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American Capital Advisory LLC Boosts Position in Dimensional International Core Equity 2 ETF $DFIC

American Capital Advisory LLC Boosts Position in Dimensional International Core Equity 2 ETF $DFIC

American Capital Advisory LLC grew its position in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 13.1% during the 1st quarter, HoldingsChannel reports. The fund owned 353,079 shares of the company’s... More of this article »
PIMCO Multi Sector Bond Active ETF $PYLD is Arbor Trust Wealth Advisors LLC’s 9th Largest Position

PIMCO Multi Sector Bond Active ETF $PYLD is Arbor Trust Wealth Advisors LLC’s 9th Largest Position

Arbor Trust Wealth Advisors LLC lifted its position in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 14.4% during the first quarter, according to its most recent disclosure with the Securities... More of this article »
Invesco Total Return Bond ETF $GTO is American Capital Advisory LLC’s 4th Largest Position

Invesco Total Return Bond ETF $GTO is American Capital Advisory LLC’s 4th Largest Position

American Capital Advisory LLC grew its position in shares of Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 45.1% during the first quarter, according to its most recent filing with the SEC. The firm owned 392,050... More of this article »
Ascentis Independent Advisors Increases Stake in Golub Capital BDC, Inc. $GBDC

Ascentis Independent Advisors Increases Stake in Golub Capital BDC, Inc. $GBDC

Ascentis Independent Advisors raised its stake in Golub Capital BDC, Inc. (NASDAQ:GBDC – Free Report) by 116.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Capital Group Dividend Value ETF $CGDV is Armor Investment Advisors LLC’s 9th Largest Position

Capital Group Dividend Value ETF $CGDV is Armor Investment Advisors LLC’s 9th Largest Position

Armor Investment Advisors LLC increased its holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 108.2% during the 1st quarter, HoldingsChannel reports. The firm owned 215,348 shares of the company’s... More of this article »
Alliance Wealth Management Group Raises Position in iShares Core MSCI EAFE ETF $IEFA

Alliance Wealth Management Group Raises Position in iShares Core MSCI EAFE ETF $IEFA

Alliance Wealth Management Group raised its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Addison Capital Co Buys Shares of 11,676 Vanguard Intermediate-Term Treasury ETF $VGIT

Addison Capital Co Buys Shares of 11,676 Vanguard Intermediate-Term Treasury ETF $VGIT

Addison Capital Co bought a new position in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) in the 1st quarter, Holdings Channel reports. The firm bought 11,676 shares of the company’s stock, valued... More of this article »
Addison Capital Co Has $6.10 Million Position in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD

Addison Capital Co Has $6.10 Million Position in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD

Addison Capital Co increased its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 11.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Addison Capital Co Purchases 4,569 Shares of iShares Biotechnology ETF $IBB

Addison Capital Co Purchases 4,569 Shares of iShares Biotechnology ETF $IBB

Addison Capital Co lifted its holdings in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 16.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 33,045 shares of the financial services provider’s... More of this article »
26,156 Shares in Vanguard Global ex-U.S. Real Estate ETF $VNQI Acquired by Addison Capital Co

26,156 Shares in Vanguard Global ex-U.S. Real Estate ETF $VNQI Acquired by Addison Capital Co

Addison Capital Co acquired a new position in Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Free Report) during the first quarter, Holdings Channel.com reports. The firm acquired 26,156 shares of the company’s... More of this article »
Addison Capital Co Purchases New Holdings in iShares Select Dividend ETF $DVY

Addison Capital Co Purchases New Holdings in iShares Select Dividend ETF $DVY

Addison Capital Co acquired a new position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 11,368 shares of the company’s... More of this article »
AK Global Asset Management LLC Buys New Stake in iShares MSCI Emerging Markets ETF $EEM

AK Global Asset Management LLC Buys New Stake in iShares MSCI Emerging Markets ETF $EEM

AK Global Asset Management LLC purchased a new position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) in the 1st quarter, Holdings Channel.com reports. The firm purchased 23,800 shares of the exchange traded... More of this article »
Addison Capital Co Grows Stake in Grayscale Bitcoin Mini Trust ETF $BTC

Addison Capital Co Grows Stake in Grayscale Bitcoin Mini Trust ETF $BTC

Addison Capital Co lifted its position in Grayscale Bitcoin Mini Trust ETF (NYSEARCA:BTC – Free Report) by 88.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
American Capital Advisory LLC Acquires 16,480 Shares of Dimensional Emerging Markets Core Equity 2 ETF $DFEM

American Capital Advisory LLC Acquires 16,480 Shares of Dimensional Emerging Markets Core Equity 2 ETF $DFEM

American Capital Advisory LLC boosted its holdings in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 15.3% in the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Axxcess Wealth Management LLC Increases Position in Schwab US Dividend Equity ETF $SCHD

Axxcess Wealth Management LLC Increases Position in Schwab US Dividend Equity ETF $SCHD

Axxcess Wealth Management LLC grew its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.3% during the first quarter, Holdings Channel reports. The firm owned 690,238 shares of the company’s... More of this article »
Aljian Capital Management LLC Grows Stock Holdings in EchoStar Corporation $SATS

Aljian Capital Management LLC Grows Stock Holdings in EchoStar Corporation $SATS

Aljian Capital Management LLC increased its position in shares of EchoStar Corporation (NASDAQ:SATS – Free Report) by 144.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Ascentis Independent Advisors Acquires New Stake in MFS Active Intermediate Muni Bond ETF $MFSM

Ascentis Independent Advisors Acquires New Stake in MFS Active Intermediate Muni Bond ETF $MFSM

Ascentis Independent Advisors purchased a new stake in shares of MFS Active Intermediate Muni Bond ETF (NYSEARCA:MFSM – Free Report) in the first quarter, according to its most recent disclosure with the SEC. The firm purchased... More of this article »
Addison Capital Co Invests $817,000 in Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT

Addison Capital Co Invests $817,000 in Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT

Addison Capital Co purchased a new position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT – Free Report) during the 1st quarter, Holdings Channel.com reports. The firm purchased 25,161 shares... More of this article »
Ascentis Independent Advisors Has $864,000 Position in iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Ascentis Independent Advisors Has $864,000 Position in iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Ascentis Independent Advisors grew its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV – Free Report) by 152.9% during the first quarter, HoldingsChannel.com reports. The institutional investor ... More of this article »
SPDR Gold Shares $GLD Stake Increased by Addison Capital Co

SPDR Gold Shares $GLD Stake Increased by Addison Capital Co

Addison Capital Co lifted its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 34.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 21,451 shares of the exchange traded fund’s... More of this article »
Addison Capital Co Purchases Shares of 32,580 Vanguard Short-Term Treasury ETF $VGSH

Addison Capital Co Purchases Shares of 32,580 Vanguard Short-Term Treasury ETF $VGSH

Addison Capital Co acquired a new stake in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Addison Capital Co Invests $1.24 Million in iShares Core Dividend Growth ETF $DGRO

Addison Capital Co Invests $1.24 Million in iShares Core Dividend Growth ETF $DGRO

Addison Capital Co purchased a new stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) during the first quarter, HoldingsChannel.com reports. The fund purchased 17,715 shares of the company’s stock,... More of this article »
Vanguard Total World Stock ETF $VT Stock Holdings Lifted by Addison Capital Co

Vanguard Total World Stock ETF $VT Stock Holdings Lifted by Addison Capital Co

Addison Capital Co lifted its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 196.4% in the 1st quarter, Holdings Channel.com reports. The firm owned 185,084 shares of the exchange traded fund’s... More of this article »
Armor Investment Advisors LLC Purchases 57,696 Shares of Fidelity Total Bond ETF $FBND

Armor Investment Advisors LLC Purchases 57,696 Shares of Fidelity Total Bond ETF $FBND

Armor Investment Advisors LLC grew its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 224.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Addison Capital Co Sells 25,072 Shares of Schwab Government Money Market ETF $SGVT

Addison Capital Co Sells 25,072 Shares of Schwab Government Money Market ETF $SGVT

Addison Capital Co trimmed its holdings in Schwab Government Money Market ETF (NYSEARCA:SGVT – Free Report) by 27.5% in the first quarter, Holdings Channel reports. The institutional investor owned 65,973 shares of the company’s... More of this article »