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Pennantpark Floating Rate Capi shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Pennantpark Floating Rate Capi (PFLT) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Pennantpark Floating Rate Capi

Tip: Access up to 7 years of quarterly data

All positions including Pennantpark Floating Rate Capi held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pennantpark Floating Rate Capi by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $112k 12k 9.27

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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
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Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Series Trust State Street Spd (SPYG)
United Security Bancshares (UBFO)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bridgewealth Advisory Group

Top funds holding Pennantpark Floating Rate Capi

Sound Income Strategies
Van Eck Associates Corp.
UBS Group
Altshuler Shaham
Invesco
Diameter Capital Partners
Marshall Wace
Legal & General Group
BlackRock
Millennium Management
Truffle Hound Capital
Qube Research & Technologies
Two Sigma Investments
LPL Financial
Advisors Asset Management

View all funds holding Pennantpark Floating Rate Capi