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2026-01-19 01:38 UTC
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Osaic Holdings Inc. Grows Position in Invesco Large Cap Growth ETF $PWB
In the second quarter, Osaic Holdings Inc. increased its investment in Invesco Large Cap Growth ETF (PWB) by 82.8%, adding an additional 36,773 shares to a total of 81,174 shares....
F&V Capital Management LLC Invests $582,000 in Vanguard Total World Stock ETF $VT
F&V Capital Management LLC purchased 4,220 shares of the Vanguard Total World Stock ETF during the third quarter. The investment's value is approximately $582,000....
iShares Treasury Floating Rate Bond ETF $TFLO Shares Sold by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC reduced its holdings of iShares Treasury Floating Rate Bond ETF (NYSEARCA: TFLO) by 20.8% in the third quarter, selling off 18,855 shares and holding a total of 71,963 sh...
Dimensional International Value ETF $DFIV is Eclectic Associates Inc. ADV’s 5th Largest Position
Eclectic Associates Inc. ADV increased its holdings in Dimensional International Value ETF (NYSEARCA: DFIV) by 42.6% during the third quarter, according to a recent SEC filing. The company now holds 6...
Dimensional US Large Cap Value ETF $DFLV Shares Acquired by Eclectic Associates Inc. ADV
Eclectic Associates Inc. ADV increased its holdings in Dimensional US Large Cap Value ETF (DFLV) by 52.8% during the third quarter, increasing ownership to 379,320 shares through an additional acquisi...
PIMCO Multi Sector Bond Active ETF $PYLD Shares Purchased by Eclectic Associates Inc. ADV
During the third quarter, Eclectic Associates Inc., an investment firm under ADV management, increased its holdings in PIMCO's Multi Sector Bond Active ETF (PYLD) by 55.4%, purchasing an additional 18...
Cypress Financial Planning LLC Acquires 28,438 Shares of VanEck Fallen Angel High Yield Bond ETF $ANGL
Cypress Financial Planning LLC has increased its holdings in the VanEck Fallen Angel High Yield Bond ETF (ANGL) by purchasing an additional 28,438 shares during the third quarter. The total number of ...
Pacer Global Cash Cows Dividend ETF $GCOW Shares Sold by Fermata Advisors LLC
Fermata Advisors LLC decreased its holdings of Pacer Global Cash Cows Dividend ETF (BATS:GCOW) in the third quarter, reducing its position by 13.1% after selling off 14,298 shares, thus ending up with...
Vanguard Small-Cap ETF $VB is GRIMES & Co WEALTH MANAGEMENT LLC’s 2nd Largest Position
GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings of Vanguard Small-Cap ETF (VB) by 84.8% in the third quarter, according to their latest SEC filing. The firm now owns 1,078,309 shares after ac...
Valmark Advisers Inc. Acquires New Shares in Capital Group New Geography Equity ETF $CGNG
Valmark Advisers Inc. purchased 21,457 shares of the Capital Group New Geography Equity ETF (NYSEARCA: CGNG) during the third quarter, totalling approximately $663,000, increasing its stake to about 0...
iShares Global 100 ETF (NYSEARCA:IOO) Hits New 1-Year High – Still a Buy?
The iShares Global 100 ETF (NYSEARCA: IOO) reached a new one-year high of $128.70 on Thursday, with the last traded price at $128.00 and a trading volume of 308,047 shares....
Semus Wealth Partners LLC Raises Stake in Goldman Sachs Nasdaq 100 Core Premium Income ETF $GPIQ
Semus Wealth Partners LLC has increased its holdings in the Goldman Sachs NASDAQ-100 Core Premium Income ETF (GPIQ) by purchasing an additional 17,921 shares during the third quarter. This brings thei...
Altfest L J & Co. Inc. Purchases 3,806 Shares of Vanguard Total Stock Market ETF $VTI
In the third quarter, Altfest L J & Co. Inc. increased its holdings in Vanguard Total Stock Market ETF (VTI) by 76.4%. The firm's ownership rose to 8,788 shares after purchasing an additional 3,806 sh...
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...
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....
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...
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 ...
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