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JPMorgan Core Plus Bond ETF (BATS:JCPB) Stake Lessened by Axxcess Wealth Management LLC

Posted by Matthew Jenks on Mar 22nd, 2025

Axxcess Wealth Management LLC decreased its position in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 22.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »

Atlas Wealth LLC Grows Stock Holdings in VanEck Morningstar SMID Moat ETF (BATS:SMOT)

Posted by Matthew Jenks on Mar 22nd, 2025

Atlas Wealth LLC raised its position in VanEck Morningstar SMID Moat ETF (BATS:SMOT – Free Report) by 10.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »

Parallel Advisors LLC Has $392,000 Stake in Energy Transfer LP (NYSE:ET)

Posted by Matthew Jenks on Mar 22nd, 2025

Parallel Advisors LLC lifted its holdings in shares of Energy Transfer LP (NYSE:ET – Free Report) by 26.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »

Creative Financial Designs Inc. ADV Raises Stock Holdings in Janus Henderson Small Cap Growth Alpha ETF (NASDAQ:JSML)

Posted by Matthew Jenks on Mar 22nd, 2025

Creative Financial Designs Inc. ADV lifted its stake in shares of Janus Henderson Small Cap Growth Alpha ETF (NASDAQ:JSML – Free Report) by 412.3% during the fourth quarter, according to the company in its most recent disclosure... More of this article »

Badger Meter, Inc. (NYSE:BMI) Position Raised by Royce & Associates LP

Posted by Matthew Jenks on Mar 22nd, 2025

Royce & Associates LP increased its position in shares of Badger Meter, Inc. (NYSE:BMI – Free Report) by 66.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »