Newbridge Financial Services Group, Inc. New Holdings in Q2 2025

Newbridge Financial Services Group, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
11.2K
New
$19.33 - $22.25 $216K - $249K
11.2K $248K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
21.7K
New
$8.65 - $10.52 $188K - $228K
21.7K $228K
CYBR
Cyber Ark Software Ltd.

Technology
542
New
$305.98 - $406.88 $166K - $221K
542 $220K
APP
App Lovin Corp

Technology
626
New
$219.37 - $417.89 $137K - $262K
626 $219K
FDD
First Trust Stoxx European Sel

ETFs
13.9K
New
$12.08 - $15.54 $168K - $216K
13.9K $215K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
13.2K
New
$14.62 - $16.23 $193K - $215K
13.2K $214K
CSQ
Calamos Strategic Total Return Fund

Financial Services
11.7K
New
$13.86 - $18.24 $163K - $214K
11.7K $213K
FTA
First Tr Large Cap Value

ETFs
2.7K
New
$67.12 - $78.63 $181K - $212K
2.7K $211K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.91K
New
$50.1 - $51.02 $196K - $199K
3.91K $199K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
3.84K
New
$49.79 - $50.59 $191K - $194K
3.84K $194K
NEAR
Blackrock Short Maturity Bond

ETFs
3.75K
New
$50.41 - $51.17 $189K - $192K
3.75K $191K
PFN
Pimco Income Strategy Fund Ii

Financial Services
25.7K
New
$6.87 - $7.56 $177K - $194K
25.7K $190K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
14.6K
New
$10.48 - $12.62 $153K - $184K
14.6K $183K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
7.3K
New
$20.31 - $24.1 $148K - $176K
7.3K $175K
ALGM
Allegro Microsystems, Inc.

Technology
5K
New
$16.53 - $34.19 $82.7K - $171K
5K $170K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
5.97K
New
$17.61 - $24.82 $105K - $148K
5.97K $148K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
7.38K
New
$17.61 - $19.8 $130K - $146K
7.38K $146K
JBL
Jabil Inc

Technology
650
New
$116.88 - $218.1 $76K - $142K
650 $141K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
15.7K
New
$7.19 - $8.75 $113K - $137K
15.7K $137K
MSCI
Msci Inc.

Financial Services
230
New
$506.56 - $576.74 $117K - $133K
230 $132K
VKTX
Viking Therapeutics, Inc.

Healthcare
5K
New
$19.98 - $29.49 $99.9K - $147K
5K $132K
CTVA
Corteva, Inc.

Basic Materials
1.75K
New
$55.52 - $74.53 $97K - $130K
1.75K $130K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
5.94K
New
$16.12 - $20.75 $95.7K - $123K
5.94K $123K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
4.55K
New
$20.94 - $26.47 $95.2K - $120K
4.55K $120K
XPND
First Tr Exchange Traded Fd Vi
3.48K
New
$25.1 - $33.68 $87.4K - $117K
3.48K $117K
ISHP
First Trust ETF Vi First Tr S

ETFs
2.77K
New
$31.45 - $39.55 $87K - $109K
2.77K $109K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
8.98K
New
$10.7 - $12.22 $96.1K - $110K
8.98K $108K
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.45K
New
$37.86 - $43.29 $92.6K - $106K
2.45K $103K
FDNI
First Tr ETF Ii Dow Jones

ETFs
3.04K
New
$26.2 - $33.82 $79.5K - $103K
3.04K $102K
CHW
Calamos Global Dynamic Income Fund

Financial Services
13.9K
New
$5.59 - $7.13 $77.8K - $99.3K
13.9K $99K
WDAY
Workday, Inc.

Technology
410
New
$210.47 - $274.71 $86.3K - $113K
410 $98K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
955
New
$100.04 - $100.54 $95.5K - $96K
955 $96K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
7.83K
New
$9.86 - $10.92 $77.2K - $85.5K
7.83K $85K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10K
New
$6.66 - $8.12 $66.6K - $81.2K
10K $81K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.39K
New
$53.23 - $70.65 $74K - $98.2K
1.39K $80K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.49K
New
$39.02 - $52.21 $58.2K - $77.8K
1.49K $77K
LMND
Lemonade, Inc.

Financial Services
1.75K
New
$25.12 - $45.79 $43.8K - $79.9K
1.75K $76K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.01K
New
$59.24 - $71.39 $60K - $72.3K
1.01K $72K
WDI
Western Asset Diversified Income Fund

ETFs
4.74K
New
$12.85 - $14.92 $60.9K - $70.8K
4.74K $70K
CSWC
Capital Southwest Corp

Financial Services
3.18K
New
$17.99 - $22.44 $57.1K - $71.3K
3.18K $69K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
4.8K
New
$13.25 - $14.85 $63.7K - $71.3K
4.8K $68K
FLNC
Fluence Energy, Inc.

Utilities
10K
New
$3.61 - $6.71 $36.1K - $67.1K
10K $67K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
3.11K
New
$15.84 - $20.94 $49.2K - $65.1K
3.11K $65K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
3.07K
New
$16.83 - $20.38 $51.7K - $62.6K
3.07K $62K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
2.97K
New
$18.53 - $20.98 $55.1K - $62.4K
2.97K $62K
EME
Emcor Group, Inc.

Industrials
115
New
$342.02 - $534.89 $39.3K - $61.5K
115 $61K
FVD
First Tr Value Line Divid Inde

ETFs
1.33K
New
$40.62 - $45.12 $54.1K - $60.1K
1.33K $59K
GDV
Gabelli Dividend & Income Trust

Financial Services
2.3K
New
$21.11 - $26.01 $48.6K - $59.8K
2.3K $59K
IYH
Ishares Tr

ETFs
1K
New
$53.97 - $60.17 $54K - $60.2K
1K $56K
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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