Buska Wealth Cuts S&P 500 ETF Position by 21.7%, Other Firms Raise Stakes
Buska Wealth Management reduced its iShares Core S&P 500 ETF holding by 21.7%, selling 17,980 shares to a 64,956-share position. Meanwhile, Bfsg LLC, Bar Harbor Wealth and Apollon Wealth Management boosted their ETF stakes by 14.6%, 0.7% and 1.7% to 40,851, 104,105 and 319,880 shares respectively.
1. Buska Wealth Management Trims Stake
In the fourth quarter, Buska Wealth Management trimmed its iShares Core S&P 500 ETF position by 21.7%, selling 17,980 shares to reduce its stake to 64,956 shares.
2. Bfsg LLC Raises Holdings
Over the same period, Bfsg LLC increased its ETF holding by 14.6%, acquiring an additional 5,190 shares and bringing its total to 40,851 shares.
3. Bar Harbor Wealth Management Modest Increase
Bar Harbor Wealth Management added 771 shares, a 0.7% rise that lifted its ETF stake to 104,105 shares.
4. Apollon Wealth Management’s Position Highlights
Apollon Wealth Management lifted its ETF stake by 1.7% with an additional 5,354 shares, making it the fund’s third-largest holding at 319,880 shares.