Foundations Investment Advisors’s Bridges Capital Tactical ETF BDGS Stock Holding History

Foundations Investment Advisors’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
2024 Q1	–	Sell	-21,631	Closed	-$588K	–	707
2023 Q4	$588K	Buy	21,631 +6,746	+45%	+$177K	0.02%	401
2023 Q3	$378K	Buy	+14,885	New	+$383K	0.01%	456

Other funds holding BDGS

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foundations Investment Advisors's BDGS Position: Q1 2024 in Review

Foundations Investment Advisors sold out of Bridges Capital Tactical ETF (BDGS) in Q1 2024, closing a stake of 21,631 shares — an estimated $588K sold.

Foundations Investment Advisors first reported a position in BDGS in Q3 2023 and held it in 2 quarters. The position peaked at $588K in Q4 2023. 3 funds tracked by Wall St. Rank hold BDGS as of Q1 2024.

Foundations Investment Advisors reported no remaining Bridges Capital Tactical ETF position as of Q1 2024 after selling out during the quarter.
Foundations Investment Advisors sold 21,631 Bridges Capital Tactical ETF shares in Q1 2024, an estimated $588K.
Foundations Investment Advisors first reported a position in Bridges Capital Tactical ETF in Q3 2023 and held it in 2 quarters.
Foundations Investment Advisors's Bridges Capital Tactical ETF position peaked at $588K in Q4 2023.
3 funds tracked by Wall St. Rank held Bridges Capital Tactical ETF as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.