Brookwood Investment Group’s Ned Davis Research 360 Dynamic Allocation ETF NDAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$255K Buy
10,707
+332
+3% +$7.78K 0.03% 440
2026
Q1
$225K Buy
+10,375
New +$231K 0.03% 459

Brookwood Investment Group's NDAA Position: Q2 2026 in Review

Brookwood Investment Group increased its Ned Davis Research 360 Dynamic Allocation ETF (NDAA) stake by 3.2% in Q2 2026, buying an estimated $7.78K and bringing the position to 10,707 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #440.

Brookwood Investment Group first reported a position in NDAA in Q1 2026 and has held it in 2 quarters since. 1 fund tracked by Wall St. Rank holds NDAA as of Q2 2026.

  • Brookwood Investment Group held 10,707 shares of Ned Davis Research 360 Dynamic Allocation ETF worth $255K as of Q2 2026.
  • Brookwood Investment Group bought 332 Ned Davis Research 360 Dynamic Allocation ETF shares in Q2 2026, an estimated $7.78K.
  • Ned Davis Research 360 Dynamic Allocation ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #440 holding.
  • Brookwood Investment Group first reported a position in Ned Davis Research 360 Dynamic Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 1 fund tracked by Wall St. Rank held Ned Davis Research 360 Dynamic Allocation ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.