Yesterday we accumulated more shares of the iShares Residential and Multisector Real Estate ETF (REZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in REZ right here: 4 Best Real Estate Sector ETFs to Own Long-Term
Accumulated Long Duration U.S. Treasuries (EDV) 4-17-23
Yesterday we accumulated more shares of the Vanguard Extended Duration Treasury ETF (EDV). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EDV right here: 4 Best U.S. Long Term Government Bond ETFs to Own Long-Term
JPMorgan Ultra-Short Income ETF (JPST) Holdings Boosted by Pinnacle Associates Ltd.
Read JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Holdings Boosted by Pinnacle Associates Ltd. at Defense World
— Read on www.defenseworld.net/2023/04/17/jpmorgan-ultra-short-income-etf-nysearcajpst-holdings-boosted-by-pinnacle-associates-ltd.html
26,756 Shares in Schwab US Dividend Equity ETF (SCHD) Purchased by International Assets Investment Management LLC
Read 26,756 Shares in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Purchased by International Assets Investment Management LLC at Defense World
— Read on www.defenseworld.net/2023/04/17/26756-shares-in-schwab-us-dividend-equity-etf-nysearcaschd-purchased-by-international-assets-investment-management-llc.html
Atria Investments Inc Purchases 13,876 Shares of Invesco S&P SmallCap 600 Revenue ETF (RWJ)
Read Atria Investments Inc Purchases 13,876 Shares of Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ) at Defense World
— Read on www.defenseworld.net/2023/04/17/atria-investments-inc-purchases-13876-shares-of-invesco-sp-smallcap-600-revenue-etf-nysearcarwj.html
GLDM: No. 1 Gold ETF Investors Want to Get Their Hands On
SPDR Gold MiniShares Trust(NYSE:GLDM): Gold is highly popular among investors looking to diversify their portfolios and hedge against stock market turmoil. Recently, gold surpassed the $2000 mark and is expected to continue to surge further. Investing in the best-performing gold ETF SPDR Gold MiniShares (GLDM) could be wise amid rising gold prices. Read on…
— Read on stocknews.com/news/gldm-iau-sgol-iaum-no-1-gold-etf-investors-want-to-get-their-hands/
Geneos Wealth Management Inc. Grows Holdings in iShares S&P Small-Cap 600 Growth ETF (IJT)
Read Geneos Wealth Management Inc. Grows Holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) at Defense World
— Read on www.defenseworld.net/2023/04/16/geneos-wealth-management-inc-grows-holdings-in-ishares-sp-small-cap-600-growth-etf-nasdaqijt.html
Total Investment Management Inc. Acquires Impressive Stake in Invesco QQQ Trust in Q4 2023
Total Investment Management Inc., an American investment management firm, made news today for its impressive acquisition of shares in Invesco QQQ Trust
— Read on beststocks.com/total-investment-management-inc-acquires-impressi/
AE Wealth Management LLC Raises Stake in Schwab US Dividend Equity ETF (SCHD)
Read AE Wealth Management LLC Raises Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/04/16/ae-wealth-management-llc-raises-stake-in-schwab-us-dividend-equity-etf-nysearcaschd.html
The Deep Value ETF Accumulator Holdings 4-14-23
The Deep Value ETF Accumulator 4-14-23
Accumulated Consumer Discretionary Equities (XLY) 4-10-23
Today we accumulated more shares of The Consumer Discretionary Select Sector SPDR® Fund (XLY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we own XLY right here: 4 Best Consumer Discretionary Sector ETFs to Own Long-Term
5 Best Trading Leveraged Equity ETFs to Own Long Term – QLD vs ROM vs RXL vs USD vs UGE 1.6
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Asset Class: Trading – Leveraged Equity
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Oldest ETF back tested: ProShares Ultra QQQ (QLD)
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Correlation to US Stock Market: 0.92
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Long-Term Performance: 21.18% CAGR
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S&P 500 Performance: 9.34% CAGR
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Back test timeframe: July 2006 – March 2023
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Number of ETFs available in this asset class: 118
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Number of 2X Leveraged ETFs in this asset class that are 10-years old or older: 28
WARNING! Leveraged ETFs are high risk, complex financial instruments. Please do not trade or invest in any leveraged product until you thoroughly understand the risks involved. Additionally, all but 10 of the 28 ETFs researched in this article failed to outperform a non-leveraged S&P 500 index fund; meaning that most of these products are simply not worth the risk of holding them for longer than a day or so. They are intended to be used as trading vehicles, not long-term investment vehicles. Buyer beware!
QLD vs SPY: July 2006 – March 2023
QLD vs SPY: June 21, 2006 – April 6, 2023
Mayflower Financial Advisors LLC Makes New $215,000 Investment in iShares Morningstar Mid-Cap Growth ETF (IMCG)
Read Mayflower Financial Advisors LLC Makes New $215,000 Investment in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) at Defense World
— Read on www.defenseworld.net/2023/04/07/mayflower-financial-advisors-llc-makes-new-215000-investment-in-ishares-morningstar-mid-cap-growth-etf-nysearcaimcg.html
Pinnacle Associates Ltd. Acquires 625 Shares of JPMorgan Ultra-Short Income ETF (JPST)
Read Pinnacle Associates Ltd. Acquires 625 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/04/08/pinnacle-associates-ltd-acquires-625-shares-of-jpmorgan-ultra-short-income-etf-nysearcajpst.html
Pinnacle Associates Ltd. Raises Stake in iShares S&P Small-Cap 600 Growth ETF (IJT)
Read Pinnacle Associates Ltd. Raises Stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) at Defense World
— Read on www.defenseworld.net/2023/04/08/pinnacle-associates-ltd-raises-stake-in-ishares-sp-small-cap-600-growth-etf-nasdaqijt.html
1,753 Shares in iShares S&P Small-Cap 600 Growth ETF (IJT) Purchased by Boenning & Scattergood Inc.
Boenning & Scattergood Inc. purchased a new position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,753 shares of the company’s stock, valued
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-04-07/
iShares S&P Small-Cap 600 Growth ETF (IJT) Shares Purchased by Lindbrook Capital LLC
Read iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) Shares Purchased by Lindbrook Capital LLC at Defense World
— Read on www.defenseworld.net/2023/04/07/ishares-sp-small-cap-600-growth-etf-nasdaqijt-shares-purchased-by-lindbrook-capital-llc.html
Stephens Inc. AR Buys 1,465 Shares of SPDR Portfolio Emerging Markets ETF (SPEM)
Read Stephens Inc. AR Buys 1,465 Shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/04/08/stephens-inc-ar-buys-1465-shares-of-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
The Deep Value ETF Accumulator Holdings 4-7-23
The Deep Value ETF Accumulator 4-7-23
The Deep Value ETF Accumulator 3-31-23
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 3-31-23
Today we trimmed profits in our Invesco QQQ (QQQ) holdings. Buy 249.51. Sell 316.62. Read why we invest in QQQ: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Trimmed Profits in 2X Leveraged U.S. Large Cap Growth Equities (QLD) 3-31-23
Today we trimmed profits in our ProShares Ultra QQQ (QLD) holdings. Buy 36.04. Sell 48.26. Read why we invest in QLD right here: 4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only)
F/m Launches 5 More Single Security Treasury ETFs
The issuer has completed its Treasury ETF lineup with its latest rollout.
— Read on finance.yahoo.com/news/f-m-launches-5-more-131500658.html
First Heartland Consultants Inc. Takes $248,000 Position in Invesco S&P SmallCap 600 Revenue ETF (RWJ)
Read First Heartland Consultants Inc. Takes $248,000 Position in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ) at Defense World
— Read on www.defenseworld.net/2023/03/24/first-heartland-consultants-inc-takes-248000-position-in-invesco-sp-smallcap-600-revenue-etf-nysearcarwj.html
First Trust Water ETF (FIW) $0.0830. 30-Day SEC Yield of 0.69%
First Trust Water ETF (FIW) – $0.0830.30-Day SEC Yield of 0.69% as of Feb
— Read on seekingalpha.com/news/3951223-first-trust-water-etf-declares-quarterly-distribution-of-00830
Fiduciary Alliance LLC Takes Position in First Trust Water ETF (FIW)
Read Fiduciary Alliance LLC Takes Position in First Trust Water ETF (NYSEARCA:FIW) at Defense World
— Read on www.defenseworld.net/2023/03/27/fiduciary-alliance-llc-takes-position-in-first-trust-water-etf-nysearcafiw.html
The Deep Value ETF Accumulator Holdings 3-25-23
The Deep Value ETF Accumulator 3-24-23
The Deep Value ETF Accumulator Holdings 3-19-23
Capital Investment Advisors LLC Has $722,000 Holdings in Vanguard Information Technology ETF (VGT)
Read Capital Investment Advisors LLC Has $722,000 Holdings in Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/03/19/capital-investment-advisors-llc-has-722000-holdings-in-vanguard-information-technology-etf-nysearcavgt.html
Centaurus Financial Inc. Invests $365,000 in JPMorgan Ultra-Short Income ETF (JPST)
Read Centaurus Financial Inc. Invests $365,000 in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/03/19/centaurus-financial-inc-invests-365000-in-jpmorgan-ultra-short-income-etf-nysearcajpst.html
iShares S&P Small-Cap 600 Growth ETF (IJT) Shares Purchased by Fulton Bank N.A.
Read iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) Shares Purchased by Fulton Bank N.A. at Defense World
— Read on www.defenseworld.net/2023/03/18/ishares-sp-small-cap-600-growth-etf-nasdaqijt-shares-purchased-by-fulton-bank-n-a.html
Bartlett & Co. LLC Raises Position in Invesco QQQ Trust (QQQ)
Read Bartlett & Co. LLC Raises Position in Invesco QQQ Trust (NASDAQ:QQQ) at Defense World
— Read on www.defenseworld.net/2023/03/18/bartlett-co-llc-raises-position-in-invesco-qqq-trust-nasdaqqqq.html
Brookstone Capital Management Boosts Holdings in SPDR Gold MiniShares Trust (GLDM)
Read Brookstone Capital Management Boosts Holdings in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at Defense World
— Read on www.defenseworld.net/2023/03/19/brookstone-capital-management-boosts-holdings-in-spdr-gold-minishares-trust-nysearcagldm.html
Bartlett & Co. LLC Boosts Stock Position in SPDR Portfolio Emerging Markets ETF (SPEM)
Read Bartlett & Co. LLC Boosts Stock Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/03/19/bartlett-co-llc-boosts-stock-position-in-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
WealthPlan Investment Management LLC Acquires Shares of 6,759 SPDR Portfolio Emerging Markets ETF (SPEM)
Read WealthPlan Investment Management LLC Acquires Shares of 6,759 SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/03/18/wealthplan-investment-management-llc-acquires-shares-of-6759-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
B. Riley Wealth Advisors Inc. Purchases 9,870 Shares of Schwab US Dividend Equity ETF (SCHD)
Read B. Riley Wealth Advisors Inc. Purchases 9,870 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/03/18/b-riley-wealth-advisors-inc-purchases-9870-shares-of-schwab-us-dividend-equity-etf-nysearcaschd.html
MinichMacGregor Wealth Management LLC Takes Position in Schwab U.S. Dividend Equity ETF (SCHD)
Read MinichMacGregor Wealth Management LLC Takes Position in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/03/19/minichmacgregor-wealth-management-llc-takes-position-in-schwab-u-s-dividend-equity-etf-nysearcaschd.html
11,916 Shares in JPMorgan Ultra-Short Income ETF (JPST) Acquired by WealthPlan Investment Management LLC
Read 11,916 Shares in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Acquired by WealthPlan Investment Management LLC at Defense World
— Read on www.defenseworld.net/2023/03/17/11916-shares-in-jpmorgan-ultra-short-income-etf-nysearcajpst-acquired-by-wealthplan-investment-management-llc.html
Gradient Investments LLC Acquires 93,795 Shares of Invesco S&P SmallCap Health Care ETF (PSCH)
Gradient Investments LLC raised its stake in shares of Invesco S&P SmallCap Health Care ETF (NASDAQ:PSCH – Get Rating) by 407,804.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 93,
— Read on www.marketbeat.com/instant-alerts/nasdaq-psch-sec-filing-2023-03-17/
XLY Dividend Announcement $0.4302/Share (yield 1.01%)
NYSE:XLY Consumer Discretionary/Select Sector SPDR Trust Dividend Announcement $0.4302 per share on March 17, 2023
— Read on www.dividendinvestor.com/dividend-news/20230317/consumer-discretionary-select-sector-spdr-trust-nyse-xly-declared-a-dividend-of-$0.4302-per-share/
XLE Dividend Announcement $0.7953/Share (yield 4.25%)
NYSE:XLE Energy/Select Sector SPDR Trust Dividend Announcement $0.7953 per share on March 17, 2023
— Read on www.dividendinvestor.com/dividend-news/20230317/energy-select-sector-spdr-trust-nyse-xle-declared-a-dividend-of-$0.7953-per-share/
FC Advisory LLC Has $574,000 Holdings in iShares S&P Small-Cap 600 Growth ETF (IJT)
FC Advisory LLC increased its holdings in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) by 40.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,309 shares of the company’s stock after acquiring an addi
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-03-17/
Vanguard Information Technology ETF (VGT) Shares Bought by Sunbelt Securities Inc.
Read Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Bought by Sunbelt Securities Inc. at Defense World
— Read on www.defenseworld.net/2023/03/16/vanguard-information-technology-etf-nysearcavgt-shares-bought-by-sunbelt-securities-inc.html
Should Schwab U.S. Dividend Equity ETF (SCHD) Be on Your Investing Radar?
Style Box ETF report for SCHD
— Read on www.zacks.com/stock/news/2066515/should-schwab-us-dividend-equity-etf-schd-be-on-your-investing-radar
GICS Sector Changes: Impact on Sector ETFs | Nasdaq
After the close on 17 March, S&P Dow Jones and MSCI will reclassify the Global Industry Classification Standard (GICS) structure. This will influence 14 S&P 500 companies. The current GICS structure includes 11 sectors, which will remain unchanged.
— Read on www.nasdaq.com/articles/gics-sector-changes:-impact-on-sector-etfs
The Deep Value ETF Accumulator 3-17-23
Should iShares S&P Small-Cap 600 Growth ETF (IJT) Be on Your Investing Radar?
Style Box ETF report for IJT
— Read on www.yahoo.com/lifestyle/ishares-p-small-cap-600-102010718.html