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2026-03-07 23:00 UTC
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16 articles

Envestnet Asset Management Inc. Boosts Holdings in Dimensional Global Credit ETF $DGCB
Envestnet Asset Management Inc increased its holdings of Dimensional Global Credit ETF (DGCB) by 13.7% during the third quarter, adding an additional 81,172 shares to own a total of 673,316 shares....
Cadence Wealth Management LLC Acquires 116,203 Shares of SPDR S&P Oil & Gas Exploration & Production ETF $XOP
Cadence Wealth Management LLC significantly increased its holdings in the SPDR S&P Oil & Gas Exploration & Production ETF (Ticker: XOP) by purchasing an additional 116,203 shares during the third quar...
Drake & Associates LLC Has $12.85 Million Holdings in Invesco NASDAQ 100 ETF $QQQM
Drake & Associates LLC has increased its holdings of Invesco's NASDAQ-100 ETF (QQQM) by 4.7% during the third quarter, now holding a total of $12.85 million worth of shares after purchasing an additio...
VanEck Energy Income ETF (NYSEARCA:EINC) Trading Up 1.4% – Should You Buy?
Trading on Wednesday saw VanEck Energy Income ETF (EINC) rise by 1.4%, reaching a high of $108.54 and closing at $108.45, with approximately 5,182 shares traded, marking a slight increase from its ave...
Drake & Associates LLC Has $30.52 Million Position in SPDR Portfolio S&P 500 Growth ETF $SPYG
Drake & Associates LLC increased its holdings of the SPDR Portfolio S&P 500 Growth ETF (SPYG) by 9,702 shares during the third quarter, raising its position to a total of 285,190 shares....
Envestnet Asset Management Inc. Sells 1,425,286 Shares of Schwab US Small-Cap ETF $SCHA
In the third quarter, Envestnet Asset Management Inc. reduced its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by selling 1,425,286 shares. This resulted in ownership of 1,551,588 shares....
Invesco RAFI Strategic US ETF $IUS Shares Acquired by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. increased its holdings of Invesco RAFI Strategic US ETF (NASDAQ: IUS) in the third quarter by acquiring 87,866 additional shares, bringing its total ownership to 772,48...
CENTRAL TRUST Co Has $689,000 Stake in JPMorgan Realty Income ETF $JPRE
CENTRAL TRUST Co significantly increased its stake in the JPMorgan Realty Income ETF (NYSEARCA:JPRE) during Q3, raising holdings by over 100% to reach ownership of 14,369 shares....
CENTRAL TRUST Co Purchases 13,403 Shares of Vanguard Real Estate ETF $VNQ
CENTRAL TRUST Co increased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by buying an additional 13,403 shares during the third quarter. The firm now owns a total of 37,174 shares thanks to ...
Atria Investments Inc Sells 66,018 Shares of Pacer US Cash Cows 100 ETF $COWZ
Atria Investments Inc reduced its holding in Pacer US Cash Cows 100 ETF (COWZ) by selling 66,018 shares during the third quarter. This resulted in a new ownership position of 73,015 shares....
CENTRAL TRUST Co Has $5.15 Million Stake in Vanguard Small-Cap Growth ETF $VBK
CENTRAL TRUST Co increased its holding in Vanguard's Small-Cap Growth ETF (VBK) by 25.9% during the third quarter of 2023, adding an additional 3,560 shares to a total stake of 17,309 shares....
CENTRAL TRUST Co Grows Stock Position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF $GEM
CENTRAL TRUST Co increased its holdings in the Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) by 14.9% during the third quarter, adding an additional 15,522 shares to reach a total of 119,...
Schwab U.S. Large-Cap Value ETF $SCHV Shares Purchased by Cadence Wealth Management LLC
Cadence Wealth Management LLC increased its ownership of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 9.4% in the third quarter through additional purchases of 17,853 shares, bringing their tota...
iShares Core MSCI EAFE ETF $IEFA Stake Raised by Assetmark Inc.
Assetmark Inc. reported an increase of its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA) by 6% during the third quarter, acquiring an additional 458,177 shares to a total ownership stake of 8,040...
Drake & Associates LLC Boosts Stake in Fidelity Total Bond ETF $FBND
Drake & Associates LLC increased its ownership of Fidelity Total Bond ETF (NYSEARCA:FBND) by 14.3% during the third quarter, adding 104,664 more shares to its existing holdings, as per its latest Form...
SPDR Portfolio S&P 600 Small Cap ETF $SPSM Shares Acquired by Aspire Capital Advisors LLC
Aspire Capital Advisors LLC increased its stake in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA: SPSM) by purchasing an additional 25,607 shares in the third quarter, raising total ownership to 205,...