Nwf Advisory Services Inc. New Holdings in Q1 2025

Nwf Advisory Services Inc.

  • $712 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIQ
Global X Funds Global X Artifi

ETFs
13.6K
New
$36.38 - $42.77 $493K - $580K
13.6K $493M
First Tr Exchng Traded Fd Vi
13.9K
New
N/A
13.9K $478M
FV
First Trust Dorsey Wright Focu

ETFs
8.6K
New
$53.91 - $63.03 $463K - $542K
8.6K $472M
PGZ
Principal Real Estate Income Fund

Financial Services
44.5K
New
$9.86 - $10.75 $439K - $478K
44.5K $469M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.91K
New
$45.72 - $51.73 $453K - $513K
9.91K $456M
PCEF
Invesco Cef Income Composite E

ETFs
24K
New
$18.8 - $19.89 $451K - $477K
24K $452M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
28.3K
New
$15.63 - $17.67 $442K - $500K
28.3K $451M
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.78K
New
$243.0 - $367.0 $433K - $653K
1.78K $434M
JRS
Nuveen Real Estate Income Fund

Financial Services
50.3K
New
$8.09 - $8.88 $407K - $447K
50.3K $414M
Aim ETF Products Trust
13.5K
New
N/A
13.5K $414M
NMAI
Nuveen Multi Asset Income Fund

ETFs
34K
New
$11.9 - $12.65 $405K - $430K
34K $409M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4K
New
$100.34 - $100.68 $402K - $403K
4K $403M
PDP
Invesco Exchange Traded Fd Tr

ETFs
4.02K
New
$96.95 - $116.13 $390K - $467K
4.02K $402M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.1K
New
$126.11 - $135.06 $391K - $419K
3.1K $400M
BMY
Bristol Myers Squibb CO

Healthcare
6.54K
New
$53.9 - $63.11 $352K - $413K
6.54K $399M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
98.3K
New
$3.96 - $4.48 $389K - $441K
98.3K $396M
NDIV
Amplify ETF Tr Nat Res Dividen
13.5K
New
N/A
13.5K $390M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
34K
New
$11.31 - $12.37 $385K - $421K
34K $386M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
44.1K
New
$8.29 - $8.97 $365K - $395K
44.1K $379M
USA
Liberty All Star Equity Fund

Financial Services
54K
New
$6.41 - $7.32 $346K - $395K
54K $353M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
43.8K
New
$7.89 - $8.07 $345K - $353K
43.8K $349M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
28.6K
New
$11.44 - $12.4 $327K - $354K
28.6K $345M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
19.2K
New
$17.74 - $22.07 $341K - $424K
19.2K $341M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
7.8K
New
$40.55 - $48.43 $316K - $378K
7.8K $336M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
32.7K
New
$9.82 - $10.44 $321K - $341K
32.7K $325M
Nuveen Global High Income Fd
24.8K
New
N/A
24.8K $325M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.3K
New
$96.93 - $109.51 $319K - $361K
3.3K $323M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.2K
New
$25.58 - $29.24 $313K - $358K
12.2K $321M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.87K
New
$105.1 - $109.61 $302K - $315K
2.87K $312M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
15.1K
New
$18.63 - $21.12 $281K - $319K
15.1K $311M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
55.3K
New
$5.3 - $5.8 $293K - $321K
55.3K $310M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
25.5K
New
$11.85 - $13.1 $302K - $334K
25.5K $309M
STEW
Boulder Growth & Income Fund

Financial Services
17.8K
New
$15.76 - $17.3 $281K - $308K
17.8K $307M
QJUN
First Tr ETF
11.4K
New
$26.45 - $29.15 $301K - $331K
11.4K $301M
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
28.2K
New
$9.95 - $10.71 $281K - $302K
28.2K $298M
QCOM
Qualcomm Inc

Technology
1.93K
New
$151.94 - $175.86 $294K - $340K
1.93K $297M
Tortoise Capital Series Trus
14.3K
New
N/A
14.3K $295M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
21K
New
$12.14 - $13.31 $255K - $280K
21K $280M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
33.6K
New
$8.24 - $8.68 $277K - $292K
33.6K $277M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
15K
New
$18.12 - $19.21 $271K - $288K
15K $273M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
49.8K
New
$5.3 - $5.75 $264K - $286K
49.8K $268M
TGT
Target Corp

Consumer Defensive
2.56K
New
$103.65 - $142.5 $266K - $365K
2.56K $268M
Innovator Etfs Trust
5.69K
New
N/A
5.69K $264M
O
Realty Income Corp

Real Estate
4.48K
New
$51.67 - $58.49 $231K - $262K
4.48K $260M
CHW
Calamos Global Dynamic Income Fund

Financial Services
40.6K
New
$6.39 - $7.05 $259K - $286K
40.6K $259M
FTCS
First Trust Capital Strength E

ETFs
2.85K
New
$86.39 - $91.35 $246K - $260K
2.85K $255M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
63.4K
New
$3.92 - $4.13 $248K - $262K
63.4K $252M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.98K
New
$62.72 - $71.92 $250K - $286K
3.98K $251M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
46K
New
$4.96 - $5.5 $228K - $253K
46K $246M
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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