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JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Acquired by Advisory Alpha LLC

Advisory Alpha LLC raised its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 2.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 57,636 shares of the company’s stock after buying an additional 1,107 shares during the […]
Ronald Blue Trust Inc Advisory Alpha Exchange Commission Richardw Paul Associates James Investment Research Inc Gradient Investments
Source: wkrb13.com

Advisory Alpha LLC Grows Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Advisory Alpha LLC increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 8.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,738,544 shares of the company’s stock after purchasing an additional 219,800 shares during […]
United States Advisory Alpha Whittier Trust Co Nevada Inc Exchange Commission Deutsche Bank

Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Sold by Advisory Alpha LLC

Advisory Alpha LLC trimmed its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 16.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 24,862 shares of the company’s stock after selling 4,875 shares during the period. Advisory Alpha […]
Dow Jones Retirement Income Solutions Inc Jpmorgan Chase Co Exchange Commission Financial Services Group Inc York Mellon Corp

Advisory Alpha LLC Grows Stock Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Advisory Alpha LLC raised its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1,194.0% during the first quarter, HoldingsChannel reports. The fund owned 96,777 shares of the company’s stock after purchasing an additional 89,298 shares during the quarter. Vanguard Dividend Appreciation ETF comprises about 0.9% of Advisory Alpha LLC’s investment […]
Wealthfront Advisers Moneta Group Investment Advisors Vanguard Dividend Appreciation Index Fund Money Concepts Capital Corp Exchange Commission Advisory Alpha

Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT) Shares Sold by Advisory Alpha LLC

Advisory Alpha LLC lowered its stake in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 11.6% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 15,313 shares of the company’s stock after selling 2,017 shares during the quarter. Advisory Alpha LLC’s holdings in […]
United States Cap Growth Index Fund Sierra Capital Richardw Paul Associates Advisory Alpha Heritage Wealth Management

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Advisory Alpha LLC Buys 21,186 Shares of Invesco BulletShares 2023 High Yield Corporate Bond ETF (NASDAQ:BSJN)

Advisory Alpha LLC boosted its stake in Invesco BulletShares 2023 High Yield Corporate Bond ETF (NASDAQ:BSJN – Free Report) by 10.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 226,856 shares of the company’s stock after purchasing an additional 21,186 shares during the quarter. […]
Invesco Bulletshares Migdal Insurance Financial Holdings Ltd Advisors Inc Sigma Planning Corp Exchange Commission Money Concepts Capital Corp
Source: wkrb13.com

Advisory Alpha LLC Purchases 1,663 Shares of Invesco Global Short Term High Yield Bond ETF (NYSEARCA:PGHY)

Advisory Alpha LLC increased its position in shares of Invesco Global Short Term High Yield Bond ETF (NYSEARCA:PGHY – Free Report) by 1.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 108,939 shares of the company’s stock after acquiring […]
Ae Wealth Management Securities Exchange Commission Advisory Alpha Oliver Lagore Vanvalin Investment Group Mission Capital Cabot Wealth Management Inc

CVS Health Co. (NYSE:CVS) Shares Purchased by Lee Danner & Bass Inc.

Lee Danner & Bass Inc. grew its holdings in shares of CVS Health Co. (NYSE:CVS – Free Report) by 8.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 103,418 shares of the pharmacy operator’s stock after purchasing an additional 8,197 shares […]
United States Karens Lynch Advisory Alpha Pharmacy Services Health Stock Performance Health Corporation

Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Sold by Diversified Portfolios Inc.

Diversified Portfolios Inc. decreased its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 18.6% during the 1st quarter, HoldingsChannel reports. The fund owned 256,722 shares of the company’s stock after selling 58,540 shares during the quarter. Vanguard Intermediate-Term Bond ETF comprises approximately 4.4% of Diversified Portfolios Inc.’s investment portfolio, making the stock […]
Sageview Advisory Group Parker Financial Advisory Alpha Lincoln National Corp Valmark Advisers Inc Portfolios Inc

Advisory Alpha LLC Increases Stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Advisory Alpha LLC grew its holdings in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 2.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 566,759 shares of the exchange traded fund’s stock after acquiring an additional […]
United States Evergreen Capital Management Charles Schwab Investment Advisory Inc Adviser Investments America Corp Advisory Alpha

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