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Wells Fargo Adv Inc Opport Fund shares owned by Apollon Wealth Management

Quarter-by-quarter ownership of Wells Fargo Adv Inc Opport Fund (EAD) shares owned by Apollon Wealth Management from 13F filings

Historical chart of Apollon Wealth Management investment in Wells Fargo Adv Inc Opport Fund

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All positions including Wells Fargo Adv Inc Opport Fund held by Apollon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo Adv Inc Opport Fund by Apollon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $84k 12k 7.01
2025-06-30 $84k 12k 7.06
2025-03-31 $82k 12k 6.84
2024-12-31 $82k 12k 6.89

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View all positions for Apollon Wealth Management

Top funds holding Wells Fargo Adv Inc Opport Fund

Morgan Stanley
Pathstone Holdings
Sit Investment Associates
Guggenheim Capital, LLC Managers
Invesco
Cohen & Steers Capital Management
Shaker Financial Services
Rivernorth Capital Management
Rareview Capital
UBS Group
Thrivent Financial for Lutherans
LPL Financial
Brown Advisory Holdings Incorporated
Marks Group Wealth Management
Cambridge Investment Research Advisors

View all funds holding Wells Fargo Adv Inc Opport Fund