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September 25, 2023
SimpliFi Inc. purchased a new stake in shares of ARK Innovation ETF (NYSEARCA:ARKK – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,783 shares of the company’s stock, valued at approximately $255,000. A number of other […]
September 25, 2023
Chesley Taft & Associates LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 5.6% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 27,689 shares of the company’s stock after selling 1,629 shares during the period. Chesley Taft & Associates LLC’s holdings […]
September 25, 2023
SimpliFi Inc. lifted its position in VanEck CEF Municipal Income ETF (BATS:XMPT – Free Report) by 66.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,709 shares of the company’s stock after purchasing an additional 12,611 shares during the […]
September 25, 2023
SimpliFi Inc. increased its holdings in iShares Core Moderate Allocation ETF (NYSEARCA:AOM – Free Report) by 26.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,058 shares of the company’s stock after acquiring an additional 2,330 shares during the quarter. iShares Core […]
September 25, 2023
SimpliFi Inc. raised its stake in iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 1.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,441 shares of the company’s stock after purchasing an additional 407 shares during the period. iShares Core Growth […]
September 25, 2023
SimpliFi Inc. grew its holdings in shares of Invesco International Dividend Achievers ETF (NASDAQ:PID – Free Report) by 69.3% during the second quarter, Holdings Channel.com reports. The institutional investor owned 20,638 shares of the company’s stock after purchasing an additional 8,446 shares during the quarter. SimpliFi Inc.’s holdings in Invesco International Dividend Achievers ETF were […]
September 25, 2023
SimpliFi Inc. grew its stake in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 4.4% in the 2nd quarter, HoldingsChannel reports. The fund owned 183,328 shares of the company’s stock after purchasing an additional 7,771 shares during the quarter. Vanguard Short-Term Inflation-Protected Securities ETF makes up 4.1% of SimpliFi Inc.’s investment […]
September 25, 2023
SimpliFi Inc. lifted its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 4.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 70,018 shares of the exchange traded fund’s stock after purchasing an additional 2,740 shares during […]
September 25, 2023
Vista Private Wealth Partners. LLC boosted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 31,071 shares of the company’s stock after acquiring an additional […]
September 25, 2023
SimpliFi Inc. boosted its stake in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report) by 67.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 64,514 shares of the company’s stock after acquiring an additional 25,902 shares […]