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Ellsworth Fund shares owned by Sunbelt Securities

Quarter-by-quarter ownership of Ellsworth Fund (ECF) shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in Ellsworth Fund

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All positions including Ellsworth Fund held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ellsworth Fund by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 2.0k 11.63
2025-09-30 $23k 2.0k 11.60
2025-03-31 $18k 2.0k 9.08

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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
Uhlmann Price Securities

View all funds holding Ellsworth Fund