Entities / Entity
Topsail Wealth Management.
American independent registered investment adviser based in Charlotte, North Carolina
- Reports this week
- 0
- Active events
- 1
- Connections
- 13
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
One to three months ago
Gone quiet
No new reports in 90+ days-
Filing details show institutional investment activity involving Topsail Wealth Management and Nasdaq.Some support1 report
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A collection of financial firms announced various stake changes on June 19, 2026, including impacts on ETFs and company shares.Some support3 reports
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Topsail Wealth Management has initiated a new investment position in the FT Vest Rising Dividend Achievers Target Income ETF.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Topsail Wealth Management this week
News at the entities that move Topsail Wealth Management most-
Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves Topsail Wealth Management
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Nasdaq OperationalApple Inc. stock is traded on Nasdaq, and Jefferies Financial Group restated a hold rating on the company.Moves Topsail Wealth Management
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Invesco OperationalInvesco manages the S&P 500 Quality ETF, and Microsoft is identified as a major holding within this fund.Moves Topsail Wealth Management
Connections
The 3 strongest of 13, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Securities and Exchange Commission Structural
Topsail Wealth Management operates under the formal regulatory oversight and filing requirements of the Securities and Exchange Commission.
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Nasdaq Operational
Topsail conducts institutional investment activity within the Nasdaq market.
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Invesco Operational
Topsail Wealth Management invests in ETFs managed by Invesco.
History
Events by the month they beganAugust 2026
1 eventJune 2026
4 events- Topsail Wealth Management increased its stake in the Dimensional Emerging Markets Core Equity 2 ETF.
- Filing details show institutional investment activity involving Topsail Wealth Management and Nasdaq.
- A collection of financial firms announced various stake changes on June 19, 2026, including impacts on ETFs and company shares.
- Topsail Wealth Management has initiated a new investment position in the FT Vest Rising Dividend Achievers Target Income ETF.