Raleigh Capital Management Inc. lowered its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,680 shares of the company’s stock after selling 39 shares during the quarter. Raleigh […]

Tull Financial Group Inc. bought a new position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 28,888 shares of the company’s stock, valued at approximately $1,466,000. JPMorgan Ultra-Short […]

Bayshore Asset Management LLC reduced its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 0.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 76,649 shares of the exchange traded fund’s stock after selling 327 shares during the […]

Horst & Graben Wealth Management LLC bought a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 898 shares of the exchange traded fund’s stock, valued at approximately $218,000. A number of other hedge […]

Maple Capital Management Inc. cut its stake in Prologis, Inc. (NYSE:PLD – Free Report) by 3.5% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,310 shares of the real estate investment trust’s stock after selling 85 shares during the quarter. Maple Capital Management […]

Venture Visionary Partners LLC lifted its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 4.9% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 72,529 shares of the company’s stock after buying an additional 3,366 shares during the period. […]

Stewardship Advisors LLC acquired a new position in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 7,061 shares of the company’s stock, valued at approximately $299,000. Stewardship Advisors LLC owned approximately 0.05% of Dimensional […]

Stewardship Advisors LLC purchased a new position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 12,602 shares of the company’s stock, valued at approximately $621,000. Other institutional investors […]

Sharkey Howes & Javer increased its holdings in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 55.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,359 shares of the company’s stock after buying an additional 23,949 shares […]

Wealth Effects LLC boosted its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 14.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 34,400 shares of the company’s stock after buying an additional 4,383 shares during the […]

Wealth Effects LLC lowered its stake in FS KKR Capital Corp. (NYSE:FSK – Free Report) by 36.6% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 23,540 shares of the company’s stock after selling 13,610 shares during the period. Wealth Effects LLC’s holdings in FS […]

Castleview Partners LLC grew its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 4.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,440 shares of the financial services provider’s stock after buying an additional 109 shares during the quarter. […]

Marino Stram & Associates LLC acquired a new stake in Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,717 shares of the company’s stock, valued at approximately $208,000. A number […]

Stewardship Advisors LLC bought a new stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 14,284 shares of the company’s stock, valued at approximately $718,000. A number of other institutional investors have also […]

Crew Capital Management Ltd. reduced its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 60.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,614 shares of the company’s stock after selling 5,426 shares during the period. Crew […]

Prio Wealth Limited Partnership cut its position in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 2.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 71,928 shares of the business services provider’s stock after selling 2,030 shares during the […]