Castle Rock Wealth Management LLC raised its holdings in shares of Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) by 2.1% during the third quarter, HoldingsChannel reports. The fund owned 29,833 shares of the company’s stock after purchasing an additional 602 shares during the quarter. Castle Rock Wealth Management LLC’s holdings […]

Castle Rock Wealth Management LLC raised its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 5.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,576 shares of the exchange traded fund’s stock after buying an additional […]

Agate Pass Investment Management LLC lifted its stake in shares of Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) by 8.5% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 1,276 shares of the company’s stock after buying an additional 100 shares during the quarter. […]

Brookstone Capital Management grew its stake in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 9.9% during the 3rd quarter, Holdings Channel reports. The firm owned 11,368 shares of the company’s stock after buying an additional 1,024 shares during the period. Brookstone Capital Management’s holdings in Vanguard Mega Cap Growth ETF […]

LVW Advisors LLC lowered its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 1.8% during the 3rd quarter, Holdings Channel reports. The fund owned 466,478 shares of the company’s stock after selling 8,543 shares during the period. Vanguard Russell 1000 Growth ETF makes up approximately 5.7% of LVW Advisors […]

GAMMA Investing LLC lifted its stake in shares of The Trade Desk, Inc. (NASDAQ:TTD – Free Report) by 16.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,117 shares of the technology company’s stock after purchasing an additional 293 shares during the quarter. GAMMA […]

Castle Rock Wealth Management LLC cut its stake in shares of Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR – Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 71,833 shares of the company’s stock after selling […]

Beaumont Financial Advisors LLC increased its holdings in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 3.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 25,639 shares of the company’s stock after buying an additional 753 shares during […]