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Ellsworth Fund shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ellsworth Fund (ECF) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Ellsworth Fund

Tip: Access up to 7 years of quarterly data

All positions including Ellsworth Fund held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ellsworth Fund by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1k 250 8.24
2017-03-31 $7.0k 863 8.11
2016-12-31 $7.0k 852 8.22

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View all positions for Steward Partners Investment Advisory

Top funds holding Ellsworth Fund

Wells Fargo & Company
Advisors Asset Management
WNY Asset Management
Guggenheim Capital, LLC Managers
CNH Partners
Blue Bell Private Wealth Management
Pathstone Holdings
Shaker Financial Services
Invesco
Vima
Brooklyn Capital Management
Cornerstone Advisors
Raymond James Financial Services Advisors
Sanctuary Advisors
Institute For Wealth Management

View all funds holding Ellsworth Fund