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finance.yahoo.comPOSITIVO

What to Watch: PJSM

Quick Read With the 10-year Treasury at 5.00% and PJSM only 9 days old, elevated rates pose an immediate valuation headwind for its small-cap universe. PJSM's first NPORT-P filing will determine whether it delivers a differentiated active…

finance.yahoo.comPOSITIVO

New Position: Pacific Excel Wealth Advisors Opens $4 Million Stake in XPEL

In a July 6, 2026, SEC filing, Pacific Excel Wealth Advisors, Inc. reported a new position in XPEL (NASDAQ:XPEL) with an estimated $3.7 million trade based on quarterly average pricing. What happened According to an SEC filing dated July 6…

seekingalpha.comNEUTRAL

iShares Russell 2500 ETF declares $0.247 dividend

* iShares Russell 2500 ETF (BATS:SMMD [https://seekingalpha.com/symbol/SMMD]) declared $0.247/share quarterly dividend. * Payable Sept. 19; for shareholders of record Sept. 16; ex-div Sept. 16. MORE ON ISHARES RUSSELL 2500 ETF * Seeking Al…

nasdaq.comPOSITIVO

SMMD Shares Cross Above 200 DMA

In trading on Monday, shares of the SMMD ETF (Symbol: SMMD) crossed above their 200 day moving average of $66.85, changing hands as high as $67.12 per share. SMMD shares are currently trading up about 0.3% on the day. The chart below shows…

finance.yahoo.comPOSITIVO

Diversified, LLC Buys VanEck Vectors Semiconductor ETF, Invesco S&P 500 Top 50 ETF, Invesco ...

Investment company Diversified, LLC (Current Portfolio) buys VanEck Vectors Semiconductor ETF, Invesco S&P 500 Top 50 ETF, Invesco Preferred ETF, Schwab US Dividend Equity ETF, Franklin Liberty High Yield Corporate ETF, sells iShares Core…

finance.yahoo.comPOSITIVO

Kendall Capital Management Buys JPMorgan Ultra-Short Income ETF, FlexShares iBoxx 5-Year Target ...

Investment company Kendall Capital Management (Current Portfolio) buys JPMorgan Ultra-Short Income ETF, FlexShares iBoxx 5-Year Target Duration TIPS Index, iShares Russell 2500 ETF, iShares Micro-Cap ETF, Qorvo Inc, sells Cadence Bank, Cad…

finance.yahoo.comPOSITIVO

Icon Wealth Partners, LLC Buys iShares Russell 2000 ETF, Chevron Corp, BTC iShares MSCI USA Min ...

Investment company Icon Wealth Partners, LLC (Current Portfolio) buys iShares Russell 2000 ETF, Chevron Corp, BTC iShares MSCI USA Min Vol Factor ETF, iShares Fallen Angels USD Bond ETF, iShares TIPS Bond ETF, sells Apple Inc, Meta Platfor…

finance.yahoo.comPOSITIVO

Strong Tower Advisory Services Buys NVIDIA Corp, Exxon Mobil Corp, Unity Software Inc, Sells ...

Investment company Strong Tower Advisory Services (Current Portfolio) buys NVIDIA Corp, Exxon Mobil Corp, Unity Software Inc, Deere, Lockheed Martin Corp, sells Tesla Inc, Alibaba Group Holding, iShares Russell Mid-Cap Growth ETF, iShares…

finance.yahoo.comPOSITIVO

Karn, Couzens & Associates, Inc. Buys iShares Factors US Value Style ETF, iShares Short ...

Investment company Karn, Couzens & Associates, Inc. (Current Portfolio) buys iShares Factors US Value Style ETF, iShares Short Treasury Bond ETF, BTC iShares MSCI EAFE Value ETF, iShares TIPS Bond ETF, Amgen Inc, sells iShares iBonds Dec 2…

finance.yahoo.comPOSITIVO

Jordan Park Group LLC Buys Meta Platforms Inc, Invesco Senior Loan ETF, BTC iShares U.S. ...

Investment company Jordan Park Group LLC (Current Portfolio) buys Meta Platforms Inc, Invesco Senior Loan ETF, BTC iShares U.S. Treasury Bond ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF, VanEck High Yield Muni ETF, sells iShares…