Avior Wealth Management
BDGS icon

Avior Wealth Management’s Bridges Capital Tactical ETF BDGS Stock Holding History

Avior Wealth Management’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
-511
Closed -$16.1K – 891
2024
Q4 		$16.1K Buy
+511
New +$16.1K ﹤0.01% 1469

Other funds holding BDGS

Napa Wealth Management
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's BDGS Position: Q1 2025 in Review

Avior Wealth Management sold out of Bridges Capital Tactical ETF (BDGS) in Q1 2025, closing a stake of 511 shares — an estimated $16.1K sold.

Avior Wealth Management first reported a position in BDGS in Q4 2024 and held it in 1 quarter. The position peaked at $16.1K in Q4 2024. 10 funds tracked by Wall St. Rank hold BDGS as of Q1 2025.

  • Avior Wealth Management reported no remaining Bridges Capital Tactical ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 511 Bridges Capital Tactical ETF shares in Q1 2025, an estimated $16.1K.
  • Avior Wealth Management first reported a position in Bridges Capital Tactical ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Bridges Capital Tactical ETF position peaked at $16.1K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Bridges Capital Tactical ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.