Walkner Condon Financial Advisors LLC lifted its position in Nuveen ESG Large-Cap Growth ETF (BATS:NULG – Free Report) by 1.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 9,327 shares of the company’s stock after buying an additional 124 shares during […]

Walkner Condon Financial Advisors LLC grew its holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 65.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 125,860 shares of the exchange traded fund’s stock after […]

Trademark Financial Management LLC reduced its position in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 45.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 46,992 shares of the company’s stock after selling 39,580 shares during the quarter. VanEck Morningstar Wide […]

Trademark Financial Management LLC bought a new position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The fund bought 7,879 shares of the company’s stock, valued at approximately $368,000. A number of other large investors have also recently made changes […]

Walkner Condon Financial Advisors LLC purchased a new stake in Amplify Etho Climate Leadership U.S. ETF (NYSEARCA:ETHO – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 9,494 shares of the company’s stock, valued at approximately $569,000. Walkner […]

Concurrent Investment Advisors LLC grew its position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS – Free Report) by 4.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 208,021 shares of the company’s stock […]