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
Ironwood Financial Investor Activity Analysis: Q2 2026 Portfolio ShiftsInsiderSet·Jul 19, 2026AAPLIJH
Forthright Family Wealth Advisory Q2 Portfolio Activity: Strategic Shifts in ETF HoldingsInsiderSet·Jul 18, 2026DFACAVLV
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
Amarillo National Bank Q2 2026 Portfolio Activity: ETF Sales, Apple BuysInsiderSet·Jul 17, 2026IVVIDEV
Chatterton & Associates Inc.: Significant ETF Purchases and Sales in Q2 2026InsiderSet·Jul 17, 2026SGOVDYNF
Kelly Financial Services Llc Activity in Q2 2026: Significant ETF Purchases and Sales ObservedInsiderSet·Jul 16, 2026IVVDYNF
Shorehaven Wealth Partners: Significant ETF Purchases and Sales Observed in Q2 2026 Portfolio ChangesInsiderSet·Jul 16, 2026AAPLAVEM
Clark Financial Services Q2 2026: Significant ETF Purchases, Individual Stock ActivityInsiderSet·Jul 16, 2026AAPLSPY
Cypress Wealth Services Q1 2026 Portfolio Activity: Significant ETF Purchases & SalesInsiderSet·Jul 15, 2026AAPLIVV
Cgc Financial Services, Llc Q2 2026 Portfolio Activity: Major Shifts in ETF HoldingsInsiderSet·Jul 14, 2026SCHDFENI
Lee-Kelleher Wealth Management: Concentrated S&P Holdings and Selective ETF Purchases in Q2 2026InsiderSet·Jul 13, 2026SPYIJH
Polaris Investment Advisors Q2 2026 Activity: Significant Buys & Sells ObservedInsiderSet·Jul 12, 2026IVVIEMG
Pettinga Financial Advisors Portfolio Changes: Significant Buys & Sells in Q2InsiderSet·Jul 11, 2026SPYIVV
Sharkey, Howes & Javer Q2 2026 Portfolio Activity: Major Buys in GOVT, IVV and ETFsInsiderSet·Jul 11, 2026IVVDYNF
Praetorian Wealth Management Inc Q2 2026 Portfolio Activity: Heavy Investments in Growth ETFs, Reduced Holdings in TechInsiderSet·Jul 10, 2026VEAVOT
Retirement Wealth Solutions Llc Portfolio Shifts: Key Purchases & Sales in Q2 2026InsiderSet·Jul 9, 2026VOOVEA
Mcnaughton Wealth Management Increases Holdings in VOO and Vanguard ETFs Amid Q2 ActivityInsiderSet·Jul 9, 2026VOOVO
Mjt & Associates Financial Advisory Group Inc. Adjusts Portfolio: Focus on Bonds, Dividends and Growth ETFsInsiderSet·Jul 9, 2026SCHDICSH