KFG Wealth Management LLC grew its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 8.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 562,583 shares of the company’s stock after buying an additional 45,659 shares […]

KFG Wealth Management LLC trimmed its holdings in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL – Free Report) by 23.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 133,406 shares of the company’s stock after selling 41,261 shares during the quarter. […]

Leo Wealth LLC purchased a new stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 19,851 shares of the company’s stock, valued at approximately $819,000. Several other hedge funds and other institutional investors have […]

KFG Wealth Management LLC lowered its position in shares of Innovator U.S. Equity Ultra Buffer ETF – June (BATS:UJUN – Free Report) by 13.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 97,029 shares of the company’s stock after selling 15,091 shares during the quarter. KFG Wealth Management LLC’s holdings in Innovator U.S. […]

KFG Wealth Management LLC reduced its position in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) by 37.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,935 shares of the company’s stock after selling […]

Persium Advisors LLC raised its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 5.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 133,248 shares of the exchange traded fund’s stock after buying an additional 7,345 shares […]

Main Line Retirement Advisors LLC lifted its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 37.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 76,894 shares of the company’s stock after buying an additional 21,118 shares during the quarter. Vanguard Value ETF […]

KFG Wealth Management LLC boosted its holdings in shares of Fidelity Enhanced Large Cap Core ETF (NYSEARCA:FELC – Free Report) by 8.8% in the fourth quarter, HoldingsChannel reports. The fund owned 2,710,665 shares of the company’s stock after buying an additional 219,527 shares during the quarter. Fidelity Enhanced Large Cap Core ETF accounts for 13.8% […]

KFG Wealth Management LLC grew its stake in shares of Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 10.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 629,198 shares of the company’s stock after acquiring an additional […]

Robinhood Asset Management LLC bought a new position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 146,680 shares of the company’s stock, valued at approximately $10,865,000. Vanguard Total Bond Market ETF comprises 0.9% […]

Main Line Retirement Advisors LLC bought a new position in Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 93,822 shares of the company’s stock, valued at approximately $7,308,000. Vanguard Core Bond ETF comprises about 3.4% of Main Line Retirement Advisors LLC’s holdings, making the stock […]

KFG Wealth Management LLC purchased a new position in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT – Free Report) during the 4th quarter, Holdings Channel reports. The fund purchased 10,425 shares of the company’s stock, valued at approximately $515,000. A number of other institutional investors and hedge funds have also bought and sold shares […]

KFG Wealth Management LLC lowered its stake in shares of Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) by 38.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 80,750 shares of the company’s stock after selling […]

Sowell Financial Services LLC boosted its holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 17.2% in the 4th quarter, HoldingsChannel reports. The fund owned 13,820 shares of the company’s stock after acquiring an additional 2,029 shares during the quarter. Sowell Financial Services LLC’s holdings in iShares MSCI USA Momentum Factor […]

KFG Wealth Management LLC raised its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 21.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 89,685 shares of the company’s stock after purchasing an additional 15,927 shares during the quarter. JPMorgan Equity Premium Income ETF comprises about 0.7% […]

Unison Advisors LLC raised its position in shares of Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 2.5% in the fourth quarter, Holdings Channel reports. The fund owned 998,564 shares of the company’s stock after buying an additional 24,677 shares during the quarter. Schwab Fundamental Emerging Markets Equity ETF comprises approximately 3.1% […]

Sowell Financial Services LLC decreased its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 29.9% during the 4th quarter, Holdings Channel reports. The firm owned 67,505 shares of the company’s stock after selling 28,747 shares during the period. Sowell Financial Services LLC’s holdings in Fidelity Total Bond ETF were worth […]

KFG Wealth Management LLC decreased its holdings in shares of Innovator International Developed Power Buffer ETF – September (NYSEARCA:ISEP – Free Report) by 39.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 32,388 shares of the company’s stock after selling 20,923 shares during the period. […]

Leo Wealth LLC bought a new stake in SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 12,946 shares of the company’s stock, valued at approximately $560,000. Other large […]

KFG Wealth Management LLC decreased its position in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB – Free Report) by 28.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 48,669 shares of the company’s stock after selling 19,304 shares during the quarter. […]

Landaas & Co. WI ADV acquired a new position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 10,647 shares of the company’s stock, valued at approximately […]

Robinhood Asset Management LLC purchased a new stake in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 147,485 shares of the company’s stock, valued at approximately $35,579,000. SPDR S&P Aerospace & Defense ETF accounts for 2.8% of […]

FT Vest U.S. Equity Buffer ETF – April (BATS:FAPR – Get Free Report) shares reached a new 52-week high during mid-day trading on Monday . The stock traded as high as $45.08 and last traded at $45.08, with a volume of 378 shares trading hands. The stock had previously closed at $44.98. FT Vest U.S. […]

Innovator U.S. Equity Power Buffer ETF – May (BATS:PMAY – Get Free Report) reached a new 52-week high during trading on Monday . The stock traded as high as $40.05 and last traded at $40.05, with a volume of 835 shares trading hands. The stock had previously closed at $39.97. Innovator U.S. Equity Power Buffer […]

Shares of AAM S&P 500 High Dividend Value ETF (NYSEARCA:SPDV – Get Free Report) were down 0% on Monday . The company traded as low as $37.07 and last traded at $37.19. Approximately 3,797 shares were traded during mid-day trading, a decline of 57% from the average daily volume of 8,864 shares. The stock had […]