J.W. Cole Advisors Inc. lifted its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 410,679 shares of the company’s stock after purchasing an additional 13,899 shares during the […]

J.W. Cole Advisors Inc. trimmed its stake in Vanguard Industrials ETF (NYSEARCA:VIS – Free Report) by 1.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 42,602 shares of the company’s stock after selling 538 shares during the quarter. J.W. Cole Advisors Inc. […]

Alpha Financial Partners LLC acquired a new stake in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,547 shares of the company’s stock, valued at approximately $646,000. Other […]

J.W. Cole Advisors Inc. raised its position in JPMorgan US Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 2.1% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 93,057 shares of the company’s stock after acquiring an additional 1,908 shares during the period. J.W. Cole Advisors Inc. owned […]

J.W. Cole Advisors Inc. grew its stake in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 20.4% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 119,949 shares of the company’s stock after acquiring an additional 20,310 shares during the quarter. […]

CWC Advisors LLC. purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 419 shares of the company’s stock, valued at approximately $242,000. Other hedge […]

J.W. Cole Advisors Inc. increased its position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 1.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 63,576 shares of the company’s stock after buying an additional 1,168 […]

J.W. Cole Advisors Inc. lifted its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 32,444 shares of the company’s stock after purchasing an additional 363 shares during the quarter. J.W. Cole […]

J.W. Cole Advisors Inc. lifted its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 110,074 shares of the company’s stock after acquiring an additional 1,894 shares during the period. Vanguard Dividend […]

Moody Lynn & Lieberson LLC lifted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 16.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 181,165 shares of the company’s stock after purchasing an additional 25,850 shares during […]

Joel Isaacson & Co. LLC grew its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 24.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 24,033 shares of the exchange traded fund’s stock after purchasing an additional 4,707 shares during the quarter. […]

Joel Isaacson & Co. LLC increased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.4% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,153,657 shares of the company’s stock after buying an additional 26,549 shares during the period. Vanguard Dividend […]