Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Kozak & Associates, Inc., a registered investment adviser, increased its position in iShares S&P Mid-Cap 400 Growth ETF (AMEX:IJK) by 1525.7% during Q2 2026,…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, reduced its position in iShares U.S. Financial Services ETF (AMEX:IYG) during Q2 2026, according to its…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q2 2026, according to its…
Read moreFiling Details Diesslin Group, Inc., a registered investment adviser, initiated a new position in Janus Henderson AAA CLO ETF (AMEX:JAAA) during Q2 2026, according to its most…
Read moreFiling Details Diesslin Group, Inc., a registered investment adviser, initiated a new position in Vanguard Mid-Cap Value Index Fund (AMEX:VOE) during Q2 2026, according to its…
Read moreFiling Details Diesslin Group, Inc., a registered investment adviser, initiated a new position in iShares Russell 2500 ETF (BATS:SMMD) during Q2 2026, according to its most recent…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core S&P Small-Cap ETF (AMEX:IJR) during Q2 2026, according to…
Read moreFiling Details Diesslin Group, Inc., a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q2 2026, according to its most…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in iShares Russell Mid-Cap Growth ETF (AMEX:IWP) during Q2 2026, according…
Read moreFiling Details MassMutual Private Wealth & Trust, FSB, a registered investment adviser, increased its position in Schwab Short-Term U.S. Treasury ETF (AMEX:SCHO) by 48.1% during…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in iShares Russell Mid-Cap Value ETF (AMEX:IWS) during Q2 2026, according to…
Read moreFiling Details MassMutual Private Wealth & Trust, FSB, a registered investment adviser, increased its position in Vanguard Information Technology Index Fund (AMEX:VGT) by 642.9%…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, reduced its position in Invesco S&P 500 Revenue ETF (AMEX:RWL) during Q2 2026, according to its most…
Read moreFiling Details Diesslin Group, Inc., a registered investment adviser, initiated a new position in Vanguard Value Index Fund (AMEX:VTV) during Q2 2026, according to its most recent…
Read moreFiling Details MassMutual Private Wealth & Trust, FSB, a registered investment adviser, reduced its position in Caterpillar Inc. (NYSE:CAT) during Q2 2026, according to its most…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, increased its position in SPDR Portfolio S&P 500 Growth ETF (AMEX:SPYG) by 33.8% during Q2 2026,…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, reduced its position in iShares U.S. Tech Independence Focused ETF (BATS:IETC) during Q2 2026, according…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in iShares Russell 1000 Value ETF (AMEX:IWD) during Q2 2026, according to…
Read moreFiling Details MassMutual Private Wealth & Trust, FSB, a registered investment adviser, increased its position in Vanguard Mid Cap Index Fund (AMEX:VO) by 248.3% during Q2 2026,…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Alphabet Inc. (NASDAQ:GOOG) during Q1 2026, according to its most recent…
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