Real-time context
Recent institutional portfolio disclosures and position changes.
MONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent 13F…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q3 2026, according to its most recent 13F filing with the…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q3 2026, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q3 2026, according to its most…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in NVIDIA Corporation (NASDAQ:NVDA) during Q3 2026, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Avantis International Equity ETF (AMEX:AVDE) during Q3 2026, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Invesco S&P 500 Quality ETF (AMEX:SPHQ) during Q3 2026, according to its…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Amazon.com, Inc. (NASDAQ:AMZN) during Q3 2026, according to its most recent 13F filing with the…
Read moreWASATCH ADVISORS LP, a registered investment adviser, reduced its position in HealthEquity, Inc. (NASDAQ:HQY) during Q3 2026, according to its most recent 13F filing with the…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares U.S. Treasury Bond ETF (BATS:GOVT) during Q3 2026, according to its…
Read moreForvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in Vanguard FTSE All-World ex-US Index Fund (AMEX:VEU) during Q3 2026, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares MSCI Intl Momentum Factor ETF (AMEX:IMTM) during Q3 2026, according…
Read moreAlaska Permanent Fund Corp, a registered investment adviser, reduced its position in iShares Core S&P 500 ETF (AMEX:IVV) during Q3 2026, according to its most recent 13F filing…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in JPMorgan U.S. Momentum Factor ETF (AMEX:JMOM) during Q3 2026, according to…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q3 2026, according to its most recent 13F filing…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (NASDAQ:USVM)…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Avantis U.S. Large Cap Value ETF (AMEX:AVLV) during Q3 2026, according to…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Emerging Markets Stock Index Fund (AMEX:VWO) during Q3 2026,…
Read moreIFM Investors Pty Ltd, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q3 2026, according to its most recent 13F filing with the…
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