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
NZF
Nuveen Municipal Credit Income Fund

Financial Services
19.8K
New
$12.03 - $12.69 $238K - $251K
19.8K $242M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
6.7K
New
$35.29 - $36.56 $236K - $245K
6.7K $240M
XLU
Utilities Sector Spdr

ETFs
2.95K
New
$74.7 - $80.27 $220K - $236K
2.95K $232M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
22.8K
New
$10.14 - $10.47 $231K - $239K
22.8K $231M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
8.77K
New
$26.06 - $28.54 $229K - $250K
8.77K $229M
MGV
Vanguard Mega Cap Value

ETFs
1.77K
New
$123.61 - $133.01 $219K - $235K
1.77K $228M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
23K
New
$9.19 - $9.82 $211K - $225K
23K $225M
WM
Waste Management Inc

Industrials
958
New
$200.54 - $233.78 $192K - $224K
958 $222M
IGV
Ishares Expanded Tech Software

ETFs
2.48K
New
$88.3 - $107.83 $219K - $268K
2.48K $221M
SPE
Special Opportunities Fund, Inc.

Financial Services
14.7K
New
$14.7 - $15.68 $216K - $230K
14.7K $221M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
9.9K
New
$20.29 - $22.36 $201K - $221K
9.9K $219M
KHC
Kraft Heinz CO

Consumer Defensive
7.17K
New
$28.51 - $32.22 $205K - $231K
7.17K $218M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.65K
New
$131.2 - $160.72 $216K - $265K
1.65K $218M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
11.8K
New
$17.03 - $18.6 $201K - $219K
11.8K $217M
Hafnia LTD
51.8K
New
N/A
51.8K $215M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.3K
New
$59.6 - $67.2 $197K - $222K
3.3K $211M
SOFI
So Fi Technologies, Inc.

Financial Services
18.1K
New
$11.18 - $18.03 $202K - $326K
18.1K $211M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
7.38K
New
$27.95 - $30.87 $206K - $228K
7.38K $209M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
7.8K
New
$26.45 - $28.62 $206K - $223K
7.8K $207M
MUB
Ishares National Muni Bond ETF

ETFs
1.95K
New
$104.71 - $107.69 $204K - $210K
1.95K $206M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.51K
New
$75.32 - $84.77 $189K - $213K
2.51K $205M
FNDF
Schwab Fundamental Intl Large

ETFs
5.62K
New
$32.9 - $37.45 $185K - $210K
5.62K $203M
VIS
Vanguard Industrial ETF

ETFs
817
New
$243.63 - $273.99 $199K - $224K
817 $202M
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.85K
New
N/A
5.85K $200M
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
19.2K
New
$10.18 - $10.65 $195K - $204K
19.2K $200M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
13.6K
New
$14.32 - $16.14 $195K - $220K
13.6K $198M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
17.9K
New
$10.13 - $10.52 $181K - $188K
17.9K $184M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
12.2K
New
N/A
12.2K $158M
THW
Tekla World Healthcare Fund

Financial Services
12.4K
New
$11.09 - $12.2 $138K - $151K
12.4K $143M
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
10.7K
New
$12.9 - $13.32 $137K - $142K
10.7K $141M
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
11.2K
New
$11.83 - $12.08 $132K - $135K
11.2K $134M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
14K
New
$8.69 - $9.43 $122K - $132K
14K $131M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
15.3K
New
$8.46 - $9.3 $129K - $142K
15.3K $129M
DMA
Destra Multi Alternative Fund

Financial Services
14.2K
New
$8.36 - $8.82 $119K - $125K
14.2K $120M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
11.8K
New
$9.55 - $10.42 $113K - $123K
11.8K $119M
EAD
Allspring Income Opportunities Fund

Financial Services
16.3K
New
$6.8 - $7.06 $111K - $115K
16.3K $111M
PCF
High Income Securities Fund

Financial Services
16.5K
New
$6.51 - $6.86 $107K - $113K
16.5K $110M
CTSO
Cytosorbents Corp

Healthcare
104K
New
$0.89 - $1.3 $92.7K - $135K
104K $104M
AHH
Armada Hoffler Properties, Inc.

Real Estate
13.7K
New
$7.5 - $10.2 $103K - $140K
13.7K $103M
EVF
Eaton Vance Senior Income Trust

Financial Services
17.6K
New
$5.84 - $6.28 $103K - $111K
17.6K $103M
FTF
Franklin LTD Duration Income Trust

Financial Services
13K
New
$6.43 - $6.7 $83.6K - $87.1K
13K $84M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
10K
New
$5.37 - $6.09 $53.7K - $60.9K
10K $60.9M
ABEV
Ambev S.A.

Consumer Defensive
21K
New
$1.77 - $2.37 $37.1K - $49.7K
21K $48.8M
VVR
Invesco Senior Income Trust

Financial Services
10K
New
$3.55 - $4.15 $35.5K - $41.5K
10K $37.5M
Sensei Biotherapeutics Inc
16.5K
New
N/A
16.5K $6.51M
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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