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Newbridge Financial Services Group Inc. Reduces Position in SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

Newbridge Financial Services Group Inc. cut its position in SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) by 87.6% during the first quarter, HoldingsChannel reports. The firm owned 1,294 shares of the exchange traded fund’s stock after selling 9,110 shares during the quarter. Newbridge Financial Services Group Inc.’s holdings in SPDR S&P Regional Banking […]
Fnb Corp Pa Firstmerit Corp Bancorp Inc Third Bancorp Webster Finl Corp Conn Transcendent Capital Group

Cavco Industries (NASDAQ:CVCO) Price Target Raised to $425.00

Cavco Industries (NASDAQ:CVCO – Free Report) had its price target increased by Wedbush from $380.00 to $425.00 in a report released on Monday, Benzinga reports. They currently have an outperform rating on the construction company’s stock. Wedbush also issued estimates for Cavco Industries’ Q1 2026 earnings at $7.53 EPS, Q2 2026 earnings at $5.97 EPS, […]
United States Cavco Industrie Cavco Industries Stock Down Financial Services News Ratings For Cavco Industries Daily Group One Trading

Q1 2026 Earnings Forecast for CSW Industrials, Inc. (NASDAQ:CSWI) Issued By Sidoti Csr

CSW Industrials, Inc. (NASDAQ:CSWI – Free Report) – Equities researchers at Sidoti Csr raised their Q1 2026 EPS estimates for CSW Industrials in a research note issued to investors on Monday, May 20th. Sidoti Csr analyst J. Romero now expects that the basic materials company will earn $2.44 per share for the quarter, up from […]
United States Don Sullivan Sidoti Csr Third Bancorp Csw Industrials Inc Simplex Trading
Source: wkrb13.com

Assetmark Inc. Has $6.50 Million Stock Position in Global X MLP ETF (NYSEARCA:MLPA)

Assetmark Inc. raised its holdings in Global X MLP ETF (NYSEARCA:MLPA – Free Report) by 10.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 146,603 shares of the company’s stock after acquiring an additional 14,044 shares during the quarter. Assetmark Inc. owned approximately 0.47% […]
Assetmark Inc Simplex Trading Principal Securities Inc Blair William Co Montaga Associates Inc Creative Financial Designs Inc

Tidemark LLC Buys Shares of 956 Invesco Aerospace & Defense ETF (NYSEARCA:PPA)

Tidemark LLC bought a new stake in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 956 shares of the company’s stock, valued at approximately $88,000. Several other large […]
United States Invesco Aerospace Defense Exchange Commission News Ratings For Invesco Aerospace Defense Simplex Trading Quarter For Invesco Aerospace Defense

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Cambridge Investment Research Advisors Inc. Has $108.97 Million Stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Cambridge Investment Research Advisors Inc. increased its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,982,021 shares of the company’s stock after purchasing an additional 32,965 shares […]
United Kingdom Scottish Borders Simplex Trading Wealthplan Investment Management Coldstream Capital Management Inc Cambridge Investment Research Advisors Inc
Source: wkrb13.com

Mark Sheptoff Financial Planning LLC Increases Position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Mark Sheptoff Financial Planning LLC lifted its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 800.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 450 shares of the company’s stock after purchasing an additional 400 shares during the period. Mark Sheptoff Financial Planning LLC’s holdings in Invesco S&P […]
United States Mark Sheptoff Financial Planning Simplex Trading Securities Inc Wealthplan Investment Management Second Half Financial Partners
Source: wkrb13.com

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Stock Holdings Reduced by Valley Forge Investment Consultants Inc. ADV

Valley Forge Investment Consultants Inc. ADV lowered its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 9.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 75,831 shares of the company’s stock after selling 7,979 shares during the quarter. Schwab US Dividend Equity ETF makes up approximately 2.6% of Valley Forge […]
Dow Jones Fortis Capital Management Simplex Trading Valley Forge Investment Consultants Inc Securities Inc Advisory Group

Waller Financial Planning Group Inc. Sells 99 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Waller Financial Planning Group Inc. lowered its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,786 shares of the company’s stock after selling 99 shares during the quarter. Vanguard S&P […]
United States Capital Investment Advisory Services Simplex Trading Wealthplan Investment Management Exchange Traded Fund Empirical Finance

Gladstone Institutional Advisory LLC Sells 155 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Gladstone Institutional Advisory LLC lessened its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,264 shares of the exchange traded fund’s stock after selling 155 shares during the period. Gladstone Institutional Advisory […]
Gladstone Institutional Advisory Orion Portfolio Solutions Vanguard Group Inc Simplex Trading Fiducient Advisors Loring Wolcott Coolidge Fiduciary Advisors

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