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

Worth 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
2025
Q4 		– Sell
-8,796
Closed -$302K – 161
2025
Q3 		$302K Sell
8,796
-820
-9% -$27.6K 0.14% 118
2025
Q2 		$317K Buy
9,616
+40
+0.4% +$1.27K 0.16% 96
2025
Q1 		$298K Buy
9,576
+105
+1% +$3.34K 0.16% 103
2024
Q4 		$299K Buy
+9,471
New +$298K 0.16% 103

Other funds holding BDGS

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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Worth Asset Management's BDGS Position: Q4 2025 in Review

Worth Asset Management sold out of Bridges Capital Tactical ETF (BDGS) in Q4 2025, closing a stake of 8,796 shares — an estimated $302K sold.

Worth Asset Management first reported a position in BDGS in Q4 2024 and held it in 4 quarters. The position peaked at $317K in Q2 2025. 5 funds tracked by Wall St. Rank hold BDGS as of Q4 2025.

  • Worth Asset Management reported no remaining Bridges Capital Tactical ETF position as of Q4 2025 after selling out during the quarter.
  • Worth Asset Management sold 8,796 Bridges Capital Tactical ETF shares in Q4 2025, an estimated $302K.
  • Worth Asset Management first reported a position in Bridges Capital Tactical ETF in Q4 2024 and held it in 4 quarters.
  • Worth Asset Management's Bridges Capital Tactical ETF position peaked at $317K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held Bridges Capital Tactical ETF as of Q4 2025.

Based on Worth Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.