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Sage Financial Group Inc. Has $277,000 Stock Position in IndexIQ ETF Trust – IQ Hedge Multi-Strategy Tracker ETF (NYSEARCA:QAI)

Sage Financial Group Inc. lowered its holdings in shares of IndexIQ ETF Trust – IQ Hedge Multi-Strategy Tracker ETF (NYSEARCA:QAI – Free Report) by 88.6% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 9,275 shares of the company’s stock after selling 72,165 shares during the period. Sage […] ....

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O Brien Greene & Co. Inc Has $1.51 Million Position in Diageo plc (NYSE:DEO)

O Brien Greene & Co. Inc grew its stake in Diageo plc (NYSE:DEO – Free Report) by 217.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,700 shares of the company’s stock after buying an additional 5,959 shares during the period. […] ....

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Twelve Points Wealth Management LLC Reduces Stock Position in Johnson & Johnson (NYSE:JNJ)

Twelve Points Wealth Management LLC Reduces Stock Position in Johnson & Johnson (NYSE:JNJ)
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Visa Inc. (NYSE:V) is Perfromance Wealth Partners LLC's 9th Largest Position

Perfromance Wealth Partners LLC reduced its position in Visa Inc. (NYSE:V – Free Report) by 2.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 205,616 shares of the credit-card processor’s stock after selling 5,289 shares during the quarter. Visa accounts for about 2.3% […] ....

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Twelve Points Wealth Management LLC Has $250,000 Stake in The Home Depot, Inc. (NYSE:HD)

Twelve Points Wealth Management LLC reduced its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 21.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 804 shares of the home improvement retailer’s stock after selling 216 shares during the quarter. […] ....

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