Capital Investment Advisory Services LLC increased its holdings in Innovator U.S. Equity Buffer ETF – June (BATS:BJUN – Free Report) by 0.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,017 shares of the company’s stock after purchasing an additional 332 shares […]
Capital Investment Advisory Services LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 21,640 shares of the company’s stock after selling 103 shares during the quarter. iShares […]
MCF Advisors LLC trimmed its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 8.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,151 shares of the company’s stock after selling 1,182 shares during the quarter. MCF Advisors LLC’s holdings […]
Institute for Wealth Management LLC. decreased its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 2.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 28,719 shares of the company’s stock after selling 640 shares during the period. Institute for Wealth Management LLC.’s holdings in Invesco S&P 500 Quality […]
Global Wealth Management Investment Advisory Inc. decreased its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,348 shares of the company’s stock after selling 1,230 shares during the […]
Bfsg LLC reduced its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 15.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,357 shares of the company’s stock after selling 815 shares during the period. Bfsg LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $240,000 as of its […]
Brighton Jones LLC lifted its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 42.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,831 shares of the exchange traded fund’s stock after purchasing an additional 7,460 shares during the […]
Dohj LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 710.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 34,098 shares of the exchange traded fund’s stock after buying an additional 29,889 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 1.1% of Dohj LLC’s […]
Syon Capital LLC decreased its holdings in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,130 shares of the company’s stock after selling 566 shares during the quarter. […]
CapWealth Advisors LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,488 shares of the company’s stock after selling 170 shares during the period. CapWealth Advisors […]
Golden State Equity Partners grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 9,311 shares of the exchange traded fund’s stock after acquiring an additional 544 shares during the period. Golden State Equity Partners’ holdings in iShares […]
NewSquare Capital LLC grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 321,863 shares of the company’s stock after buying an additional 8,654 shares during the quarter. Vanguard […]