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 […]

Castle Rock Wealth Management LLC boosted its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,829 shares of the exchange traded fund’s stock after acquiring an additional 492 shares during the […]

Castle Rock Wealth Management LLC acquired a new stake in Global X 1-3 Month T-Bill ETF (NYSEARCA:CLIP – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 10,234 shares of the company’s stock, valued at approximately $1,025,000. Castle Rock Wealth Management […]

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 […]

Fermata Advisors LLC lifted its position in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE – Free Report) by 11.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,493 shares of the company’s stock after buying an additional 2,079 shares during the quarter. […]

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 […]

Brookstone Capital Management decreased its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) by 0.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 108,465 shares of the company’s stock after selling 583 shares during […]

Brookstone Capital Management decreased its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – November (BATS:UNOV – Free Report) by 1.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 78,165 shares of the company’s stock after selling 1,208 shares during the quarter. […]