Newbridge Financial Services Group, Inc. Purchases in Q2 2025

Newbridge Financial Services Group, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
1.5K
New
$13.89 - $15.26 $20.8K - $22.9K
1.5K $21K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
1.5K
New
$13.91 - $15.0 $20.9K - $22.5K
1.5K $21K
INDA
Ishares Msci India Index Fund

ETFs
335
+ 54.92%
$49.13 - $55.86 $16.5K - $18.7K
945 $52K
FPX
First Trust Us Equity Opportun

ETFs
150
New
$99.2 - $144.91 $14.9K - $21.7K
150 $21K
DSL
Double Line Income Solutions Fund

Financial Services
1.75K
New
$11.15 - $12.57 $19.5K - $22K
1.75K $21K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.5K
New
$12.19 - $13.37 $18.3K - $20.1K
1.5K $20K
IGV
Ishares Expanded Tech Software

ETFs
145
+ 72.5%
$80.15 - $109.5 $11.6K - $15.9K
345 $37K
CLX
Clorox CO

Consumer Defensive
170
+ 566.67%
$118.01 - $148.69 $20.1K - $25.3K
200 $24K
GPS
Gap Inc

Consumer Cyclical
1K
New
N/A
1K $20K
AR
Antero Resources Corp

Energy
500
+ 114.16%
$31.92 - $43.78 $16K - $21.9K
938 $37K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
1K
New
$16.45 - $20.92 $16.5K - $20.9K
1K $20K
MKTX
Marketaxess Holdings Inc

Financial Services
94
New
$203.19 - $231.09 $19.1K - $21.7K
94 $20K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
1.5K
New
$13.05 - $14.45 $19.6K - $21.7K
1.5K $20K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
778
+ 171.37%
$22.4 - $23.8 $17.4K - $18.5K
1.23K $29K
TFC
Truist Financial Corp

Financial Services
273
+ 6.86%
$34.79 - $42.99 $9.5K - $11.7K
4.26K $182K
EQT
Eqt Corp

Energy
308
+ 880.0%
$46.11 - $60.44 $14.2K - $18.6K
343 $20K
IYF
Ishares Tr

ETFs
131
+ 39.22%
$99.23 - $120.99 $13K - $15.8K
465 $56K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
200
New
$84.34 - $99.49 $16.9K - $19.9K
200 $19K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
1K
New
$17.26 - $19.28 $17.3K - $19.3K
1K $19K
SQ
Block, Inc.

Technology
330
+ 23.19%
N/A
1.75K $100K
SYK
Stryker Corp

Healthcare
38
+ 26.21%
$337.37 - $395.63 $12.8K - $15K
183 $72K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
1K
New
$16.64 - $19.62 $16.6K - $19.6K
1K $19K
FDT
First Trust Developed Markets

ETFs
275
New
$52.2 - $68.76 $14.4K - $18.9K
275 $18K
CNOB
Connect One Bancorp, Inc.

Financial Services
750
New
$20.95 - $24.78 $15.7K - $18.6K
750 $17K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
1.5K
New
$11.19 - $11.84 $16.8K - $17.8K
1.5K $17K
HWM
Howmet Aerospace Inc.

Industrials
73
+ 119.67%
$112.33 - $186.13 $8.2K - $13.6K
134 $24K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
26
+ 52.0%
$328.01 - $475.68 $8.53K - $12.4K
76 $35K
CARR
Carrier Global Corp

Industrials
77
+ 6.32%
$55.55 - $75.83 $4.28K - $5.84K
1.3K $94K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
295
+ 17.35%
$51.68 - $52.76 $15.2K - $15.6K
2K $105K
EVRG
Evergy, Inc.

Utilities
239
New
$64.06 - $69.64 $15.3K - $16.6K
239 $16K
PGR
Progressive Corp

Financial Services
131
+ 11.11%
$255.27 - $288.74 $33.4K - $37.8K
1.31K $349K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
1.49K
New
$10.28 - $11.04 $15.3K - $16.4K
1.49K $16K
IAI
Ishares Tr Us Broker Dealers &

ETFs
100
New
$122.04 - $169.14 $12.2K - $16.9K
100 $16K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.39K
New
$11.34 - $12.35 $15.7K - $17.1K
1.39K $16K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
1K
New
$13.91 - $16.31 $13.9K - $16.3K
1K $16K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
154
New
$83.8 - $101.39 $12.9K - $15.6K
154 $15K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1K
+ 113.64%
$10.8 - $16.92 $10.8K - $16.9K
1.88K $25K
ICSH
Blackrock Ultra Short Term Bon

ETFs
295
+ 11.8%
$50.48 - $50.71 $14.9K - $15K
2.8K $141K
IYC
Ishares U.S. Consumer Discreti

ETFs
155
New
$79.19 - $99.64 $12.3K - $15.4K
155 $15K
KIO
Kkr Income Opportunities Fund

Financial Services
1.25K
New
$10.99 - $12.56 $13.7K - $15.7K
1.25K $15K
PAXS
Pimco Access Income Fund

Financial Services
1K
New
$14.15 - $16.12 $14.2K - $16.1K
1K $15K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
1K
New
$10.69 - $14.6 $10.7K - $14.6K
1K $14K
WELL
Welltower Inc.

Real Estate
87
+ 39.55%
$136.49 - $155.22 $11.9K - $13.5K
307 $47K
U
Unity Software Inc.

Technology
188
+ 8.55%
$16.75 - $26.24 $3.15K - $4.93K
2.39K $57K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.06K
New
$11.71 - $13.88 $12.4K - $14.7K
1.06K $14K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
1K
New
$11.7 - $14.28 $11.7K - $14.3K
1K $14K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
2.5K
New
$5.25 - $5.92 $13.1K - $14.8K
2.5K $14K
ROKU
Roku, Inc

Communication Services
155
+ 1550.0%
$55.1 - $87.89 $8.54K - $13.6K
165 $14K
ADI
Analog Devices Inc

Technology
1
+ 0.31%
$164.6 - $238.02 $165 - $238
328 $78K
Activity Summary
Buys All Purchases 685 New Holdings 348 Increased Positions 337 Sells All Sells 210 Reductions 209 Sold out 1 Options Calls 0 Puts 0
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