Talon Private Wealth LLC grew its position in Visa Inc. (NYSE:V – Free Report) by 100.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 14,479 shares of the credit-card processor’s stock after purchasing an additional 7,265 shares during the period. Talon […]

Talon Private Wealth LLC lifted its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 371.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 75,722 shares of the company’s stock after purchasing an additional 59,653 shares during the period. Talon […]

Talon Private Wealth LLC boosted its holdings in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 27.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,136 shares of the utilities provider’s stock after purchasing an additional 5,455 shares during […]

HighTower Advisors LLC cut its position in shares of Nova Ltd. (NASDAQ:NVMI – Free Report) by 36.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,578 shares of the semiconductor company’s stock after selling 6,132 shares during the quarter. […]

Waverly Advisors LLC lowered its stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 14.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,689 shares of the utilities provider’s stock after selling 10,998 shares during the quarter. Waverly Advisors LLC’s holdings in […]

SVB Wealth LLC purchased a new stake in shares of Halozyme Therapeutics, Inc. (NASDAQ:HALO – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 5,162 shares of the biopharmaceutical company’s stock, valued at approximately $404,000. Other institutional investors also recently modified their […]

Talon Private Wealth LLC raised its stake in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 184.3% in the 2nd quarter, HoldingsChannel reports. The firm owned 3,915 shares of the company’s stock after purchasing an additional 2,538 shares during the period. Talon Private Wealth LLC’s holdings in AppLovin were worth $2,017,000 at the end […]

Marathon Wealth Advisors LLC lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 550.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 129,706 shares of the company’s stock after purchasing an additional 109,776 shares during the period. […]

Talon Private Wealth LLC bought a new position in Halozyme Therapeutics, Inc. (NASDAQ:HALO – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 10,725 shares of the biopharmaceutical company’s stock, valued at approximately $839,000. A number of other institutional investors have also recently bought and sold shares of HALO. California State […]

Waverly Advisors LLC raised its stake in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 25.3% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 81,498 shares of the company’s stock after buying an additional 16,463 shares during […]

Talon Private Wealth LLC raised its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 30.6% in the 2nd quarter, Holdings Channel.com reports. The fund owned 23,194 shares of the oil and gas company’s stock after buying an additional 5,440 shares during the quarter. Talon Private Wealth LLC’s holdings in ExxonMobil were worth $3,171,000 at […]

Talon Private Wealth LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 2,328 shares of the semiconductor manufacturer’s stock, valued at approximately $1,352,000. Other institutional investors have […]

Talon Private Wealth LLC lifted its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 69.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 37,694 shares of the company’s stock after acquiring an additional 15,445 shares during […]

Talon Private Wealth LLC boosted its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 86.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 20,720 shares of the company’s stock after buying an additional 9,611 shares during the period. Vanguard Small-Cap […]

Principle Wealth Partners LLC lifted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,496 shares of the social networking company’s stock after purchasing an additional […]

Talon Private Wealth LLC acquired a new stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 7,741 shares of the company’s stock, valued at approximately $995,000. A number of other large investors also recently modified […]

Talon Private Wealth LLC acquired a new position in shares of Innovator U.S. Equity Buffer ETF – March (BATS:BMAR – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 175,696 shares of the company’s stock, valued at approximately $10,125,000. Innovator U.S. Equity Buffer ETF – […]

Talon Private Wealth LLC boosted its stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 110.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 26,744 shares of the exchange traded fund’s stock after purchasing an additional 14,027 shares during the quarter. Talon […]

Talon Private Wealth LLC increased its position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 21.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 41,199 shares of the company’s stock after buying an additional 7,304 shares during the quarter. Talon Private […]

HighTower Advisors LLC increased its position in shares of Wintrust Financial Corporation (NASDAQ:WTFC – Free Report) by 90.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 36,483 shares of the bank’s stock after acquiring an additional 17,325 shares during the period. HighTower Advisors LLC […]

Talon Private Wealth LLC trimmed its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – January (BATS:UJAN – Free Report) by 25.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 629,495 shares of the company’s stock after selling […]

Talon Private Wealth LLC decreased its position in Innovator U.S. Equity Ultra Buffer ETF – October (BATS:UOCT – Free Report) by 74.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 236,876 shares of the company’s stock after selling 706,327 shares during […]

Talon Private Wealth LLC acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR – Free Report) during the 2nd quarter, Holdings Channel reports. The institutional investor acquired 883,653 shares of the company’s stock, valued at approximately $38,419,000. Innovator U.S. Equity Ultra Buffer ETF – March comprises about 4.6% of Talon […]

Bullseye Investment Management LLC purchased a new position in FT Vest U.S. Equity Buffer ETF – May (BATS:FMAY – Free Report) in the second quarter, HoldingsChannel reports. The firm purchased 11,160 shares of the company’s stock, valued at approximately $638,000. A number of other institutional investors have also recently added to or reduced their stakes […]

Talon Private Wealth LLC lifted its holdings in SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 24.6% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 41,170 shares of the exchange traded fund’s stock after purchasing an additional 8,130 shares during the quarter. Talon […]

Talon Private Wealth LLC lessened its position in shares of Janus Henderson Securitized Income ETF (NYSEARCA:JSI – Free Report) by 70.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 39,340 shares of the company’s stock after selling 91,916 shares during […]

Bullseye Investment Management LLC purchased a new position in shares of FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 289,497 shares of the company’s stock, valued at […]

Bullseye Investment Management LLC bought a new stake in FT Vest U.S. Equity Buffer ETF – November (BATS:FNOV – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 9,196 shares of the company’s stock, valued at approximately […]

Talon Private Wealth LLC boosted its stake in shares of Innovator Index Autocallable Income Strategy ETF (NYSEARCA:ACII – Free Report) by 49.3% during the second quarter, Holdings Channel.com reports. The fund owned 936,059 shares of the company’s stock after acquiring an additional 309,107 shares during the period. Innovator Index Autocallable Income Strategy ETF comprises 2.8% […]

Bullseye Investment Management LLC acquired a new position in Direxion Daily META Bull 2X ETF (NASDAQ:METU – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund acquired 55,557 shares of the company’s stock, valued at approximately $1,125,000. Direxion Daily META Bull 2X ETF accounts for about 0.6% of Bullseye Investment Management LLC’s investment portfolio, […]

Talon Private Wealth LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – June (BATS:UJUN – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,057,015 shares of the company’s stock, valued at approximately $43,776,000. Innovator U.S. Equity […]

Bullseye Investment Management LLC bought a new position in Innovator U.S. Equity Power Buffer ETF – May (BATS:PMAY – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 83,058 shares of the company’s stock, valued at approximately $3,430,000. Innovator U.S. Equity Power […]

Bullseye Investment Management LLC purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – October (BATS:UOCT – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 14,295 shares of the company’s stock, valued at approximately $607,000. Bullseye […]

Integrated Wealth Concepts LLC increased its position in shares of Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) by 46.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 381,848 shares of the company’s stock after buying an additional 121,104 shares during […]

Citadel Advisors LLC bought a new stake in Innovator Growth-100 Power Buffer ETF – January (BATS:NJAN – Free Report) in the second quarter, Holdings Channel reports. The institutional investor bought 19,947 shares of the company’s stock, valued at approximately $1,177,000. Other institutional investors and hedge funds have also modified their holdings of the company. Personal […]

Bullseye Investment Management LLC purchased a new stake in shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (BATS:FHDG – Free Report) in the second quarter, HoldingsChannel reports. The institutional investor purchased 156,393 shares of the company’s stock, valued at approximately $5,668,000. FT Vest U.S. Equity Quarterly Dynamic Buffer ETF comprises about 2.8% of […]

Bullseye Investment Management LLC acquired a new stake in FT Vest U.S. Equity Moderate Buffer ETF – December (BATS:GDEC – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 25,286 shares of the company’s stock, valued at approximately $1,006,000. Bullseye Investment Management […]

Bullseye Investment Management LLC purchased a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – September (BATS:KSEP – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 45,890 shares of the company’s stock, valued at approximately […]

Bullseye Investment Management LLC purchased a new stake in shares of FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 609,066 shares of the company’s stock, valued at approximately $17,907,000. […]

Bullseye Investment Management LLC acquired a new position in FT Vest Investment Grade & Target Income ETF (NYSEARCA:LQTI – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 611,177 shares of the company’s stock, valued at approximately $11,802,000. FT Vest Investment Grade & […]

Smith Chas P & Associates PA Cpas reduced its stake in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 2.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,004,463 shares of the company’s stock after selling 21,995 […]