Nwf Advisory Services Inc. Closed Holding Positions

Nwf Advisory Services Inc.

  • $911 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NSA
National Storage Affiliates Trust

Real Estate
Q4 2023 Filed on Dec 08, 2025
8,853
$28.4 - $42.1 $251K - $373K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q3 2023 Filed on Dec 08, 2025
9,053
$22.7 - $25.59 $206K - $232K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2023 Filed on Dec 08, 2025
13,830
$34.95 - $42.38 $483K - $586K
IHIT
Invesco High Income 2023 Target Term Fund

Financial Services
Q4 2023 Filed on Dec 08, 2025
30,800
$0.0 - $6.93 $0 - $213K
IEMG
Ishares Inc

ETFs
Q4 2023 Filed on Dec 08, 2025
20,007
$45.74 - $50.64 $915K - $1.01M
IEFA
Ishares Tr

ETFs
Q4 2023 Filed on Dec 08, 2025
35,577
$61.3 - $70.47 $2.18M - $2.51M
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2023 Filed on Dec 08, 2025
2,519
$100.97 - $108.77 $254K - $274K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2023 Filed on Dec 08, 2025
5,479
$65.78 - $75.4 $360K - $413K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2023 Filed on Dec 08, 2025
7,809
$135.38 - $157.63 $1.06M - $1.23M
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2023 Filed on Dec 08, 2025
1,596
$120.85 - $137.87 $193K - $220K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q4 2023 Filed on Dec 08, 2025
11,474
$9.72 - $12.01 $112K - $138K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2023 Filed on Dec 08, 2025
10,726
$0.0 - $6.21 $0 - $66.6K
SPPI
Spectrum Pharmaceuticals Inc

Healthcare
Q3 2023 Filed on Dec 08, 2025
10,000
$0.0 - $1.03 $0 - $10.3K
AGNC
Agnc Investment Corp.

Real Estate
Q4 2023 Filed on Dec 08, 2025
24,640
$6.94 - $10.13 $171K - $250K
BTTX
Better Therapeutics, Inc.

Healthcare
Q4 2023 Filed on Dec 08, 2025
15,460
$0.14 - $0.39 $2.16K - $6.03K
SHV
Ishares Tr

ETFs
Q4 2023 Filed on Dec 08, 2025
2,747
$109.86 - $110.59 $302K - $304K
GEO
Geo Group Inc

Real Estate
Q4 2023 Filed on Dec 08, 2025
17,375
$8.09 - $11.25 $141K - $195K
ECC
Eagle Point Credit CO Inc.

Financial Services
Q4 2023 Filed on Dec 08, 2025
16,083
$8.7 - $10.14 $140K - $163K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2023 Filed on Dec 08, 2025
4,890
$39.26 - $43.19 $192K - $211K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2023 Filed on Dec 08, 2025
8,009
$34.1 - $54.26 $273K - $435K
BAX
Baxter International Inc

Healthcare
Q3 2023 Filed on Dec 08, 2025
4,532
$37.32 - $49.29 $169K - $223K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q3 2023 Filed on Dec 08, 2025
2,266
$143.61 - $172.29 $325K - $390K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q3 2023 Filed on Dec 08, 2025
11,509
$8.5 - $10.13 $97.8K - $117K
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
LEN
Lennar Corp

Consumer Cyclical
Q3 2024 Filed on Oct 06, 2025
7,942
$142.5 - $192.45 $1.13M - $1.53M
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
Q3 2024 Filed on Oct 06, 2025
13,724
$2.48 - $3.35 $34K - $46K
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
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
LW
Lamb Weston Holdings, Inc.

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

Technology
Q2 2024 Filed on Oct 06, 2025
612
$281.76 - $339.17 $172K - $208K
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