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Newbridge Financial Services Group’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

Newbridge Financial Services Group’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,300
Closed -$827K – 1452
2025
Q3 		$827K Buy
21,300
+1,025
+5% +$37.1K 0.12% 131
2025
Q2 		$705K Buy
+20,275
New +$709K 0.11% 142

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Newbridge Financial Services Group's USG Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of USCF Gold Strategy Plus Income Fund (USG) in Q4 2025, closing a stake of 21,300 shares — an estimated $827K sold.

Newbridge Financial Services Group first reported a position in USG in Q2 2025 and held it in 2 quarters. The position peaked at $827K in Q3 2025. 13 funds tracked by Wall St. Rank hold USG as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining USCF Gold Strategy Plus Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 21,300 USCF Gold Strategy Plus Income Fund shares in Q4 2025, an estimated $827K.
  • Newbridge Financial Services Group first reported a position in USCF Gold Strategy Plus Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's USCF Gold Strategy Plus Income Fund position peaked at $827K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.