Castle Rock Wealth Management LLC raised its holdings in shares of Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) by 2.1% during the third quarter, HoldingsChannel reports. The fund owned 29,833 shares of the company’s stock after purchasing an additional 602 shares during the quarter. Castle Rock Wealth Management LLC’s holdings […]

Brookstone Capital Management grew its stake in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 9.9% during the 3rd quarter, Holdings Channel reports. The firm owned 11,368 shares of the company’s stock after buying an additional 1,024 shares during the period. Brookstone Capital Management’s holdings in Vanguard Mega Cap Growth ETF […]

Diversified Trust Co cut its holdings in Old National Bancorp (NASDAQ:ONB – Free Report) by 3.3% during the 3rd quarter, Holdings Channel.com reports. The fund owned 24,377 shares of the bank’s stock after selling 830 shares during the quarter. Diversified Trust Co’s holdings in Old National Bancorp were worth $455,000 at the end of the […]

Castle Rock Wealth Management LLC cut its stake in shares of Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR – Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 71,833 shares of the company’s stock after selling […]

LVW Advisors LLC lowered its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 1.8% during the 3rd quarter, Holdings Channel reports. The fund owned 466,478 shares of the company’s stock after selling 8,543 shares during the period. Vanguard Russell 1000 Growth ETF makes up approximately 5.7% of LVW Advisors […]

Moisand Fitzgerald Tamayo LLC lessened its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 7.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,332 shares of the company’s stock after selling 265 shares during the quarter. Moisand […]

Castle Rock Wealth Management LLC lifted its holdings in Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) by 1.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,077 shares of the financial services provider’s stock after buying an additional 471 […]