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Ethos Financial Group LLC Sells 53,602 Shares of First Trust Rising Dividend Achievers ETF $RDVY
Ethos Financial Group LLC reduced its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 42.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Ethos Financial Group LLC Sells 81,049 Shares of Goldman Sachs Nasdaq 100 Core Premium Income ETF $GPIQ
Ethos Financial Group LLC reduced its stake in Goldman Sachs Nasdaq 100 Core Premium Income ETF (NASDAQ:GPIQ – Free Report) by 60.6% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Ethos Financial Group LLC Buys New Stake in SPDR S&P Biotech ETF $XBI
Ethos Financial Group LLC purchased a new stake in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The fund purchased 22,309 shares of the exchange... More of this article »
Ethos Financial Group LLC Invests $4.04 Million in JPMorgan Income ETF $JPIE
Ethos Financial Group LLC acquired a new stake in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 86,838... More of this article »
Ethos Financial Group LLC Acquires 43,168 Shares of Grayscale Bitcoin Mini Trust ETF $BTC
Ethos Financial Group LLC grew its holdings in shares of Grayscale Bitcoin Mini Trust ETF (NYSEARCA:BTC – Free Report) by 412.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Florida Trust Wealth Management Co Cuts Holdings in Vanguard High Dividend Yield ETF $VYM
Florida Trust Wealth Management Co cut its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Ethos Financial Group LLC Trims Stock Holdings in Janus Henderson B-BBB CLO ETF $JBBB
Ethos Financial Group LLC lowered its holdings in Janus Henderson B-BBB CLO ETF (BATS:JBBB – Free Report) by 84.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Invesco S&P 500 Equal Weight Energy ETF $RSPG Shares Sold by Ethos Financial Group LLC
Ethos Financial Group LLC reduced its stake in shares of Invesco S&P 500 Equal Weight Energy ETF (NYSEARCA:RSPG – Free Report) by 18.2% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Ethos Financial Group LLC Purchases Shares of 45,571 iShares Total Return Active ETF $BRTR
Ethos Financial Group LLC purchased a new position in shares of iShares Total Return Active ETF (NASDAQ:BRTR – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
Ethos Financial Group LLC Has $2.47 Million Stake in Global X MLP ETF $MLPA
Ethos Financial Group LLC lowered its position in Global X MLP ETF (NYSEARCA:MLPA – Free Report) by 30.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Ethos Financial Group LLC Takes Position in Principal U.S. Mega-Cap ETF $USMC
Ethos Financial Group LLC bought a new stake in Principal U.S. Mega-Cap ETF (NASDAQ:USMC – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Simplify MBS ETF $MTBA Shares Bought by Ethos Financial Group LLC
Ethos Financial Group LLC raised its position in Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 34.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
54,631 Shares in Invesco S&P MidCap Momentum ETF $XMMO Bought by Ethos Financial Group LLC
Ethos Financial Group LLC acquired a new position in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Ethos Financial Group LLC Has $7.75 Million Stake in iShares MSCI Emerging Markets ex China ETF $EMXC
Ethos Financial Group LLC lessened its holdings in shares of iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC – Free Report) by 8.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Ethos Financial Group LLC Makes New Investment in iPath Bloomberg Commodity Index Total Return ETN $DJP
Ethos Financial Group LLC acquired a new stake in shares of iPath Bloomberg Commodity Index Total Return ETN (NYSEARCA:DJP – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired... More of this article »
Ethos Financial Group LLC Has $3.85 Million Stock Holdings in iMGP DBi Managed Futures Strategy ETF $DBMF
Ethos Financial Group LLC raised its stake in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) by 953.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Ethos Financial Group LLC Buys 46,898 Shares of Freedom 100 Emerging Markets ETF $FRDM
Ethos Financial Group LLC lifted its stake in shares of Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) by 85.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
PureCycle Technologies, Inc. $PCT Shares Bought by Ethos Financial Group LLC
Ethos Financial Group LLC grew its position in PureCycle Technologies, Inc. (NASDAQ:PCT – Free Report) by 41.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Ethos Financial Group LLC Invests $2.29 Million in First Trust Natural Gas ETF $FCG
Ethos Financial Group LLC purchased a new stake in shares of First Trust Natural Gas ETF (NYSEARCA:FCG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Ethos Financial Group LLC Buys Shares of 56,133 iShares Core MSCI Total International Stock ETF $IXUS
Ethos Financial Group LLC purchased a new stake in iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Ethos Financial Group LLC Invests $3.81 Million in Gadsden Dynamic Multi-Asset ETF $GDMA
Ethos Financial Group LLC acquired a new stake in Gadsden Dynamic Multi-Asset ETF (BATS:GDMA – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Ethos Financial Group LLC Raises Stock Position in iShares 20+ Year Treasury Bond ETF $TLT
Ethos Financial Group LLC lifted its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 2,881.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Ethos Financial Group LLC Reduces Stock Holdings in Strive Natural Resources and Security ETF $FTWO
Ethos Financial Group LLC cut its stake in shares of Strive Natural Resources and Security ETF (NYSEARCA:FTWO – Free Report) by 26.6% during the 4th quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Ethos Financial Group LLC Has $2.07 Million Stock Position in Eldridge BBB-B CLO ETF $CLOZ
Ethos Financial Group LLC raised its position in Eldridge BBB-B CLO ETF (NYSEARCA:CLOZ – Free Report) by 138.4% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 77,656 shares of the... More of this article »
Ethos Financial Group LLC Acquires 8,559 Shares of Vanguard Core Bond ETF $VCRB
Ethos Financial Group LLC increased its stake in Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 9.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Ethos Financial Group LLC Purchases New Position in Harbor Commodity All-Weather Strategy ETF $HGER
Ethos Financial Group LLC bought a new stake in shares of Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Alpha Architect High Inflation and Deflation ETF $HIDE Holdings Boosted by Ethos Financial Group LLC
Ethos Financial Group LLC grew its holdings in Alpha Architect High Inflation and Deflation ETF (NASDAQ:HIDE – Free Report) by 43.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Ethos Financial Group LLC Sells 47,730 Shares of GraniteShares HIPS US High Income ETF $HIPS
Ethos Financial Group LLC cut its holdings in GraniteShares HIPS US High Income ETF (NYSEARCA:HIPS – Free Report) by 16.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Ethos Financial Group LLC Buys New Position in Capital Group Dividend Value ETF $CGDV
Ethos Financial Group LLC bought a new stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Ethos Financial Group LLC Buys 17,084 Shares of SPDR SSGA US Large Cap Low Volatility Index ETF $LGLV
Ethos Financial Group LLC boosted its stake in shares of SPDR SSGA US Large Cap Low Volatility Index ETF (NYSEARCA:LGLV – Free Report) by 45.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Ethos Financial Group LLC Grows Stock Position in iShares S&P 100 ETF $OEF
Ethos Financial Group LLC grew its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 2,421.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Ethos Financial Group LLC Purchases 59,964 Shares of SPDR Doubleline Total Return Tactical ETF $TOTL
Ethos Financial Group LLC grew its holdings in shares of SPDR Doubleline Total Return Tactical ETF (NYSEARCA:TOTL – Free Report) by 99.8% during the fourth quarter, according to the company in its most recent filing with the... More of this article »
Ethos Financial Group LLC Reduces Holdings in Alpha Architect U.S. Quantitative Momentum ETF $QMOM
Ethos Financial Group LLC cut its position in Alpha Architect U.S. Quantitative Momentum ETF (NASDAQ:QMOM – Free Report) by 13.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Sold by Austin Private Wealth LLC
Austin Private Wealth LLC reduced its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
ASL Financial LLC Makes New Investment in Walmart Inc. $WMT
ASL Financial LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 4,161 shares... More of this article »
Ascent Group LLC Buys 1,302 Shares of Caterpillar Inc. $CAT
Ascent Group LLC lifted its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 21.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,438... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Invests $589,000 in AMETEK, Inc. $AME
Empirical Financial Services LLC d.b.a. Empirical Wealth Management acquired a new stake in AMETEK, Inc. (NYSE:AME – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
9,408 Shares in Johnson & Johnson $JNJ Bought by Dorato Capital Management
Dorato Capital Management bought a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Formidable Asset Management LLC Sells 3,250 Shares of Exxon Mobil Corporation $XOM
Formidable Asset Management LLC cut its stake in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 5.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Eli Lilly and Company $LLY Shares Sold by Bank Pictet & Cie Europe AG
Bank Pictet & Cie Europe AG lowered its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 12.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 59,872 shares... More of this article »
Blue Trust Inc. Has $91.51 Million Stock Holdings in Eli Lilly and Company $LLY
Blue Trust Inc. trimmed its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 5.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 1,111 Shares of Lockheed Martin Corporation $LMT
Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its position in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 43.3% in the 4th quarter, according to its most recent filing with the SEC.... More of this article »
Beaumont Financial Advisors LLC Decreases Position in Johnson & Johnson $JNJ
Beaumont Financial Advisors LLC decreased its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 118,215... More of this article »
Eli Lilly and Company $LLY Shares Purchased by Formidable Asset Management LLC
Formidable Asset Management LLC grew its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 9.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,029... More of this article »
Banque Pictet & Cie SA Buys 14,562 Shares of Johnson & Johnson $JNJ
Banque Pictet & Cie SA boosted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 8.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Banque Pictet & Cie SA Cuts Holdings in Eli Lilly and Company $LLY
Banque Pictet & Cie SA trimmed its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 8.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 72,837 shares... More of this article »
Eli Lilly and Company $LLY Stake Lessened by Bangor Savings Bank
Bangor Savings Bank decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 17.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
69,317 Shares in iShares Core Total USD Bond Market ETF $IUSB Purchased by Chatterton & Associates Inc.
Chatterton & Associates Inc. acquired a new position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »