Nwf Advisory Services Inc. Closed Holding Positions

Nwf Advisory Services Inc.

  • $911 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TXG
10x Genomics, Inc.

Healthcare
Q2 2024 Filed on Oct 06, 2025
7,455
$19.45 - $37.37 $145K - $279K
LEN
Lennar Corp

Consumer Cyclical
Q3 2024 Filed on Oct 06, 2025
7,942
$142.5 - $192.45 $1.13M - $1.53M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
Q3 2024 Filed on Oct 06, 2025
16,155
$5.03 - $5.67 $81.3K - $91.6K
MFD
Macquarie/First Trust Global Infrastr/Util Div & Inc Fund

Financial Services
Q3 2024 Filed on Oct 06, 2025
26,800
$7.45 - $9.23 $200K - $247K
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
Q3 2024 Filed on Oct 06, 2025
13,724
$2.48 - $3.35 $34K - $46K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
Q2 2024 Filed on Oct 06, 2025
54,200
$43.12 - $48.83 $2.34M - $2.65M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q3 2024 Filed on Oct 06, 2025
11,000
$11.93 - $12.78 $131K - $141K
SNOW
Snowflake Inc.

Technology
Q2 2024 Filed on Oct 06, 2025
1,794
$124.21 - $165.04 $223K - $296K
SLDP
Solid Power, Inc.

Industrials
Q2 2024 Filed on Oct 06, 2025
12,395
$1.5 - $1.99 $18.6K - $24.7K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q2 2024 Filed on Oct 06, 2025
54,445
$24.69 - $25.06 $1.34M - $1.36M
STLA
Stellantis N.V.

Consumer Cyclical
Q3 2024 Filed on Oct 06, 2025
36,700
$14.05 - $20.71 $516K - $760K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
Q3 2024 Filed on Oct 06, 2025
7,140
$37.82 - $40.43 $270K - $289K
POCT
Innovator U.S. Equity Power Bu

ETFs
Q3 2024 Filed on Oct 06, 2025
5,703
$37.79 - $38.95 $216K - $222K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q2 2024 Filed on Oct 06, 2025
1,975
$98.66 - $105.11 $195K - $208K
IAUX
I 80 Gold Corp.
Q3 2024 Filed on Oct 06, 2025
10,000
$0.8 - $1.23 $8K - $12.3K
HTY
John Hancock Tax Advantaged Global Shareholder Yield Fund

Financial Services
Q2 2024 Filed on Oct 06, 2025
37,300
$0.0 - $5.22 $0 - $195K
ERC
Allspring Multi Sector Income Fund

Financial Services
Q2 2024 Filed on Oct 06, 2025
12,400
$8.78 - $9.32 $109K - $116K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
Q3 2024 Filed on Oct 06, 2025
10,491
$11.89 - $12.87 $125K - $135K
BRSP
Bright Spire Capital, Inc.

Real Estate
Q2 2024 Filed on Oct 06, 2025
12,908
$5.7 - $6.6 $73.6K - $85.2K
CVI
Cvr Energy Inc

Energy
Q2 2024 Filed on Oct 06, 2025
41,646
$26.65 - $37.62 $1.11M - $1.57M
DVN
Devon Energy Corp

Energy
Q2 2024 Filed on Oct 06, 2025
14,015
$45.56 - $54.51 $639K - $764K
SOL
Rene Sola LTD

Technology
Q2 2024 Filed on Oct 06, 2025
17,820
$1.48 - $2.36 $26.4K - $42.1K
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q3 2024 Filed on Oct 06, 2025
17,500
$6.28 - $6.74 $110K - $118K
FIF
First Trust Energy Infrastructure Fund

Financial Services
Q2 2024 Filed on Oct 06, 2025
31,300
$0.0 - $18.44 $0 - $577K
FSD
First Trust High Income Long/Short Fund

Financial Services
Q3 2024 Filed on Oct 06, 2025
18,226
$0.0 - $12.58 $0 - $229K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q2 2024 Filed on Oct 06, 2025
16,900
$0.0 - $9.83 $0 - $166K
FPL
First Trust New Opportunities Mlp & Energy Fund

Financial Services
Q2 2024 Filed on Oct 06, 2025
13,800
$0.0 - $7.76 $0 - $107K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2024 Filed on Oct 06, 2025
2,447
$53.01 - $82.74 $130K - $202K
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