NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in HQH — abrdn Healthcare Investors
CIK 1109767
CEDAR RAPIDS, IA
Position in HQH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$684,061
+$106,100 QoQ
Shares Held
31,122
-4.2% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#6
of 29 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. HQH ranks #19 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,200,896 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
121,510 | $4,888,347 | |
| 3 | BX |
Blackstone Inc.
|
35,897 | $4,223,999 | |
| 4 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 5 | AMP |
Ameriprise Financial Inc
|
6,138 | $2,815,868 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
98,614 | $1,555,142 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
26,728 | $1,339,072 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
54,091 | $1,282,497 |
All Filings in HQH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,061 | 31,122 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $577,961 | 32,488 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $637,482 | 33,658 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $632,402 | 34,258 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $530,315 | 34,236 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $563,333 | 34,688 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $556,357 | 34,664 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $654,753 | 35,164 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $618,258 | 35,410 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $601,059 | 35,650 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $590,720 | 35,650 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $557,467 | 35,850 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $653,236 | 38,313 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $676,224 | 38,313 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $649,872 | 36,104 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $625,639 | 36,206 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $638,263 | 34,150 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $700,987 | 33,750 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $757,944 | 31,900 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $827,189 | 32,350 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $762,894 | 29,650 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $618,793 | 25,350 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||