ORG Partners LLC increased its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,087 shares of the company’s stock after purchasing an additional 271 shares during the quarter. […]

Sound Income Strategies LLC lifted its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 239.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 95 shares of the company’s stock after purchasing an additional 67 shares during the period. Sound […]

Concourse Financial Group Securities Inc. raised its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 8.6% during the 3rd quarter, Holdings Channel.com reports. The fund owned 11,134 shares of the company’s stock after purchasing an additional 877 shares during the quarter. Concourse Financial Group Securities Inc.’s holdings in […]

Iams Wealth Management LLC grew its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 3.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,540 shares of the exchange traded fund’s stock after acquiring an additional 105 […]

Exchange Traded Concepts LLC cut its holdings in shares of Varonis Systems, Inc. (NASDAQ:VRNS – Free Report) by 20.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,533 shares of the technology company’s stock after selling 9,883 shares during the quarter. Exchange Traded Concepts […]

Fiduciary Alliance LLC grew its position in shares of Celsius Holdings, Inc. (NASDAQ:CELH – Free Report) by 17.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 11,384 shares of the company’s stock after purchasing an additional 1,711 shares during the quarter. Fiduciary Alliance LLC’s […]

Redhawk Wealth Advisors Inc. bought a new stake in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,394 shares of the company’s stock, valued at approximately $255,000. Several other institutional investors also recently made changes […]

Novare Capital Management LLC boosted its position in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 3.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 129,728 shares of the company’s stock after buying an additional 3,865 […]

Novare Capital Management LLC lifted its stake in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 2.0% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 162,834 shares of the company’s stock after purchasing an additional 3,128 shares during the period. […]

Empirical Asset Management LLC boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,699 shares of the healthcare conglomerate’s stock after buying an additional 87 shares during the quarter. UnitedHealth Group […]

High Net Worth Advisory Group LLC boosted its position in shares of Vanguard Industrials ETF (NYSEARCA:VIS – Free Report) by 22.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,168 shares of the company’s stock after acquiring an additional 763 shares during the […]

Novare Capital Management LLC grew its stake in shares of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT – Free Report) by 6.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 153,955 shares of the company’s stock after acquiring an additional […]

Armstrong Advisory Group Inc. decreased its holdings in HubSpot, Inc. (NYSE:HUBS – Free Report) by 28.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,041 shares of the software maker’s stock after selling 412 shares during the quarter. Armstrong Advisory Group Inc.’s […]

Compagnie Lombard Odier SCmA lessened its stake in Citigroup Inc. (NYSE:C – Free Report) by 39.0% during the third quarter, HoldingsChannel reports. The institutional investor owned 3,540 shares of the company’s stock after selling 2,263 shares during the period. Compagnie Lombard Odier SCmA’s holdings in Citigroup were worth $222,000 at the end of the most […]

Exchange Traded Concepts LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,332 shares of the healthcare conglomerate’s stock after selling 1,474 shares during the period. Exchange Traded Concepts LLC’s holdings […]

High Net Worth Advisory Group LLC lessened its holdings in HubSpot, Inc. (NYSE:HUBS – Free Report) by 2.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,620 shares of the software maker’s stock after selling 182 shares during the period. HubSpot […]

Paladin Wealth LLC acquired a new position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 27,665 shares of the company’s stock, valued at approximately $1,656,000. First Trust Enhanced Short Maturity ETF […]

Exchange Traded Concepts LLC trimmed its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 13.4% during the 3rd quarter, Holdings Channel reports. The fund owned 79,495 shares of the company’s stock after selling 12,298 shares during the period. Exchange Traded Concepts LLC’s holdings in JPMorgan Equity Premium Income ETF […]

Koshinski Asset Management Inc. reduced its position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 3.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,663 shares of the company’s stock after selling 847 shares […]

Koshinski Asset Management Inc. reduced its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.5% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 8,873 shares of the healthcare conglomerate’s stock after selling 227 shares during the period. Koshinski Asset Management Inc.’s holdings in UnitedHealth Group […]

Wagner Wealth Management LLC raised its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 1.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 325,045 shares of the company’s stock after purchasing an additional 5,983 shares during […]

Webster Bank N. A. reduced its holdings in shares of Invesco BulletShares 2026 Municipal Bond ETF (NASDAQ:BSMQ – Free Report) by 30.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,442 shares of the company’s stock after selling 5,918 shares during […]

Sound Income Strategies LLC increased its holdings in iShares Micro-Cap ETF (NYSEARCA:IWC – Free Report) by 7,798.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,635 shares of the exchange traded fund’s stock after buying an additional 6,551 shares during the period. […]