PFG Advisors’s New York Life Investments ETF Trust NYLIM Global Equity R&D Leaders ETF WRND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$215K Sell
4,951
-65
-1% -$2.76K 0.01% 719
2026
Q2
$211K Buy
+5,016
New +$206K 0.01% 765

PFG Advisors's WRND Position: Q3 2026 in Review

PFG Advisors reduced its New York Life Investments ETF Trust NYLIM Global Equity R&D Leaders ETF (WRND) stake by 1.3% in Q3 2026, selling an estimated $2.76K and leaving 4,951 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #719.

PFG Advisors first reported a position in WRND in Q2 2026 and has held it in 2 quarters since. 1 fund tracked by Wall St. Rank holds WRND as of Q3 2026.

  • PFG Advisors held 4,951 shares of New York Life Investments ETF Trust NYLIM Global Equity R&D Leaders ETF worth $215K as of Q3 2026.
  • PFG Advisors sold 65 New York Life Investments ETF Trust NYLIM Global Equity R&D Leaders ETF shares in Q3 2026, an estimated $2.76K.
  • New York Life Investments ETF Trust NYLIM Global Equity R&D Leaders ETF made up 0.01% of PFG Advisors's portfolio in Q3 2026, its #719 holding.
  • PFG Advisors first reported a position in New York Life Investments ETF Trust NYLIM Global Equity R&D Leaders ETF in Q2 2026 and has held it in 2 quarters since.
  • 1 fund tracked by Wall St. Rank held New York Life Investments ETF Trust NYLIM Global Equity R&D Leaders ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.