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Ellsworth Fund shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of Ellsworth Fund (ECF) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in Ellsworth Fund

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All positions including Ellsworth Fund held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ellsworth Fund by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $767k 69k 11.15

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View all positions for Evolve Private Wealth

Top funds holding Ellsworth Fund

Saba Capital Management
Wells Fargo & Company
Sit Investment Associates
Advisors Asset Management
Pathstone Holdings
Brooklyn Capital Management
Invesco
Blue Bell Private Wealth Management
Guggenheim Capital, LLC Managers
Baird Financial
Ameriprise Financial
Capstone Investment Advisors
Raymond James Financial
Goss Wealth Management
Evolve Private Wealth

View all funds holding Ellsworth Fund