NewEdge Advisors LLC lessened its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 1.4% in the second quarter, Holdings Channel reports. The institutional investor owned 69,996 shares of the company’s stock after selling 1,014 shares during the quarter. NewEdge Advisors LLC’s holdings in GE Vernova were worth $82,235,000 as of its most recent […]

Integrated Wealth Concepts LLC grew its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 29.3% in the second quarter, Holdings Channel reports. The fund owned 232,953 shares of the company’s stock after acquiring an additional 52,815 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Vanguard Value ETF were worth […]

RFG Advisory LLC raised its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 6.7% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 115,937 shares of the company’s stock after purchasing an additional 7,237 shares during the quarter. […]

Edge Wealth Management LLC grew its holdings in Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 1.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,090,758 shares of the company’s stock after acquiring an additional 19,399 shares during […]

Edge Wealth Management LLC bought a new position in Honeywell Aerospace (NASDAQ:HONA – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 27,700 shares of the company’s stock, valued at approximately $6,124,000. Honeywell Aerospace makes up about 1.0% […]

Pinnacle Wealth Management Advisory Group LLC raised its position in KLA Corporation (NASDAQ:KLAC – Free Report) by 919.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 31,249 shares of the semiconductor company’s stock after purchasing an additional 28,185 shares during the period. Pinnacle Wealth Management Advisory Group […]

Pinnacle Wealth Management Advisory Group LLC grew its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 296.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 62,376 shares of the company’s stock after acquiring an additional 46,654 shares during the […]

NewEdge Advisors LLC trimmed its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 66.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 248,757 shares of the company’s stock after selling 483,925 shares during the quarter. NewEdge Advisors […]

NewEdge Advisors LLC grew its position in Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 5.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,196,622 shares of the company’s stock after buying an additional 61,215 shares during the quarter. NewEdge Advisors […]

NewEdge Advisors LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 13.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 684,968 shares of the company’s stock after purchasing an additional 79,325 shares during the quarter. Vanguard S&P 500 […]

Integrated Wealth Concepts LLC decreased its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 3.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 156,329 shares of the company’s stock after selling 4,958 shares during the […]

Pinnacle Wealth Management Advisory Group LLC boosted its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 338.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 60,430 shares of the company’s stock after buying an additional 46,654 […]

NewEdge Advisors LLC boosted its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 2.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 953,486 shares of the company’s stock after buying an additional 25,295 […]

NewEdge Advisors LLC grew its stake in First Trust California Municipal High Income ETF (NASDAQ:FCAL – Free Report) by 31,414.1% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,275,951 shares of the financial services provider’s stock after purchasing an additional 2,268,729 […]

RFG Advisory LLC acquired a new position in Franklin U.S. Large Cap Multifactor Index ETF (BATS:FLQL – Free Report) during the second quarter, Holdings Channel.com reports. The firm acquired 148,467 shares of the company’s stock, valued at approximately $11,622,000. A number of other institutional investors and hedge funds also recently added to or reduced their […]

Pinnacle Wealth Management Advisory Group LLC grew its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 2.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 288,906 shares of the company’s stock after acquiring an additional 5,773 shares […]

HB Wealth Management LLC increased its stake in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 2,047.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,187 shares of the company’s stock after acquiring an additional 30,688 […]

Pinnacle Wealth Management Advisory Group LLC grew its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 4.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 428,862 shares of the company’s stock after acquiring an additional 16,938 shares […]

Summit Financial Strategies Inc. boosted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,044,165 shares of the company’s stock after buying an additional 71,949 shares […]

RFG Advisory LLC trimmed its holdings in shares of Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) by 75.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 142,809 shares of the company’s stock after selling 427,616 shares during the period. RFG Advisory LLC’s […]