Page 2 - Xml Financial News Today

XML Financial LLC lessened its position in Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD – Free Report) by 28.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 92,559 shares of the company’s stock after selling 37,659 shares during the […]

XML Financial LLC cut its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 74,176 shares of the financial services provider’s stock after selling 594 shares during the period. XML […]

XML Financial LLC decreased its position in Innovator Premium Income 40 Barrier ETF – April (BATS:APRQ – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 268,927 shares of the company’s stock after selling 2,419 shares during the period. XML […]

XML Financial LLC boosted its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 191,949 shares of the biopharmaceutical company’s stock after purchasing an additional 4,480 shares during the […]

XML Financial LLC grew its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 42,107 shares of the exchange traded fund’s stock after purchasing an additional 452 […]

XML Financial LLC increased its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 30,941 shares of the company’s stock after purchasing an additional 1,288 shares during the quarter. XML Financial […]

XML Financial LLC raised its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 9.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,871 shares of the oil and gas company’s stock after acquiring an additional 1,906 shares during […]

XML Financial LLC increased its stake in Chevron Co. (NYSE:CVX – Free Report) by 7.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 46,170 shares of the oil and gas company’s stock after purchasing an additional 3,332 shares during the period. XML […]

XML Financial LLC reduced its position in shares of Innovator Premium Income 40 Barrier ETF – April (BATS:APRQ – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 268,927 shares of the company’s stock after […]

XML Financial LLC lifted its stake in shares of National Storage Affiliates Trust (NYSE:NSA – Free Report) by 14.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 89,727 shares of the real estate investment trust’s stock after acquiring an additional 11,552 shares during the period. XML Financial LLC’s holdings in National Storage Affiliates […]