Home » Author Archive
VanEck Morningstar Wide Moat ETF $MOAT Shares Newly Purchased by Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. purchased a new position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
ProShares UltraPro QQQ $TQQQ Stock Acquired by PPSC Investment Service Corp
PPSC Investment Service Corp lifted its stake in shares of ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) by 5.8% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 1,497,357 shares of the exchange... More of this article »
iShares Russell 2000 ETF $IWM Shares Purchased by Sigma Investment Counselors Inc.
Sigma Investment Counselors Inc. grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 6.5% during the third quarter, Holdings Channel reports. The firm owned 58,847 shares of the exchange traded fund’s... More of this article »
iShares MSCI South Korea ETF $EWY Stock: Parametrica Management Ltd Increases Position
Parametrica Management Ltd lifted its holdings in iShares MSCI South Korea ETF (NYSEARCA:EWY – Free Report) by 83.4% in the third quarter, HoldingsChannel.com reports. The fund owned 27,508 shares of the exchange traded fund’s... More of this article »
Vanguard Growth ETF $VUG Stock: Sage Financial Group Inc. Cuts Stake
Sage Financial Group Inc. decreased its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 797,668 shares of... More of this article »
175,942 Schwab US Large-Cap ETF $SCHX Shares Sold by Sage Financial Group Inc.
Sage Financial Group Inc. decreased its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
77,740 Shares of ProShares S&P 500 Aristocrats ETF $NOBL Bought by Roman Butler Fullerton & Co.
Roman Butler Fullerton & Co. bought a new position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Analyzing Energy Focus (NASDAQ:EFOI) & Electrovaya (NASDAQ:ELVA)
Energy Focus (NASDAQ:EFOI – Get Free Report) and Electrovaya (NASDAQ:ELVA – Get Free Report) are both industrials companies, but which is the better stock? We will contrast the two businesses based on the strength of their... More of this article »
Schwab US Dividend Equity ETF $SCHD Shares Bought by Victory Financial Group LLC
Victory Financial Group LLC boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 3.0% in the third quarter, HoldingsChannel reports. The firm owned 1,560,263 shares of the company’s... More of this article »
Oakworth Capital Inc. Acquires 10,000 Shares of Invesco S&P 500 Equal Weight Technology ETF $RSPT
Oakworth Capital Inc. acquired a new position in shares of Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 10,000... More of this article »
SPDR Portfolio TIPS ETF $SPIP Stake Lifted by Willow Creek Wealth Management Inc.
Willow Creek Wealth Management Inc. grew its stake in shares of SPDR Portfolio TIPS ETF (NYSEARCA:SPIP – Free Report) by 15.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
AON (NYSE:AON) Stock Rating Cut to Strong Sell at Zacks Research
Zacks Research lowered shares of AON (NYSE:AON – Free Report) from a hold rating to a strong sell rating in a research report released on Monday morning,Zacks reports. A number of other research firms have also weighed in on... More of this article »
Total Clarity Wealth Management Inc. Buys 54,455 Shares of SPDR S&P International Small Cap ETF $GWX
Total Clarity Wealth Management Inc. bought a new position in shares of SPDR S&P International Small Cap ETF (NYSEARCA:GWX – Free Report) during the third quarter, Holdings Channel reports. The firm bought 54,455 shares... More of this article »
Vanguard Total Stock Market ETF $VTI Stock: Stash Investments LLC Boosts Stake
Stash Investments LLC lifted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 349,278 shares of the ETF’s... More of this article »
Semitam Bonam LLC Purchases 6,357 Shares of iShares 1-3 Year Treasury Bond ETF $SHY
Semitam Bonam LLC boosted its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 9.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
2,058 Shares in iShares Russell 1000 Value ETF $IWD Purchased by WD Rutherford LLC
WD Rutherford LLC bought a new position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – 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 »
Capital Group Growth ETF $CGGR Stock: Latitude Advisors LLC Raises Holdings
Latitude Advisors LLC boosted its stake in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 18.2% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Vanguard Intermediate-Term Treasury ETF $VGIT Stock Acquired by Stash Investments LLC
Stash Investments LLC grew its holdings in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 171.0% in the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Coca-Cola raises its full-year outlook and grows revenue 7% (NYSE: KO)
What happened The Coca-Cola Company (NYSE: KO) raised full-year 2026 guidance and reported third-quarter net revenues of $13.4 billion, up 7%. Operating income grew 12%, outpacing sales, and diluted earnings per share rose 8% to $0.93. The... More of this article »
Dave (DAVE) Set to Release Quarterly Earnings on Wednesday
Dave (NASDAQ:DAVE – Get Free Report) is expected to be issuing its Q3 2026 results after the market closes on Wednesday, November 4th. Analysts expect the company to post earnings of $4.09 per share and revenue of $191.91 million... More of this article »
CPI Card Group (PMTS) Projected to Post Earnings on Wednesday
CPI Card Group (NASDAQ:PMTS – Get Free Report) is expected to be releasing its Q3 2026 results before the market opens on Wednesday, November 4th. Analysts expect CPI Card Group to announce earnings of $0.84 per share and revenue... More of this article »
MADDEN SECURITIES Corp Buys New Position in Planet Labs PBC $PL
MADDEN SECURITIES Corp purchased a new position in shares of Planet Labs PBC (NYSE:PL – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 38,175... More of this article »
Dianthus Therapeutics (NASDAQ:DNTH) Stock Rating Raised to Strong-Buy at Roth Capital
Dianthus Therapeutics (NASDAQ:DNTH – Get Free Report) was upgraded by stock analysts at Roth Capital to a “strong-buy” rating in a research report issued to clients and investors on Monday, Zacks reports. A number... More of this article »
Electrolux (OTCMKTS:ELUXY) Stock Rating Raised to Strong-Buy at Dnb Carnegie
Electrolux (OTCMKTS:ELUXY – Get Free Report) was upgraded by analysts at Dnb Carnegie from a “hold” rating to a “strong-buy” rating in a research note issued to investors on Tuesday, Zacks reports. Separately,... More of this article »
Entera Bio (NASDAQ:ENTX) Shares Cross Above 50 Day Moving Average – Here’s What Happened
Entera Bio Ltd. (NASDAQ:ENTX – Get Free Report)’s stock price crossed above its 50-day moving average during trading on Tuesday. The stock has a 50-day moving average of $2.89 and traded as high as $3.13. Entera Bio shares... More of this article »
Franklin Investment Grade Corporate ETF (NYSEARCA:FLCO) Share Price Crosses Above 50-Day Moving Average – What’s Next?
Shares of Franklin Investment Grade Corporate ETF (NYSEARCA:FLCO – Get Free Report) passed above its 50 day moving average during trading on Tuesday. The stock has a 50 day moving average of $20.64 and traded as high as $20.69.... More of this article »
BMO S&P/TSX Capped Composite Index ETF (TSE:ZCN) Stock Price Breaks Above Fifty Day Moving Average – Time to Sell?
BMO S&P/TSX Capped Composite Index ETF (TSE:ZCN – Get Free Report) shares crossed above its fifty day moving average during trading on Tuesday. The stock has a fifty day moving average of C$48.18 and traded as high as C$48.46.... More of this article »
BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC) Share Price Breaks Above 50-Day Moving Average – What’s Next?
BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC – Get Free Report)’s stock price crossed above its fifty day moving average during trading on Tuesday. The stock has a fifty day moving average of $49.09 and traded... More of this article »
SelectQuote (NYSE:SLQT) Stock Bumped Up to “Hold” by Zacks Research
SelectQuote (NYSE:SLQT – Get Free Report) was upgraded by research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued to investors on Monday, Zacks reports. SLQT... More of this article »
17,444 Shares of Dimensional International Core Equity 2 ETF $DFIC Acquired by SYM FINANCIAL Corp
SYM FINANCIAL Corp purchased a new stake in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) during the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 17,444 shares... More of this article »
Capital Group Municipal Income ETF $CGMU Stock: Total Clarity Wealth Management Inc. Cuts Position
Total Clarity Wealth Management Inc. lessened its holdings in Capital Group Municipal Income ETF (NYSEARCA:CGMU – Free Report) by 13.9% during the third quarter, according to its most recent 13F filing with the Securities &... More of this article »
GrowGeneration (NASDAQ:GRWG) and Camping World (NYSE:CWH) Critical Comparison
GrowGeneration (NASDAQ:GRWG – Get Free Report) and Camping World (NYSE:CWH – Get Free Report) are both consumer discretionary companies, but which is the superior stock? We will compare the two businesses based on the strength... More of this article »
Vanguard Extended Duration Treasury ETF $EDV Position Decreased by Midland Wealth Advisors LLC
Midland Wealth Advisors LLC trimmed its stake in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) by 31.2% during the 3rd quarter, Holdings Channel reports. The firm owned 1,118,454 shares of the company’s... More of this article »
Critical Survey: Miami International (NYSE:MIAX) vs. MDB Capital (NASDAQ:MDBH)
Miami International (NYSE:MIAX – Get Free Report) and MDB Capital (NASDAQ:MDBH – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength... More of this article »
Sigma Planning Corp Sells 6,916 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV
Sigma Planning Corp lessened its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV – Free Report) by 25.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Janus Henderson AAA CLO ETF $JAAA Shares Sold by WESPAC Advisors LLC
WESPAC Advisors LLC cut its stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 87.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Bitwise Bitcoin ETF (NYSEARCA:BITB) Share Price Breaks Above 50 Day Moving Average – Should You Sell?
Bitwise Bitcoin ETF (NYSEARCA:BITB – Get Free Report) crossed above its 50-day moving average during trading on Tuesday. The stock has a 50-day moving average of $43.61 and traded as high as $43.80. Bitwise Bitcoin ETF shares... More of this article »
Vanguard Real Estate ETF $VNQ Shares Bought by Stash Investments LLC
Stash Investments LLC raised its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 167.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Vanguard Russell 1000 ETF $VONE Shares Newly Bought by Segment Wealth Management LLC
Segment Wealth Management LLC bought a new stake in Vanguard Russell 1000 ETF (NASDAQ:VONE – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Ligand Pharmaceuticals (NASDAQ:LGND) & Inhibrx Biosciences (NASDAQ:INBX) Financial Survey
Ligand Pharmaceuticals (NASDAQ:LGND – Get Free Report) and Inhibrx Biosciences (NASDAQ:INBX – Get Free Report) are both healthcare companies, but which is the superior business? We will compare the two companies based on... More of this article »
O’Reilly Automotive, Inc. $ORLY Shares Sold by Schwartz Investment Counsel Inc.
Schwartz Investment Counsel Inc. trimmed its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 5.3% in the third quarter, HoldingsChannel.com reports. The fund owned 630,000 shares of the specialty... More of this article »
Advanced Micro Devices, Inc. $AMD Shares Sold by WD Rutherford LLC
WD Rutherford LLC trimmed its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 14.3% in the third quarter, Holdings Channel.com reports. The institutional investor owned 16,594 shares of the semiconductor... More of this article »
Park Avenue Securities LLC Buys 120,397 Shares of Avantis International Small Cap Equity ETF $AVDS
Park Avenue Securities LLC bought a new stake in shares of Avantis International Small Cap Equity ETF (NYSEARCA:AVDS – Free Report) during the 3rd quarter, HoldingsChannel reports. The institutional investor bought 120,397 shares... More of this article »
Park Avenue Securities LLC Buys 158,818 Shares of JPMorgan U.S. Research Enhanced Large Cap ETF $JUSA
Park Avenue Securities LLC purchased a new position in shares of JPMorgan U.S. Research Enhanced Large Cap ETF (NYSEARCA:JUSA – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities... More of this article »
422,790 Shares of Invesco Variable Rate Preferred ETF $VRP Purchased by Park Avenue Securities LLC
Park Avenue Securities LLC acquired a new stake in Invesco Variable Rate Preferred ETF (NYSEARCA:VRP – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 422,790 shares of the company’s... More of this article »
Oppenheimer & Co. Inc. Buys 210,995 Shares of JPMorgan Nasdaq Equity Premium Income ETF $JEPQ
Oppenheimer & Co. Inc. bought a new position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) during the 3rd quarter, HoldingsChannel reports. The fund bought 210,995 shares of the company’s... More of this article »
5,995 MetLife, Inc. $MET Shares Sold by Verdence Capital Advisors LLC
Verdence Capital Advisors LLC reduced its position in shares of MetLife, Inc. (NYSE:MET – Free Report) by 22.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Kingswood Wealth Advisors LLC Purchases New Stake in Vanguard Ultra-Short Bond ETF $VUSB
Kingswood Wealth Advisors LLC purchased a new stake in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »