ETF Store, Inc. Reports $121.5M in Latest 13F-HR Filing
ETF Store, Inc. reveals $121.5 million in assets under management in its latest 13F-HR filing, emphasizing its investment strategy in the ETF market.
Cordoba Advisory Partners reports $812.9 million in holdings
Cordoba Advisory Partners LLC disclosed $812.9 million in assets under management in its latest SEC filing, highlighting key investments across various sectors.
Verisail Partners reveals $270M in investment holdings
Verisail Partners, LLC discloses $270 million in investments, highlighting key positions in major companies like Apple and Amazon in its latest filing.
Williams Financial reveals $196.6M in investment holdings
Williams Financial, LLC reports $196.6 million in investment holdings as of September 30, 2026, showcasing its diverse portfolio in major companies.
MFS Series Trust VI Schedules Special Shareholder Meeting
MFS Series Trust VI has announced a special meeting for shareholders on December 17, 2026, to vote on an important proposal.
Shikiar Asset Management reports Q3 2026 holdings
Shikiar Asset Management Inc. reveals its Q3 2026 investment holdings, totaling $397,734, focusing on preferred and common stocks.
Cross Staff Investments reveals latest 13F-HR filing results
Cross Staff Investments Inc discloses its 13F-HR filing, detailing $168.4 million in investments as of September 30, 2026.
MFS Variable Insurance Trust Seeks Shareholder Approval for Fund Reclassification
MFS Variable Insurance Trust files for a proxy statement to change its funds' classification from diversified to non-diversified, enhancing investment flexibility.
ProShares Trust Withdraws Registration for Ultra Hyundai Fund
ProShares Trust has withdrawn its registration for the ProShares Ultra Hyundai fund, signaling a strategic shift in its investment focus.
Columbia Funds Series Trust II Updates Prospectus for Fund
Columbia Funds Series Trust II updates its prospectus, highlighting changes in portfolio management for the Columbia Emerging Markets Bond Fund.
Alpha Advisors reveals $136.7 million in latest 13F filing
Alpha Advisors, LLC reports $136.7 million in holdings as of September 30, 2026, showcasing diverse investments in major companies.
ProShares Trust Withdraws Registration for Energy Fund
ProShares Trust has withdrawn its registration statement for the ProShares Ultra Siemens Energy fund, signaling a strategic shift in its investment approach.
ProShares Trust Withdraws Registration for New Fund
ProShares Trust has withdrawn its registration for the ProShares Ultra Quanta Computer Fund, signaling a strategic shift in its investment focus.
Powerhouse Assets LLC Reports $124.8 Million in Holdings
Powerhouse Assets LLC's latest 13F filing shows $124.8 million in holdings, reflecting its strategic investment approach in the asset management industry.
Sitrin Capital Management reveals $221.67M in holdings
Sitrin Capital Management LLC reports $221.67 million in holdings as of September 30, 2026, showcasing its investment strategies across various sectors.
Community Bank & Trust Reports Latest 13F-HR Filing
Community Bank & Trust's 13F-HR filing reveals a total investment value of $612,331, showcasing its diversified portfolio and strategy.
Peirce Capital Management reveals $272M in assets in 13F-HR
Peirce Capital Management's latest 13F-HR filing shows $272 million in holdings, including major investments in Amazon and Apple.
ETF Opportunities Trust Files for New Autocallable Income ETFs
ETF Opportunities Trust has filed a registration statement for new autocallable income ETFs, expanding its investment offerings in the market.
Ramsay, Stattman, Vela & Price files 13F-HR report
Ramsay, Stattman, Vela & Price, Inc. files 13F-HR report revealing $583.4 million in holdings as of September 30, 2026.
ProShares Trust withdraws registration for Ultra Hygon fund
ProShares Trust has withdrawn its registration for the ProShares Ultra Hygon fund, signaling strategic changes in the investment landscape.