Nwf Advisory Services Inc. Purchases in Q3 2025

Nwf Advisory Services Inc.

  • $911 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.8K
+ 16.09%
$49.09 - $50.58 $138K - $142K
20.2K $1.02B
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
10K
+ 54.05%
$14.0 - $14.68 $140K - $147K
28.5K $418M
BGR
Black Rock Energy & Resources Trust

Financial Services
11K
New
$13.14 - $13.64 $144K - $149K
11K $149M
XLF
Financial Sector Spdr

ETFs
1.9K
+ 6.3%
$51.37 - $54.25 $97.8K - $103K
32.1K $1.73B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.89K
+ 31.82%
$62.09 - $66.51 $118K - $126K
7.85K $512M
JRS
Nuveen Real Estate Income Fund

Financial Services
14.4K
+ 28.63%
$7.59 - $8.35 $109K - $120K
64.7K $529M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
245
+ 2.24%
$132.9 - $142.03 $32.6K - $34.8K
11.2K $1.58B
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
12.5K
New
$9.0 - $9.32 $113K - $117K
12.5K $116M
Cohen & Steers ETF Trust
4.16K
+ 44.56%
N/A
13.5K $351M
EEM
Ishares Msci Emerging Markets

ETFs
426
+ 2.52%
$48.07 - $53.4 $20.5K - $22.7K
17.4K $927M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
25.2K
+ 6.07%
$3.79 - $4.06 $95.5K - $102K
440K $1.75B
IVW
Ishares S&P 500 Growth ETF

ETFs
414
+ 8.54%
$108.97 - $121.65 $45.1K - $50.4K
5.26K $635M
FSCO
Fs Cr Opportunities Corp Com
15K
+ 144.66%
N/A
25.4K $175M
GLV
Clough Global Dividend & Income Fund

Financial Services
15K
+ 144.23%
$5.58 - $5.97 $83.7K - $89.6K
25.4K $151M
QUAL
Ishares Msci Usa Quality Facto

ETFs
303
+ 11.56%
$182.33 - $194.5 $55.2K - $58.9K
2.92K $568M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
4.6K
+ 2.31%
$5.39 - $5.8 $24.8K - $26.7K
203K $1.16B
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
1K
+ 3.07%
$11.05 - $13.31 $11.1K - $13.3K
33.7K $448M
RTX
Raytheon Technologies Corp

Industrials
212
+ 8.84%
$144.19 - $167.33 $30.6K - $35.5K
2.61K $437M
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
4.8K
+ 4.69%
$6.9 - $7.5 $33.1K - $36K
107K $804M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.15%
$107.27 - $113.94 $2.15K - $2.28K
13.7K $1.55B
MPW
Medical Properties Trust Inc

Real Estate
16K
New
$3.98 - $5.13 $63.7K - $82.1K
16K $81.1M
VDE
Vanguard Energy ETF

ETFs
117
+ 1.22%
$118.37 - $129.65 $13.8K - $15.2K
9.72K $1.22B
RVT
Royce Value Trust, Inc.

Financial Services
1.15K
+ 2.09%
$14.94 - $16.5 $17.2K - $19K
56.1K $904M
NMAI
Nuveen Multi Asset Income Fund

ETFs
5K
+ 14.45%
$12.35 - $13.01 $61.8K - $65.1K
39.6K $514M
ENB
Enbridge Inc

Energy
917
+ 16.91%
$43.79 - $50.46 $40.2K - $46.3K
6.34K $320M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
700
+ 29.25%
$87.05 - $93.19 $60.9K - $65.2K
3.09K $288M
FTCS
First Trust Capital Strength E

ETFs
570
+ 7.67%
$89.72 - $93.74 $51.1K - $53.4K
8K $749M
SHEL
Shell PLC

Energy
929
+ 22.0%
$69.82 - $73.93 $64.9K - $68.7K
5.15K $369M
AVUV
American Centy ETF Tr Avantis

ETFs
103
+ 1.47%
$90.37 - $102.12 $9.31K - $10.5K
7.12K $708M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.03%
$51.78 - $57.89 $207 - $232
12.4K $716M
MA
Mastercard Inc

Financial Services
86
+ 3.38%
$550.18 - $598.96 $47.3K - $51.5K
2.63K $1.5B
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.17%
$339.37 - $366.46 $1.36K - $1.47K
2.42K $883M
XLU
Utilities Sector Spdr

ETFs
524
+ 16.62%
$81.14 - $87.32 $42.5K - $45.8K
3.68K $321M
VDC
Vanguard Consumer Staples ETF

ETFs
350
+ 15.84%
$212.64 - $225.25 $74.4K - $78.8K
2.56K $547M
CGDV
Capital Group Divid Value ETF

ETFs
715
+ 6.05%
$39.59 - $42.21 $28.3K - $30.2K
12.5K $527M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
621
+ 12.36%
$49.43 - $54.52 $30.7K - $33.9K
5.65K $306M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
2.5K
+ 16.7%
$20.24 - $21.27 $50.6K - $53.2K
17.5K $369M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
536
+ 7.1%
$41.34 - $45.65 $22.2K - $24.5K
8.09K $365M
VXF
Vanguard Extended Market ETF

ETFs
124
+ 7.97%
$193.58 - $213.07 $24K - $26.4K
1.68K $351M
VOT
Vanguard Mid Cap Growth Index

ETFs
139
+ 12.14%
$282.75 - $294.19 $39.3K - $40.9K
1.28K $377M
XLC
Select Sector Spdr Tr Communic

ETFs
255
+ 12.57%
$105.99 - $119.41 $27K - $30.4K
2.28K $270M
XLV
Select Sector Spdr Fund Health

ETFs
229
+ 5.74%
$129.01 - $139.72 $29.5K - $32K
4.22K $587M
QCOM
Qualcomm Inc

Technology
192
+ 9.42%
$145.84 - $173.55 $28K - $33.3K
2.23K $371M
MKL
Markel Corp

Financial Services
155
+ 5.33%
$1898.34 - $2031.8 $294K - $315K
3.06K $5.85B
Powerbank Corp
30K
New
N/A
30K $45.9M
META
Meta Platforms, Inc.

Communication Services
87
+ 1.6%
$695.21 - $791.73 $60.5K - $68.9K
5.51K $4.05B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
100
+ 2.82%
$109.47 - $119.06 $10.9K - $11.9K
3.65K $432M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.12%
$195.29 - $223.85 $391 - $448
1.71K $381M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
190
+ 2.88%
$68.24 - $73.73 $13K - $14K
6.79K $499M
Activity Summary
Buys All Purchases 202 New Holdings 42 Increased Positions 160 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 5 Puts 0
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