Beaumont Financial Advisors LLC cut its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 52,693 shares of the company’s stock after selling 1,411 shares during the quarter. Beaumont Financial […]

Beaumont Financial Advisors LLC boosted its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,107 shares of the exchange traded fund’s stock after buying an additional 54 shares […]

TAP Consulting LLC reduced its stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 1.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,220 shares of the exchange traded fund’s stock after selling 84 shares during the period. […]

LVW Advisors LLC lessened its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 4.1% in the third quarter, HoldingsChannel reports. The fund owned 13,539 shares of the exchange traded fund’s stock after selling 573 shares during the quarter. LVW Advisors LLC’s holdings in iShares U.S. Technology ETF were worth $2,053,000 as of […]

Dynamic Advisor Solutions LLC cut its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,226 shares of the company’s stock after selling 185 shares during the period. Dynamic Advisor Solutions LLC’s […]

Mather Group LLC. decreased its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 13.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,821 shares of the company’s stock after selling 281 shares during the quarter. Mather Group […]

Dynamic Advisor Solutions LLC cut its holdings in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 2.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,927 shares of the exchange traded fund’s stock after selling 363 shares during the period. Dynamic Advisor Solutions LLC’s holdings […]

TAP Consulting LLC reduced its position in shares of Simplify Health Care ETF (NYSEARCA:PINK – Free Report) by 8.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 65,823 shares of the company’s stock after selling 6,055 shares during the quarter. […]

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 […]

BWM Planning LLC purchased a new position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 7,685 shares of the company’s stock, valued at approximately $779,000. A number of other large investors have […]

Cypress Wealth Services LLC trimmed its position in iShares Global Energy ETF (NYSEARCA:IXC – Free Report) by 19.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,741 shares of the company’s stock after selling 2,341 shares during the quarter. Cypress Wealth Services LLC’s […]

Stephens Group Asset Management LLC decreased its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 1.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 670,188 shares of the company’s stock after selling 6,489 shares during the period. iShares Russell Mid-Cap Value ETF makes up 7.4% of Stephens Group Asset Management […]

West Coast Financial LLC cut its position in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB – Free Report) by 9.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 19,439 shares of the company’s stock after selling 2,133 shares during the period. West Coast Financial LLC’s holdings in iShares Morningstar U.S. Equity […]

Cerro Pacific Wealth Advisors LLC lifted its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 1.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 124,984 shares of the company’s stock after buying an additional 1,835 shares during the quarter. […]

Marcum Wealth LLC lowered its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 7.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,070 shares of the company’s stock after selling 1,004 shares during the period. Marcum Wealth LLC’s holdings in […]

TAP Consulting LLC lifted its holdings in shares of Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) by 8.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,856 shares of the company’s stock after buying an additional 4,336 shares during the […]

UMB Bank n.a. lessened its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 10.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 41,361 shares of the exchange traded fund’s stock after selling 4,983 shares during the quarter. UMB Bank n.a.’s holdings in iShares Russell 1000 Value ETF were worth […]

Capital Insight Partners LLC cut its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 16.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,365 shares of the company’s stock after selling 680 shares during the period. […]

Hoese & Co LLP decreased its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 5.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,392 shares of the exchange traded fund’s stock after selling 390 shares during the […]

Beaumont Financial Advisors LLC grew its position in shares of Fidelity MSCI Materials Index ETF (NYSEARCA:FMAT – Free Report) by 13.2% during the third quarter, according to its most recent filing with the SEC. The firm owned 27,216 shares of the company’s stock after acquiring an additional 3,175 shares during the period. Beaumont Financial Advisors […]

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 […]

New England Professional Planning Group Inc. boosted its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 10.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,016 shares of the company’s stock after purchasing an additional 730 shares during […]

Fermata Advisors LLC boosted its stake in shares of iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) by 6.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 83,231 shares of the company’s stock after purchasing an additional 5,201 shares […]

Fermata Advisors LLC lifted its position in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE – Free Report) by 11.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,493 shares of the company’s stock after buying an additional 2,079 shares during the quarter. […]

Beaumont Financial Advisors LLC cut its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 2.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 62,652 shares of the company’s stock after selling 1,756 shares during the quarter. Beaumont Financial Advisors […]

TAP Consulting LLC grew its position in Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ – Free Report) by 5.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 81,454 shares of the company’s stock after purchasing an additional 4,383 shares during […]

TAP Consulting LLC decreased its position in Aberdeen Standard Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR – Free Report) by 4.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,775 shares of the company’s stock after selling 345 shares during the period. […]

Christopher J. Hasenberg Inc acquired a new stake in iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 28,366 shares of the real estate investment trust’s stock, valued at approximately $2,801,000. iShares U.S. Real Estate ETF […]

Patten Group Inc. trimmed its position in JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS – Free Report) by 5.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,184 shares of the company’s stock after selling 190 shares during the period. Patten Group Inc. […]

Patten Group Inc. lowered its position in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX – Free Report) by 3.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,967 shares of the company’s stock after selling 120 shares during the quarter. Patten Group […]

JGP Wealth Management LLC raised its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 1.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,547 shares of the company’s stock after purchasing an additional 1,392 shares […]

Castle Rock Wealth Management LLC lessened its holdings in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 21.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 46,906 shares of the company’s stock after selling 12,926 shares during the period. Castle […]

Dynamic Advisor Solutions LLC purchased a new stake in iShares U.S. Home Construction ETF (BATS:ITB – Free Report) during the third quarter, HoldingsChannel.com reports. The firm purchased 8,089 shares of the exchange traded fund’s stock, valued at approximately $1,028,000. A number of other large investors have also bought and sold shares of ITB. Blair William […]

Pacific Sun Financial Corp decreased its stake in Invesco Biotechnology & Genome ETF (NYSEARCA:PBE – Free Report) by 3.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,768 shares of the company’s stock after selling 225 shares during the period. Pacific […]

JPMorgan US Quality Factor ETF (NYSEARCA:JQUA – Get Free Report)’s stock price hit a new 52-week high during trading on Wednesday . The company traded as high as $56.74 and last traded at $56.74, with a volume of 464831 shares trading hands. The stock had previously closed at $56.55. JPMorgan US Quality Factor ETF Stock […]

Beaumont Financial Advisors LLC decreased its holdings in shares of American Express (NYSE:AXP) by 4.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,369 shares of the payment services company’s stock after selling 368 shares during the period. Beaumont Financial […]

TAP Consulting LLC raised its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 5.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,388 shares of the company’s stock after purchasing an additional 75 shares during the period. TAP Consulting LLC’s holdings […]

TAP Consulting LLC boosted its position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 52.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,757 shares of the company’s stock after buying an additional 8,863 shares during the quarter. TAP […]

TAP Consulting LLC boosted its holdings in shares of VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Free Report) by 10.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 48,327 shares of the company’s stock after purchasing an additional […]

Beaumont Financial Advisors LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,442 shares of the exchange traded fund’s stock after buying an additional 106 shares during the period. Beaumont Financial […]

Beaumont Financial Advisors LLC decreased its holdings in BP p.l.c. (NYSE:BP – Free Report) by 5.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 386,296 shares of the oil and gas exploration company’s stock after selling 20,599 shares […]

Strategic Advisors LLC lowered its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 5.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 54,094 shares of the company’s stock after selling 2,895 shares during the quarter. Procter & Gamble accounts […]

Cerro Pacific Wealth Advisors LLC increased its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 9.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,986 shares of the company’s stock after buying an additional 1,000 […]

Marcum Wealth LLC cut its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 12.9% during the 3rd quarter, HoldingsChannel reports. The firm owned 3,417 shares of the company’s stock after selling 508 shares during the quarter. Marcum Wealth LLC’s holdings in American Electric Power were worth $351,000 as of its most […]

Victoryshares Dividend Accelerator ETF (NASDAQ:VSDA – Get Free Report) saw a significant decrease in short interest in September. As of September 30th, there was short interest totalling 300 shares, a decrease of 91.2% from the September 15th total of 3,400 shares. Based on an average daily volume of 10,500 shares, the short-interest ratio is currently […]

West Coast Financial LLC trimmed its holdings in Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) by 1.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,650 shares of the construction company’s stock after selling 30 shares during the quarter. West Coast Financial LLC’s […]

Franklin Street Advisors Inc. NC decreased its position in shares of American Express (NYSE:AXP – Free Report) by 9.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 91,670 shares of the payment services company’s stock after selling 9,117 shares during the quarter. American […]

UMB Bank n.a. boosted its holdings in American Express (NYSE:AXP) by 6.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,133 shares of the payment services company’s stock after purchasing an additional 1,340 shares during the quarter. UMB Bank n.a.’s holdings in American […]