Bridgewealth Advisory Group, LLC
Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc
CIK 1801982
Fresno, CA
Position in PFD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$297,611
+$11,515 QoQ
Shares Held
25,590
0.0% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3
of 17 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bridgewealth Advisory Group, LLC holds $1,857,180 across 6 Asset Management names. PFD ranks #3 (16.0% 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
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|
25,590 | $297,611 | |
| 4 | ARCC |
Ares Capital Corp
|
11,530 | $213,650 | |
| 5 | IAF |
Abrdn Australia Equity Fund, Inc.
|
11,745 | $145,403 | |
| 6 | FT |
Franklin Universal Trust
|
11,173 | $90,110 |
All Filings in PFD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,611 | 25,590 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $286,096 | 25,590 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $303,753 | 25,590 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $333,350 | 27,733 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $313,660 | 27,733 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $311,718 | 27,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $155,887 | 13,045 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||