IJR News — today's news from every sideMaya Lindstrom If owners spent half as much time fixing their back office as they do chasing new customers the growth numbers would look even better. Priya Raman Secore brings solid drone finance experience that could strengthen Surf Air's path to scaling electric flights. Marcus Bell Anthropic rushing out their version right after OpenAI's suggests the finance AI race is heating up fast. Capstone Invests in Core Scientific, Ally, PKGBusiness — Aug 28, 2026Capstone Investment Advisors LLC disclosed new or additional stakes in five companies in the second quarter: Core Scientific (CORZ) for about $934,000, ClearBridge Energy Midstream Opportunity Fund (EMO) for about $956,000, SRH Total Return Fund (STEW) for about $2,002,000, Ally Financial (ALLY) for about $1,204,000, and Packaging Corporation of America (PKG) for about $1,871,000, reflecting broad activity across technology, energy midstream, closed-end funds, financial services, and industrials. The filings show a pattern of diversified allocations among other institutions also adjusting positions in these names.
Petra Financial Advisors Expands Portfolio Across ETFs, Stocks — Jul 22, 2026Petra Financial Advisors Inc. expanded its portfolio in Q1 by initiating positions or increasing stakes across several securities, including 13,757 shares of the Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ), 13,640 shares of Fidelity Enhanced Small Cap ETF (FESM), 53,350 shares of AllianceBernstein National Municipal Income Fund (AFB), 2,929 shares of Marathon Petroleum (MPC), and 6,509 shares of Valero Energy (VLO). The moves were part of broader activity in multiple funds and stocks as other institutions also adjusted their holdings in these securities.
