AFG
BDGS icon

Atomi Financial Group’s Bridges Capital Tactical ETF BDGS Stock Holding History

Atomi Financial Group’s Portfolio BDGS Stock Details BDGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,438
Closed -$203K – 1044
2024
Q4 		$203K Sell
6,438
-1,416
-18% -$44.5K 0.01% 915
2024
Q3 		$240K Sell
7,854
-3,137
-29% -$93.5K 0.02% 773
2024
Q2 		$311K Sell
10,991
-1,147
-9% -$32K 0.02% 574
2024
Q1 		$334K Sell
12,138
-7,012
-37% -$191K 0.03% 497
2023
Q4 		$516K Sell
19,150
-2,809
-13% -$73.6K 0.07% 262
2023
Q3 		$558K Buy
+21,959
New +$564K 0.19% 135

Other funds holding BDGS

NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atomi Financial Group's BDGS Position: Q1 2025 in Review

Atomi Financial Group sold out of Bridges Capital Tactical ETF (BDGS) in Q1 2025, closing a stake of 6,438 shares — an estimated $203K sold.

Atomi Financial Group first reported a position in BDGS in Q3 2023 and held it in 6 quarters. The position peaked at $558K in Q3 2023. 10 funds tracked by Wall St. Rank hold BDGS as of Q1 2025.

  • Atomi Financial Group reported no remaining Bridges Capital Tactical ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 6,438 Bridges Capital Tactical ETF shares in Q1 2025, an estimated $203K.
  • Atomi Financial Group first reported a position in Bridges Capital Tactical ETF in Q3 2023 and held it in 6 quarters.
  • Atomi Financial Group's Bridges Capital Tactical ETF position peaked at $558K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Bridges Capital Tactical ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.