JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Acquired by Cerro Pacific Wealth Advisors LLC
Cerro Pacific Wealth Advisors LLC lifted its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 1.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 124,984 shares of the company’s stock after buying an additional 1,835 shares during the quarter. […]
Hudson Capital Management LLC Grows Stock Holdings in Pimco Total Return ETF (NYSEARCA:BOND)
Hudson Capital Management LLC grew its stake in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 1.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 304,114 shares of the exchange traded fund’s stock after purchasing an additional 3,098 shares […]
Cerro Pacific Wealth Advisors LLC Buys 458 Shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG)
Cerro Pacific Wealth Advisors LLC raised its stake in SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Free Report) by 1.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 26,222 shares of the company’s stock after acquiring an additional 458 shares during […]
Rappaport Reiches Capital Management LLC Has $18.44 Million Stock Position in Vanguard Total International Bond ETF (NASDAQ:BNDX)
Rappaport Reiches Capital Management LLC lifted its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 366,752 shares of the company’s stock after acquiring an additional 8,929 shares […]
Fermata Advisors LLC Grows Stock Holdings in SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR)
Fermata Advisors LLC grew its position in shares of SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR – Free Report) by 50.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,165 shares of the company’s stock after purchasing an additional […]
SPDR Gold MiniShares Trust (NYSEARCA:GLDM) is Hudson Capital Management LLC’s 8th Largest Position
Hudson Capital Management LLC cut its stake in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 3.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 143,252 shares of the company’s stock after selling 5,077 shares during the quarter. SPDR Gold MiniShares Trust comprises 2.4% of Hudson Capital Management LLC’s holdings, making the […]
LVW Advisors LLC Sells 131,651 Shares of Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF)
LVW Advisors LLC cut its stake in shares of Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF – Free Report) by 73.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 48,283 shares of the company’s stock after selling 131,651 shares during the quarter. […]
Castle Rock Wealth Management LLC Reduces Holdings in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA)
Castle Rock Wealth Management LLC lessened its holdings in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 21.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 46,906 shares of the company’s stock after selling 12,926 shares during the period. Castle […]
Castle Rock Wealth Management LLC Has $1.27 Million Position in Invesco Senior Loan ETF (NYSEARCA:BKLN)
Castle Rock Wealth Management LLC trimmed its position in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 54.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 60,349 shares of the exchange traded fund’s stock after selling 72,495 shares during the […]
West Coast Financial LLC Has $255,000 Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)
West Coast Financial LLC reduced its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 29.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 484 shares of the company’s stock after selling 200 shares during the quarter. West Coast Financial LLC’s holdings […]
Strategic Wealth Partners Ltd. Trims Holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)
Strategic Wealth Partners Ltd. lowered its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 12.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,054 shares of the company’s stock after selling 1,014 shares during the quarter. Strategic Wealth Partners […]
Capital Insight Partners LLC Grows Stock Position in iShares National Muni Bond ETF (NYSEARCA:MUB)
Capital Insight Partners LLC grew its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 250,278 shares of the exchange traded fund’s stock after purchasing an […]
last updated on 11 Oct 22:17