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Portfolio Management

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Avantax Takes $128 Million Stake in JPMorgan Equity Focus ETF

The move signals a selective shift toward active management within a portfolio that leans on Schwab index funds.

Blockchain Capital Seeks $700 Million for New Early-Stage and Growth Funds

Investors Keep Buying SCHD Despite Double-Digit 2026 Rally

Ocean Park Trims ANGL Stake in Q4, Retains $23.85 Million Holding

Two Advisers Disclose New Stakes in Akre Focus ETF in Q4 Filings

Bright Valley Makes Full Truck Alliance Its Top Holding as Highlander Cuts Stake

Motilal Oswal Reaffirms Buy on Aditya Birla Capital With Rs 340 Target After Sharp Rally

UGRO Capital to Acquire Profectus Capital for Rs 1,400 Crore