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Portfolio (Quarterly) Guide ↗

PW Nova Financial Services LLC

· CIK 0002127408
13F Portfolio $466M AUM 208 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 52 Added 68 Reduced 8 Exited
Page 11 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IAGG ISHARES TR 3,964.0 $201K 0.04% NEW $50.60 -1.2%
202 ABR ARBOR REALTY TRUST INC Real Estate 37,000.0 $201K 0.04% $5.42 -5.0%
203 PFLT PENNANTPARK FLOATING RATE CA Financial Services 23,244.0 $174K 0.04% +2K +7.9% $7.48 -0.8%
204 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 10,854.0 $158K 0.03% +241.0 +2.3% $14.54 -3.6%
205 BBAI BIGBEAR AI HLDGS INC Technology 40,000.0 $147K 0.03% $3.67 -15.8%
206 AGNC AGNC INVT CORP Real Estate 11,565.0 $126K 0.03% $10.90 +0.1%
207 EIM EATON VANCE MUN BD FD Financial Services 11,750.0 $117K 0.03% NEW $9.96 -2.9%
208 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 10,315.0 $106K 0.02% $10.30 -1.2%
Page 11 of 11  ·  208 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 23.8%
Healthcare 8.3%
Industrials 8.3%
Consumer Cyclical 7.5%
Consumer Defensive 7.2%
Communication Services 5.1%
Energy 2.8%
Utilities 2.6%
Basic Materials 1.1%