Nwf Advisory Services Inc. Reduced Holdings in Q2 2025

Nwf Advisory Services Inc.

  • $839 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IFRA
Ishares Tr

ETFs
-2.19K
- 9.16%
$40.97 - $49.19 $89.8K - $108K
21.8K $1.07B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-650
- 10.79%
$43.86 - $51.74 $28.5K - $33.6K
5.38K $278M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-10.8K
- 2.54%
$3.35 - $3.97 $36.2K - $42.9K
415K $1.64B
ABEV
Ambev S.A.

Consumer Defensive
-3.05K
- 14.56%
$2.15 - $2.55 $6.56K - $7.78K
17.9K $43.1M
TRV
Travelers Companies, Inc.

Financial Services
-41
- 2.1%
$233.83 - $276.34 $9.59K - $11.3K
1.91K $511M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-7.15K
- 9.39%
$7.35 - $9.25 $52.6K - $66.2K
69K $638M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-1.83K
- 3.31%
$4.93 - $5.9 $9.04K - $10.8K
53.5K $310M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-300
- 7.01%
$46.04 - $53.67 $13.8K - $16.1K
3.98K $214M
AVUV
American Centy ETF Tr Avantis

ETFs
-306
- 4.18%
$75.17 - $91.21 $23K - $27.9K
7.01K $639M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-165
- 0.38%
$7.05 - $8.02 $1.16K - $1.32K
43.6K $350M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
-2K
- 1.63%
$5.25 - $6.28 $10.5K - $12.6K
121K $755M
Innovator Etfs Trust
-442
- 7.77%
N/A
5.25K $266M
Aim ETF Products Trust
-520
- 3.85%
N/A
13K $418M
CGMS
Capital Grp Core Plus Income E
-1.83K
- 1.02%
N/A
177K $4.89B
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
-2K
- 7.09%
$9.1 - $11.73 $18.2K - $23.5K
26.2K $306M
SLV
I Shares Silver Trust

ETFs
-6.46K
- 5.33%
$27.08 - $33.74 $175K - $218K
115K $3.76B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-115
- 4.59%
$73.02 - $90.22 $8.4K - $10.4K
2.39K $214M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-193
- 3.14%
$51.16 - $62.02 $9.87K - $12K
5.95K $369M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-246
- 3.16%
$33.46 - $41.33 $8.23K - $10.2K
7.55K $312M
PARA
Paramount Global

Communication Services
-1.67K
- 4.41%
$10.65 - $12.9 $17.8K - $21.5K
36.2K $467M
IGV
Ishares Expanded Tech Software

ETFs
-300
- 12.09%
$80.15 - $109.5 $24K - $32.9K
2.18K $239M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-186
- 2.27%
$90.56 - $109.49 $16.8K - $20.4K
8.02K $876M
Hafnia LTD
-4.79K
- 9.26%
N/A
47K $235M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-2.6K
- 0.94%
$4.33 - $5.29 $11.3K - $13.8K
274K $1.45B
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
-63
- 0.53%
$16.83 - $20.38 $1.06K - $1.28K
11.7K $239M
IWP
Ishares Russell Mid Cap Growth

ETFs
-332
- 9.59%
$104.34 - $138.68 $34.6K - $46K
3.13K $434M
AVK
Advent Convertible & Income Fund

Financial Services
-58
- 0.08%
$10.01 - $12.11 $581 - $702
72.9K $883M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-300
- 0.37%
$7.19 - $8.75 $2.16K - $2.63K
80.6K $705M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-521
- 2.71%
$16.12 - $20.75 $8.4K - $10.8K
18.7K $388M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-198
- 0.42%
$12.25 - $15.47 $2.43K - $3.06K
46.8K $724M
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
-4.8K
- 4.48%
$5.4 - $7.04 $25.9K - $33.8K
102K $721M
HON
Honeywell International Inc

Industrials
-38
- 1.03%
$182.86 - $232.88 $6.95K - $8.85K
3.65K $849M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.21K
- 5.2%
$72.96 - $90.39 $88.4K - $109K
22.1K $1.97B
SOFI
So Fi Technologies, Inc.

Financial Services
-1.24K
- 6.83%
$9.5 - $18.21 $11.7K - $22.5K
16.9K $307M
AMD
Advanced Micro Devices Inc

Technology
-758
- 13.49%
$78.21 - $143.81 $59.3K - $109K
4.86K $690M
IBM
International Business Machines Corp

Technology
-14
- 0.47%
$221.03 - $294.78 $3.09K - $4.13K
2.96K $872M
OEF
Ishares S&P 100 ETF

ETFs
-431
- 5.03%
N/A
8.13K $2.47B
IDV
Ishares Tr

ETFs
-474
- 0.81%
$27.79 - $34.84 $13.2K - $16.5K
57.9K $2B
C
Citigroup Inc

Financial Services
-21.2K
- 14.33%
$58.13 - $85.12 $1.23M - $1.81M
127K $10.8B
CW
Curtiss Wright Corp

Industrials
-150
- 6.96%
$283.18 - $488.55 $42.5K - $73.3K
2K $979M
BAC
Bank Of America Corp

Financial Services
-14K
- 5.37%
$34.39 - $47.46 $481K - $663K
246K $11.7B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-134
- 0.12%
$108.12 - $135.04 $14.5K - $18.1K
109K $14.8B
VUG
Vanguard Growth ETF

ETFs
-543
- 1.68%
$329.49 - $438.4 $179K - $238K
31.7K $13.9B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-123
- 0.28%
$273.67 - $366.17 $33.7K - $45K
44.2K $16.2B
MU
Micron Technology Inc

Technology
-622
- 0.63%
$64.72 - $127.91 $40.3K - $79.6K
97.8K $12.1B
Activity Summary
Buys All Purchases 246 New Holdings 77 Increased Positions 169 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 5 Puts 0
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