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
Capital Asset Advisory Services LLC Purchases 1,380 Shares of iShares Morningstar Mid-Cap Growth ETF (IMCG)
Read Capital Asset Advisory Services LLC Purchases 1,380 Shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) at Defense World
— Read on www.defenseworld.net/2023/06/18/capital-asset-advisory-services-llc-purchases-1380-shares-of-ishares-morningstar-mid-cap-growth-etf-nysearcaimcg.html
Northwestern Mutual Wealth Management Co. Boosts Position in Invesco S&P SmallCap 600 Revenue ETF (RWJ)
Read Northwestern Mutual Wealth Management Co. Boosts Position in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ) at Defense World
— Read on www.defenseworld.net/2023/06/18/northwestern-mutual-wealth-management-co-boosts-position-in-invesco-sp-smallcap-600-revenue-etf-nysearcarwj.html
Live Oak Investment Partners Acquires Shares of 6,258 Vanguard Information Technology ETF (VGT)
Read Live Oak Investment Partners Acquires Shares of 6,258 Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/06/15/live-oak-investment-partners-acquires-shares-of-6258-vanguard-information-technology-etf-nysearcavgt.html
Harbour Investments Inc. Boosts Stock Position in Vanguard Information Technology ETF (VGT)
Read Harbour Investments Inc. Boosts Stock Position in Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/06/15/harbour-investments-inc-boosts-stock-position-in-vanguard-information-technology-etf-nysearcavgt.html
Callan Family Office LLC Acquires Shares of 4,044 iShares S&P Small-Cap 600 Growth ETF (IJT)
Callan Family Office LLC bought a new position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,044 shares
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-06-15/
Probity Advisors Inc. Has $12.16 Million Holdings in iShares S&P Small-Cap 600 Growth ETF (IJT)
Read Probity Advisors Inc. Has $12.16 Million Holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) at Defense World
— Read on www.defenseworld.net/2023/06/15/probity-advisors-inc-has-12-16-million-holdings-in-ishares-sp-small-cap-600-growth-etf-nasdaqijt.html
198,266 Shares in iShares S&P Small-Cap 600 Growth ETF (IJT) Bought by SRS Capital Advisors Inc.
SRS Capital Advisors Inc. purchased a new position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 198,266 shares of the company’s stock, value
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-06-16/
iShares S&P Small-Cap 600 Growth ETF (IJT) Shares Bought by Resurgent Financial Advisors LLC
Read iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) Shares Bought by Resurgent Financial Advisors LLC at Defense World
— Read on www.defenseworld.net/2023/06/15/ishares-sp-small-cap-600-growth-etf-nasdaqijt-shares-bought-by-resurgent-financial-advisors-llc.html
Truist Financial Corp Boosts Stock Position in Schwab US Dividend Equity ETF (SCHD)
Read Truist Financial Corp Boosts Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/06/16/truist-financial-corp-boosts-stock-position-in-schwab-us-dividend-equity-etf-nysearcaschd.html
iShares Residential and Multisector Real Estate ETF (REZ) Shares Bought by B. Riley Wealth Advisors Inc.
Read iShares Residential and Multisector Real Estate ETF (NYSEARCA:REZ) Shares Bought by B. Riley Wealth Advisors Inc. at Defense World
— Read on www.defenseworld.net/2023/06/16/ishares-residential-and-multisector-real-estate-etf-nysearcarez-shares-bought-by-b-riley-wealth-advisors-inc.html
The Deep Value ETF Accumulator Weekly Buy Rankings 6-16-23
Rebalancing Portfolios | Index Fund Advisors, Inc.
It is important for investors to rebalance their portfolio to achieve risk control and maintain long-term investing goals.
— Read on www.ifa.com/
Accumulated Diversified Emerging Markets Equities (SPEM) 6-15-23
Today we accumulated more shares of the SPDR® Portfolio Emerging Markets ETF (SPEM). #ABB Always be buying. Read why we invest in SPEM right here: FEMS vs DGS vs EWX vs EEMS vs SPEM – 5 Best Diversified Emerging Markets ETFs to Own Long-Term
Trimmed Profits in Technology Sector Equities (VGT) 6-15-23
Today we trimmed some profits in our Vanguard Information Technology ETF (VGT) holdings. Buy 338.83. Sell 444.00. Read why we invest in VGT right here: 5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM
Accumulated Real Estate Sector Equities (REZ) 6-15-23
Today we accumulated more shares of the iShares Residential and Multisector Real Estate ETF (REZ). #ABB Always be buying. Read why we invest in REZ right here: 4 Best Real Estate Sector ETFs to Own Long-Term
Trimmed Profits in Natural Resources Sector Equities (FIW) 6-15-23
Today we trimmed some profits from our First Trust Water ETF (FIW) holdings. Buy 63.09. Sell 87.54. Read why we invest in FIW right here: 5 Best Natural Resources ETFs to Own Long-Term
Accumulated Health Sector Equities (PSCH) 6-15-23
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
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 6-15-23
Today we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 209.60. Sell 370.74. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Accumulated Long Duration U.S. Treasuries (EDV) 6-15-23
Today we accumulated more shares of the Vanguard Extended Duration Treasury ETF (EDV). #ABB Always be buying. Read why we invest in EDV right here: 4 Best U.S. Long Term Government Bond ETFs to Own Long-Term
Trimmed Profits in 2X Leveraged U.S. Large Cap Growth Equities (QLD) 6-15-23
Today we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 35.65. Sell 64.89. Read why we invest in QLD right here: 5 Best Trading Leveraged Equity ETFs to Own Long Term – QLD vs ROM vs RXL vs USD vs UGE
Bristlecone Advisors LLC Grows Position in Vanguard Information Technology ETF (VGT)
Read Bristlecone Advisors LLC Grows Position in Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/06/14/bristlecone-advisors-llc-grows-position-in-vanguard-information-technology-etf-nysearcavgt.html
Jefferies Financial Group Inc. Buys New Shares in JPMorgan Ultra-Short Income ETF (JPST)
Read Jefferies Financial Group Inc. Buys New Shares in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) at Defense World
— Read on www.defenseworld.net/2023/06/14/jefferies-financial-group-inc-buys-new-shares-in-jpmorgan-ultra-short-income-etf-nysearcajpst.html
Axxcess Wealth Management LLC Buys 10,958 Shares of SPDR Portfolio Emerging Markets ETF (SPEM)
Read Axxcess Wealth Management LLC Buys 10,958 Shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/06/14/axxcess-wealth-management-llc-buys-10958-shares-of-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
Alerus Financial NA Purchases New Holdings in Schwab US Dividend Equity ETF (SCHD)
Read Alerus Financial NA Purchases New Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/06/13/alerus-financial-na-purchases-new-holdings-in-schwab-us-dividend-equity-etf-nysearcaschd.html
Schwab US Dividend Equity ETF (SCHD) Stock Holdings Increased by Townsquare Capital LLC
Read Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Stock Holdings Increased by Townsquare Capital LLC at Defense World
— Read on www.defenseworld.net/2023/06/13/schwab-us-dividend-equity-etf-nysearcaschd-stock-holdings-increased-by-townsquare-capital-llc.html
Nelson Van Denburg & Campbell Wealth Management Group LLC Acquires 7,385 Shares of ProShares Ultra QQQ (QLD)
Read Nelson Van Denburg & Campbell Wealth Management Group LLC Acquires 7,385 Shares of ProShares Ultra QQQ (NYSEARCA:QLD) at Defense World
— Read on www.defenseworld.net/2023/06/13/nelson-van-denburg-campbell-wealth-management-group-llc-acquires-7385-shares-of-proshares-ultra-qqq-nysearcaqld.html
Laurel Wealth Advisors Inc. Boosts Stock Holdings in iShares Morningstar Mid-Cap Growth ETF (IMCG)
Read Laurel Wealth Advisors Inc. Boosts Stock Holdings in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) at Defense World
— Read on www.defenseworld.net/2023/06/13/laurel-wealth-advisors-inc-boosts-stock-holdings-in-ishares-morningstar-mid-cap-growth-etf-nysearcaimcg.html
5 Best Consumer Discretionary Sector ETFs to Own Long-Term: VCR vs XLY vs IYC vc PEJ vs PBS 1.5
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Asset Class: Consumer Discretionary Sector
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Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)
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Correlation to U.S. Markets: 0.87
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Long-Term Performance: 8.71% CAGR
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S&P 500 Performance: 7.03% CAGR
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Back test timeframe: January 1999 – May 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: 16
XLY vs SPY: January 1999 – May 2023
XLY vs SPY: December 22, 1998 – June 12, 2023
The Deep Value ETF Accumulator Weekly Buy Rankings 6-12-23
Accumulated Foreign Small / Mid Cap Equities (PDN) 6-12-23
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 U.S. Mid Cap Growth Equities (IMCG) 6-12-23
Today we accumulated more shares of the iShares Morningstar Mid-Cap Growth ETF (IMCG). #ABB Always Be Buying! Read why we invest in IMCG right here: 4 Best U.S. Mid Cap Growth ETFs to Own Long-Term
Accumulated Diversified Emerging Markets Equities (FEMS) 6-12-23
Today we accumulated more shares of the First Trust Emerging Markets Small Cap AlphaDEX® Fund (FEMS). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FEMS right here: FEMS vs DGS vs EWX vs EEMS vs SPEM – 5 Best Diversified Emerging Markets ETFs to Own Long-Term
The Deep Value ETF Accumulator Holdings 6-11-23
A Comprehensive Comparison of Top U.S. Real Estate ETFs
Diversified Portfolio ETFs
The iShares Residential and Multisector Real Estate ETF (REZ) is a great option for investors looking for exposure to a diversified portfolio of residential and commercial properties. It has an AUM of $637.84 million and a YTD return of 4.78%. REZ invests in a range of REITs, including those focused on residential real estate, healthcare, and self-storage sectors. The ETF’s top holdings include Public Storage (12.00%) and Welltower Inc. (9.75%). With an expense ratio of 0.48%, REZ is a relatively low-cost option for investors.
Continue reading at ETF Trends right here: https://www.etftrends.com/financial-literacy-channel/top-performing-real-estate-etfs/
Atria Wealth Solutions Inc. Buys 6,459 Shares of iShares Morningstar Mid-Cap Growth ETF (IMCG)
Read Atria Wealth Solutions Inc. Buys 6,459 Shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) at Defense World
— Read on www.defenseworld.net/2023/06/09/atria-wealth-solutions-inc-buys-6459-shares-of-ishares-morningstar-mid-cap-growth-etf-nysearcaimcg.html
The Deep Value ETF Accumulator Weekly Buy Rankings 6-9-23
JPMorgan Ultra-Short Income ETF (JPST) Shares Bought by PNC Financial Services Group Inc.
Read JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Bought by PNC Financial Services Group Inc. at Defense World
— Read on www.defenseworld.net/2023/06/08/jpmorgan-ultra-short-income-etf-nysearcajpst-shares-bought-by-pnc-financial-services-group-inc.html
iShares S&P Small-Cap 600 Growth ETF declares quarterly distribution of $0.3028 (yield 1.19%)
iShares S&P Small-Cap 600 Growth ETF (IJT) – $0.3028.30-Day SEC Yield of 1.19% as of April
— Read on seekingalpha.com/news/3978439-ishares-sp-small-cap-600-growth-etf-declares-quarterly-distribution-of-03028
2,575 Shares in Invesco S&P SmallCap 600 Revenue ETF (RWJ) Bought by HRT Financial LP
Read 2,575 Shares in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ) Bought by HRT Financial LP at Defense World
— Read on www.defenseworld.net/2023/06/08/2575-shares-in-invesco-sp-smallcap-600-revenue-etf-nysearcarwj-bought-by-hrt-financial-lp.html
SCHD vs VIG: Why I Still Like SCHD More
SCHD remains a top dividend ETF in my books even with the recent losses.
— Read on www.thestreet.com/etffocus/