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Wells Fargo Adv Inc Opport Fund shares owned by Peak Planning Group

Quarter-by-quarter ownership of Wells Fargo Adv Inc Opport Fund (EAD) shares owned by Peak Planning Group from 13F filings

Historical chart of Peak Planning Group investment in Wells Fargo Adv Inc Opport Fund

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All positions including Wells Fargo Adv Inc Opport Fund held by Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.4M 1.1M 6.48

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View all positions for Peak Planning Group

Top funds holding Wells Fargo Adv Inc Opport Fund

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

View all funds holding Wells Fargo Adv Inc Opport Fund