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
Centerpoint Advisors LLC Activity Analysis Q1 2026: New Purchases & SalesInsiderSet·Aug 8, 2026IJHIJR
Stone House Investment Management Q2 Activity: Major ETF Buys and Select Stock SalesInsiderSet·Aug 8, 2026IVVDYNF
Curtis Wealth Management Llc Investor Activity Analysis: Q2 2026 Portfolio ChangesInsiderSet·Aug 6, 2026IVVDYNF
Avid Wealth Partners Llc Portfolio Shifts in Q2 2026: Focus on FDI and ETF ActivityInsiderSet·Aug 6, 2026IVVMGV
Ascent Group Q1 2026 Investment Activity: Focus on ETFs and Technology StocksInsiderSet·Aug 6, 2026AAPLNVDA
Wealthgarden F.S. Llc Portfolio Shifts: Significant Purchases & Sales in Q2 2026InsiderSet·Aug 4, 2026NVDAIVV
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
Detalus Advisors Q2 Portfolio Activity: Significant ETF Purchases & SalesInsiderSet·Jul 29, 2026DYNFSPLG
Lee Financial Co Q2 2026 Portfolio Activity: Major Sales in Large-Cap ETFs, New Positions in Dimensional FundsInsiderSet·Jul 25, 2026BRK-BIJH
Envestnet Portfolio Solutions Inc. Activity Analysis: Key Purchases and Sales in Q2 2026InsiderSet·Jul 22, 2026IVVIUSB
Sterling Investment Counsel Portfolio Activity Detailed for 2026 Second QuarterInsiderSet·Jul 22, 2026AAPLIJH
Park Avenue Securities Increases Broad Market Exposure, Reduces Technology HoldingsInsiderSet·Jul 21, 2026IVVIEMG