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Madison Asset Management Boosts JIRE Stake, Trims Others

Madison Asset Management LLC reshuffled several ETF positions in Q1, notably boosting its stake in JPMorgan International Research Enhanced Equity ETF by about 8% to 335,261 shares, while trimming holdings in iShares MSCI Emerging Markets Asia ETF, Madison Short Term Strategic Income ETF, and Madison Dividend Value ETF by roughly 6.3%, 11%, and 7.8% respectively. The moves were part of broader fund activity noted among multiple investors, including new positions and other percentage changes across the listed funds.

9 sources

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Stone Loft Wealth acquires Vanguard ETF stake

Stone Loft Wealth Management LLC disclosed new long positions across multiple ETFs in Q1: 24,757 shares of Vanguard S&P 500 ETF (VOO) valued at about $14.8 million as its 4th-largest holding, 13,338 shares of Schwab Government Money Market ETF (SGVT) around $1.34 million, 11,381 shares of Vanguard Dividend Appreciation ETF (VIG) about $2.45 million, and 21,630 shares of Vanguard Extended Market ETF (VXF) near $4.45 million, with each stake representing a notable portion of its portfolio. The moves accompany ongoing activity by other institutional investors in these funds, highlighting broad diversification into large-cap core, government money market, and diversified equity play ETFs.

25 sources

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Maimon Wealth Buys 22,300 PYLD Shares

Maimon Wealth Management LTD expanded its holdings across multiple ETFs, adding 22,300 shares of PIMCO Multi Sector Bond Active ETF (PYLD) for about $581,000, and raising its Pimco Total Return ETF (BOND) position by purchasing 5,765 shares to total 48,865 shares. It also boosted its stake in iShares Short Duration Bond Active ETF (NEAR) by 10,470 shares to 163,160, underscoring a broader strategy of increasing exposure to fixed-income ETFs.

8 sources

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HORAN Wealth Expands Holdings USB NDSN NOC CINF

HORAN Wealth LLC lifted its stakes in U.S. Bancorp (73,608 shares, up 100.5%), Nordson (4,040 shares), Northrop Grumman (14,140 shares), and Cincinnati Financial (13,900 shares) in the first quarter, with holdings valued across these positions in the millions. The moves coincide with broader institutional activity and analysts adjusting targets or ratings on these companies.

10 sources

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Titan Global Cuts Stakes Across Tech Stocks

Titan Global Capital Management USA LLC trimmed several holdings in Q1: it cut ServiceNow by 51.1% to about 50,640 shares and reduced Ciena by 29.4% to about 118,312 shares, while simultaneously boosting its Micron Technology stake by 105.1% to 1,487 shares and lowering its iShares Bitcoin Trust ETF position by 4.5% to 592,761 shares.

5 sources

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Summit Global Cuts Stakes Across Stocks in Q1

Summit Global Investments reduced its stakes in five companies and funds in the first quarter, cutting positions in COR, LMT, CME Group, the SPDR Portfolio S&P 600 Small Cap ETF (SPSM), and NiSource by substantial margins (27.4%, 41.8%, 34.1%, 63.3%, and 37.4%, respectively) as it adjusted its portfolio. The moves affected holdings across diversified sectors, with remaining positions valued in the millions of dollars according to the latest SEC filings.

6 sources

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Leith Wheeler trims, expands Q1 holdings across sectors

{"summary_content":"Leith Wheeler Investment Counsel Ltd. trimmed its positions in Keysight Technologies, Corpay, and MKS by 38.2%, 7.8%, and 23.2% respectively in the first quarter, while expanding its stake in American States Water Company by 60.8%. The moves occurred alongside a broader pattern of activity by other institutional investors across these same stocks.","summary_content_details":[]}

5 sources

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Ridgepath Capital Expands ProShares ETF Positions Q1

Ridgepath Capital Management LLC expanded and diversified its ETF holdings in Q1, adding to ProShares Ultra S&P500 (SSO), ProShares UltraPro Short Russell 2000 (SRTY), JPMorgan Ultra-Short Income ETF (JPST), and ProShares UltraPro QQQ (TQQQ) while reducing its stake in ProShares UltraPro S&P 500 (UPRO). JPST emerged as Ridgepath’s largest position at about 23.6% of the portfolio, with notable increases across several funds and SSO and SRTY among meaningful but smaller additions.

8 sources

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Bulldog Investors LLP Expands Holdings In Five Stocks

In its first-quarter 13F filings, Bulldog Investors LLP added across multiple holdings: about 1.58 million shares of BNY Mellon Strategic Municipals (LEO) valued around $9.9 million, 67,060 shares of BTC Development Corp (BDCI) for roughly $670,000, 75,000 shares of Bitcoin Infrastructure Acquisition Corp Ltd (BIXI) about $744,000, and 176,130 shares of Duff & Phelps Utility and Infrastructure Fund (DPG) near $2.54 million.

9 sources

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Commerzbank FI boosts holdings across US stocks

Commerzbank Aktiengesellschaft FI boosted its holdings in five major U.S. names—Wells Fargo, ServiceNow, U.S. Bancorp, Bank of America, and BlackRock—with increases ranging from about 5% to over 230% and corresponding rises in share counts and reported values. The moves accompany notable insider transactions, including Bank of America executive Geoffrey S. Greener selling 126,756 shares and BlackRock CEO Laurence Fink divesting 33,900 shares, underscoring ongoing trading activity among top executives.

6 sources

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CVS Health Bond ETF Holdings Across Five Treasuries in Q1

CVS Health Corp disclosed new positions across five bond ETFs in Q1: IEI with 182,800 shares valued at about $21.68 million (roughly 10.2% of CVS’s portfolio), VCSH with 120,000 shares about $9.51 million (roughly 4.5%), TLT with 20,000 shares about $1.73 million (0.8%), VCIT with 60,000 shares about $4.97 million (2.3%), and IEF with 35,000 shares about $3.34 million (1.6%). These moves illustrate CVS’s diversification across short, intermediate, and long-duration Treasuries and corporate bond exposures.

18 sources

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DJE Kapital AG Sells 79,600 Iamgold Shares

DJE Kapital AG trimmed its mining stock holdings in Q1, cutting Iamgold by 30.6% to 180,200 shares worth $3.275 million, and reducing Newmont by 37.8% to 963,044 shares worth about $102.476 million, along with a 4.1% decline in Agnico Eagle Mines to 503,088 shares worth roughly $99.548 million. The moves accompany broader adjustments by other institutional investors and several brokerages issuing updated ratings or price targets on these companies.

10 sources

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Commerzbank Reduces Stakes Across Firms in Q1

Commerzbank Aktiengesellschaft FI trimmed its holdings across several U.S. equities in Q1 filings, including reductions of T. Rowe Price by 19.1% to 76,221 shares, Cigna Group by 17.6% to 15,145 shares, VICI Properties by 20.3% to 113,148 shares, and CME Group by 7.6% to 54,411 shares, with these positions collectively contributing to its broader move to lighten sizable portfolios.

5 sources

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Wintrust Q2 Profit Rises to $225M

Wintrust Financial posted solid Q2 results with $225.3 million in net income and $3.30 per share on revenue of about $961 million, a year-over-year rise driven by loan and deposit growth. The bank also reported record first-half net income for 2026, driven by strong net interest income and ongoing balance-sheet expansion, and beat consensus estimates for quarterly earnings per share.

15 sources

USCB Financial Declares $0.125 Dividend Payable Sept. 4

USCB Financial Holdings announced a regular quarterly cash dividend of $0.125 per share of Class A common stock, payable September 4, 2026 to shareholders of record as of August 17, 2026, with future dividends subject to quarterly review and board approval. The multiple press releases and 8-K filings confirm the dividend details.

6 sources

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Invesco plans July dividends across BulletShares and KBWY

Several Invesco ETFs announced July 20 dividend declarations, with payouts planned for July 24 and ex-dividend dates on July 20. The per-share dividends vary across funds, including 0.12 for KBWY, 0.0911 for BSCZ, 0.088 for BSCX, 0.1002 for BSJQ, and 0.1472 for BSJV, reflecting ongoing income distributions among Invesco’s bond and equity-reit products.

21 sources

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Recently covered

Madison Asset Management Boosts JIRE Stake, Trims Others

Stone Loft Wealth acquires Vanguard ETF stake

Maimon Wealth Buys 22,300 PYLD Shares

HORAN Wealth Expands Holdings USB NDSN NOC CINF

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Summit Global Cuts Stakes Across Stocks in Q1

Leith Wheeler trims, expands Q1 holdings across sectors

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Bulldog Investors LLP Expands Holdings In Five Stocks

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CVS Health Bond ETF Holdings Across Five Treasuries in Q1

DJE Kapital AG Sells 79,600 Iamgold Shares

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Wintrust Q2 Profit Rises to $225M

USCB Financial Declares $0.125 Dividend Payable Sept. 4

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