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Fusion Family Wealth LLC Sells 23,964 Shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP)

Fusion Family Wealth LLC decreased its position in Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP – Free Report) by 18.3% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 107,149 shares of the company’s stock after selling 23,964 shares during the quarter. Invesco […]

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United-kingdom
Invesco-bulletshares
Raymond-james-associates
Jpmorgan-chase-co
Ironwood-wealth-management
Cambridge-investment-research-advisors-inc
Fusion-family-wealth
Advisor-group
Invesco
Yield-corporate-bond

Fusion Family Wealth LLC Has $136.09 Million Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Fusion Family Wealth LLC grew its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 334,151 shares of the company’s stock after acquiring an additional […]

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Envestnet-asset-management-inc
Exchange-traded-fund
Ci-private-wealth
Summit-wealth-group
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Fusion Family Wealth LLC Acquires Shares of 4,022 SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Fusion Family Wealth LLC acquired a new stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 4,022 shares of the company’s stock, valued at approximately $210,000. A number […]

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Fusion-family-wealth
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Jpmorgan-chase-co
Assetmark-inc
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Group-investment-advisors
Money-management

Vanguard Small-Cap ETF (NYSEARCA:VB) is Fusion Family Wealth LLC's 4th Largest Position

Fusion Family Wealth LLC increased its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.0% in the 2nd quarter, HoldingsChannel reports. The fund owned 375,174 shares of the company’s stock after buying an additional 14,574 shares during the quarter. Vanguard Small-Cap ETF makes up about 9.0% of Fusion Family Wealth LLC’s holdings, making […]

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Fusion-family-wealth
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Sei-investments-co
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Free-report
Family-wealth
Vanguard-group
Visit-holdingschannel

Fusion Family Wealth LLC Boosts Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Fusion Family Wealth LLC lifted its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.1% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 1,950,236 shares of the exchange traded fund’s stock after buying an additional 129,329 shares during the quarter. […]

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Envestnet-asset-management-inc
Bank-julius-baer-co
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Fusion-family-wealth
Advisory-group
Free-report

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