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Special Opportunities Fund shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $493k 32k 15.50
2025-06-30 $362k 23k 15.49
2025-03-31 $293k 20k 15.02

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Cetera Investment Advisers

Top funds holding Special Opportunities Fund

Kovitz Investment Group Partners
Shaker Financial Services
Blue Bell Private Wealth Management
CSS
Advisors Asset Management
Scotia Capital
Seven Mile Advisory
Rivernorth Capital Management
Morgan Stanley
Cetera Investment Advisers
First Manhattan
Raymond James Financial
Oppenheimer & Co
Envestnet Asset Management
Guggenheim Capital, LLC Managers

View all funds holding Special Opportunities Fund