Real-time context
Recent institutional portfolio disclosures and position changes.
Calamos Advisors LLC, a registered investment adviser, increased its position in SPDR S&P 500 ETF Trust (AMEX:SPY) by 22.2% during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Tax-Exempt Bond Index Fund (AMEX:VTEB) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Intermediate-Term Treasury Index Fund (NASDAQ:VGIT) during Q3 2026, according to its most…
Read moreCreative Planning, a registered investment adviser, initiated a new position in iShares Core U.S. Aggregate Bond ETF (AMEX:AGG) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in iShares National Muni Bond ETF (AMEX:MUB) during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in iShares Core MSCI International Developed Markets ETF (AMEX:IDEV) during Q3 2026, according to its…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio Short Term Corporate Bond ETF (AMEX:SPSB) during Q3 2026, according to its most…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Dimensional U.S. Small Cap ETF (AMEX:DFAS) during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Intermediate-Term Corporate Bond Index Fund (NASDAQ:VCIT) during Q3 2026, according to its…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap ETF (AMEX:SCHX) during Q3 2026, according to its most recent 13F filing with…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Mid Cap Index Fund (AMEX:VO) during Q3 2026, according to its most recent 13F filing with…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Avantis U.S. Small Cap Value ETF (AMEX:AVUV) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Avantis International Small Cap Value ETF (AMEX:AVDV) during Q3 2026, according to its most recent…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 ETF (AMEX:SPYM) during Q3 2026, according to its most recent 13F filing with…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Short-Term Bond Index Fund (AMEX:BSV) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in Vanguard Large Cap Index Fund (AMEX:VV) during Q3 2026, according to its most recent 13F filing…
Read moreCreative Planning, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 400 Mid Cap ETF (AMEX:SPMD) during Q3 2026, according to its most recent 13F…
Read moreCreative Planning, a registered investment adviser, initiated a new position in SPDR Portfolio Developed World ex-US ETF (AMEX:SPDW) during Q3 2026, according to its most recent…
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