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Milestone Asset Management’s Bridges Capital Tactical ETF BDGS Stock Holding History

Milestone Asset 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
2026
Q1 		– Sell
-17,770
Closed -$616K – 237
2025
Q4 		$616K Sell
17,770
-1,769
-9% -$61.3K 0.12% 141
2025
Q3 		$671K Sell
19,539
-1,062
-5% -$35.7K 0.13% 128
2025
Q2 		$679K Sell
20,601
-5,238
-20% -$166K 0.14% 117
2025
Q1 		$804K Sell
25,839
-897
-3% -$28.6K 0.17% 102
2024
Q4 		$843K Buy
26,736
+2,767
+12% +$86.9K 0.19% 121
2024
Q3 		$731K Sell
23,969
-28,246
-54% -$842K 0.16% 110
2024
Q2 		$1.48M Buy
52,215
+9,860
+23% +$275K 0.37% 53
2024
Q1 		$1.16M Buy
42,355
+20,692
+96% +$564K 0.33% 68
2023
Q4 		$584K Buy
21,663
+6,778
+46% +$177K 0.19% 31
2023
Q3 		$379K Buy
+14,885
New +$383K 0.13% 50

Other funds holding BDGS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Milestone Asset Management's BDGS Position: Q1 2026 in Review

Milestone Asset Management sold out of Bridges Capital Tactical ETF (BDGS) in Q1 2026, closing a stake of 17,770 shares — an estimated $616K sold.

Milestone Asset Management first reported a position in BDGS in Q3 2023 and held it in 10 quarters. The position peaked at $1.48M in Q2 2024. 5 funds tracked by Wall St. Rank hold BDGS as of Q1 2026.

  • Milestone Asset Management reported no remaining Bridges Capital Tactical ETF position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management sold 17,770 Bridges Capital Tactical ETF shares in Q1 2026, an estimated $616K.
  • Milestone Asset Management first reported a position in Bridges Capital Tactical ETF in Q3 2023 and held it in 10 quarters.
  • Milestone Asset Management's Bridges Capital Tactical ETF position peaked at $1.48M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Bridges Capital Tactical ETF as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.