Castle Rock Wealth Management LLC bought a new position in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 24,713 shares of the company’s stock, valued at approximately $2,263,000. A number of […]

Castle Rock Wealth Management LLC acquired a new position in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 31,606 shares of the company’s stock, valued at approximately $2,079,000. Castle Rock […]

Castle Rock Wealth Management LLC boosted its stake in shares of abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 1.5% during the third quarter, Holdings Channel.com reports. The firm owned 62,155 shares of the company’s stock after purchasing an additional 946 shares during the quarter. Castle Rock Wealth Management LLC’s holdings in abrdn […]

Brookstone Capital Management boosted its stake in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 16.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 91,675 shares of the company’s stock after buying an additional 12,908 shares during the […]

Castle Rock Wealth Management LLC trimmed its position in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 54.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 60,349 shares of the exchange traded fund’s stock after selling 72,495 shares during the […]

Brookstone Capital Management raised its position in shares of abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 1.4% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 127,373 shares of the company’s stock after acquiring an additional 1,715 shares during the period. Brookstone Capital Management’s holdings in abrdn Physical Gold Shares ETF were […]

Castle Rock Wealth Management LLC acquired a new stake in Global X 1-3 Month T-Bill ETF (NYSEARCA:CLIP – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 10,234 shares of the company’s stock, valued at approximately $1,025,000. Castle Rock Wealth Management […]

Hudson Capital Management LLC grew its stake in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 1.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 304,114 shares of the exchange traded fund’s stock after purchasing an additional 3,098 shares […]

UMB Bank n.a. lessened its holdings in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 10.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 72,402 shares of the company’s stock after selling 8,610 shares during the quarter. UMB […]

Guild Investment Management Inc. lessened its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 27.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,500 shares of the company’s stock after selling 1,350 […]

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 […]

Castle Rock Wealth Management LLC purchased a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 25,571 shares of the company’s stock, valued at approximately $880,000. Castle Rock Wealth […]

Fermata Advisors LLC raised its stake in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 13.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 95,313 shares of the company’s stock after acquiring an additional 11,564 shares during […]

Brookstone Capital Management raised its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 18.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,432 shares of the company’s stock after purchasing an additional 7,284 shares during the […]

LifePro Asset Management trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,143 shares of the company’s stock after selling 678 shares during the quarter. LifePro Asset […]

Fermata Advisors LLC grew its position in shares of SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR – Free Report) by 50.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,165 shares of the company’s stock after purchasing an additional […]

Nvest Financial LLC bought a new position in shares of AllianzIM U.S. Large Cap Buffer10 Sep ETF (NYSEARCA:SEPT – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund bought 27,419 shares of the company’s stock, valued at approximately $824,000. Nvest Financial LLC owned approximately 6.09% of […]

LifePro Asset Management raised its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 31.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,135 shares of the company’s stock after acquiring an additional 1,465 […]