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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 […]
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 […]
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 […]
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 […]
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 […]