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Tuesday, November 3, 2026

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Tema ETF Trust reports financial status in latest filing

Tema ETF Trust's NPORT-P filing reveals total assets of $7.66 million, reflecting its financial status as of August 31, 2026.

Tema ETF Trust Files NPORT-P Report on Space Investments

Tema ETF Trust's latest NPORT-P filing reveals insights into its space-focused investments, signaling trends in the ETF market.

Tema ETF Trust Reports Latest NPORT-P Filing for Q3 2026

Tema ETF Trust's latest NPORT-P filing reveals key asset management details for Q3 2026, focusing on U.S. manufacturing investments.

Tema ETF Trust reports latest financial metrics in NPORT-P

Tema ETF Trust's NPORT-P filing reveals $58.7M in total assets for its Durable Quality ETF, showcasing its position in the investment landscape.

Tema ETF Trust reports financials in latest NPORT-P filing

Tema ETF Trust's recent NPORT-P filing reveals total assets of $97.7 million, highlighting its financial position in the investment management sector.

Tema ETF Trust reports nearly $999 million in assets

Tema ETF Trust reveals total assets of nearly $999 million in its latest filing, showcasing its investment strategy and market positioning.

Tema ETF Trust Reports Financials in Latest NPORT-P Filing

Tema ETF Trust's latest NPORT-P filing reveals $84.6 million in assets, focusing on optical investments, impacting industry strategies.

Tema ETF Trust reports financial position in latest filing

Tema ETF Trust's recent filing shows total assets of $881,800 as of August 31, 2026, indicating stability in the investment sector.

Tema ETF Trust reports financials in latest NPORT-P filing

Tema ETF Trust's NPORT-P filing reveals $722.5M in net assets, showcasing its investment strategy and market position.

Bullock Wealth Management Group Reports 13F-HR Filing

Bullock Wealth Management Group's latest 13F-HR filing reveals over $116 million in assets under management as of December 31, 2021.

Covestor Ltd files 13F-HR report detailing investment holdings

Covestor Ltd's latest 13F-HR filing reveals its investment strategy and holdings as of September 30, 2026, impacting the financial services sector.

Optimist Retirement Group discloses $245.8M in holdings

Optimist Retirement Group LLC reveals $245.8 million in holdings as of September 30, 2026, showcasing its investment strategy in the asset management sector.

JMAC Enterprises reports over $593 million in assets

JMAC Enterprises LLC's latest 13F-HR filing reveals over $593 million in assets under management, highlighting its investment strategy in the market.

Alera Investment Advisors files 13F Notice for Q3 2026

Alera Investment Advisors has filed a 13F Notice, revealing changes in its investment holdings as of September 30, 2026, impacting the investment advisory sector.

Bullock Wealth Management Group Reports $110.4M in Holdings

Bullock Wealth Management Group files 13F-HR, revealing $110.4M in holdings as of March 31, 2022, showcasing its investment strategy and compliance.

Richardson Financial Services Reveals Latest 13F Holdings

Richardson Financial Services Inc. files its 13F-HR, detailing significant investment activities and holdings in major companies.

Privium Fund Management reports $200M in holdings for Q3 2026

Privium Fund Management (UK) Ltd disclosed its Q3 2026 holdings, totaling nearly $200 million, showcasing its investment strategies.

VALIC Co I Approves New Investment Advisory Agreements

VALIC Co I has approved new investment advisory agreements and changes to fund classifications following a recent acquisition by Nippon Life Insurance Company.

WisdomTree Trust files new prospectus for adaptive fund

WisdomTree Trust has filed a new prospectus for its U.S. Adaptive Moving Average Fund, highlighting its investment strategies and risks.

WisdomTree Trust files summary prospectus for new fund

WisdomTree Trust files a summary prospectus for its Efficient U.S. Plus International Equity Fund, effective November 1, 2026, detailing investment strategies and risks.

Financialist News Desk

Our desk turns official SEC filings into news. Each story is checked against the original filing. About us → · Editorial standards →