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Special Opportunities Fund shares owned by Atlas Wealth

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Atlas Wealth from 13F filings

Historical chart of Atlas Wealth investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Atlas Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $138M 10k 13339.99
2023-09-30 $147M 13k 10930.03
2023-06-30 $147M 13k 11470.02

More positions owned by Atlas Wealth

Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)
Adams Diversified Equity Closed End Funds - Taxable (ADX)
Central Secs Corporation Closed End Funds - Taxable (CET)
U.s. Bancorp Pfd B Preferred Stock (USB.PH)
Blackstone Strategic Cred 2027 Com Shs Ben In Closed End Funds - Taxable (BGB)
Miller Howard High Inc Eqty Fd Com Shs Ben In Closed End Funds - Taxable (HIE)
Apple Incorporated Common Stock (AAPL)
General Amern Invs Company Incorporated Closed End Funds - Taxable (GAM)
Bank Of America Corporation Pfd 1/1200ser2 Preferred Stock (BML.PH)
Procter And Gamble Company Common Stock (PG)
Microsoft Corporation Common Stock (MSFT)
Pioneer Mun High Income Opport Closed End Investment Co. Non Tax Dividend (MIO)
Blackrock Cap Allocation Term Closed End Funds - Taxable (BCAT)
Nuveen Preferred & Income Term Closed End Funds - Taxable (JPI)
Ecofin Sustainable And Social Com Sh Ben Int Closed End Funds - Taxable (TEAF)

View all positions for Atlas Wealth

Top funds holding Special Opportunities Fund

Rivernorth Capital Management
Blue Bell Private Wealth Management
CSS
Morgan Stanley
Epiq Partners
Shaker Financial Services
First Manhattan
SkyView Investment Advisors
Ancora Advisors
Raymond James & Associates
Deschutes Portfolio Strategy
Alpine Partners VI
Sowell Financial Services
Private Advisor
Harbour Investments

View all funds holding Special Opportunities Fund