Nwf Advisory Services Inc. Purchases in Q1 2025

Nwf Advisory Services Inc.

  • $712 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
YYY
Amplify ETF Tr High Income ETF

ETFs
544K
New
$11.38 - $12.01 $6.2M - $6.54M
544K $6.21B
CGMS
Capital Grp Core Plus Income E
179K
New
N/A
179K $4.88B
CGSD
Capital Grp Core Plus Income E
182K
New
N/A
182K $4.71B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
320K
New
$11.96 - $13.56 $3.83M - $4.34M
320K $4.11B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
245K
+ 760.76%
$16.57 - $18.85 $4.06M - $4.62M
277K $4.61B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
135K
New
$27.01 - $28.54 $3.65M - $3.86M
135K $3.78B
URA
Global X Uranium ETF

ETFs
157K
New
$22.92 - $30.98 $3.6M - $4.86M
157K $3.6B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15.7K
New
$192.82 - $222.1 $3.03M - $3.49M
15.7K $3.04B
Core Natural Resources Inc
38.8K
New
N/A
38.8K $2.99B
XYLD
Global X Fds S&P 500 Covered C

ETFs
72.6K
New
$39.02 - $42.89 $2.83M - $3.11M
72.6K $2.87B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
70.1K
+ 536.93%
$29.34 - $31.31 $2.06M - $2.19M
83.1K $2.47B
SAP
Sap Se

Technology
7.69K
New
$241.4 - $293.69 $1.86M - $2.26M
7.69K $2.06B
First Tr Exchng Traded Fd Vi
99.4K
New
N/A
99.4K $2.02B
AWP
Aberdeen Global Premier Properties Fund

Financial Services
426K
New
$3.75 - $4.08 $1.6M - $1.74M
426K $1.65B
HQH
Tekla Healthcare Investors

Financial Services
98.7K
New
$16.23 - $18.27 $1.6M - $1.8M
98.7K $1.6B
HGLB
Highland Global Allocation Fund

N/A
188K
New
$7.06 - $8.36 $1.33M - $1.57M
188K $1.56B
RYLD
Global X Fds Russell 2000 Cove

ETFs
103K
New
$14.93 - $16.85 $1.53M - $1.73M
103K $1.55B
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.51K
New
$169.43 - $182.84 $1.44M - $1.56M
8.51K $1.47B
IGR
Cbre Global Real Estate Income Fund

Financial Services
276K
New
$4.79 - $5.34 $1.32M - $1.47M
276K $1.42B
Abrdn Asia Pacific Income Fu
88.4K
New
N/A
88.4K $1.39B
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
156K
New
$8.25 - $8.79 $1.29M - $1.38M
156K $1.38B
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
62.3K
New
$21.6 - $23.19 $1.34M - $1.44M
62.3K $1.37B
MMM
3 M CO

Industrials
8.94K
+ 493.76%
$129.7 - $155.12 $1.16M - $1.39M
10.7K $1.58B
BHK
Blackrock Core Bond Trust

Financial Services
110K
New
$10.15 - $10.86 $1.12M - $1.2M
110K $1.19B
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
45.2K
New
$23.43 - $25.55 $1.06M - $1.16M
45.2K $1.16B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28.2K
+ 37.78%
$51.45 - $58.51 $1.45M - $1.65M
103K $5.33B
HFRO
Highland Income Fund\Ma

Financial Services
206K
New
$4.93 - $5.83 $1.02M - $1.2M
206K $1.07B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
103K
New
$9.83 - $10.34 $1.01M - $1.06M
103K $1.03B
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
199K
New
$4.81 - $5.25 $956K - $1.04M
199K $984M
Source Capital
22.9K
New
N/A
22.9K $951M
Barrick Mng Corp
47.2K
New
N/A
47.2K $917M
SCHV
Schwab Strategic Tr Us Large C

ETFs
32K
New
$25.77 - $27.6 $824K - $883K
32K $850M
GE
General Electric CO

Industrials
2.36K
+ 20.96%
$168.59 - $212.13 $399K - $501K
13.6K $2.73B
AVK
Advent Convertible & Income Fund

Financial Services
73K
New
$11.44 - $12.34 $835K - $900K
73K $841M
SCHG
Schwab Strategic Tr Us Large C

ETFs
33.1K
New
$24.91 - $29.02 $823K - $959K
33.1K $828M
UTG
Reaves Utility Income Fund

Financial Services
25.2K
New
$31.08 - $34.42 $784K - $869K
25.2K $821M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
53.1K
New
$14.48 - $16.6 $769K - $882K
53.1K $791M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
188K
New
$4.18 - $4.41 $786K - $830K
188K $786M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15.2K
+ 113.94%
$49.22 - $51.73 $746K - $784K
28.5K $1.44B
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
123K
New
$6.12 - $6.74 $752K - $828K
123K $753M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.44K
+ 75.97%
$87.68 - $94.52 $653K - $704K
17.2K $1.61B
FEP
First Trust Europe Alphadex Fu

ETFs
16.8K
New
$35.43 - $42.94 $596K - $723K
16.8K $687M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
116K
New
$5.87 - $6.26 $682K - $727K
116K $684M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
80.7K
New
$8.38 - $8.86 $676K - $715K
80.7K $677M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
47K
New
$14.21 - $15.67 $668K - $736K
47K $670M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
56.2K
New
$11.64 - $12.49 $654K - $702K
56.2K $663M
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
107K
New
$5.96 - $6.37 $639K - $683K
107K $662M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
80.9K
New
$8.11 - $8.58 $656K - $694K
80.9K $659M
CSQ
Calamos Strategic Total Return Fund

Financial Services
40.1K
New
$15.97 - $18.5 $641K - $742K
40.1K $649M
Activity Summary
Buys All Purchases 218 New Holdings 146 Increased Positions 72 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 7 Puts 0
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