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Equibles

Bridgewealth Advisory Group, LLC

Position in IAF — Abrdn Australia Equity Fund, Inc.

CIK 1801982 Fresno, CA
Back to IAF Full portfolio

Position in IAF

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$145,403
+$7,029 QoQ
Shares Held
11,745
+2.9% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#14
of 29 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IAF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Bridgewealth Advisory Group, LLC holds $1,857,180 across 6 Asset Management names. IAF ranks #5 (7.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NKX
Nuveen California Amt-Free Quality Municipal Income Fund
 53,261 $667,360
2 NAC
Nuveen California Quality Municipal Income Fund
 36,555 $443,046
3 PFD
Flaherty & Crumrine Preferred & Income Fund Inc
 25,590 $297,611
4 ARCC
Ares Capital Corp
 11,530 $213,650
5 IAF
Abrdn Australia Equity Fund, Inc.
This page 		11,745 $145,403
6 FT
Franklin Universal Trust
 11,173 $90,110

All Filings in IAF

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $145,403 11,745
2026-03-31 $138,374 11,417
2025-12-31 $139,277 10,780
2025-09-30 $148,458 32,344
2025-06-30 $140,925 31,527
2024-12-31 $124,924 29,815
2024-09-30 $136,359 28,951
2024-06-30 $122,162 28,213
2024-03-31 $116,924 27,447
2023-12-31 $112,675 26,022
2023-09-30 $102,786 26,022
2023-06-30 $108,818 25,248
2023-03-31 $107,691 24,531
2022-12-31 $101,777 23,184