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BNY Mellon Global Infrastructure Income ETF (BATS:BKGI) Shares Acquired by Sovereign Investment Advisors LLC

Posted by Francis Steltz on Mar 16th, 2025

Sovereign Investment Advisors LLC increased its position in BNY Mellon Global Infrastructure Income ETF (BATS:BKGI – Free Report) by 25.2% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »

Sovereign Investment Advisors LLC Invests $224,000 in Cboe Global Markets, Inc. (NASDAQ:CBOE)

Posted by Francis Steltz on Mar 16th, 2025

Sovereign Investment Advisors LLC purchased a new position in Cboe Global Markets, Inc. (NASDAQ:CBOE – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 1,148 shares of the company’s stock,... More of this article »

Facet Wealth Inc. Boosts Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Posted by Brian Himes on Mar 16th, 2025

Facet Wealth Inc. grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 16.6% during the fourth quarter, Holdings Channel reports. The fund owned 108,131 shares of the company’s... More of this article »

Facet Wealth Inc. Raises Position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Posted by Brian Himes on Mar 16th, 2025

Facet Wealth Inc. grew its position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 5.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 591,221 shares of the company’s... More of this article »

Facet Wealth Inc. Sells 107 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Posted by Brian Himes on Mar 16th, 2025

Facet Wealth Inc. lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 21,154... More of this article »

Facet Wealth Inc. Acquires 145,917 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Posted by George Bondi on Mar 16th, 2025

Facet Wealth Inc. raised its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 2,183,549 shares of the exchange traded... More of this article »

Facet Wealth Inc. Sells 27,090 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Posted by George Bondi on Mar 16th, 2025

Facet Wealth Inc. decreased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 52.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 24,672 shares... More of this article »

Facet Wealth Inc. Sells 84 Shares of Blackstone Inc. (NYSE:BX)

Posted by Geri Gentry on Mar 16th, 2025

Facet Wealth Inc. lessened its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 4.9% during the 4th quarter, HoldingsChannel reports. The fund owned 1,634 shares of the asset manager’s stock after selling... More of this article »

Collaborative Wealth Managment Inc. Acquires 506 Shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Posted by Stanley Muller on Mar 16th, 2025

Collaborative Wealth Managment Inc. boosted its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »

Collaborative Wealth Managment Inc. Reduces Stock Position in Invesco QQQ (NASDAQ:QQQ)

Posted by George Bondi on Mar 16th, 2025

Collaborative Wealth Managment Inc. lessened its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.3% during the 4th quarter, HoldingsChannel reports. The fund owned 3,423 shares of the exchange traded fund’s... More of this article »

Facet Wealth Inc. Reduces Holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Posted by Stanley Muller on Mar 16th, 2025

Facet Wealth Inc. decreased its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 3.0% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 30,491 shares... More of this article »

Facet Wealth Inc. Reduces Stock Position in Vanguard Information Technology ETF (NYSEARCA:VGT)

Posted by Brian Himes on Mar 16th, 2025

Facet Wealth Inc. lowered its position in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 11.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 584 shares of the exchange... More of this article »

Collaborative Wealth Managment Inc. Reduces Position in Columbia Diversified Fixed Income Allocation ETF (NYSEARCA:DIAL)

Posted by Stanley Muller on Mar 16th, 2025

Collaborative Wealth Managment Inc. decreased its stake in shares of Columbia Diversified Fixed Income Allocation ETF (NYSEARCA:DIAL – Free Report) by 4.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor... More of this article »

Sequoia Financial Advisors LLC Buys 3,659 Shares of Fortinet, Inc. (NASDAQ:FTNT)

Posted by George Bondi on Mar 16th, 2025

Sequoia Financial Advisors LLC increased its stake in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 30.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »

CME Group Inc. (NASDAQ:CME) Shares Acquired by EverSource Wealth Advisors LLC

Posted by Brenda Bartman on Mar 16th, 2025

EverSource Wealth Advisors LLC increased its stake in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 47.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »