Freedom Investment Management Inc. has reduced its holdings in the JPMorgan Ultra-Short Municipal ETF by 4.3%. According to the firm’s latest SEC filing, the company sold 1,930 shares in the second quarter, leaving it with 43,357 shares valued at around $2.21 million.
Envestnet Portfolio Solutions Inc. has reduced its stake in The Kroger Co. by 68.7% in the second quarter. The firm sold 51,077 shares during this period, leaving it with 23,297 shares of the retailer’s stock, according to a filing with the Securities and Exchange Commission.
Pettinga Financial Advisors LLC has slightly reduced its position in Vanguard High Dividend Yield ETF, selling just under 500 shares according to a recent SEC filing. The move represents a modest 0.6% adjustment in the firm’s investment strategy, reflecting continued interest in dividend-oriented ETFs amid market fluctuations.
Equitable Trust Co. sold 18,285 Live Nation shares during the second quarter, cutting its stake by 80.4%. The move left the institutional investor with 4,458 shares of the live entertainment company.
Interchange Capital Partners LLC disclosed a dramatic shift in its investment strategy by reducing its stake in Fidelity MSCI Information Technology Index ETF (FTEC) by 93%. The firm’s Form 13F filing with the SEC shows a sale of 4,813 shares, leaving 361 shares in its portfolio.
In an unexpected move, Interchange Capital Partners LLC dramatically reduced its holdings in the iShares Russell 1000 ETF during the second quarter. According to new SEC filings, the firm has cut its stake by more than half, drawing attention to shifting strategies among investors.
IFP Advisors Inc made a portfolio adjustment in the second quarter, reducing its stake in Workday, Inc. by 2.6%. After selling 73 shares, the firm now holds 2,789 shares worth $670,000 at the end of the reporting period.
Pathway Financial Advisors LLC significantly reduced its stake in the SPDR S&P Global Natural Resources ETF, selling 4,405 shares in the second quarter. The firm now holds 8,431 shares, reflecting a 34.3% decrease in its position, according to an SEC filing.
Callan Family Office LLC disclosed it sold 165 shares of Vanguard Mid-Cap ETF, reducing its position by 3.2% in the second quarter. The shift leaves the firm with 4,925 shares, as reported in a recent SEC filing.
Checchi Capital Advisers LLC has significantly reduced its holdings in Crown Castle Inc., selling 7,165 shares during the second quarter. The resulting 46.4% decrease leaves the firm with 8,279 shares in the real estate investment trust, valued at $851,000.
