ETF
177 articles • Page 4 of 4
Eclectic Associates Inc. ADV has increased its holdings of Vanguard Tax-Exempt Bond ETF (VTEB) by 89.5% during the third quarter, reporting ownership of 50,860 shares after acquiring an additional 24,...
Fermata Advisors LLC increased its holdings of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) by 5.9% in the third quarter, after buying an additional 12,699 shares, bringing their total to 229,59...
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...
Thrivent Financial for Lutherans has purchased 63,022 shares of Schwab Long-Term U.S. Treasury ETF (SCHQ) in the second quarter, according to an SEC filing. The transaction is valued at about $2 milli...
Dynamic Advisor Solutions LLC increased its holdings of iShares MSCI EAFE ETF (NYSEARCA:EFA) during the third quarter by purchasing an additional 5,638 shares. This represents a rise of 20.2%. The tot...
Eclectic Associates Inc. ADV increased its holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX) by acquiring an additional 67,942 shares during the third quarter, raising its total share co...
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...
Cliftonlarsonallen Wealth Advisors LLC decreased its shareholding in the iShares MSCI International Quality Factor ETF (IQLT) by 9.2% during the third quarter, selling 65,346 shares and retaining owne...
During the third quarter, Exchange Traded Concepts LLC reduced its holdings of Janus Henderson AAA CLO ETF (NYSEARCA: JAAA) by 32.8%, selling 224,396 shares and retaining ownership of 458,762 shares....
Osaic Holdings Inc. increased its holding in Innovator U.S. Small Cap Power Buffer ETF - January (BATS: KJAN) by 44.4% during the second quarter, as reported in their latest SEC filing....
Thrivent Financial for Lutherans has purchased a new stake of 17,623 shares in the Vanguard S&P Mid-Cap 400 Growth ETF (IVOG), valued at approximately $1.99 million, as reported to the SEC in their la...