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Elmwood Wealth Management Inc Has $2 59 Million Stake in PepsiCo, Inc (NASDAQ:PEP)

Elmwood Wealth Management Inc. decreased its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.5% in the 2nd quarter, Holdings Channel.com reports. The firm owned 13,999 shares of the company’s stock after selling 207 shares during the period. PepsiCo comprises 1.2% of Elmwood Wealth Management Inc.’s holdings, making the stock its 26th biggest position. […]

JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Stake Lifted by Elmwood Wealth Management Inc

Elmwood Wealth Management Inc. raised its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 5.8% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 210,132 shares of the company’s stock after purchasing an additional 11,539 shares during the period. JPMorgan Ultra-Short Income ETF accounts […]

Castle Rock Wealth Management LLC Acquires 5,590 Shares of Innovator U S Equity Power Buffer ETF – June (BATS:PJUN)

Castle Rock Wealth Management LLC increased its stake in shares of Innovator U.S. Equity Power Buffer ETF – June (BATS:PJUN – Free Report) by 13.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,004 shares of the company’s stock after […]

Retirement Income Solutions Inc Increases Stake in Innovator U S Equity Power Buffer ETF – October (BATS:POCT)

Retirement Income Solutions Inc boosted its stake in Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) by 6.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 43,689 shares of the company’s stock after buying an additional 2,684 shares during […]

Retirement Income Solutions Inc Increases Stake in Innovator U S Equity Power Buffer ETF – October (BATS:POCT)

Retirement Income Solutions Inc Increases Stake in Innovator U S Equity Power Buffer ETF – October (BATS:POCT)
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