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Special Opportunities Fund shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Special Opportunities Fund (SPE) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Special Opportunities Fund

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities Fund held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities Fund by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $192k 14k 13.94
2024-06-30 $161k 12k 13.07

More positions owned by Commonwealth Equity Services

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Ishares Tr Core S&p500 Etf (IVV)
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NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Commonwealth Equity Services

Top funds holding Special Opportunities Fund

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

View all funds holding Special Opportunities Fund