Position in FT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$89,495
+$111 QoQ
Shares Held
11,173
0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Bridgewealth Advisory Group, LLC holds $2,289,744 across 9 Asset Management names. FT ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
53,059 | $631,402 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
|
36,378 | $423,803 | |
| 3 | ARCC |
Ares Capital Corp
|
19,188 | $345,767 | |
| 4 | PFD |
Flaherty & Crumrine Preferred & Income Fund Inc
|
25,590 | $286,096 | |
| 5 | GSBD |
Goldman Sachs BDC, Inc.
|
20,483 | $181,889 | |
| 6 | IAF |
Abrdn Australia Equity Fund, Inc.
|
11,417 | $138,374 | |
| 7 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
13,042 | $104,857 | |
| 8 | FT |
Franklin Universal Trust
This page
|
11,173 | $89,495 |
All Filings in FT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,495 | 11,173 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $89,384 | 11,173 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $119,876 | 14,910 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $113,614 | 14,910 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $108,992 | 14,910 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||