Fiduciary Alliance LLC lowered its holdings in shares of Inspire 100 ETF (NYSEARCA:BIBL – Free Report) by 49.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 20,420 shares of the company’s stock after selling 20,167 shares during the quarter. Fiduciary Alliance LLC’s […]

Crown Wealth Group LLC lifted its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 1.3% during the first quarter, Holdings Channel reports. The institutional investor owned 644,636 shares of the company’s stock after acquiring an additional 8,060 shares during the quarter. Dimensional U.S. Equity ETF makes up approximately 13.4% of Crown Wealth […]

Fairvoy Private Wealth LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,853 shares of the company’s stock after selling 1,328 shares during the […]

Beaumont Asset Management L.L.C. grew its stake in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 1,058.6% during the 1st quarter, Holdings Channel.com reports. The firm owned 114,332 shares of the company’s stock after buying an additional 104,464 shares during the quarter. PGIM Ultra Short Bond ETF accounts for approximately 2.5% […]

Corient Private Wealth LLC grew its holdings in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 28.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 56,958 shares of the company’s stock after buying an additional 12,571 shares during the period. Corient Private Wealth LLC’s holdings in JPMorgan Active Growth ETF […]

Fiduciary Alliance LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 46.7% during the 1st quarter, Holdings Channel.com reports. The fund owned 4,109 shares of the company’s stock after purchasing an additional 1,308 shares during the quarter. Fiduciary Alliance LLC’s holdings in iShares Core S&P 500 ETF […]

Factor Wealth Management LTD raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 60.0% during the first quarter, HoldingsChannel reports. The fund owned 4,134 shares of the company’s stock after purchasing an additional 1,550 shares during the quarter. Factor Wealth Management LTD’s holdings in iShares Core S&P 500 […]

Fiduciary Alliance LLC bought a new position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 18,269 shares of the company’s stock, valued at approximately $646,000. Several other hedge funds and other […]

Beaumont Asset Management L.L.C. raised its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 30.7% in the 1st quarter, Holdings Channel.com reports. The fund owned 83,081 shares of the company’s stock after acquiring an additional 19,495 shares during the quarter. Vanguard FTSE All-World ex-US ETF makes up approximately 2.8% of Beaumont […]

Crown Wealth Group LLC bought a new position in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) in the 1st quarter, Holdings Channel reports. The institutional investor bought 107,449 shares of the company’s stock, valued at approximately $3,638,000. Dimensional Emerging Core Equity Market ETF accounts for about 1.1% of Crown Wealth […]

Corient Private Wealth LLC increased its stake in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG – Free Report) by 46.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 86,103 shares of the company’s stock after buying an additional 27,244 shares […]

Kestra Private Wealth Services LLC trimmed its holdings in Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) by 8.7% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 65,271 shares of the company’s stock after selling 6,201 shares during the period. Kestra Private Wealth Services LLC owned […]

Brookstone Capital Management lowered its stake in iShares Future AI & Tech ETF (NYSEARCA:ARTY – Free Report) by 78.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,728 shares of the company’s stock after selling 59,951 shares during the quarter. Brookstone Capital […]