Jones Financial Companies
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Jones Financial Companies’s Bridges Capital Tactical ETF BDGS Stock Holding History

Jones Financial Companies’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
-194
Closed -$6.12K – 3714
2024
Q4 		$6.12K Buy
+194
New +$6.1K ﹤0.01% 2694

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

Jones Financial Companies's BDGS Position: Q1 2025 in Review

Jones Financial Companies sold out of Bridges Capital Tactical ETF (BDGS) in Q1 2025, closing a stake of 194 shares — an estimated $6.12K sold.

Jones Financial Companies first reported a position in BDGS in Q4 2024 and held it in 1 quarter. The position peaked at $6.12K in Q4 2024. 10 funds tracked by Wall St. Rank hold BDGS as of Q1 2025.

  • Jones Financial Companies reported no remaining Bridges Capital Tactical ETF position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 194 Bridges Capital Tactical ETF shares in Q1 2025, an estimated $6.12K.
  • Jones Financial Companies first reported a position in Bridges Capital Tactical ETF in Q4 2024 and held it in 1 quarter.
  • Jones Financial Companies's Bridges Capital Tactical ETF position peaked at $6.12K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Bridges Capital Tactical ETF as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.