-week high during mid-day trading on Thursday, reaching C$38.57. The stock closed at the same price after trading 3,778 shares....
Vanguard FTSE Developed Markets ETF $VEA Shares Bought by Farnam Financial LLC
Farnam Financial LLC increased its holdings of Vanguard FTSE Developed Markets ETF (VEA) in the third quarter by acquiring an additional 26,042 shares, raising their total ownership to 108,217 shares....
iShares 1-3 Year Treasury Bond ETF $SHY Shares Purchased by Heck Capital Advisors LLC
Heck Capital Advisors LLC significantly increased its holdings in iShares 1-3 Year Treasury Bond ETF (SHY) by 488.8% during the third quarter, acquiring an additional 115,344 shares to own a total of ...
Fidelity NASDAQ Composite Index ETF $ONEQ is Heck Capital Advisors LLC’s 4th Largest Position
Heck Capital Advisors LLC increased its holdings of Fidelity NASDAQ Composite Index ETF (ONEQ) by 1.2% in the third quarter, acquiring an additional 7,415 shares to reach a total of 616,117 shares....
Heck Capital Advisors LLC Buys 14,938 Shares of iShares 20+ Year Treasury Bond ETF $TLT
Heck Capital Advisors LLC increased its investment in the iShares 20+ Year Treasury Bond ETF (TLT) by buying an additional 14,938 shares in the third quarter. This transaction brought their total hold...
Heck Capital Advisors LLC Has $9.10 Million Stock Holdings in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $XTEN
Heck Capital Advisors LLC increased its holdings of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) by 9.5% during the third quarter, according to a recent SEC filing. The firm now...
Heck Capital Advisors LLC Acquires 16,845 Shares of iShares 7-10 Year Treasury Bond ETF $IEF
Heck Capital Advisors LLC increased its investment in the iShares 7-10 Year Treasury Bond ETF (IEF) by purchasing an additional 16,845 shares during the third quarter. This acquisition resulted in a t...
Invesco S&P 500 Momentum ETF $SPMO Shares Bought by Evolution Wealth Management Inc.
Evolution Wealth Management Inc. significantly increased its holdings of the Invesco S&P 500 Momentum ETF by 468.7% during the third quarter, purchasing an additional 6,107 shares to hold a total of 7...
Evolution Wealth Management Inc. Makes New Investment in Simplify Hedged Equity ETF $HEQT
Evolution Wealth Management Inc. acquired 57,677 shares of Simplify Hedged Equity ETF (NYSEARCA: HEQT) during the third quarter, valued at approximately $1.8 million. These newly purchased shares repr...
Dock Street Asset Management Inc. Boosts Stake in Invesco Short Term Treasury ETF $TBLL
Dock Street Asset Management Inc. increased its investment in the Invesco Short Term Treasury ETF TBLL during the third quarter by acquiring an additional 108,134 shares, for a total of 183,800 shares...
iShares MSCI Denmark ETF (BATS:EDEN) Stock Price Cross Above Fifty Day Moving Average – What’s Next?
The stock price of iShares MSCI Denmark ETF crossed above its 50 day moving average during Monday trading sessions, reaching a high of $115.7719 with the average at $111.24. The shares finished the se...
SPDR Bloomberg High Yield Bond ETF $JNK Position Raised by Cordatus Wealth Management LLC
Cordatus Wealth Management LLC significantly increased its holdings of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK) in Q3 2023. The firm's share count reached 20,481 after it bought an additional...
Vanguard FTSE All-World ex-US ETF $VEU Shares Sold by WestEnd Advisors LLC
WestEnd Advisors LLC decreased its holdings of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) in the third quarter, selling 168,628 shares and reducing its stake to 3,808,858 shares....
Vanguard FTSE Europe ETF $VGK Stock Position Lifted by GoalVest Advisory LLC
GoalVest Advisory LLC increased its holdings in Vanguard FTSE Europe ETF (VGK) by 15.4% in the third quarter, adding 12,472 shares to reach a total of 93,480 shares....
iShares MSCI USA Min Vol Factor ETF $USMV is Spreng Capital Management Inc.’s 9th Largest Position
Spreng Capital Management Inc. decreased its holdings in iShares MSCI USA Min Vol Factor ETF by selling 8,569 shares during the third quarter, resulting in an ownership of 74,812 shares. This reductio...
WestEnd Advisors LLC Buys 155,344 Shares of Vanguard Short-Term Corporate Bond ETF $VCSH
WestEnd Advisors LLC increased its stake in the Vanguard Short-Term Corporate Bond ETF (VCSH) during the third quarter. The institutional investor now holds a total of 1,390,364 shares after acquiring...
iShares 10-20 Year Treasury Bond ETF $TLH Shares Sold by Daymark Wealth Partners LLC
Daymark Wealth Partners LLC decreased its holdings of iShares 10-20 Year Treasury Bond ETF (TLH) by 31.9% in the third quarter. The firm trimmed their ownership to 55,739 shares after selling off 26,1...
Semus Wealth Partners LLC Raises Position in FT Vest Rising Dividend Achievers Target Income ETF $RDVI
Semus Wealth Partners LLC increased its holdings in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) by 16.6% during the third quarter, adding 19,855 shares to their existing position as per...
Retirement Financial Solutions LLC Makes New $5.98 Million Investment in Vanguard Extended Duration Treasury ETF $EDV
Retirement Financial Solutions LLC has invested approximately $5.976 million in the Vanguard Extended Duration Treasury ETF (EDV). The company acquired 87,300 shares of EDV during the third quarter....
Sandy Cove Advisors LLC Raises Stock Position in iShares Ultra Short-Term Bond Active ETF $ICSH
Sandy Cove Advisors LLC increased its shareholdings in iShares Ultra Short-Term Bond Active ETF by 78.5% during the third quarter, adding 12,546 shares to bring their total holdings to 28,529 shares....
2x Ether ETF (NYSEARCA:ETHU) Stock Price Up 8.8% – Time to Buy?
The stock price for 2x Ether ETF increased significantly on Friday, reaching as high as $59.87 and closing at $59.49 after a trading volume drop to 3,307,812 shares from an average of 4,530,441....
Ascent Wealth Partners LLC Raises Holdings in Invesco S&P 500 Equal Weight ETF $RSP
Ascent Wealth Partners LLC increased its holdings in the Invesco S&P 500 Equal Weight ETF (RSP) by 4.3% during the third quarter, as reported in their most recent filing with the Securities and Exchan...
Bell Bank Has $112.86 Million Position in Vanguard Total Stock Market ETF $VTI
Bell Bank reduced its holdings in Vanguard Total Stock Market ETF by selling 2,141 shares during the third quarter of 2023, resulting in ownership of 343,893 shares valued at approximately $112.86 mil...
First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) Sets New 1-Year High – Here’s Why
The First Trust Nasdaq Semiconductor ETF (FTXL) established a new one-year high on Friday with shares reaching $136.38 and closing at $135.99, marking an increase from the previous close of $129.53. T...
Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RYU) Stock Price Crosses Below Fifty Day Moving Average – Time to Sell?
The stock price of Invesco S&P 500 Equal Weight Utilities ETF (RYU) has dropped below its fifty-day moving average, reaching a low of $74.74 compared to $76.53 for the fifty-day mean....
First Pacific Financial Has $46.36 Million Stock Holdings in Vanguard Growth ETF $VUG
First Pacific Financial decreased its shareholding in Vanguard Growth ETF (NYSEARCA:VUG) during the third quarter. The firm held 96,653 shares after selling off 1,913 shares, reducing its holdings by ...
Discipline Wealth Solutions LLC Has $43.72 Million Stock Holdings in Vanguard Intermediate-Term Bond ETF $BIV
Discipline Wealth Solutions LLC increased its stock holdings of the Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 3.3% during the third quarter, adding 17,974 shares to reach a total of 559,88...
Vanguard FTSE Emerging Markets ETF $VWO Shares Sold by Econ Financial Services Corp
Econ Financial Services Corp reduced its holdings of Vanguard FTSE Emerging Markets ETF (VWO) by 92.4% during the third quarter, selling off 104,476 shares, and now holds only 8,563 shares....
Clio Asset Management LLC Acquires 44,100 Shares of SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
During the third quarter, Clio Asset Management LLC increased its holdings in SPDR Bloomberg 1-3 Month T-Bill ETF (ticker: BIL) by purchasing an additional 44,100 shares. This represents a 442.5% incr...
Vanguard S&P 500 ETF $VOO is Global Financial Private Client LLC’s 3rd Largest Position
Global Financial Private Client LLC increased its holdings of Vanguard S&P 500 ETF (VOO) by 5.5% in the third quarter, increasing its ownership to 15,743 shares after acquiring an additional 817 share...
American Century California Municipal Bond ETF (NYSEARCA:CATF) Short Interest Update
The short interest for American Century California Municipal Bond ETF (NYSEARCA:CATF) rose significantly by 25% from November 30th to December 15th, with the total number of shares shorted standing at...
iShares Core S&P Small-Cap ETF $IJR Shares Sold by Forefront Wealth Partners LLC
Forefront Wealth Partners LLC reduced its holdings of iShares Core S&P Small-Cap ETF by 67.1% in the third quarter, selling 15,455 shares to own a total of 7,588 shares....
Vanguard FTSE Emerging Markets ETF $VWO is Clark Asset Management LLC’s 4th Largest Position
Clark Asset Management LLC increased its stake in Vanguard FTSE Emerging Markets ETF (VWO) by 9.1% during the third quarter, purchasing an additional 73,650 shares to reach a total of 879,260 shares....
Vanguard FTSE Developed Markets ETF $VEA is Clark Asset Management LLC’s Largest Position
Clark Asset Management LLC increased its holdings of Vanguard FTSE Developed Markets ETF (symbol: VEA) in the third quarter by purchasing an additional 189,438 shares. This brought their total to 2,18...
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