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.
International Assets Investment Management LLC trimmed its position in Invesco S&P MidCap Momentum ETF, reducing its holdings by 4.1% in the second quarter. An SEC filing shows the firm sold 141 shares, leaving 3,276 shares valued at $421,000.
International Assets Investment Management LLC reduced its stake in Cadence Design Systems by 7.7% during the second quarter. According to its most recent filing with the Securities & Exchange Commission, the firm sold 104 shares, leaving it with 1,255 shares in the software maker.
Drive Wealth Management LLC recently expanded its holdings in Grayscale Bitcoin Mini Trust ETF by 3.8% in the second quarter. The firm purchased an additional 882 shares, bringing its total to 23,973. The details were disclosed in a Form 13F filing with the SEC.
Mezzasalma Advisors LLC recently boosted its investment in the iShares S&P 100 ETF by 12.2% during the second quarter. The firm added 909 shares to bring its total holdings to 8,385, according to a filing with the Securities and Exchange Commission.
MGO One Seven LLC significantly cut its stake in Deckers Outdoor Corporation during the second quarter of 2025, reducing its holdings by 60.2%. A recent 13F filing with the SEC shows that the firm sold 5,884 shares and now holds 3,890 shares in the textile maker.
Vanguard Personalized Indexing Management LLC has reduced its holdings in Lincoln Electric Holdings, Inc. by 21.9%, according to a recent SEC filing. The sale of 1,404 shares, which leaves the fund with 5,003 shares, underscores a strategic shift in investment allocation.
NorthRock Partners LLC has made a significant move to increase its stake in Loews Corporation. According to a recent SEC filing, the institutional investor raised its holdings by 54.1% during the second quarter, purchasing an additional 1,236 shares of the insurance provider.
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.
Vest Financial LLC has increased its holdings in First Commonwealth Financial Corporation by nearly 25% this quarter. Its newly expanded share total demonstrates the firm’s growing confidence in the bank’s performance.
