Read Brookstone Capital Management Buys New Shares in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/07/05/brookstone-capital-management-buys-new-shares-in-vanguard-extended-duration-treasury-etf-nysearcaedv.html
Cambria Shareholder Yield ETF (SYLD) Reaches 10-Year Milestone
Cambria Investment Management, an independent, privately owned investment advisory firm and ETF provider focused on quantitative asset management and
— Read on www.businesswire.com/news/home/20230705284096/en/Cambria-Shareholder-Yield-ETF-SYLD-Reaches-10-Year-Milestone
NYSE’s ETF Leaders: Charles Schwab’s Eliot Bishop (SCHD)
Charles Schwab’s senior portfolio strategist Eliot Bishop said at Exchange 2023 that income was a “big focus” for clients.
— Read on www.etftrends.com/exchange-an-etf-experience/schwabs-eliot-bishop-nyses-etf-leaders-charles/
Accumulated Health Sector Equities (PSCH) 7-3-23
Today we accumulated mores shares of the Invesco S&P SmallCap Health Care ETF (PSCH). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PSCH right here: 4 Best Health Sector ETFs to Own Long-Term
The Deep Value ETF Accumulator Holdings 7-2-23
5 Best U.S. Mid Cap Growth ETFs to Own Long-Term: XMMO vs IMCG vs IWP vs IJK vs FAD 1.6
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Asset Category: U.S. Mid Cap Growth
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Long-Term Performance: 10.21% CAGR
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Correlation to U.S. Markets: 0.95
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S&P 500 Performance (US Large Cap Blend): 10.45% CAGR
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Back test timeframe: January 1972 – June 2023
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Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)
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Long-Term Performance: 7.73% CAGR
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Correlation to U.S. Markets: 0.94
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S&P 500 Performance: 7.03% CAGR
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Back test timeframe: August 2000 – June 2023
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Number of ETFs available in this asset class: 35
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Number of ETFs in this asset class that are 10-years old or older: 10
U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – June 2023
IJK vs SPY: August 2000 – June 2023
IJK vs SPY: July 28, 2000 – June 30, 2023
356 Shares in Vanguard Extended Duration Treasury ETF (EDV) Acquired by OLD Mission Capital LLC
Read 356 Shares in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) Acquired by OLD Mission Capital LLC at Defense World
— Read on www.defenseworld.net/2023/07/01/356-shares-in-vanguard-extended-duration-treasury-etf-nysearcaedv-acquired-by-old-mission-capital-llc.html
SPDR Portfolio Emerging Markets ETF (SPEM) Shares Bought by AE Wealth Management LLC
Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Bought by AE Wealth Management LLC at Defense World
— Read on www.defenseworld.net/2023/07/02/spdr-portfolio-emerging-markets-etf-nysearcaspem-shares-bought-by-ae-wealth-management-llc.html
Ronald Blue Trust Inc. Purchases 167 Shares of Vanguard Information Technology ETF (VGT)
Read Ronald Blue Trust Inc. Purchases 167 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/07/01/ronald-blue-trust-inc-purchases-167-shares-of-vanguard-information-technology-etf-nysearcavgt.html
Rockefeller Capital Management L.P. Purchases 252 Shares of First Trust Water ETF (FIW)
Read Rockefeller Capital Management L.P. Purchases 252 Shares of First Trust Water ETF (NYSEARCA:FIW) at Defense World
— Read on www.defenseworld.net/2023/07/02/rockefeller-capital-management-l-p-purchases-252-shares-of-first-trust-water-etf-nysearcafiw.html
The Deep Value ETF Accumulator Weekly Buy Rankings 6-30-23
Looking for Strong Management? Consider These ETFs (QQQ)
Companies with strong management don’t see their shares appreciate in straight-line fashion. However, the probabilities of long-term success are on investors’ sides.
— Read on www.etftrends.com/etf-education-channel/looking-strong-management-consider-these-etfs/
Raymond James Financial Services Advisors Inc. Acquires 46,504 Shares of Cambria Shareholder Yield ETF (SYLD)
Read Raymond James Financial Services Advisors Inc. Acquires 46,504 Shares of Cambria Shareholder Yield ETF (BATS:SYLD) at Defense World
— Read on www.defenseworld.net/2023/06/27/raymond-james-financial-services-advisors-inc-acquires-46504-shares-of-cambria-shareholder-yield-etf-batssyld.html
SPDR Portfolio Emerging Markets ETF (SPEM) Shares Acquired by Congress Wealth Management LLC DE
Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Acquired by Congress Wealth Management LLC DE at Defense World
— Read on www.defenseworld.net/2023/06/27/spdr-portfolio-emerging-markets-etf-nysearcaspem-shares-acquired-by-congress-wealth-management-llc-de.html
Dakota Wealth Management Boosts Position in Vanguard Information Technology ETF (VGT)
Read Dakota Wealth Management Boosts Position in Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/06/28/dakota-wealth-management-boosts-position-in-vanguard-information-technology-etf-nysearcavgt.html
SPDR Gold MiniShares Trust (GLDM) Shares Acquired by Raymond James Financial Services Advisors Inc.
Read SPDR Gold MiniShares Trust (NYSEARCA:GLDM) Shares Acquired by Raymond James Financial Services Advisors Inc. at Defense World
— Read on www.defenseworld.net/2023/06/28/spdr-gold-minishares-trust-nysearcagldm-shares-acquired-by-raymond-james-financial-services-advisors-inc.html
Mutual Advisors LLC Purchases Shares of 3,044 SPDR S&P Aerospace & Defense ETF (XAR)
Read Mutual Advisors LLC Purchases Shares of 3,044 SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at Defense World
— Read on www.defenseworld.net/2023/06/28/mutual-advisors-llc-purchases-shares-of-3044-spdr-sp-aerospace-defense-etf-nysearcaxar.html
SPDR® Gold MiniShares® Trust Marks 5th Anniversary with Over $6 Billion in Assets (GLDM)
State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), has marked the 5th anniversary of its SPDR Gold M
— Read on www.businesswire.com/news/home/20230624979518/en/SPDR®-Gold-MiniShares®-Trust-Marks-5th-Anniversary-with-Over-6-Billion-in-Assets
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
Style Box ETF report for RWJ
— Read on finance.yahoo.com/news/invesco-p-smallcap-600-revenue-102007410.html
Accumulated Real Estate Sector Equities (REZ) 6-26-23
Today 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 Foreign Small / Mid Cap Equities (PDN) 6-26-23
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). #ABB Always Be Buying. Read why we invest in PDN right here: 5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC
Accumulated Foreign Large Cap Equities (DBEF) 6-26-23
Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). #ABB Always Be Buying! Read why we invest in DBEF right here: 5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU
The Deep Value ETF Accumulator Holdings 6-25-23
Best Vanguard ETFs (VGT)
Bankrate examined Vanguard’s full lineup of ETFs and created a list of their top funds.
— Read on finance.yahoo.com/news/best-vanguard-etfs-213849698.html
Mutual Advisors LLC Increases Stock Position in SPDR Portfolio Emerging Markets ETF (SPEM)
Read Mutual Advisors LLC Increases Stock Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/06/23/mutual-advisors-llc-increases-stock-position-in-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
Private Trust Co. NA Acquires 5,786 Shares of SPDR Portfolio Emerging Markets ETF (SPEM)
Read Private Trust Co. NA Acquires 5,786 Shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/06/24/private-trust-co-na-acquires-5786-shares-of-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
UMB Bank n.a. Has $230,000 Stake in Schwab U.S. Dividend Equity ETF (SCHD)
Read UMB Bank n.a. Has $230,000 Stake in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/06/24/umb-bank-n-a-has-230000-stake-in-schwab-u-s-dividend-equity-etf-nysearcaschd.html
The Deep Value ETF Accumulator Weekly Buy Rankings 6-23-23
Best technology ETFs (VGT)
Here are some of the best tech ETFs to consider for your investment portfolio.
— Read on finance.yahoo.com/news/best-technology-etfs-214728826.html
B. Riley Wealth Advisors Inc. Acquires 5,889 Shares of Vanguard Information Technology ETF (VGT)
Read B. Riley Wealth Advisors Inc. Acquires 5,889 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/06/21/b-riley-wealth-advisors-inc-acquires-5889-shares-of-vanguard-information-technology-etf-nysearcavgt.html
iShares S&P Small-Cap 600 Growth ETF (IJT) Stake Boosted by Capital Investment Advisors LLC
Read iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) Stake Boosted by Capital Investment Advisors LLC at Defense World
— Read on www.defenseworld.net/2023/06/22/ishares-sp-small-cap-600-growth-etf-nasdaqijt-stake-boosted-by-capital-investment-advisors-llc.html
DIVO vs SCHD: One is a better dividend ETF
2023-06-22 05:45:44 ET The Amplify Enhanced Dividend (DIVO) and Schwab US Dividend Equity ETF (SCHD) are popular ETFs among retirees and income-focused investors. The two have a dividend yield of 4.74% and 3.63%, respectively, higher than tha…
— Read on www.investorsobserver.com/
Invesco SmallCap 600 Revenue ETF declares quarterly distribution of $0.3263 (RWJ) (yield 1.05%)
Invesco SmallCap 600 Revenue ETF (RWJ) – $0.3263.30-Day SEC Yield of 1.05% as of June 20.Payable Jun 23; for shareholders of record Jun 21; ex-div Jun 20.
— Read on seekingalpha.com/news/3981669-invesco-smallcap-600-revenue-etf-declares-quarterly-distribution-of-03263
Dfpg Investments LLC Makes New Investment in iShares Morningstar Mid-Cap Growth ETF (IMCG)
Read Dfpg Investments LLC Makes New Investment in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) at Defense World
— Read on www.defenseworld.net/2023/06/22/dfpg-investments-llc-makes-new-investment-in-ishares-morningstar-mid-cap-growth-etf-nysearcaimcg.html
Rockefeller Capital Management L.P. Raises Stock Position in iShares S&P Small-Cap 600 Growth ETF (IJT)
Read Rockefeller Capital Management L.P. Raises Stock Position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) at Defense World
— Read on www.defenseworld.net/2023/06/21/rockefeller-capital-management-l-p-raises-stock-position-in-ishares-sp-small-cap-600-growth-etf-nasdaqijt.html
SPDR Portfolio Emerging Markets ETF declares semi-annual distribution of $0.4460 (yield 2.85%) (SPEM)
SPDR Portfolio Emerging Markets ETF (SPEM) – $0.4460.30-Day SEC Yield of 2.85% as of Jun
— Read on seekingalpha.com/news/3981336-spdr-portfolio-emerging-markets-etf-declares-semi-annual-distribution-of-04460
6,990 Shares in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Bought by HBW Advisory Services LLC
Read 6,990 Shares in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) Bought by HBW Advisory Services LLC at Defense World
— Read on www.defenseworld.net/2023/06/21/6990-shares-in-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn-bought-by-hbw-advisory-services-llc.html
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF declares quarterly distribution (PDN) (yield 2.54%)
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) – $0.2972.30-Day SEC Yield of 2.54% as of June 20.Payable Jun 23; for shareholders of record Jun 21; ex-div Jun 20.
— Read on seekingalpha.com/news/3981573-invesco-ftse-rafi-developed-markets-ex-us-small-mid-etf-declares-quarterly-distribution-of-02972
SPDR S&P Aerospace & Defense ETF declares quarterly distribution of $0.1434 (yield 0.44%) (XAR)
SPDR S&P Aerospace & Defense ETF (XAR) – $0.1434.30-Day SEC Yield of 0.44% as of Jun
— Read on seekingalpha.com/news/3981302-spdr-sp-aerospace-defense-etf-declares-quarterly-distribution-of-01434
Regal Investment Advisors LLC Invests $388,000 in JPMorgan Ultra-Short Income ETF (JPST)
Read Regal Investment Advisors LLC Invests $388,000 in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/06/19/regal-investment-advisors-llc-invests-388000-in-jpmorgan-ultra-short-income-etf-nysearcajpst.html
Prostatis Group LLC Buys Shares of 45,316 JPMorgan Ultra-Short Income ETF (JPST)
Read Prostatis Group LLC Buys Shares of 45,316 JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/06/19/prostatis-group-llc-buys-shares-of-45316-jpmorgan-ultra-short-income-etf-nysearcajpst.html
Claro Advisors LLC Acquires New Shares in iShares S&P Small-Cap 600 Growth ETF (IJT)
Claro Advisors LLC, a prominent investment management firm based in the United States, has recently gained significant traction in the stock market with
— Read on beststocks.com/claro-advisors-llc-acquires-new-shares-in-ishares/
Consilio Wealth Advisors LLC Boosts Holdings in Invesco QQQ by 15.4% in Q1
As of its most recent filing with the Securities and Exchange Commission (SEC) on June 18, 2023, Consilio Wealth Advisors LLC has lifted its holdings in
— Read on beststocks.com/consilio-wealth-advisors-llc-boosts-holdings-in-in/
Schwab US Dividend Equity ETF (SCHD) Stake Boosted by Rockefeller Capital Management L.P.
Read Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Stake Boosted by Rockefeller Capital Management L.P. at Defense World
— Read on www.defenseworld.net/2023/06/20/schwab-us-dividend-equity-etf-nysearcaschd-stake-boosted-by-rockefeller-capital-management-l-p.html
The Deep Value ETF Accumulator Holdings 6-19-23
Claro Advisors LLC Makes New $239,000 Investment in Schwab US Dividend Equity ETF (SCHD)
Read Claro Advisors LLC Makes New $239,000 Investment in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/06/18/claro-advisors-llc-makes-new-239000-investment-in-schwab-us-dividend-equity-etf-nysearcaschd.html
B. Riley Wealth Advisors Inc. Has $2.34 Million Stock Holdings in iShares S&P Small-Cap 600 Growth ETF (IJT)
B. Riley Wealth Advisors Inc. lifted its position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) by 200.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,657 shares of the company’s stock aft
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-06-18/
SRS Capital Advisors Inc. Makes Significant Investment in iShares S&P Small-Cap 600 Growth ETF: A Strategic Move for Portfolio Diversification and Potential Profitability
In the world of finance, strategic investments are crucial in navigating the ever-changing landscape. It is a well-known fact that market analysis and
— Read on beststocks.com/srs-capital-advisors-inc-makes-significant-invest/
ST Germain D J Co. Inc. Has $36,000 Stake in Vanguard Information Technology ETF (VGT)
Read ST Germain D J Co. Inc. Has $36,000 Stake in Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/06/18/st-germain-d-j-co-inc-has-36000-stake-in-vanguard-information-technology-etf-nysearcavgt.html
SPDR Portfolio Emerging Markets ETF (SPEM) Holdings Increased by ST Germain D J Co. Inc.
Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Holdings Increased by ST Germain D J Co. Inc. at Defense World
— Read on www.defenseworld.net/2023/06/18/spdr-portfolio-emerging-markets-etf-nysearcaspem-holdings-increased-by-st-germain-d-j-co-inc.html