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XML Financial LLC trimmed its position in shares of Pacer Trendpilot 100 ETF (NYSEARCA:PTNQ – Get Rating) by 6.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,103 shares of the company’s stock after selling 967 shares during the […]
XML Financial LLC raised its position in shares of FT Cboe Vest Gold Strategy Target Income ETF (BATS:IGLD – Get Rating) by 1.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,844 shares of the company’s stock after acquiring an additional […]
XML Financial LLC grew its stake in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Get Rating) by 83.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,688 shares of the exchange traded fund’s stock after […]
XML Financial LLC raised its stake in Novartis AG (NYSE:NVS – Get Rating) by 1.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,989 shares of the company’s stock after buying an additional 200 shares during the period. XML Financial LLC’s holdings in Novartis […]
XML Financial LLC boosted its holdings in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 64.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 5,478 shares of the exchange traded fund’s stock after purchasing an additional 2,149 shares during the quarter. XML Financial LLC’s holdings in Invesco QQQ Trust were worth $1,459,000 at […]