Real-time context
Recent institutional portfolio disclosures and position changes.
Creative Planning, a registered investment adviser, initiated a new position in Schwab Emerging Markets Equity ETF (AMEX:SCHE) during Q3 2026, according to its most recent 13F…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q3 2026, according to its most recent 13F filing with the…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Dimensional U.S. Targeted Value ETF (NYSE:DFAT) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Schwab U.S. Mid-Cap ETF (AMEX:SCHM) during Q3 2026, according to its most recent 13F filing with…
Read moreCOMMONWEALTH EQUITY SERVICES, LLC, a registered investment adviser, reduced its position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Emerging Markets Stock Index Fund (AMEX:VWO) during Q3 2026, according to its most recent…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Real Estate Index Fund (AMEX:VNQ) during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio Emerging Markets ETF (AMEX:SPEM) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard S&P 500 ETF (AMEX:VOO) during Q3 2026, according to its most recent 13F filing with the…
Read moreKestra Advisory Services, LLC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing with…
Read moreCalamos Advisors LLC, a registered investment adviser, increased its position in SPDR S&P 500 ETF Trust (AMEX:SPY) by 22.2% during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Tax-Exempt Bond Index Fund (AMEX:VTEB) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Intermediate-Term Treasury Index Fund (NASDAQ:VGIT) during Q3 2026, according to its most…
Read moreCreative Planning, a registered investment adviser, initiated a new position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in iShares National Muni Bond ETF (AMEX:MUB) during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in iShares Core MSCI International Developed Markets ETF (AMEX:IDEV) during Q3 2026, according to its…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio Short Term Corporate Bond ETF (AMEX:SPSB) during Q3 2026, according to its most…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Dimensional U.S. Small Cap ETF (AMEX:DFAS) during Q3 2026, according to its most recent 13F filing…
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