Planning Directions Inc Q2 2026 Portfolio Activity: Significant ETF Purchases and Select Sales ObservedInsiderSet·4d agoAAPLSCHD
Icon Wealth Advisors Q2 2026: Significant S&P 500 ETF Buys and Bond Sales ObservedInsiderSet·Aug 9, 2026IVVIEMG
Scissortail Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in Tech, Energy, and ETF HoldingsInsiderSet·Aug 9, 2026VTIIVV
Stone House Investment Management Q2 Activity: Major ETF Buys and Select Stock SalesInsiderSet·Aug 8, 2026IVVDYNF
Ascent Group Q1 2026 Investment Activity: Focus on ETFs and Technology StocksInsiderSet·Aug 6, 2026AAPLNVDA
Probity Advisors Inc. Investment Activity Analysis: Q3 2026 Portfolio ShiftsInsiderSet·Aug 3, 2026IEFASPYG
Calamos Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in Tech and Communication ServicesInsiderSet·Aug 3, 2026MSFTAAPL
Daviman Financial Q2 2026 Holdings Shifts: Major Purchases and Sales ObservedInsiderSet·Jul 30, 2026DYNFSPLG
Adg Wealth Management Group Q2 2026 Portfolio Activity: Focus on Core ETFs and TechnologyInsiderSet·Jul 29, 2026JEPQRSP
Sfi Advisors Q3 2026 Portfolio Activity: Strategic Shifts in Technology & ETF HoldingsInsiderSet·Jul 29, 2026AAPLBIL
Detalus Advisors Q2 Portfolio Activity: Significant ETF Purchases & SalesInsiderSet·Jul 29, 2026DYNFSPLG
Park Avenue Securities Increases Broad Market Exposure, Reduces Technology HoldingsInsiderSet·Jul 21, 2026IVVIEMG
Ironwood Financial Investor Activity Analysis: Q2 2026 Portfolio ShiftsInsiderSet·Jul 19, 2026AAPLIJH
Thoma Capital Management Llc Activity Analysis: Q2 Investments & Portfolio ShiftsInsiderSet·Jul 19, 2026SPYHACK
Instrumental Wealth LLC Q2 2026 Portfolio Activity: Focus on New PositionsInsiderSet·Jul 18, 2026IEFAIJH
Security Financial Services Inc Q2 2026 Holdings Update: Strategic Shifts in ETF PortfolioInsiderSet·Jul 17, 2026DYNFDFUS
Firethorn Wealth Partners Q2 2026 Portfolio Activity: Significant Real Estate Focus & Strategic ETF AdjustmentsInsiderSet·Jul 17, 2026DFACJAAA
Home Federal Bank Of Tennessee Investment Activity Detailed for Q2 2026InsiderSet·Jul 17, 2026AAPLQQQ
Amarillo National Bank Q2 2026 Portfolio Activity: ETF Sales, Apple BuysInsiderSet·Jul 17, 2026IVVIDEV
Kelly Financial Services Llc Activity in Q2 2026: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 16, 2026IVVDYNF
Adirondack Capital Advisors Increases Holdings in Top ETFs During Q2 2026InsiderSet·Jul 13, 2026IVVVIG