Catalyst Financial Partners LLC reduced its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 8.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,472 shares of the company’s stock after selling 128 shares during the […]

Summit Wealth Partners LLC raised its holdings in shares of First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI – Free Report) by 61.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 178,813 shares of the company’s stock after buying an […]

Principal Securities Inc. increased its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 21.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 142,304 shares of the company’s stock after purchasing an additional 24,849 shares during the quarter. Principal […]

Penobscot Wealth Management boosted its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 9.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 14,560 shares of the exchange traded fund’s stock after buying an additional 1,303 shares during the period. Vanguard Information […]

United Asset Strategies Inc. reduced its position in SPDR S&P Capital Markets ETF (NYSEARCA:KCE – Free Report) by 69.8% 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 1,866 shares of the company’s stock after selling 4,323 shares during […]

Goldstone Financial Group LLC purchased a new position in shares of VanEck Floating Rate ETF (NYSEARCA:FLTR – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 7,936 shares of the company’s stock, valued at approximately $202,000. Other institutional investors and hedge […]

Summit Wealth Partners LLC raised its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 18.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 73,470 shares of the company’s stock after purchasing an additional […]

SteelPeak Wealth LLC raised its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 6.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,134 shares of the company’s stock after acquiring an additional 394 shares during the quarter. […]

Diversify Wealth Management LLC bought a new stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 2,078 shares of the company’s stock, valued at approximately $431,000. Several other hedge funds and […]

Tilson Financial Group Inc. purchased a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 1,942 shares of the company’s stock, valued at approximately $520,000. Several other large investors […]

Solidarity Wealth LLC grew its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 26.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,596 shares of the company’s stock after purchasing an additional 972 shares during the quarter. […]

Austin Wealth Management LLC grew its holdings in Avantis Emerging Markets Value ETF (NYSEARCA:AVES – Free Report) by 14.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 100,164 shares of the company’s stock after acquiring an additional 12,366 shares during the period. Avantis […]

Austin Wealth Management LLC lowered its stake in shares of SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 1.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 96,316 shares of the company’s stock after selling 1,713 shares during […]

Voisard Asset Management Group Inc. boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2,533.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 395 shares of the company’s stock after acquiring an additional […]

Catalyst Financial Partners LLC raised its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,113 shares of the company’s stock after acquiring an additional 85 shares during […]

Hudson Valley Investment Advisors Inc. ADV lowered its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 0.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 74,960 shares of the financial services provider’s stock after selling 699 shares during the period. Hudson Valley […]

Financial Advocates Investment Management increased its holdings in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 16.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 130,486 shares of the company’s stock after purchasing an additional 18,503 […]

Highline Wealth Partners LLC acquired a new stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 569 shares of the exchange traded fund’s stock, valued at approximately $56,000. Several other […]

Highline Wealth Partners LLC acquired a new position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 352 shares of the company’s stock, valued at approximately $45,000. Several other hedge […]

Pathway Financial Advisers LLC lowered its position in shares of Invesco CEF Income Composite ETF (NYSEARCA:PCEF – Free Report) by 87.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,624 shares of the company’s stock after selling 51,015 shares during the quarter. Pathway […]

JFS Wealth Advisors LLC cut its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 10.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 260,412 shares of the company’s stock after selling 30,736 shares during the quarter. JPMorgan Ultra-Short […]

Lodestar Private Asset Management LLC reduced its position in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 25.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 4,047 shares of the company’s stock after selling 1,397 shares during the period. Lodestar Private Asset Management LLC’s holdings […]

Mutual Advisors LLC grew its stake in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 115.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 184,699 shares of the company’s stock after purchasing an additional 98,894 shares during […]