Retirement Planning Group LLC boosted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 0.8% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 46,481 shares of the company’s stock after purchasing an additional 349 shares during the period. Retirement Planning Group […]

Exchange Traded Concepts LLC reduced its position in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 11.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 450,749 shares of the company’s stock after selling 60,326 shares during the period. Invesco NASDAQ 100 ETF accounts for approximately […]

Retirement Planning Group LLC increased its holdings in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 102.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 940,971 shares of the company’s stock after acquiring an additional 475,180 shares during […]

Retirement Planning Group LLC trimmed its position in shares of JPMorgan US Value Factor ETF (NYSEARCA:JVAL – Free Report) by 43.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 74,812 shares of the company’s stock after selling 57,578 shares during the quarter. Retirement Planning […]

CVA Family Office LLC lifted its position in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 6.6% during the third quarter, Holdings Channel reports. The firm owned 57,980 shares of the company’s stock after acquiring an additional 3,578 shares during the period. CVA Family Office LLC’s holdings in Dimensional Emerging […]

AFS Financial Group LLC lessened its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 57.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,859 shares of the company’s stock after selling 11,762 shares during the period. Fidelity Total Bond ETF makes up […]

Professional Financial Advisors LLC raised its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 2.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,409 shares of the company’s stock after acquiring an additional 541 […]

McGlone Suttner Wealth Management Inc. cut its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 34.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 15,111 shares of the company’s stock after selling 7,792 shares during the period. McGlone […]

Retirement Planning Group LLC grew its position in shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 12.2% during the third quarter, Holdings Channel.com reports. The fund owned 212,826 shares of the company’s stock after purchasing an additional 23,114 shares during the quarter. Fidelity High Dividend ETF comprises 0.6% of Retirement Planning Group […]

Concourse Financial Group Securities Inc. reduced its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 5.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 215,064 shares of the company’s stock after selling 11,778 shares during the […]

Sound Income Strategies LLC lifted its stake in VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF – Free Report) by 4.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 292,588 shares of the company’s stock after purchasing an additional 13,139 […]

Professional Financial Advisors LLC boosted its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 10.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,863 shares of the exchange traded fund’s stock after acquiring an additional 935 […]

InTrack Investment Management Inc lowered its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 9.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,345 shares of the exchange traded fund’s stock after selling 3,331 shares during […]

Fiduciary Financial Group LLC purchased a new stake in Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 600 shares of the company’s stock, valued at approximately $200,000. Other institutional investors and hedge funds have also added […]

Montis Financial LLC boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,323 shares of the exchange traded fund’s stock after buying an additional 61 shares during the quarter. […]

Montis Financial LLC raised its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 4.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,419 shares of the company’s stock after acquiring an additional 277 shares during the […]

Silverlake Wealth Management LLC lifted its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 29.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,663 shares of the company’s stock after acquiring an additional […]

Concourse Financial Group Securities Inc. lessened its stake in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 3.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 153,570 shares of the company’s stock after selling 5,349 shares during the quarter. […]

Code Waechter LLC bought a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 929 shares of the company’s stock, valued at approximately $263,000. Other institutional investors […]

Brown Miller Wealth Management LLC cut its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 30,532 shares of the company’s stock after selling 591 shares during […]

Evexia Wealth LLC grew its holdings in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 15.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 49,692 shares of the company’s stock after acquiring an additional 6,577 shares during the quarter. Evexia Wealth […]

Mendota Financial Group LLC lowered its position in shares of Humana Inc. (NYSE:HUM – Free Report) by 40.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 190 shares of the insurance provider’s stock after selling 129 shares during the period. Mendota Financial Group LLC’s […]

OxenFree Capital LLC increased its stake in Virtus Seix Senior Loan ETF (NYSEARCA:SEIX – Free Report) by 8.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 37,860 shares of the company’s stock after purchasing an additional 2,945 shares during the quarter. Virtus Seix […]

BWM Planning LLC purchased a new position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 8,163 shares of the company’s stock, valued at approximately $613,000. A number of other institutional investors have also added […]

BWM Planning LLC purchased a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 39,411 shares of the company’s stock, valued at approximately $3,076,000. iShares Core MSCI EAFE ETF makes up […]

Beaumont Financial Advisors LLC grew its position in shares of Fidelity MSCI Materials Index ETF (NYSEARCA:FMAT – Free Report) by 13.2% during the third quarter, according to its most recent filing with the SEC. The firm owned 27,216 shares of the company’s stock after acquiring an additional 3,175 shares during the period. Beaumont Financial Advisors […]

Beaumont Financial Advisors LLC lowered its stake in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 1.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 47,347 shares of the exchange traded fund’s stock after selling 480 shares during […]

Castle Rock Wealth Management LLC bought a new position in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 24,713 shares of the company’s stock, valued at approximately $2,263,000. A number of […]

Charles Schwab Trust Co boosted its position in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 9.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 318,947 shares of the company’s stock after buying an additional 26,278 shares […]

Charles Schwab Trust Co purchased a new position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 1,954 shares of the company’s stock, valued at approximately $251,000. Other hedge funds also […]

Dynamic Advisor Solutions LLC cut its holdings in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 2.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,927 shares of the exchange traded fund’s stock after selling 363 shares during the period. Dynamic Advisor Solutions LLC’s holdings […]

Evexia Wealth LLC boosted its position in Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO – Free Report) by 16.7% during the third quarter, Holdings Channel.com reports. The institutional investor owned 82,746 shares of the company’s stock after purchasing an additional 11,812 shares during the period. Evexia Wealth LLC’s holdings in Invesco BulletShares 2024 Corporate Bond […]

Fermata Advisors LLC grew its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 6.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,412 shares of the exchange traded fund’s stock after buying an additional 458 shares during the […]

Hudson Capital Management LLC decreased its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 2.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,998 shares of the exchange traded fund’s stock after selling 152 shares […]

Beaumont Financial Advisors LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,442 shares of the exchange traded fund’s stock after buying an additional 106 shares during the period. Beaumont Financial […]

Keeler & Nadler Financial Planning & Wealth Management lowered its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 9.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,248 shares of the company’s stock after selling 1,659 shares during the […]

Keeler & Nadler Financial Planning & Wealth Management lowered its stake in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Free Report) by 21.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,626 shares of the company’s […]

Marcum Wealth LLC lowered its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 7.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,070 shares of the company’s stock after selling 1,004 shares during the period. Marcum Wealth LLC’s holdings in […]

McNamara Financial Services Inc. grew its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 129,139 shares of the company’s stock after buying an additional 329 shares during the period. Vanguard FTSE Developed Markets ETF […]

Moisand Fitzgerald Tamayo LLC bought a new position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 500 shares of the company’s stock, valued at approximately $64,000. Other hedge funds […]

PPS&V Asset Management Consultants Inc. acquired a new position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 895 shares of the exchange traded fund’s stock, valued at approximately $218,000. Several other hedge funds have […]

Priebe Wealth Holdings LLC grew its position in shares of abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 8.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,100 shares of the company’s stock after acquiring an additional 750 […]

Rappaport Reiches Capital Management LLC lowered its stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 2.2% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 50,307 shares of the company’s stock after selling 1,116 shares during the quarter. Rappaport Reiches Capital Management LLC’s holdings in Schwab Emerging Markets Equity […]

Requisite Capital Management LLC boosted its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 42.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,104,337 shares of the company’s stock after buying an additional 327,611 shares during […]

Stephens Group Asset Management LLC decreased its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 1.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 670,188 shares of the company’s stock after selling 6,489 shares during the period. iShares Russell Mid-Cap Value ETF makes up 7.4% of Stephens Group Asset Management […]

TAP Consulting LLC decreased its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.2% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 13,243 shares of the exchange traded fund’s stock after selling 440 shares during the period. TAP Consulting LLC’s holdings in SPDR […]

TAP Consulting LLC reduced its stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 1.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,220 shares of the exchange traded fund’s stock after selling 84 shares during the period. […]

USA Financial Formulas lowered its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 14.4% during the third quarter, Holdings Channel reports. The fund owned 4,410 shares of the exchange traded fund’s stock after selling 739 shares during the quarter. USA Financial Formulas’ holdings in Vanguard FTSE Emerging Markets ETF […]

Watts Gwilliam & Co. LLC bought a new position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 3,402 shares of the company’s stock, valued at approximately $375,000. Other institutional investors and […]

West Coast Financial LLC boosted its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 4.8% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 8,010 shares of the exchange traded fund’s stock after purchasing an additional 365 shares during the period. West Coast Financial LLC’s […]