LFA
ASGI

Legend Financial Advisors’s abrdn Global Infrastructure Income Fund ASGI Stock Holding History

Legend Financial Advisors’s Portfolio ASGI Stock Details ASGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-64
Closed -$1.12K – 50
2024
Q4 		$1.12K Buy
+64
New +$1.24K ﹤0.01% 218

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PCM
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Legend Financial Advisors's ASGI Position: Q1 2025 in Review

Legend Financial Advisors sold out of abrdn Global Infrastructure Income Fund (ASGI) in Q1 2025, closing a stake of 64 shares — an estimated $1.12K sold.

Legend Financial Advisors first reported a position in ASGI in Q4 2024 and held it in 1 quarter. The position peaked at $1.12K in Q4 2024. 79 funds tracked by Wall St. Rank hold ASGI as of Q1 2025.

  • Legend Financial Advisors reported no remaining abrdn Global Infrastructure Income Fund position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 64 abrdn Global Infrastructure Income Fund shares in Q1 2025, an estimated $1.12K.
  • Legend Financial Advisors first reported a position in abrdn Global Infrastructure Income Fund in Q4 2024 and held it in 1 quarter.
  • Legend Financial Advisors's abrdn Global Infrastructure Income Fund position peaked at $1.12K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held abrdn Global Infrastructure Income Fund as of Q1 2025.

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