J.W. Cole Advisors Inc. Buys New Position in SPDR Portfolio High Yield Bond ETF $SPHY
J.W. Cole Advisors Inc. bought a new stake in shares of SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 78,721 shares of the company’s stock, valued at approximately $1,874,000. A number of […]
Denver Wealth Management Inc. Sells 26,294 Shares of Janus Henderson AAA CLO ETF $JAAA
Denver Wealth Management Inc. cut its position in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 11.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 203,400 shares of the company’s stock after selling 26,294 shares during the quarter. Janus Henderson AAA CLO […]
Invesco S&P MidCap Quality ETF $XMHQ Shares Bought by Denver Wealth Management Inc.
Denver Wealth Management Inc. grew its stake in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 63.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,557 shares of the company’s stock after acquiring an additional 4,496 shares during the […]
Invesco NASDAQ 100 ETF $QQQM is Denver Wealth Management Inc.’s 2nd Largest Position
Denver Wealth Management Inc. grew its holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 12.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 180,563 shares of the company’s stock after acquiring an additional 20,122 shares during the period. Invesco NASDAQ […]
iShares U.S. Technology ETF $IYW Shares Bought by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. grew its stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 16.8% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 369,743 shares of the exchange traded fund’s stock after buying an additional 53,071 shares […]
1,525 Shares in AB Short Duration High Yield ETF $SYFI Acquired by Colonial Trust Advisors
Colonial Trust Advisors purchased a new stake in AB Short Duration High Yield ETF (NYSEARCA:SYFI – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 1,525 shares of the company’s stock, valued at approximately $55,000. Other large investors have also modified […]
S&P Global Inc. $SPGI Shares Bought by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. raised its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 11.1% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 132,584 shares of the business services provider’s stock after buying an additional 13,274 shares during the […]
Denver Wealth Management Inc. Purchases 8,334 Shares of iShares Morningstar Mid-Cap Growth ETF $IMCG
Denver Wealth Management Inc. raised its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) by 24.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 42,350 shares of the company’s stock after purchasing an additional […]
Denver Wealth Management Inc. Purchases 19,608 Shares of Invesco S&P 500 Quality ETF $SPHQ
Denver Wealth Management Inc. increased its position in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 235.0% in the 2nd quarter, HoldingsChannel reports. The fund owned 27,952 shares of the company’s stock after acquiring an additional 19,608 shares during the period. Invesco S&P 500 Quality ETF makes up about 0.8% of […]
Financial Advocates Investment Management Sells 3,086 Shares of Vanguard Mid-Cap Growth ETF $VOT
Financial Advocates Investment Management trimmed its stake in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 69.4% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,363 shares of the company’s stock after selling 3,086 shares during the period. Financial Advocates Investment […]
Denver Wealth Management Inc. Sells 3,133 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV
Denver Wealth Management Inc. lessened its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.3% during the 2nd quarter, HoldingsChannel reports. The firm owned 135,407 shares of the company’s stock after selling 3,133 shares during the period. SPDR Portfolio S&P 500 Value ETF comprises approximately 2.9% of Denver […]
Denver Wealth Management Inc. Sells 5,999 Shares of SPDR S&P 600 Small Cap Value ETF $SLYV
Denver Wealth Management Inc. decreased its stake in shares of SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV – Free Report) by 49.8% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,049 shares of the company’s stock after selling 5,999 shares during the […]
Northwestern Mutual Wealth Management Co. Increases Position in iShares S&P Small-Cap 600 Growth ETF $IJT
Northwestern Mutual Wealth Management Co. increased its position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 1.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 810,556 shares of the company’s stock after acquiring an additional 9,000 shares during […]
Virtue Capital Management LLC Cuts Stock Position in SPDR Portfolio S&P 1500 Composite Stock Market ETF $SPTM
Virtue Capital Management LLC trimmed its holdings in SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEARCA:SPTM – Free Report) by 16.3% during the 2nd quarter, Holdings Channel.com reports. The fund owned 21,484 shares of the company’s stock after selling 4,196 shares during the period. Virtue Capital Management LLC’s holdings in SPDR Portfolio S&P 1500 […]
last updated on 29 Nov 12:56