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Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) is Chicago Wealth Management Inc.'s 10th Largest Position

Chicago Wealth Management Inc. grew its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 42.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 143,637 shares of the company’s stock after buying an additional 42,615 shares during the […] ....

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Creative Planning Cuts Holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Creative Planning decreased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,960,385 shares of the company’s stock after selling 64,030 shares during the period. Creative Planning’s holdings in […] ....

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TD Capital Management LLC Has $5.27 Million Position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

TD Capital Management LLC boosted its stake in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 7.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,407 shares of the company’s stock after acquiring an additional 6,617 […] ....

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TrinityPoint Wealth LLC Has $1.28 Million Stock Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

TrinityPoint Wealth LLC trimmed its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 2.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 15,557 shares of the company’s stock after selling 393 shares during the period. TrinityPoint Wealth LLC’s holdings in iShares 1-3 Year Treasury Bond ETF […] ....

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Nations Financial Group Inc. IA ADV Makes New Investment in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Nations Financial Group Inc. IA ADV bought a new position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 32,805 shares of the company’s stock, valued at approximately $3,843,000. Several other hedge funds and […] ....

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