Bridgewealth Advisory Group, LLC
Position in IAF — Abrdn Australia Equity Fund, Inc.
CIK 1801982
Fresno, CA
Position in IAF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$138,374
-$903 QoQ
Shares Held
11,417
+5.9% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#12
of 27 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IAF 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. IAF ranks #6 (6.0% 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.
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|
11,417 | $138,374 | |
| 7 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
13,042 | $104,857 | |
| 8 | FT |
Franklin Universal Trust
|
11,173 | $89,495 |
All Filings in IAF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,374 | 11,417 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $139,277 | 10,780 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||