Westmount Partners LLC grew its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 61.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,110 shares of the electric vehicle producer’s stock after purchasing an additional 2,719 […]

Westmount Partners LLC boosted its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 143.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,184 shares of the company’s stock after acquiring an additional 7,178 shares during the quarter. […]

Westmount Partners LLC increased its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 18.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,411 shares of the exchange traded fund’s stock after buying an additional 1,492 shares […]

RFG Holdings Inc. decreased its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 26.0% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 62,053 shares of the exchange traded fund’s stock after selling 21,847 shares during the period. Invesco QQQ comprises approximately 9.0% of […]

Clark Asset Management LLC lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 13.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 118,729 shares of the company’s stock after buying an additional 14,417 shares during […]

XML Financial LLC lowered its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 25.8% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 49,297 shares of the exchange traded fund’s stock after selling 17,101 shares during the quarter. XML […]

Ocean Park Asset Management LLC boosted its stake in shares of SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 1.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,964,799 shares of the company’s stock after buying an additional […]

Ocean Park Asset Management LLC purchased a new position in shares of Timothy Plan International ETF (NYSEARCA:TPIF – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 70,614 shares of the company’s stock, valued at approximately $2,545,000. Ocean Park Asset Management LLC owned about […]

Ocean Park Asset Management LLC reduced its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 69.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,441 shares of the exchange traded fund’s […]

Roble Belko & Company Inc increased its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 56.8% during the first quarter, HoldingsChannel.com reports. The firm owned 52,109 shares of the company’s stock after acquiring an additional 18,876 shares during the quarter. Roble Belko & Company Inc’s holdings in iShares Core U.S. REIT […]

Ocean Park Asset Management LLC increased its position in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 81.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 639,900 shares of the company’s stock after acquiring an […]

Standpoint Asset Management LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.3% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 101,300 shares of the company’s stock after selling 3,500 shares during the quarter. iShares Core […]

McClarren Financial Advisors Inc. cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 81.2% during the first quarter, HoldingsChannel reports. The institutional investor owned 2,066 shares of the company’s stock after selling 8,932 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 0.8% of McClarren Financial Advisors Inc.’s […]

Clark Asset Management LLC lifted its holdings in shares of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 15.3% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 1,110,412 shares of the company’s stock after acquiring an additional 147,171 shares during the quarter. Invesco BulletShares 2028 Corporate Bond ETF comprises approximately […]

Lee Johnson Capital Management LLC cut its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 9.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 97,631 shares of the company’s stock after selling 9,780 shares during the quarter. JPMorgan […]

Roble Belko & Company Inc decreased its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 35.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,595 shares of the company’s stock after selling 11,786 shares […]

Ocean Park Asset Management LLC acquired a new position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 56,602 shares of the company’s stock, valued at approximately $3,627,000. A number of other institutional investors have also recently bought and sold shares of VEA. Buck Wealth […]

SPDR Portfolio Intermediate Term Corporate Bond ETF (NYSEARCA:SPIB – Get Free Report) reached a new 52-week low on Monday . The company traded as low as $33.00 and last traded at $33.00, with a volume of 1215 shares traded. The stock had previously closed at $33.39. SPDR Portfolio Intermediate Term Corporate Bond ETF Trading Down […]