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Wednesday, November 4, 2026

Markets

Rates, jobs, and market-wide news

MFS Active Exchange Traded Funds Trust Reports Monthly Investments

MFS Active Exchange Traded Funds Trust files its monthly portfolio report, showcasing its investment strategies and commitment to transparency.

MFS Active Exchange Traded Funds Trust Files Monthly Report

MFS Active Exchange Traded Funds Trust files its monthly portfolio investments report, highlighting its investment strategies and compliance.

MFS Series Trust X Files Monthly Portfolio Investments Report

MFS Series Trust X files its monthly portfolio investments report, providing insights into its investment strategies and asset allocations.

Midas Series Trust Files Definitive Materials Under SEC Rules

Midas Series Trust updates investment offerings with SEC filing, reflecting industry trends and adapting to market demands.

MFS Series Trust X Files Monthly Portfolio Investments Report

MFS Series Trust X releases its monthly portfolio investments report, shedding light on its investment strategies and fund classes.

Innovator ETFs Trust Sets New Effective Date for Amendment

Innovator ETFs Trust has filed a new effective date for a post-effective amendment, indicating potential changes in its investment strategies.

MFS Series Trust I files monthly portfolio report

MFS Series Trust I has submitted its monthly portfolio investments report, shedding light on its investment strategies and holdings.

TigerOak Management files quarterly report on investments

TigerOak Management has submitted its quarterly report, detailing investment holdings as of September 30, 2026, showcasing its strategy in the asset management sector.

Aries Wealth Management files 13F-HR report for Q3 2026

Aries Wealth Management has filed its 13F-HR report, revealing its institutional investment holdings as of September 30, 2026.

Wilson Asset Management files quarterly 13F-HR report

Wilson Asset Management has submitted its 13F-HR report, revealing its investment holdings as of September 30, 2026, reflecting industry trends.

Tower View Wealth Management files latest 13F-HR report

Tower View Wealth Management LLC has filed its 13F-HR, detailing its holdings as of September 30, 2026, reflecting its investment strategies.

MFS Active Exchange Traded Funds Trust Files Monthly Report

MFS Active Exchange Traded Funds Trust has filed its monthly portfolio investments report, shedding light on its investment strategies and industry trends.

Morton Brown Family Wealth files quarterly 13F-HR report

Morton Brown Family Wealth, LLC files its 13F-HR report, detailing investment holdings as of September 30, 2026, impacting the wealth management sector.

MFG Funds Files Post-Effective Amendment to Registration

MFG Funds, Inc. updates its investment offerings with a post-effective amendment, effective October 31, 2026.

PENNEY FINANCIAL Files Quarterly 13F-HR Report

PENNEY FINANCIAL, LLC files its quarterly 13F-HR report, revealing its investment holdings and strategies as of September 30, 2026.

Northern Funds Updates Definitive Materials for Fund Offerings

Northern Funds files definitive materials, signaling changes in fund offerings and strategies to adapt to market conditions.

Capelight Capital Asset Management reports quarterly holdings

Capelight Capital Asset Management LP reveals its latest quarterly holdings in a recent SEC filing, reflecting its investment strategy and market positioning.

GraniteShares ETF Trust Updates Effective Date for Amendments

GraniteShares ETF Trust files for a new effective date on amendments, signaling updates in its investment offerings and reflecting industry trends.

Northern Funds Files Summary Prospectus for Large Cap Value Fund

Northern Funds has filed a summary prospectus for its Large Cap Value Fund, highlighting its commitment to transparency and compliance in the investment sector.

Live Oak Investment Partners Files Quarterly 13F-HR Report

Live Oak Investment Partners has filed its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026.

Financialist News Desk

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