Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in Vanguard S&P 500 ETF (AMEX:VOO) during Q1 2026, according to its most…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in The Procter & Gamble Company (NYSE:PG) during Q1 2026, according to its most recent…
Read moreFiling Details CAMBRIDGE ASSOCIATES LLC /MA/ /ADV, a registered investment adviser, increased its position in VanEck BDC Income ETF (AMEX:BIZD) by 38.7% during Q1 2026, according…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY) during Q1 2026,…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Rush Enterprises, Inc. (NASDAQ:RUSHA) during Q1 2026, according to its most recent…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Qorvo, Inc. (NASDAQ:QRVO) by 2703.5% during Q1 2026, according to its most recent…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in California Resources Corporation (NYSE:CRC) during Q1 2026, according to its most…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) during Q1 2026,…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Graco Inc. (NYSE:GGG) by 26.4% during Q1 2026, according to its most recent 13F…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in EPAM Systems, Inc. (NYSE:EPAM) by 3852.7% during Q1 2026, according to its most…
Read moreFiling Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in LeaderShares AlphaFactor Tactical Focused ETF (AMEX:LSAT) during Q1…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Iridium Communications Inc. (NASDAQ:IRDM) during Q1 2026, according to its most…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 207.4% during Q1 2026, according to its most…
Read moreFiling Details Global Wealth Strategies & Associates, a registered investment adviser, increased its position in Vanguard Dividend Appreciation Index Fund (AMEX:VIG) by 10.8%…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in AppLovin Corporation (NASDAQ:APP) during Q1 2026, according to its most recent 13F…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in Microsoft Corporation (NASDAQ:MSFT) by 250.3% during Q1 2026, according to its most…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, reduced its position in Tutor Perini Corporation (NYSE:TPC) during Q1 2026, according to its most recent 13F…
Read moreFiling Details Pacer Advisors, Inc., a registered investment adviser, increased its position in Crescent Energy Company (NYSE:CRGY) by 13.3% during Q1 2026, according to its most…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in iShares S&P 500 Growth ETF (AMEX:IVW) during Q1 2026, according to its most…
Read moreFiling Details Western Wealth Management, LLC, a registered investment adviser, reduced its position in SPDR Portfolio S&P 500 Value ETF (AMEX:SPYV) during Q1 2026, according to…
Read more
