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Wednesday, November 4, 2026

Markets

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MFS Series Trust I Files Monthly Portfolio Investment Report

MFS Series Trust I has submitted its monthly portfolio investment report, reflecting its investment strategies and commitment to transparency.

MFS Series Trust XIII Files Monthly Portfolio Report

MFS Series Trust XIII has submitted its monthly portfolio investments report, shedding light on its holdings and strategies as of August 31, 2026.

Invesco Unit Trusts Series 2483 Files Rule 24f-2 Notice

Invesco Unit Trusts Series 2483 files a Rule 24f-2 notice, indicating the registration of additional securities to enhance its investment offerings.

Invesco Unit Trusts Series 2479 Files Rule 24f-2 Notice

Invesco Unit Trusts Series 2479 files a Rule 24f-2 notice, enabling the sale of additional securities and indicating ongoing compliance in the investment trust sector.

Bright Futures Wealth Management files quarterly 13F-HR report

Bright Futures Wealth Management, LLC. files its 13F-HR report, revealing institutional investment holdings as of September 30, 2026.

Tema ETF Trust updates effective date for amendment filing

Tema ETF Trust has filed an amendment to update its effective date, reflecting ongoing compliance efforts in the investment industry.

LTS Liquid Investments files quarterly 13F-HR report

LTS Liquid Investments LLC has filed its latest 13F-HR report, revealing key investment holdings as of September 30, 2026.

BRC-Global BAH Investments Ltd. Files Quarterly 13F-HR

BRC-Global BAH Investments Ltd. has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026.

Investment Managers Series Trust II Registers Additional Shares

Investment Managers Series Trust II has filed to register additional shares, signaling growth and confidence in the investment management sector.

MFS Series Trust X Files Monthly Portfolio Investments Report

MFS Series Trust X reports its monthly portfolio investments as of August 31, 2026, showcasing its commitment to transparency in the investment sector.

Nadler Financial Group reports quarterly investment holdings

Nadler Financial Group, Inc. files its quarterly report detailing investment holdings as of September 30, 2026, reflecting its strategies in the financial services industry.

Hedeker Wealth files quarterly 13F-HR report for Q3 2026

Hedeker Wealth, LLC has submitted its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026.

MFS Series Trust IV Files Monthly Portfolio Investment Report

MFS Series Trust IV submits its monthly portfolio investment report, providing insights into its financial activities as of August 31, 2026.

MFS Series Trust X Files Monthly Portfolio Investments Report

MFS Series Trust X has filed its monthly portfolio report, revealing key insights into its investments as of August 31, 2026.

MFS Series Trust X Files Monthly Portfolio Investments Report

MFS Series Trust X has submitted its monthly portfolio investments report, shedding light on its investment strategies and market positioning.

MFS Series Trust X Files Monthly Portfolio Investments Report

MFS Series Trust X has submitted its monthly portfolio investments report, providing insights into its investment strategy and holdings as of August 31, 2026.

MFS Series Trust X files monthly portfolio investments report

MFS Series Trust X's latest filing reveals its portfolio investments as of August 31, 2026, providing insights into its market strategies.

MFS Active Exchange Traded Funds Trust Files Monthly Report

MFS Active Exchange Traded Funds Trust files its monthly portfolio investments report, reflecting activities as of August 31, 2026.

MFS Active Exchange Traded Funds Trust Files Monthly Report

MFS Active Exchange Traded Funds Trust files its monthly portfolio investment report, shedding light on its holdings and strategy for August 2026.

MFS Series Trust IV Files Monthly Portfolio Investments Report

MFS Series Trust IV has submitted its monthly portfolio investments report, reflecting its holdings as of August 31, 2026, enhancing transparency in the investment sector.

Financialist News Desk

Our desk turns official SEC filings into news. Each story is checked against the original filing. About us → · Editorial standards →