• Gradient Investments LLC Purchases 922 Shares of InvenTrust Properties Corp

    7 days ago - By ETF Daily News

    Gradient Investments LLC grew its position in InvenTrust Properties Corp. by 21.6% in the second quarter, HoldingsChannel.com reports. The firm owned 5,184 shares of the company's stock after acquiring an additional 922 shares during the period. Gradient Investments LLC's holdings in InvenTrust Properties were worth $134,000 at the end of the...
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  • Gradient Investments LLC Buys 198 Shares of SPDR Portfolio S&P 500 Growth ETF

    7 days ago - By ETF Daily News

    Gradient Investments LLC raised its stake in shares of SPDR Portfolio S&P 500 Growth ETF by 6.6% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 3,214 shares of the company's stock after purchasing an additional 198 shares during the quarter....
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  • Gradient Investments LLC Raises Stock Holdings in Invesco BulletShares 2027 Corporate Bond ETF

    7 days ago - By ETF Daily News

    Gradient Investments LLC increased its stake in shares of Invesco BulletShares 2027 Corporate Bond ETF by 42.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,459 shares of the company's stock after purchasing an additional 1,027 shares during...
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  • Gradient Investments LLC Cuts Stake in DocuSign, Inc

    7 days ago - By ETF Daily News

    Gradient Investments LLC cut its stake in DocuSign, Inc. by 99.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,152 shares of the company's stock after selling 155,127 shares during the quarter. Gradient Investments LLC's holdings in...
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  • Gradient Investments LLC Acquires 203 Shares of Gilead Sciences, Inc

    7 days ago - By ETF Daily News

    Gradient Investments LLC boosted its holdings in Gilead Sciences, Inc. by 23.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,052 shares of the biopharmaceutical company's stock after acquiring an additional 203 shares during the...
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  • Gradient Investments LLC Buys 402 Shares of Freeport-McMoRan Inc

    7 days ago - By ETF Daily News

    Gradient Investments LLC lifted its stake in shares of Freeport-McMoRan Inc. by 23.8% in the second quarter, HoldingsChannel reports. The fund owned 2,088 shares of the natural resource company's stock after acquiring an additional 402 shares during the period. Gradient Investments LLC's holdings in Freeport-McMoRan were worth $61,000 as of its...
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  • Gradient Investments LLC Boosts Position in Vanguard High Dividend Yield ETF

    7 days ago - By ETF Daily News

    Gradient Investments LLC lifted its stake in shares of Vanguard High Dividend Yield ETF by 95.0% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 975 shares of the company's stock after acquiring an additional 475 shares during...
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  • Gradient Investments LLC Has $128,000 Holdings in Vanguard Mid-Cap Value ETF

    7 days ago - By ETF Daily News

    Gradient Investments LLC raised its position in Vanguard Mid-Cap Value ETF by 251.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 992 shares of the company's stock after purchasing an additional 710 shares during the quarter. Gradient Investments LLC's...
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  • AdvisorShares Newfleet Multi-Sector Income ETF Stock Holdings Lifted by Gradient Investments LLC

    7 days ago - By ETF Daily News

    Gradient Investments LLC lifted its stake in shares of AdvisorShares Newfleet Multi-Sector Income ETF by 9.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 2,747 shares of the company's stock after acquiring an additional 240 shares during the period. Gradient Investments LLC's holdings in AdvisorShares Newfleet Multi-Sector Income ETF were...
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  • Microsoft Co. Holdings Decreased by QP Wealth Management LLC

    7 days ago - By ETF Daily News

    QP Wealth Management LLC decreased its holdings in shares of Microsoft Co. by 1.3% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 10,106 shares of the software giant's stock after selling 130 shares during the quarter. Microsoft makes up 3.6% of QP Wealth Management LLC's investment portfolio, making the...
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  • IShares MBS ETF Shares Sold by Gradient Investments LLC

    7 days ago - By ETF Daily News

    Gradient Investments LLC cut its position in iShares MBS ETF by 99.8% in the second quarter, HoldingsChannel reports. The institutional investor owned 683 shares of the company's stock after selling 308,208 shares during the period. Gradient Investments LLC's holdings in iShares MBS ETF were worth $67,000 at the end of the...
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  • Gradient Investments LLC Has $97,000 Stake in Realty Income Co

    7 days ago - By ETF Daily News

    Gradient Investments LLC raised its stake in shares of Realty Income Co. by 25.1% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 1,427 shares of the real estate investment trust's stock after purchasing an additional 286 shares during the period. Gradient Investments...
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  • Gradient Investments LLC Lowers Stock Position in Invesco BulletShares 2026 High Yield Corporate Bond ETF

    7 days ago - By ETF Daily News

    Gradient Investments LLC lessened its stake in shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF by 56.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,177 shares of the company's stock after...
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  • Marsh & McLennan Companies, Inc. Stock Position Lifted by Gradient Investments LLC

    7 days ago - By ETF Daily News

    Gradient Investments LLC lifted its holdings in Marsh & McLennan Companies, Inc. by 30.2% in the 2nd quarter, HoldingsChannel reports. The firm owned 560 shares of the financial services provider's stock after purchasing an additional 130 shares during the quarter. Gradient Investments LLC's holdings in Marsh & McLennan Companies were worth...
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  • Gradient Investments LLC Sells 164,494 Shares of Booz Allen Hamilton Holding Co

    7 days ago - By ETF Daily News

    Gradient Investments LLC trimmed its position in Booz Allen Hamilton Holding Co. by 99.4% in the second quarter, Holdings Channel reports. The fund owned 955 shares of the business services provider's stock after selling 164,494 shares during the quarter. Gradient Investments LLC's holdings in Booz Allen Hamilton were worth $86,000 at...
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  • Gradient Investments LLC Lowers Position in JPMorgan Ultra-Short Municipal Income ETF

    7 days ago - By ETF Daily News

    Gradient Investments LLC cut its stake in JPMorgan Ultra-Short Municipal Income ETF by 36.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,707 shares of the company's stock after selling 966 shares during the period. Gradient Investments LLC's holdings...
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  • Gradient Investments LLC Has $84,000 Position in Prologis, Inc

    7 days ago - By ETF Daily News

    Gradient Investments LLC reduced its stake in shares of Prologis, Inc. by 98.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 711 shares of the real estate investment trust's stock after selling 45,734 shares during the quarter. Gradient Investments LLC's holdings in Prologis were worth $84,000 as of its most...
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  • Gradient Investments LLC Sells 302,459 Shares of National Retail Properties, Inc

    7 days ago - By ETF Daily News

    Gradient Investments LLC lessened its holdings in National Retail Properties, Inc. by 99.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,830 shares of the real estate investment trust's stock after selling 302,459 shares during the quarter. Gradient...
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  • Gradient Investments LLC Sells 631 Shares of Alteryx, Inc

    7 days ago - By ETF Daily News

    Gradient Investments LLC trimmed its position in Alteryx, Inc. by 28.6% during the 2nd quarter, HoldingsChannel reports. The firm owned 1,578 shares of the company's stock after selling 631 shares during the quarter. Gradient Investments LLC's holdings in Alteryx were worth $76,000 at the end of the most recent reporting period....
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  • Danaher Co. Shares Purchased by Gradient Investments LLC

    7 days ago - By ETF Daily News

    Gradient Investments LLC raised its stake in shares of Danaher Co. by 414.3% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 288 shares of the conglomerate's stock after purchasing an additional 232 shares during the period. Gradient Investments LLC's holdings in...
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