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Belpointe Asset Management LLC Boosts Stock Holdings in Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA)

Belpointe Asset Management LLC boosted its position in shares of Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA – Free Report) by 375.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 117,713 shares of the company’s stock after buying […]

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United-kingdom
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Raymond-james-associates
Investment-advisors-co
Cambridge-advisors-inc
Exchange-commission
Ancora-advisors
Simplify-short-term-treasury-futures-strategy
Free-report

Arbor Capital Management Inc. ADV Purchases 457 Shares of Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR)

Arbor Capital Management Inc. ADV increased its holdings in Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR – Free Report) by 10.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,992 shares of the company’s stock after acquiring an additional 457 shares during […]

Cambridge
Cambridgeshire
United-kingdom
United-states
Moody-national-bank-trust-division
Securities-exchange-commission
Advisor-group
Financial-group
Cambridge-advisors-inc
Sculati-wealth-management
Arbor-capital-management-inc

Sculati Wealth Management LLC Acquires New Holdings in Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR)

Sculati Wealth Management LLC acquired a new stake in shares of Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 2,235 shares of the company’s stock, valued at approximately $204,000. A number of other hedge funds and other institutional investors also recently added to or […]

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Cambridgeshire
United-kingdom
Sculati-wealth-management
Cambridge-advisors-inc
Strategic-financial-concepts
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Company-profile
Financial-group
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Sculati Wealth Management LLC Invests $204,000 in Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR)

Sculati Wealth Management LLC bought a new position in shares of Invesco Active U.S. Real Estate ETF (NYSEARCA:PSR – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 2,235 shares of the company’s stock, valued at approximately $204,000. Sculati Wealth Management LLC owned 0.18% of […]

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Cambridge
Cambridgeshire
United-kingdom
Field-main-bank
Sculati-wealth-management
Moody-national-bank-trust-division
Montz-harcus-wealth-management
Cambridge-advisors-inc
Strategic-financial-concepts
Free-report

Orion Portfolio Solutions LLC Has $6.20 Million Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Orion Portfolio Solutions LLC grew its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 42.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 88,223 shares of the company’s stock after purchasing an additional 26,210 shares during the […]

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United-kingdom
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Joule-financial
Gw-henssler-associates-ltd
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Cadence-wealth-management
Cambridge-advisors-inc
Wealth-management
Cap-value
Free-report

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