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May 19, 2023
Wealthsource Partners LLC lifted its position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Get Rating) by 0.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,642 shares of the company’s stock after acquiring an additional 89 shares during […]
May 19, 2023
Wealthsource Partners LLC reduced its stake in Invesco BulletShares 2025 Corporate Bond ETF (NYSEARCA:BSCP – Get Rating) by 8.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 177,275 shares of the company’s stock after selling 17,233 shares during the period. Wealthsource Partners LLC’s […]
May 19, 2023
Wealthsource Partners LLC raised its holdings in shares of Simplify Macro Strategy ETF (NYSEARCA:FIG – Get Rating) by 12.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 123,011 shares of the company’s stock after buying an additional 13,715 shares […]
May 19, 2023
Wealthsource Partners LLC raised its holdings in iShares Bloomberg Roll Select Commodity Strategy ETF (NYSEARCA:CMDY – Get Rating) by 28.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 61,599 shares of the company’s stock after purchasing an additional 13,570 shares during the […]
May 19, 2023
Wealthsource Partners LLC cut its position in iShares Global Tech ETF (NYSEARCA:IXN – Get Rating) by 24.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 63,363 shares of the company’s stock after selling 20,952 shares during the quarter. Wealthsource Partners LLC owned […]
May 19, 2023
Wealthsource Partners LLC lowered its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Get Rating) by 0.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 249,435 shares of the company’s stock after selling 1,667 shares during the quarter. iShares MSCI USA Min Vol Factor ETF accounts for about 1.3% of […]
May 19, 2023
Wealthsource Partners LLC trimmed its holdings in shares of Invesco BulletShares 2025 Corporate Bond ETF (NYSEARCA:BSCP – Get Rating) by 8.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 177,275 shares of the company’s stock after selling 17,233 shares during the period. Wealthsource Partners LLC […]
May 19, 2023
Wealthsource Partners LLC grew its stake in shares of San Juan Basin Royalty Trust (NYSE:SJT – Get Rating) by 4.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 535,912 shares of the oil and gas producer’s stock after buying an additional 23,259 shares during […]
May 19, 2023
Wealthsource Partners LLC reduced its holdings in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,925 shares of the company’s stock after selling 1,214 shares during the […]
May 19, 2023
Wealthsource Partners LLC boosted its stake in shares of Invesco BulletShares 2023 Corporate Bond ETF (NYSEARCA:BSCN – Get Rating) by 151.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 735,933 shares of the company’s stock after acquiring an additional 442,913 […]