Invesco Ltd. grew its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,730,485 shares of the Wireless communications provider’s stock after purchasing an additional 827,381 shares during the quarter. […]

SG Trading Solutions LLC purchased a new position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 3,412 shares of the Wireless communications provider’s stock, valued at approximately $693,000. A number of other large investors have also modified their holdings of the stock. Price T Rowe Associates […]

GuidedMoney LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 26,752 shares of the company’s stock, valued at approximately $762,000. Schwab US Small-Cap ETF accounts for […]

BDFS Capital LLC bought a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 25,577 shares of the company’s stock, valued at approximately $841,000. Other institutional investors and hedge funds also […]

Strategic Investment Solutions Inc. IL raised its position in World Equity ETF (NYSEARCA:DFAW – Free Report) by 18.3% during the fourth quarter, HoldingsChannel reports. The firm owned 282,555 shares of the company’s stock after purchasing an additional 43,689 shares during the period. World Equity ETF comprises 5.0% of Strategic Investment Solutions Inc. IL’s holdings, making […]

Monetary Solutions Ltd bought a new stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm bought 17,443 shares of the company’s stock, valued at approximately $3,094,000. Vanguard Mid-Cap Value ETF makes up 3.0% of Monetary Solutions Ltd’s investment portfolio, making the stock its 10th biggest holding. […]

OakTrust Wealth Advisors LLC acquired a new position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 27,895 shares of the company’s stock, valued at approximately $986,000. Capital Group Core Balanced ETF comprises approximately 0.9% of OakTrust Wealth Advisors LLC’s holdings, making […]

Axxcess Wealth Management LLC increased its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 18.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 95,397 shares of the company’s stock after acquiring an additional 15,197 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares 3-7 Year […]

Stone Wealth Partners bought a new stake in AdvisorShares Focused Equity ETF (NYSEARCA:CWS – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 33,881 shares of the company’s stock, valued at approximately $2,329,000. AdvisorShares Focused Equity ETF comprises about 2.1% […]

Strategic Investment Solutions Inc. IL raised its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 28.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,753 shares of the company’s stock after purchasing an additional 3,471 shares during the period. Vanguard Small-Cap […]

Capstone Wealth Management Inc. acquired a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 13,669 shares of the company’s stock, valued at approximately $450,000. Dimensional US Small Cap Value […]

WealthPoint Financial LLC acquired a new position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 10,420 shares of the company’s stock, valued at approximately $1,059,000. Several other […]

SB Capital Management Inc acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 4,879 shares of the company’s stock, valued at approximately $3,060,000. Vanguard S&P 500 ETF accounts for approximately […]

Capstone Wealth Management Inc. acquired a new stake in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 20,140 shares of the company’s stock, valued at approximately $1,489,000. Dimensional US Core Equity 1 ETF accounts for 1.3% of Capstone Wealth Management Inc.’s […]

OakTrust Wealth Advisors LLC acquired a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 140,643 shares of the company’s stock, valued at approximately $7,187,000. iShares Short Duration Bond Active ETF comprises about 6.6% of OakTrust Wealth Advisors LLC’s portfolio, making […]

Clear Retirement Advice LLC bought a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 42,956 shares of the company’s stock, valued at approximately $2,869,000. Vanguard FTSE Developed Markets ETF makes up […]

Lexington Hill Partners LLC acquired a new stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 7,995 shares of the company’s stock, valued at approximately $662,000. Several other hedge funds […]

SB Capital Management Inc purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 130,198 shares of the company’s stock, valued at approximately $7,752,000. Dimensional U.S. Targeted Value ETF accounts for 2.8% of SB Capital Management Inc’s investment portfolio, making […]

SB Capital Management Inc bought a new stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,414 shares of the company’s stock, valued at approximately $544,000. Other large investors […]

Capstone Wealth Management Inc. bought a new position in JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 20,965 shares of the company’s stock, valued at approximately $997,000. JPMorgan Short Duration Core Plus ETF comprises approximately 0.9% of Capstone Wealth Management Inc.’s portfolio, […]

Barnes Wealth Management Group Inc boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 32.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 28,810 shares of the company’s stock after acquiring an additional 7,094 shares during the period. iShares S&P […]

Capstone Wealth Management Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 100,194 shares of the company’s stock, valued at approximately $5,970,000. Dimensional U.S. Targeted Value ETF accounts for 5.2% of Capstone Wealth Management Inc.’s holdings, making the […]

Lynch Investment Planning LLC purchased a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 17,993 shares of the company’s stock, valued at approximately $919,000. iShares Short Duration Bond Active ETF makes up 0.9% […]

Torrey Payne Wealth Management LLC bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 5,914 shares of the company’s stock, valued at approximately $4,115,000. iShares Core S&P 500 ETF accounts for about 3.7% of Torrey Payne Wealth Management […]

BFI Wealth Solutions LLC acquired a new position in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 42,761 shares of the company’s stock, valued at approximately $1,356,000. Innovator U.S. Small Cap Power Buffer ETF – July makes up approximately […]

BFI Wealth Solutions LLC purchased a new stake in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR – Free Report) during the fourth quarter, HoldingsChannel reports. The firm purchased 41,836 shares of the company’s stock, valued at approximately $1,880,000. Innovator U.S. Equity Power Buffer ETF – March comprises 1.8% of BFI Wealth Solutions LLC’s […]

Investment Management Corp of Ontario lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 62.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 214,291 shares of the company’s stock after selling 351,653 shares during the quarter. iShares Core S&P 500 ETF accounts for 2.0% of Investment […]

BFI Wealth Solutions LLC acquired a new stake in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 78,989 shares of the company’s stock, valued at approximately $2,848,000. Schwab Fundamental Emerging Markets […]

BFI Wealth Solutions LLC acquired a new stake in shares of Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 29,208 shares of the company’s stock, valued at approximately $1,189,000. Other institutional investors also recently made changes to their positions in the company. […]

Nolet Wealth Management LLC acquired a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 37,187 shares of the company’s stock, valued at approximately $2,454,000. iShares Core S&P […]

Birchwood Financial Partners Inc. acquired a new stake in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 15,694 shares of the company’s stock, valued at approximately $464,000. A number of other institutional investors also recently modified their holdings of CGXU. Quadrant Capital Group […]

BFI Wealth Solutions LLC purchased a new stake in shares of FT Vest U.S. Equity Moderate Buffer ETF – March (BATS:GMAR – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 13,865 shares of the company’s stock, valued at approximately $568,000. Other institutional investors have also added to or reduced their stakes […]

SB Capital Management Inc purchased a new stake in Dimensional Emerging Markets ex China Core Equity ETF (NYSEARCA:DEXC – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 6,441 shares of the company’s stock, valued at approximately $390,000. Other hedge funds and other institutional investors also recently added to or reduced their stakes […]

BFI Wealth Solutions LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 22,060 shares of the company’s stock, valued at approximately $922,000. […]

Wick Capital Partners LLC increased its stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 810.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,017 shares of the company’s stock after acquiring an additional 16,039 shares […]

FT Vest U.S. Equity Buffer ETF – April (BATS:FAPR – Get Free Report) traded up 0.6% during mid-day trading on Thursday . The company traded as high as $46.71 and last traded at $46.67. 13,170 shares were traded during mid-day trading, a decline of 70% from the average session volume of 43,295 shares. The stock […]