Home » SEC Filing Articles
Motorola Solutions, Inc. $MSI Shares Sold by Achmea Investment Management B.V.
Achmea Investment Management B.V. reduced its stake in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 40.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 48,931... More of this article »
Adams Diversified Equity Fund, Inc. $ADX Shares Acquired by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC lifted its position in Adams Diversified Equity Fund, Inc. (NYSE:ADX – Free Report) by 54.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
ARQ Wealth Advisors LLC Has $3.08 Million Stake in JPMorgan USD Emerging Markets Sovereign Bond ETF $JPMB
ARQ Wealth Advisors LLC grew its stake in JPMorgan USD Emerging Markets Sovereign Bond ETF (NYSEARCA:JPMB – Free Report) by 53.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
ARQ Wealth Advisors LLC Takes Position in McKesson Corporation $MCK
ARQ Wealth Advisors LLC bought a new stake in McKesson Corporation (NYSE:MCK – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor bought 5,748 shares of the... More of this article »
Global X Adaptive U.S. Factor ETF $AUSF Position Boosted by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC grew its stake in Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF – Free Report) by 27.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Achmea Investment Management B.V. Buys 3,419 Shares of Salesforce Inc. $CRM
Achmea Investment Management B.V. lifted its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 2.3% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 151,673 shares... More of this article »
ARQ Wealth Advisors LLC Invests $758,000 in PepsiCo, Inc. $PEP
ARQ Wealth Advisors LLC bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
ARQ Wealth Advisors LLC Lowers Stock Position in SPDR Portfolio Emerging Markets ETF $SPEM
ARQ Wealth Advisors LLC lowered its position in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 31.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
ARQ Wealth Advisors LLC Cuts Stock Position in SPDR Portfolio Developed World ex-US ETF $SPDW
ARQ Wealth Advisors LLC trimmed its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 26.2% during the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
ARQ Wealth Advisors LLC Acquires New Position in Freedom 100 Emerging Markets ETF $FRDM
ARQ Wealth Advisors LLC bought a new position in shares of Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
iShares MSCI USA Momentum Factor ETF $MTUM Shares Sold by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC reduced its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 14.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
ARQ Wealth Advisors LLC Takes $809,000 Position in American Express Company $AXP
ARQ Wealth Advisors LLC bought a new position in shares of American Express Company (NYSE:AXP) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,436 shares of the payment services... More of this article »
40,125 Shares in Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF $GLOV Purchased by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC bought a new stake in shares of Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF (BATS:GLOV – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm bought... More of this article »
ARQ Wealth Advisors LLC Raises Holdings in FT Vest Rising Dividend Achievers Target Income ETF $RDVI
ARQ Wealth Advisors LLC increased its holdings in FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) by 65.3% in the third quarter, according to its most recent disclosure with the Securities &... More of this article »
ARQ Wealth Advisors LLC Has $1.67 Million Stock Holdings in SPDR Global Dow ETF $DGT
ARQ Wealth Advisors LLC raised its position in SPDR Global Dow ETF (NYSEARCA:DGT – Free Report) by 46.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Invesco RAFI Strategic US ETF $IUS is ARQ Wealth Advisors LLC’s 6th Largest Position
ARQ Wealth Advisors LLC lessened its stake in shares of Invesco RAFI Strategic US ETF (NASDAQ:IUS – Free Report) by 5.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 196,574 shares... More of this article »
Achmea Investment Management B.V. Raises Holdings in Adobe Inc. $ADBE
Achmea Investment Management B.V. raised its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 57.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
ARQ Wealth Advisors LLC Decreases Position in First Trust RBA American Industrial Renaissance ETF $AIRR
ARQ Wealth Advisors LLC trimmed its position in First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) by 20.0% during the 3rd quarter, according to the company in its most recent filing with the Securities... More of this article »
ARQ Wealth Advisors LLC Raises Stake in First Trust BuyWrite Income ETF $FTHI
ARQ Wealth Advisors LLC lifted its stake in First Trust BuyWrite Income ETF (NASDAQ:FTHI – Free Report) by 64.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Columbia Research Enhanced Core ETF $RECS is ARQ Wealth Advisors LLC’s 8th Largest Position
ARQ Wealth Advisors LLC lifted its holdings in Columbia Research Enhanced Core ETF (NYSEARCA:RECS – Free Report) by 16.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
ARQ Wealth Advisors LLC Purchases New Holdings in Capital One Financial Corporation $COF
ARQ Wealth Advisors LLC bought a new stake in Capital One Financial Corporation (NYSE:COF – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
JPMorgan Active Value ETF $JAVA Shares Sold by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC reduced its stake in JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 13.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Amazon.com, Inc. $AMZN Stock Position Lifted by Advisory Services Network LLC
Advisory Services Network LLC increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 2.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 525,584... More of this article »
Ariadne Wealth Management LP Invests $1.02 Million in Vanguard FTSE Developed Markets ETF $VEA
Ariadne Wealth Management LP purchased a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased... More of this article »
38,864 Shares in iShares Ethereum Trust ETF $ETHA Purchased by Apexium Financial LP
Apexium Financial LP acquired a new stake in iShares Ethereum Trust ETF (NASDAQ:ETHA – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
1,631 Shares in Micron Technology, Inc. $MU Bought by Ariadne Wealth Management LP
Ariadne Wealth Management LP acquired a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Ariadne Wealth Management LP Cuts Stock Holdings in Avantis International Equity ETF $AVDE
Ariadne Wealth Management LP decreased its stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 9.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
iShares Expanded Tech Sector ETF $IGM Shares Sold by Apexium Financial LP
Apexium Financial LP reduced its stake in iShares Expanded Tech Sector ETF (NYSEARCA:IGM – Free Report) by 21.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Bitcoin Trust ETF $IBIT Shares Bought by Apexium Financial LP
Apexium Financial LP raised its position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 157.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Alpine Global Management LLC Makes New $1.41 Million Investment in TXNM Energy, Inc. $TXNM
Alpine Global Management LLC acquired a new stake in shares of TXNM Energy, Inc. (NYSE:TXNM – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Pacer US Cash Cows 100 ETF $COWZ Shares Acquired by Apexium Financial LP
Apexium Financial LP boosted its position in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares U.S. Technology ETF $IYW Shares Acquired by Apexium Financial LP
Apexium Financial LP grew its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 206,725... More of this article »
Apexium Financial LP Acquires 24,453 Shares of JPMorgan Equity Premium Income ETF $JEPI
Apexium Financial LP raised its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 10.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Apexium Financial LP Purchases 4,495 Shares of Invesco NASDAQ 100 ETF $QQQM
Apexium Financial LP increased its holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 6.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Apexium Financial LP Has $5.05 Million Stock Position in American Century Focused Dynamic Growth ETF $FDG
Apexium Financial LP lifted its stake in shares of American Century Focused Dynamic Growth ETF (NYSEARCA:FDG – Free Report) by 14.6% during the third quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Alpine Global Management LLC Makes New Investment in Royalty Pharma PLC $RPRX
Alpine Global Management LLC bought a new position in Royalty Pharma PLC (NASDAQ:RPRX – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought... More of this article »
ProShares S&P 500 Aristocrats ETF $NOBL Shares Sold by Apexium Financial LP
Apexium Financial LP trimmed its holdings in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 5.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Apexium Financial LP Boosts Stake in iShares U.S. Tech Independence Focused ETF $IETC
Apexium Financial LP boosted its stake in iShares U.S. Tech Independence Focused ETF (BATS:IETC – Free Report) by 33.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 89,167 shares of the... More of this article »
Alpine Global Management LLC Invests $1.64 Million in Blackrock Tcp Capital Corp. $TCPC
Alpine Global Management LLC acquired a new stake in Blackrock Tcp Capital Corp. (NASDAQ:TCPC – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
14,714 Shares in Liberty Broadband Corporation $LBRDK Acquired by Alpine Global Management LLC
Alpine Global Management LLC acquired a new position in shares of Liberty Broadband Corporation (NASDAQ:LBRDK – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Alpine Global Management LLC Invests $491,000 in OGE Energy Corporation $OGE
Alpine Global Management LLC purchased a new stake in OGE Energy Corporation (NYSE:OGE – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Apexium Financial LP Raises Position in Vanguard Short-Term Bond ETF $BSV
Apexium Financial LP grew its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 8.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Apexium Financial LP Has $17.11 Million Stock Position in Vanguard Total Bond Market ETF $BND
Apexium Financial LP increased its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 9.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Apexium Financial LP Increases Stake in VanEck Semiconductor ETF $SMH
Apexium Financial LP boosted its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 9.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Alpine Global Management LLC Takes $648,000 Position in Abrdn Emerging Markets Equity Income Fund Inc $AEF
Alpine Global Management LLC acquired a new stake in Abrdn Emerging Markets Equity Income Fund Inc (NYSE:AEF – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Alpine Global Management LLC Takes $619,000 Position in Inv Vk Invt Ny $VTN
Alpine Global Management LLC acquired a new position in shares of Inv Vk Invt Ny (NYSE:VTN – Free Report) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 56,177 shares of the investment... More of this article »
Alpine Global Management LLC Takes Position in Kayne Anderson BDC, Inc. $KBDC
Alpine Global Management LLC bought a new position in shares of Kayne Anderson BDC, Inc. (NYSE:KBDC – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Alpine Global Management LLC Buys New Stake in Invesco Quality Municipal Income Trust $IQI
Alpine Global Management LLC purchased a new position in shares of Invesco Quality Municipal Income Trust (NYSE:IQI – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and... More of this article »