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    Managed Account Stocks List

    Symbol Grade Name % Change
    SWKH B SWK Holdings Corporation 0.57
    ENV B Envestnet, Inc 1.68
    GNW B Genworth Financial Inc 0.00
    SII B Sprott Inc. 0.48
    OFG A OFG Bancorp -0.76
    PIPR A Piper Sandler Companies -0.26
    ARES A Ares Management -0.12
    SCHW A Charles Schwab Corporation (The) 0.89
    OPY A Oppenheimer Holdings, Inc. Class A (DE) 2.65
    BK A Bank of New York Mellon Corporation (The) 0.15
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    Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
    Related Stock Lists: Separately Managed Account Investment Bank Portfolio Management Advisory Services Asset Management Services Bank Banking Broker Dealer Exchange Traded Fund Insurance Investment Banking Investment Banking Services Investment Management Lending Products Private Equity Public Finance S&P 500 Trust Services Wealth Management Affinity Groups

    Related ETFs - A few ETFs which own one or more of the above listed Managed Account stocks.

    Symbol Grade Name Weight
    BNKU A MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 10.0
    BNKD F MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 10.0
    IAI A iShares U.S. Broker-Dealers ETF 7.96
    AIEQ C AI Powered Equity ETF 4.85
    YALL C God Bless America ETF 4.84
    View all Managed Account ETFs...
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    Compare BNKU to AIEQ Compare BNKU to BNKD Compare IAI to YALL

        Managed Account Stocks Recent News

        Date Stock Title
        May 11 SCHW Charles Schwab First Quarter 2024 Earnings: EPS Beats Expectations
        May 11 SCHW Is Schwab US Dividend Equity ETF the Best Dividend ETF for You?
        May 10 BK BNY Mellon Collaborates with Ponce Bank through the U.S. Department of Treasury Financial Agent Mentor-Protégé Program
        May 10 SCHW Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?
        May 9 SCHW How Goldman Sachs Wants to Be More Like Charles Schwab
        May 9 BK 20 Largest Banks in the US by Customers
        May 9 SCHW 20 Largest Banks in the US by Customers
        May 9 SCHW Schwab, Goldman Sachs Are Tops in Online Banking Satisfaction, but Customers Want More
        May 9 SCHW Goodbye TD Ameritrade. Schwab to Flip ‘Off’ Switch After It Moves Last Customers to Its Own Platform.
        May 9 SCHW 20 Largest Banks in the US by Asset Size in 2024
        May 9 BK 20 Largest Banks in the US by Asset Size in 2024
        May 9 BK BNY Mellon (BK) Rides on High Rates Despite Expense Woes
        May 9 ARES Ares acquires Landsec’s hotel portfolio in £400m deal
        May 9 SII Sprott First Quarter 2024 Earnings: EPS: US$0.45 (vs US$0.30 in 1Q 2023)
        May 9 ARES Ares Management buys Landsec U.K. hotel portfolio for £400 million
        May 9 ARES Ares Real Estate Announces Acquisition of Hotel Portfolio from Landsec
        May 9 SCHW 15 Best Places to Retire in Delaware
        May 8 SII Sprott Inc. Announces Results of its Annual Meeting of Shareholders
        May 8 ENV Envestnet, Inc. (NYSE:ENV) Q1 2024 Earnings Call Transcript
        May 8 SII Sprott Inc. (SII) Q1 2024 Earnings Call Transcript
        Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
        Related Stock Lists: Asset Management Services Separately Managed Account Bank Banking Insurance Insurance Products Investment Bank Investment Banking Trust Services Advisory Services Disability Financial Adviser Financial Products Income Products Investment Banking Services Investment Product Investor Services Lending Products Life Insurance Portfolio Management
        Managed Account

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